Ag Bull Intel

U.S. and Israel Strike Iran: Markets Brace for Energy Shock Escalation raises risk premium across oil, shipping, inflation, and global risk assets as traders focus on the Strait of Hormuz The United States and Israel launched coordinated strikes on Iranian targets on Feb. 28, marking a major escalation in Middle East tensions and immediately raising…

Farm Groups Confront USDA Secretary Rollins at Commodity Classic Wholesale inflation picks up in January as core prices accelerate | China removes tariffs on Canadian canola meal and lobsters | Wheat futures jump as short-covering, weather risks and global crop concerns align | RVO/SRE debate moves to White House — biofuel markets brace for policy…

EPA Weighs Partial Reallocation of Biofuel Waivers Under RFS Rollins criticized for comments on “lower costs, more exports” claim | Food price outlook LINKS  Link: Video: Wiesemeyer’s Perspectives, Feb. 22 Link: Audio: Wiesemeyer’s Perspectives, Feb. 22  Updates: Policy/News/Markets, Feb. 26, 2026 UP FRONT TOP STORIES — EPA weighs partial reallocation of biofuel waivers under RFS: Reuters reports the Trump…

Trump’s State of the Union: Tariffs, Economy and National Security Take Center Stage Hartman white paper: GLP-1s reshape food, wellness, and consumer behavior | USTR Greer updates on Trump trade policy, tariff levels, China  LINKS  Link: EPA RVO Proposal Nears — Washington Signals Higher Biofuel          Targets as SRE Policy Takes Center Stage Link: Video: Wiesemeyer’s Perspectives, Feb. 22…

Soybeans and Trade Concessions Emerge as Potential Trump/Xi Summit Bargaining Chips State of Union address | White House faces timing questions on 15% global tariff order | PLC outlook shows lower payment rates — even with more base acres | USDA still working through final OBBBA guidance — payment limits and AGI rules leave farmers…

U.S. Ends IEEPA Tariff Collections Beginning Feb. 24 China, India, EU respond to U.S. trade policy changes | Farmer Bridge Assistance program payments begin | Year-round E15 push stalls in the House LINKS  : The Week Ahead, Feb. 22: Farm Bill 2.0 Markup Postponed           Due to DC Weather: Video: Wiesemeyer’s Perspectives, Feb. 22 : Audio: Wiesemeyer’s Perspectives, Feb. 22…

Farm Bill 2.0 Markup Postponed Due to DC Weather State of Union address | U.S. trade policy update | Texas announces wildfire relief for Panhandle ranchers | Mexico’s most-wanted cartel leader killed in major security operation LINKS  : Weekend Updates, Feb. 21: Trump Raises Global Tariff Rate to         15% Following Supreme Court Ruling : Video: Wiesemeyer’s Perspectives,…

$11 billion in one-time payments aimed at supporting row-crop producers ahead of spring planting USDA Secretary Brooke Rollins announced that the U.S. Department of Agriculture is opening enrollment for the Farmer Bridge Assistance (FBA) program, a new $11 billion initiative designed to provide one-time financial relief to row-crop producers facing trade disruptions and elevated production…

2026 U.S. Ag Economic & Foreign Trade Outlook USDA projects moderating costs, shifting acreage, tighter livestock supplies and a deeper ag trade deficit as global competition reshapes the outlook USDA’s Office of the Chief Economist released its 2026 Agricultural Economic & Foreign Trade Outlook (link), laying out a year defined by structural headwinds, modest price…