Ag Bull Intel

Cattle Producers Push Back on Meat Institute’s Market Claims Virginia Cattlemen’s Association says report “cherry-picks” data on prices, retail shares, and demand drivers The Virginia Cattlemen’s Association (VCA) is disputing the North American Meat Institute’s (NAMI) recent report The Reality of Beef and Cattle Markets, arguing it omits crucial economic context that paints an incomplete picture…

U.S. Soybean Exports Score $1 Billion Boost in Bangladesh DealSecretary Brooke Rollins hails Bangladesh agreement as part of administration’s global push for U.S. farm-goods access USDA Secretary of Brooke Rollins posted the following on X: “AMERICA MEANS BUSINESS! Following up on President Trump’s historic trade deal with China, other countries are lining up to buy…

Key Factors Behind Brazil Soybean Price Spread Advantage to U.S.Cost of production and export competitiveness | Currency & exchange‐rate effects The fact that Brazilian soybeans for December–January shipment are trading at least $0.50 per bushel below U.S. soybeans (and diverging even more on later‐shipment crop) reflects a combination of structural advantages and market dynamics, rather than simply…

Rollins Holds Firm on Cattle Border Closure Amid Screwworm Threat Updates on U.S./China ag agreement | StoneX crop forecasts surprise the bulls | Thune eyes early January as new funding target in shutdown talks Link: What It Means: China Suspends Soybean Tariffs Under Trump/Xi AgreementLink: Video: Wiesemeyer’s Perspectives, Oct. 31Link: Audio: Wiesemeyer’s Perspectives, Oct. 31 Today’s Updates: …

What It Means: China Suspends Soybean Tariffs Under Trump/Xi Agreement Beijing lifts retaliatory duties; with market-based exclusion process, both U.S. and Brazilian soybeans now face only China’s standard 13% VAT The White House’s ‘Rebalancing Trade with China’ fact sheet (link) confirms that China has suspended all retaliatory tariffs imposed since March 4, 2025, including those…

Newton: China’s ‘Phase Two’ Trade Deal Signals Major Boost for U.S. Farm Exports Shutdown breakthrough nears as lawmakers edge toward bipartisan deal  Link: Updates, Nov. 3, 2025: Reviewing Chinese Purchases of U.S. Soybeans          in Nov.-Dec. PeriodLink: Video: Wiesemeyer’s Perspectives, Oct. 31Link: Audio: Wiesemeyer’s Perspectives, Oct. 31 More Updates:  TRADE & AGRICULTURE— China’s ‘Phase Two’ trade deal signals major boost…

Pollster: Democrats’ SNAP Shutdown Gamble Risks Political Backlash Pollster says food aid fight is alienating swing voters as courts keep benefits flowing; Rollins cites massive fraud and corruption in program Pollster Matt Towery warned on Fox News that Democrats’ shutdown strategy surrounding the Supplemental Nutrition Assistance Program (SNAP) could be “backfiring spectacularly,” as public frustration grows over blocked…

OPEC+: One Modest Production Increase in December Before Pausing for 1Q 2026Will White House fact sheet on Trump/Xi agreements temper ag sector naysayers?  Link: Weekend Updates, Oct. 25: Trump to Offer Concessions to ChinaLink: Calls Mount to Bring Back USDA’s Daily Export Sales “Flash” When WarrantedLink: USDA to Release Key Data in November, Including Crop…

White House Releases Fact Sheet on Trump/Xi Agreements BlackRock’s HPS hit by alleged telecom loan fraud | Texas presses Washington to reopen border for Mexican cattle | Chinese commitment to buy 5 MMT U.S. soybeans coming? | Courts order Trump administration to keep SNAP benefits flowing during shutdown | White House releases fact sheet on Trump/Xi…

Calls Mount to Bring Back USDA’s Daily Export Sales “Flash” When Warranted After a U.S./China soybean pact and restored November crop reports, traders and farm groups are urging USDA to resume same-day sales announcements to reduce market blind spots Calls are growing across the grain trade for USDA to restore its same-day (“daily”) export sales…