Ag Bull Intel

Thompson’s Farm Labor Bill Faces Its First Gatekeeper: Jim Jordan House Ag chairman’s sweeping H-2A overhaul has 400-plus farm groups behind it — but an undecided Judiciary chairman, a wary White House and Stephen Miller’s shadow stand between the bill and a markup House Ag Committee Chairman GT Thompson (R-Pa.) has assembled the broadest coalition…

Markets Price Iran Escalation, not a Full Hormuz Shutdown; Oil Rises, But Traders Stop Short of Pricing a Complete Supply Cutoff Corn Belt heat peaks before storms return | Western Europe heat dome deepens the corn story LINKS  Link: Cracks in the Coalition: Meridian Pullout Exposes Soft Underbelly         of UP/NS Merger Support Link: Survivor of…

Cracks in the Coalition: Meridian Pullout Exposes Soft Underbelly of UP/NS Merger Support A small Mississippi rail town just told regulators its endorsement was borrowed, not earned — and the timing could hardly be worse for the railroads For a year, Union Pacific (UP) and Norfolk Southern (NS) have pointed to a mountain of endorsements…

Survivor of Madrid: Why Spaniards Can’t Decide What to Do with Pedro Sánchez Most Spaniards disapprove of their scandal-scarred prime minister — yet he remains the only major European leader whose numbers are rising, while rural Spain quietly drifts further from his government’s reach Pedro Sánchez has built a political career on being written off.…

Europe’s Punishing Summer Withers French Corn, Redraws the EU Grain Trade Map A third heat wave and the worst drought threat since 1976 have cut French corn ratings nearly in half in a month, with the harvest now projected at its smallest in decades — pushing EU corn import needs toward record territory even as…

Grain War Within the War: Russia and Ukraine Take Aim at Each Other’s Export Lifelines Kerch Strait closed, Odesa load-out capacity damaged, Danube ports hit — freight and insurance costs, not sunken ships, may decide whose grain still moves A war within the war has broken out on the Black Sea, and this one is…

Feast or Famine: A Nation Split in Two by Rain Over the past 30 days the country’s midsection has been hammered by repeated deluges — capped by a 1-in-1,000-year flood in Missouri — while the West withered on a fraction of its normal rainfall and dryness crept back into the Carolinas. There has been no…

Warm Nights Ahead: Corn Belt Overnight Lows Climb Above the Stress Line This Week NWS forecasts put lows at 70°F or higher across the belt from Tuesday night onward — reaching the upper 70s in Nebraska — just as pollination and early grain fill make nighttime heat a yield risk. Heat is building across the…

War and Weather Premium Returns: CBOT Grains Called Sharply Higher to Open the Week Escalating U.S./Iran conflict, a closed Strait of Hormuz and a punishing 10-day Central U.S. heat ridge collide with a WASDE report that left corn with little margin for yield error CBOT grains are called higher across the board on a convergence…