Ag Bull Intel

Farming’s Air Force: Drones Go from Novelty to Necessity in U.S. Agriculture Spray drones treated more than 16 million American acres last year — a nearly 60% jump — even as a federal crackdown on Chinese-made aircraft scrambles the market and forces a made-in-America reboot For a technology that barely existed on U.S. farms a…

Productive but Priced Out: What the U.S./Brazil Yield Gap Really Says About Corn Seed Value American corn growers out-yield Brazil roughly two-to-one — and pay roughly twice as much for the seed and chemistry that make it possible. A new NCGA report argues that the second ratio is no longer justified by the first. There…

Smallest U.S. Wheat Crop Since 1970 Headlines a Data-Heavy Day at USDA July Crop Production pegs drought-battered winter wheat at 990 million bushels — down 29% from 2025 — while the companion WASDE tightens corn and wheat balance sheets, boosts soybean exports and slashes the rice outlook. Farm prices, for now, barely budge  USDA delivered…

Why Tariff Relief Alone Won’t Close the Gap: Brazil’s 50-Cent Edge Over U.S. Soybeans Even with China’s 10% retaliatory duty gone, structural cost, currency and supply advantages keep South American beans below U.S. pricing — leaving Beijing’s purchase commitments to do the heavy lifting As Washington and Beijing edge toward a reciprocal rollback of agricultural…

Speculation Builds Over U.S./China Talks Today as Tariff Rollback Details Hang in Balance USDA reports today | Azov shipping channel not officially closed, but Ukraine’s drone blitz is shutting it down in practice LINKS  Link: Why Farmers Are Fuming at the Drought Monitor — and Why         the County Line Is Really to BlameLink: EPA’s Set…

Why Farmers Are Fuming at the Drought Monitor — and Why the County Line Is Really to Blame A weekly map drawn for science has become the master switch for billions in USDA disaster aid. The gripes at the county line are real — but so are the reasons the system works the way it…

EPA’s Set 3 Slippage: 2028 Biofuel Volumes Likely to Blow Past the Statutory Deadline Agency officials privately signal even a proposal by Oct. 31 is a stretch, with a final rule sliding to early-to-mid 2027 — leaving the RFS’s biggest unresolved questions perhaps hanging over markets for another year Oct. 31, 2026 — under the…

Value Chain Coalition Warns Against USMCA Produce Restrictions Food, retail, restaurant and farm groups urge USTR Greer to preserve tariff-free North American agriculture trade, arguing seasonal produce limits would raise consumer costs and invite retaliation against major U.S. farm exports. A broad food and agriculture value-chain coalition is pressing U.S. Trade Representative Jamieson Greer to…

Lawmakers Push to Put Hardwood Lumber into China Trade Framework Including finished hardwood lumber — not just logs — would support rural mills and could help China meet its $17 billion annual U.S. commodity-purchase pledge LINKS  Link: Food Fight at USTR: Ag Interests Clash Over Exemptions on Big         Farm-Sector Day of Forced-Labor Tariff HearingsLink: Trump…

Food Fight at USTR: Ag Interests Clash Over Exemptions on Big Farm-Sector Day of Forced-Labor Tariff Hearings Industry witnesses press Trump trade officials to redraw the list of exempt food and drink imports — some want more products shielded from the 10% to 12.5% duties on 60 nations, while cattle groups demand Brazilian beef lose…