Ag Bull Intel

  • Mexico Pivots to Meat Exports as U.S. Border Closure Reshapes Cattle Trade

    Mexico Pivots to Meat Exports as U.S. Border Closure Reshapes Cattle Trade

    Mexico Pivots to Meat Exports as U.S. Border Closure Reshapes Cattle Trade Reuters — Border disruption accelerates slaughterhouse investment, signaling longer-term competition for U.S. producers A prolonged closure of the U.S. border to Mexican live cattle — triggered by concerns over the cattle borer pest — is driving a structural shift in Mexico’s livestock sector, with…

  • EPA RFS Decision Nears as White House Engagement Intensifies Ahead of Potential Friday, March 27 Rollout

    EPA RFS Decision Nears as White House Engagement Intensifies Ahead of Potential Friday, March 27 Rollout

    EPA RFS Decision Nears as White House Engagement Intensifies Ahead of Potential Friday, March 27 Rollout Industry meetings and a planned White House event next week signal mounting pressure on EPA to finalize 2026–27 biofuel mandates — with markets increasingly bracing for a late-week announcement Momentum is building around the long-awaited Renewable Fuel Standard decision…

  • Trump Seeks to Delay Xi Summit ‘By Month or So’ Amid Escalating Iran Conflict

    Trump Seeks to Delay Xi Summit ‘By Month or So’ Amid Escalating Iran Conflict

    Trump Seeks to Delay Xi Summit ‘By Month or So’ Amid Escalating Iran Conflict Allies push back on U.S. coalition call | Orion Samuelson dies | Nebraska wildfires | Brazil revises soybean inspection rules after export disruptions LINKS  Link: Video: Wiesemeyer’s Perspectives, March 15  Link: Audio: Wiesemeyer’s Perspectives, March 15 Updates: Policy/News/Markets, March 17, 2026 UP FRONT…

  • Trump’s China Trip Not in Jeopardy, But Delay Possible: Leavitt

    Trump’s China Trip Not in Jeopardy, But Delay Possible: Leavitt

    Trump’s China Trip Not in Jeopardy, But Delay Possible: Leavitt Strike at JBS plant in Greeley, Colo. begins | USDA seeks to expand agricultural survey data collection LINKS  Link: Video: Wiesemeyer’s Perspectives, March 15  Link: Audio: Wiesemeyer’s Perspectives, March 15 Updates: Policy/News/Markets, March 16, 2026 UP FRONT Top Stories — Trump threatens to delay Xi summit, casting uncertainty…

  • Major Breaking News on Iran War, Trump/Xi Summit

    Major Breaking News on Iran War, Trump/Xi Summit

    Major Breaking News on Iran War, Trump/Xi Summit Oil executives warn energy crisis could worsen if Hormuz remains closed | Trump warns NATO faces “very bad future” without support in Iran conflict | U.S., China explore farm purchases and managed trade framework in Paris talks   LINKS  Link: Video: Wiesemeyer’s Perspectives, March 15 Link: Audio: Wiesemeyer’s Perspectives, March…

  • Trump Nixes Iran Deal as Gulf War Disrupts Energy Markets

    Trump Nixes Iran Deal as Gulf War Disrupts Energy Markets

    Trump Nixes Iran Deal as Gulf War Disrupts Energy Markets  Bessent, Greer in Paris for talks with China | Wright predicts gas price relief as Hormuz crisis persists | Fertilizer help | E15 | RFS details coming LINKS  Link: Weekend Updates, March 14Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Secretary Stephen Vaden)  Link: Audio: Wiesemeyer’s Perspectives,…

  • Trump Says Allies Joining U.S. Patrols to Reopen Strait of Hormuz

    Trump Says Allies Joining U.S. Patrols to Reopen Strait of Hormuz

    Trump Says Allies Joining U.S. Patrols to Reopen Strait of Hormuz Fertilizer update | Beijing warns U.S. on Hong Kong and Taiwan ahead of Trump/Xi summit | Potential strike at JBS Greeley beef plant — market signals and strategic implications LINKS  Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Stephen Vaden)  Link: Audio: Wiesemeyer’s Perspectives, March…

  • Oil Surge Fuels Inflation Concerns, Delays Fed Rate-Cut Expectations

    Oil Surge Fuels Inflation Concerns, Delays Fed Rate-Cut Expectations

    Oil Surge Fuels Inflation Concerns, Delays Fed Rate-Cut Expectations U.S.to push corn, other crops and meats as part of Trump/Xi talks LINKS  Link:  Hormuz Closure Raises Risk of a Global Fertilizer Shock Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Stephen Vaden)  Link: Audio: Wiesemeyer’s Perspectives, March 6 (Vaden interview) Updates: Policy/News/Markets, March 13, 2026 UP FRONT  TOP…

  • Hormuz Closure Raises Risk of a Global Fertilizer Shock

    Hormuz Closure Raises Risk of a Global Fertilizer Shock

    Hormuz Closure Raises Risk of a Global Fertilizer Shock An NDSU report warns a prolonged Strait of Hormuz closure could disrupt fertilizer trade, tighten phosphate and nitrogen supplies, and raise input costs for U.S. farmers In a March 2026 Agricultural Trade Monitor (link), Shawn Arita, Rwit Chakravorty, Jiyeon Kim, Wuit Yi Lwin, and Sandro Steinbach…