Ag Bull Intel

Bessent Highlights U.S. Independence in Rare Earths, Inflation Progress in Fox Business InterviewTreasury Secretary says Sumter, S.C. facility marks “the end of China’s choke hold” and signals resurgence of U.S. manufacturing jobs In an interview on Fox Business from Sumter, South Carolina, Treasury Secretary Scott Bessent hailed the launch of the first U.S. rare earth magnet processing…

Hassett: Prolonged Gov’t Closure Could Cut GDP by More Than Half, Push Key Sectors Toward Recession China restores soybean export access for three U.S. firms | China’s timing of U.S. commodity purchases remains tied to price spreads Link: Judge Orders Full November SNAP PaymentsLink: U.S. Expands Critical Minerals List — Fertilizer Inputs Move to the…

Judge Orders Full November SNAP PaymentsCourt rebukes administration’s partial funding plan as “arbitrary and capricious”  A federal judge in Rhode Island has ordered the Trump administration to fully fund Supplemental Nutrition Assistance Program (SNAP) benefits for November, restoring full payments for nearly 42 million Americans. U.S. District Judge John McConnell issued the ruling Thursday, finding that…

U.S. Expands Critical Minerals List — Fertilizer Inputs Move to the ForefrontPhosphate and potash gain “critical” status as Washington widens supply-chain strategy beyond defense and technology to agriculture security The U.S. Geological Survey (USGS) has released its 2025 draft update to the List of Critical Minerals, adding 10 new materials — including phosphate and potash,…

Trump Admin. Readies for Possible Tariff Refunds as Supreme Court Weighs IEEPA CaseGreer says Treasury prepared for complex repayment process if Trump’s tariff powers are struck down U.S. Trade Representative Jamieson Greer said Thursday the Trump administration “will be ready” to issue refunds for tariffs collected under President Trump’s International Emergency Economic Powers Act (IEEPA)…

China’s Xiamen C&D Strikes $5.2 Billion in Global Agricultural Supply DealsAgreements with Cargill and Louis Dreyfus highlight Beijing’s push for food security and diversified sourcing Chinese supply-chain operator and property developer Xiamen C&D Co. announced Thursday it has signed more than $5.2 billion in contracts with seven major agribusinesses and global trading houses, including Cargill and Louis…

Potential China Waivers Re: Tariffs a Focus USDA nears launch of Stage 2 disaster aid payments | Jared Golden’s exit opens a key battleground in New England | SCOTUS tariff hearing update | Pelosi not seeking re-election Link: Supreme Court Justices Question Legality of Trump’s Tariff PowersLink: Corteva Lifts Outlook as Split Plan Gathers Steam,…

Supreme Court Justices Question Legality of Trump’s Tariff Powers Bipartisan skepticism emerges over emergency law to justify sweeping trade duties The Supreme Court appeared deeply skeptical Wednesday of President Donald Trump’s expansive use of emergency powers to impose tariffs on imports from more than 100 countries — a move that several justices suggested may have…

Corteva Lifts Outlook as Split Plan Gathers Steam, Banking on Seeds, New Chemistries and Biologicals CEO Chuck Magro says separating seed and crop-protection units “opens more doors” for partnerships and growth; 2025 EBITDA raised to $3.8–$3.9B on mix, productivity and early Brazil demand Corteva, Inc. struck an upbeat tone on its third-quarter earnings call, pairing…

China Releases Ag Trade Details on Trump/Xi Truce  China soybean import tax comparison, U.S. and Brazil | SCOTUS hearing on Trump tariffs Link: Cattle Producers Push Back on Meat Institute’s Market ClaimsLink: U.S. Soybean Exports Score $1 Billion Boost in Bangladesh DealLink: Key Factors Behind Brazil Soybean Price Spread Advantage to U.S.Link: Video: Wiesemeyer’s Perspectives, Oct.…