Ag Bull Intel

  • U.S. Harvest Window Opens as Brazil Faces Uneven Planting Rains

    U.S. Harvest Window Opens as Brazil Faces Uneven Planting Rains

    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…

  • USDA Rewrites REAP, Requiring Farmers to Build Before Seeking Grants

    USDA Rewrites REAP, Requiring Farmers to Build Before Seeking Grants

    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…

  • Judge Extends USDA Relocation Pause as Spending Fight Threatens Overhaul

    Judge Extends USDA Relocation Pause as Spending Fight Threatens Overhaul

    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…

  • Ten Reasons for Optimism About U.S. Agriculture’s Future

    Ten Reasons for Optimism About U.S. Agriculture’s Future

    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…

  • Corn Stocks Shock: USDA Finds 173 Million Bushels It Didn’t See Two Weeks Ago

    Corn Stocks Shock: USDA Finds 173 Million Bushels It Didn’t See Two Weeks Ago

    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…

  • Trump Looks to China for Relief From Global Diesel Squeeze

    Trump Looks to China for Relief From Global Diesel Squeeze

    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

    PCE: Softer-Than-Expected Inflation Data

    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…

  • Trump’s Forced-Labor Tariffs Face New Test of Presidential Trade Powers

    Trump’s Forced-Labor Tariffs Face New Test of Presidential Trade Powers

    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…

  • Brazil Faces 67% China Beef Tariff as Export Options Narrow

    Brazil Faces 67% China Beef Tariff as Export Options Narrow

    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…

  • U.S. Harvest Recovery Nears as Brazil Faces Uneven Planting Weather

    U.S. Harvest Recovery Nears as Brazil Faces Uneven Planting Weather

    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…