Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY THURSDAY, OCTOBER 1, 2026 | SPECIAL REPORT & ANALYSIS WEATHER & MARKETS | U.S. HARVEST AND BRAZIL PLANTING U.S. Harvest Window Opens as Brazil Faces Uneven Planting Rains Dry weather favors U.S. fieldwork; Brazil faces both dryness and excess rain Analysis · October 1, 2026 A major shift toward…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS ENERGY POLICY | USDA REAP OVERHAUL USDA Rewrites REAP, Requiring Farmers to Build Before Seeking Grants Smaller grants and tighter solar rules shift financing risk to applicants Analysis · September 30, 2026 USDA is fundamentally restructuring the Rural Energy for…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS POLICY ANALYSIS | USDA REORGANIZATION Judge Extends USDA Relocation Pause as Spending Fight Threatens Overhaul Court weighs congressional restrictions and risks to essential USDA services Analysis · September 30, 2026 A federal judge has extended the temporary pause on USDA…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS SPECIAL REPORT | FARM ECONOMY OUTLOOK Ten Reasons for Optimism About U.S. Agriculture’s Future Growing demand, new markets and innovation offer a path to stronger returns Analysis · September 30, 2026 U.S. agriculture has meaningful reasons for optimism through the…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE | GRAIN STOCKS & SMALL GRAINS Corn Stocks Shock: USDA Finds 173 Million Bushels It Didn’t See Two Weeks Ago Sept. 1 corn stocks of 2.095 billion bushels top every trade estimate and send December corn…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS ENERGY & TRADE | DIESEL SUPPLY Trump Looks to China for Relief From Global Diesel Squeeze Higher Chinese exports could ease fuel costs, but low inventories pose a risk Analysis · September 30, 2026 China is emerging as a potential…

PCE: Softer-Than-Expected Inflation Data USDA Grain Stocks, Small Grains reports today | Permitting deal stalls over offshore wind protections LINKS Link: Trump’s Forced-Labor Tariffs Face New Test of Presidential Trade PowersLink: Brazil Faces 67% China Beef Tariff as Export Options NarrowLink: U.S. Harvest Recovery Nears as Brazil Faces Uneven Planting WeatherLink: Diesel Prices Ease as…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS TRADE POLICY | SECTION 301 LITIGATION Trump’s Forced-Labor Tariffs Face New Test of Presidential Trade Powers Court weighs whether Section 301 supports sweeping duties on 60 economies Analysis · September 30, 2026 President Donald Trump’s tariff strategy faces another consequential…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS TRADE ANALYSIS | BRAZIL BEEF EXPORTS Brazil Faces 67% China Beef Tariff as Export Options Narrow EU restrictions compound the squeeze; temporary U.S. relief offers an outlet Analysis · September 30, 2026 Brazil’s beef exporters face a sharply higher barrier…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS WEATHER & MARKETS | U.S. HARVEST AND BRAZIL PLANTING U.S. Harvest Recovery Nears as Brazil Faces Uneven Planting Weather Drying favors U.S. fieldwork; Brazil’s early rains face renewed heat and dryness Analysis · September 30, 2026 A sustained drying trend…
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This communication is a solicitation for entering into derivatives transactions. It is for clients, affiliates, and associates of Nesvick Trading Group, LLC only. The information contained herein has been taken from trade and statistical services and other sources we believe are reliable. Opinions reflect judgments at this date and are subject to change without notice. These materials represent the opinions and viewpoints of the author and do not necessarily reflect the opinions or trading strategies of Nesvick Trading Group LLC and its subsidiaries. Nesvick Trading Group, LLC does not guarantee that such information is accurate or complete and it should not be relied upon as such.
Officers, employees, and affiliates of Nesvick Trading Group, LLC may or may not, from time to time, have long or short positions in, and buy or sell, the securities and derivatives (for their own account or others), if any, referred to in this commentary. There is risk of loss in trading futures and options and it is not suitable for all investors. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RETURNS. Nesvick Trading Group LLC is not responsible for any redistribution of this material by third parties or any trading decision taken by persons not intended to view this material.