Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

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…

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…

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…

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…

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…

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 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…

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…

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 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):…
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This communication is a solicitation for entering into derivatives transactions. It is for clients, affiliates, and associates of Nesvick Trading Group, LLC only. The information contained herein has been taken from trade and statistical services and other sources we believe are reliable. Opinions reflect judgments at this date and are subject to change without notice. These materials represent the opinions and viewpoints of the author and do not necessarily reflect the opinions or trading strategies of Nesvick Trading Group LLC and its subsidiaries. Nesvick Trading Group, LLC does not guarantee that such information is accurate or complete and it should not be relied upon as such.
Officers, employees, and affiliates of Nesvick Trading Group, LLC may or may not, from time to time, have long or short positions in, and buy or sell, the securities and derivatives (for their own account or others), if any, referred to in this commentary. There is risk of loss in trading futures and options and it is not suitable for all investors. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RETURNS. Nesvick Trading Group LLC is not responsible for any redistribution of this material by third parties or any trading decision taken by persons not intended to view this material.