Ag Bull Intel

From Corn Fields to Cargo Ships: Shipping’s Fuel Transition Could Open an Ocean-Sized Market for U.S. Agriculture The global fleet burns roughly 250 million tonnes of fuel a year, and the race to decarbonize it has already put corn ethanol and soybean oil on the water. But the rules — and the fuel supply chain…

Paris Grains Surge as Europe Bakes and the Black Sea Becomes a Shooting Gallery Crude climbs to one-month high as Hormuz standoff deepens | House Republicans released a spending blueprint for their third reconciliation bill, including $12 bil. to aid struggling farmers LINKS  Link: Video: Wiesemeyer’s Perspectives, July 12Video show is now on You Tube,Spotify &…

Trump’s Naval Blockade of Iran Begins; Trump Abandons 20% “Protection Fee” on Strait of Hormuz Cargo U.S./Iran update | Crude oil continues higher | New senator sworn in | Cooler than expected inflation | Russia/Ukraine attacks rally wheat LINKS  Link: No Victory Laps, No Guidance, No Daylight: Warsh Parries         Lawmakers in Capitol Hill DebutLink: Cattle…

No Victory Laps, No Guidance, No Daylight: Warsh Parries Lawmakers in Capitol Hill Debut In the question-and-comment rounds of his first hearing as Fed chair, Kevin Warsh rejected ‘mission accomplished’ talk on a friendly CPI report, pledged to ‘follow the law and follow the data’ when pressed on Trump pressure, and pointed to the Supreme…

Cattle Correction Deepens: This Time, Cash May Have to Do the Fading With packers bought ahead, boxed beef slipping below year-ago, funds liquidating — and a swelling stream of dairy-beef cattle and South American imports padding supplies — the burden of convergence is shifting from futures to the cash market. Still, the herd math says…

The $5 Billion Problem Washington’s Fertilizer Fix Can’t Buy Its Way Out Of StoneX’s Josh Linville puts a price tag on America’s biggest fertilizer vulnerability: the U.S. imports more than 5 million tons of urea a year, a single world-scale plant costs $4–5 billion, and the entire federal program announced this month wouldn’t cover the…

Brazil’s Coin-Flip Election: A Narrow Edge for Lula, and What It Means for the Real and the Fight for Ag Markets Lula holds a slim lead over Flávio Bolsonaro heading into the Oct. 4 vote — but whichever man wins, U.S. agriculture will still be competing against a currency-advantaged, China-linked Brazil. The bigger election-year wild…

Canada’s ‘Farm Bill’ Moment: Ag Ministers Gather in Halifax to Chart the 2028–33 Policy Framework Federal, provincial and territorial ministers meet July 15–17 to issue the direction-setting statement for the Next Policy Framework — the successor to the $3.5 billion Sustainable CAP — with the farm safety net, the funding envelope and one-size-fits-all program design…

U.S. Inflation Rate Falls More than Expected  Fed head Warsh testifies | Hormuz blockade leads to surging oil prices | Conab corn, soybean estimates | Russia moves to reroute grain as Azov Sea disruption deepens LINKS  Link: U.S. vs. Brazil Corn: Populations, Yield Ranges, and         Why the Averages Differ Link: Industry to Trump Administration: A…

Neither Open nor Closed: How “Dark” Crossings Turned the Strait of Hormuz into a Permanent Gray Zone The transponder workaround is keeping oil moving and the war alive — sparing the global economy just enough to remove every deadline for peace One hundred thirty-six days into the U.S./Iran war, the world’s most important oil chokepoint…