Ag Bull Intel

U.S. Inflation Reaccelerates in March as Energy Shock Drives Sharp Monthly Spike Plains drought deepens while Corn Belt faces planting delays amid wet pattern | Focus on Saturday Mideast negotiations  LINKS  Link: The Hidden Barrier to E15 Expansion Link: Ethanol’s Reality Check — Where Biofuels Actually Lower Prices         at the PumpLink: U.S. Fertilizer Strategy: Learn…

The Hidden Barrier to E15 Expansion A fragmented web of state and local labeling rules — not consumer demand — is slowing ethanol’s next step Retailers across the U.S. are not resisting E15 because of lack of interest or consumer demand. Instead, they are running into a far more complex obstacle: a fragmented and often…

Ethanol’s Reality Check — Where Biofuels Actually Lower Prices at the Pump Blending mandates, shrinking gasoline demand, and infrastructure bottlenecks are colliding — raising hard questions about whether ethanol still delivers meaningful consumer savings. The core tension: ethanol works — but the system around it is changing For two decades, ethanol has played a clear…

U.S. Fertilizer Strategy: Learn From China — But Don’t Copy It Energy security, not coal dependency, should guide America’s push to expand domestic fertilizer production China’s fertilizer model offers a clear lesson — but also a clear warning. Beijing has built the world’s largest nitrogen fertilizer industry by leaning heavily on coal. That approach has…

Rollins Pulled Back to Washington as White House Activity Intensifies USDA secretary’s schedule shift coincides with Trump meeting and mounting pressure on ag policy fronts USDA Secretary Brooke Rollins appears to have been pulled back into Washington this week amid a flurry of high-level policy activity, fueling questions about a reported trip cancellation and her…

Cattle Markets Stabilize After Volatility, but Fundamentals Signal Caution
Mike Sands, on AgBull Media’s “Before the Bell” podcast, flags widening spreads, rising slaughter pace, and softening beef demand as key market drivers Cattle futures and cash markets are attempting to stabilize after a volatile stretch driven by geopolitical developments and technical market adjustments, according to Mike…

Volatility is Norm for Iran War: Chaotic Ceasefire USDZ NWS update signals border reopening ahead | WASDE today | USDA announces more food aid | Trump/Xi summit back on track | Trump weighs retaliation against NATO allies | Heat surge accelerates Corn Belt planting pace LINKS  Link: Fed Signals Cautious Path Toward Rate Cuts Amid        …

Trump Taps Lindberg for World Food Program — Why It Matters for U.S. Agriculture Nomination underscores a strategic shift toward trade-driven food aid as farm groups eyed alternative leadership The Trump administration’s nomination of Luke Lindberg to lead the World Food Program (WFP) places a U.S. agricultural trade official at the center of the world’s…

Fed Signals Cautious Path Toward Rate Cuts Amid War-Driven Uncertainty FOMC minutes show policymakers balancing inflation risks, labor weakness, and geopolitical shocks Federal Reserve officials still expect to cut interest rates in 2026 — but only cautiously — as they weigh the competing impacts of war-driven inflation risks and a softening labor market, according to…