Ag Bull Intel

  • Trump Targets Canadian Goods in U.S. Contracts as Trade Fight Widens

    Trump Targets Canadian Goods in U.S. Contracts as Trade Fight Widens

    TRADE ANALYSIS  |  SEPTEMBER 8, 2026 POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS TRADE POLICY  |  U.S.–CANADA–EU Trump Targets Canadian Goods in U.S. Contracts as Trade Fight Widens Carney pursues EU alliance as tariffs and import bans pressure agriculture Analysis  ·  September 8, 2026 President Donald Trump said Sept. 8 he would move…

  • RS Opens New 45Z Opportunities for Agriculture, With Key Rules Still Pending

    RS Opens New 45Z Opportunities for Agriculture, With Key Rules Still Pending

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS POLICY ANALYSIS  |  45Z CLEAN FUEL CREDIT IRS Opens New 45Z Opportunities for Agriculture, With Key Rules Still Pending Crop practices and manure gain clearer paths to credits; farm premiums vary Analysis  ·  September 8, 2026 The IRS on Sept. 8 issued guidance that could strengthen…

  • Rural America Tests the Limits of Trump’s Coalition

    Rural America Tests the Limits of Trump’s Coalition

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS SPECIAL REPORT  |  2026 ELECTIONS Rural America Tests the Limits of Trump’s Coalition Farmers question tariff gains as beef imports and federal changes test loyalty Analysis  ·  September 8, 2026 Rural America could provide the clearest evidence of whether the 2026 elections represent a routine backlash…

  • Trump’s Trade Ban Threats Raise Stakes for Agriculture and Energy

    Trump’s Trade Ban Threats Raise Stakes for Agriculture and Energy

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS Trump’s Trade Ban Threats Raise Stakes for Agriculture and Energy Import bans risk shortages; diesel export curbs could offer uneven relief. Analysis  ·  September 8, 2026 President Donald Trump is threatening to expand his trade campaign from tariffs to outright import bans, potentially disrupting…

  • Farmers Tighten Spending and Demand More From Innovation

    Farmers Tighten Spending and Demand More From Innovation

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS SPECIAL REPORT  |  FARM SPENDING Farmers Tighten Spending and Demand More From Innovation McKinsey survey finds weaker spending intent and a sharper focus on returns Analysis  ·  September 8, 2026  ·  Jim Wiesemeyer Farmers are becoming more cautious about committing cash, more willing to question brand premiums and…

  • Republicans Face Wider Senate Battlefield as Trump Heads to Dallas

    Republicans Face Wider Senate Battlefield as Trump Heads to Dallas

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 08, 2026   |   SPECIAL REPORT & ANALYSIS MIDTERM POLITICS  |  SENATE CONTROL Republicans Face Wider Senate Battlefield as Trump Heads to Dallas Democrats need four net pickups; Trump plans a two-day midterm showcase Analysis  ·  September 8, 2026 Republicans enter the final two months before the Nov. 3 midterms defending a broader Senate…

  • Brent Nears $100 as Saudi Attack Deepens Oil Supply Risks

    Brent Nears $100 as Saudi Attack Deepens Oil Supply Risks

    Brent Nears $100 as Saudi Attack Deepens Oil Supply Risks Canada’s tariffs hit U.S. goods as Trump escalates threats | China’s export boom widens surplus ahead of Trump/Xi talks LINKS  Link: Wetter Forecast Offers Crop Relief as Heat EasesLink: Black Sea Squeeze Turns into Demand DestructionLink: Updates, Sept. 7: Labor Day Gasoline Sets Record as…

  • Black Sea Squeeze Turns Into Demand Destruction

    Black Sea Squeeze Turns Into Demand Destruction

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 08, 2026   |   SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE  |  BLACK SEA GRAIN Black Sea Squeeze Turns Into Demand Destruction Saudi Arabia walks away from a half-million-ton wheat tender, Danube freight to Egypt nears $100 a ton, Latvia moves to tax Russia’s Baltic escape route and Russian shipowners plead force majeure…

  • Wetter Forecast Offers Crop Relief as Heat Eases

    Wetter Forecast Offers Crop Relief as Heat Eases

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS WEATHER & MARKETS  |  CROP OUTLOOK Wetter Forecast Offers Crop Relief as Heat Eases Late soybeans and wheat planting could benefit, but harvest delays loom Analysis  ·  September 8, 2026 A wetter turn in the U.S. forecast compared with Friday’s outlook could ease stress on late-developing…

  • Labor Day Gasoline Sets Record as Diesel Squeezes Farmers

    Labor Day Gasoline Sets Record as Diesel Squeezes Farmers

    Labor Day Gasoline Sets Record as Diesel Squeezes Farmers Wright plays down export curbs as diesel nears $5.90 | Trump’s beef import plan raises questions about advice and savings LINKS  Link: Black Sea Grain Trade Recovers Unevenly as Freight Costs MountLink: Greer Defends Tariffs, Warns Canada and Signals China         Farm OpeningsLink: Week Ahead (Sept. 7-11):…