Ag Bull Intel

Trump Signals ‘Final Phase’ in Iran War: Deal or Devastating Escalation More on coming USDA plan to reopen southern border to some Mexican cattle | U.S. crude oil prices now exceed Brent LINKS  Link: USDA Moves to Clarify OBBB Rules Amid         Farm Country Uncertainty Link: Video: Wiesemeyer’s Perspectives, March 29Link: Audio: Wiesemeyer’s Perspectives, March 29 Updates: Policy/News/Markets,…

USDA Moves to Clarify OBBB Rules Amid Farm Country Uncertainty Forthcoming guidance on entity eligibility and base acre expansion as speculation builds over payment impacts USDA officials are preparing to clarify key provisions of the One Big Beautiful Bill Act (OBBB) following growing speculation across farm country over how the sweeping law will be implemented…

Rollins Supports MCOOL, But Hurdles Ahead Trump threatens NATO exit as Iran war strains alliances | Rollins signals fertilizer action | EPA finalizes 2026–2027 biofuel mandates, shifts focus to 2028 rulemaking  LINKS  Link: Updates, April 1, Part 1: Trump to Address Nation Tonight on IranLink: U.S./China Trade Reset: ‘Board of Trade’ Emerges as          Key Summit DeliverableLink:…

Trump to Address Nation Tonight on Iran  Perspective & market reaction re: USDA Prospective Plantings and Grain Stocks reports  LINKS  Link: U.S./China Trade Reset: ‘Board of Trade’ Emerges as          Key Summit Deliverable Link: USDA Grain Stocks Come in Near Trade Expectations —          Corn Slightly Tight, Soybeans Heavier Than ForecastLink: Acreage Surprises Reshape Market Outlook, With Wheat           Leading Bullish…

U.S./China Trade Reset: ‘Board of Trade’ Emerges as Key Summit DeliverableUSTR Greer signals structured mechanism to manage bilateral flows, prioritize exports, and stabilize ties ahead of Trump/Xi meeting U.S. Trade Representative Jamieson Greer said a formal U.S./China “board of trade” is shaping up as a central outcome from the May 14-15 summit between President Donald…

USDA Grain Stocks Come in Near Trade Expectations — Corn Slightly Tight, Soybeans Heavier Than Forecast March 1 stocks signal steady supply backdrop, with corn modestly supportive, soybeans leaning bearish, and wheat largely neutral versus pre-report estimates The March 2026 Grain Stocks report from USDA’s National Agricultural Statistics Service landed largely in line with pre-report…

Acreage Surprises Reshape Market Outlook, With Wheat Leading Bullish Signals USDA planting intentions come in above expectations for corn and cotton, below for soybeans and wheat — setting a mixed tone as demand strength, tight wheat supplies, and weather risks drive next market moves Corn acres came in above the trade, soybeans below, wheat lower…

$4 Average Gas Prices: Implications Mount; Trump Pressures Allies on Hormuz Needed perspective on USDA’s Prospective Plantings report LINKS  Link: Updates, March 31, Part 1: WSJ: Trump Tells Aides He’s Willing to          End War Without Reopening Hormuz Link: Video: Wiesemeyer’s Perspectives, March 29Link: Audio: Wiesemeyer’s Perspectives, March 29 Updates: Policy/News/Markets, March 31, 2026, Part 2 UP FRONT TOP…

WSJ: Trump Tells Aides He’s Willing to End War Without Reopening Hormuz Perspective on major USDA reports today | Dovish comments from Fed chairman | EPA RIN policy delay could trigger near term feedstock import surge ahead of 2028 shift  LINKS  Link: USDA Weighs Phased Reopening of U.S./Mexico Cattle Trade          Amid Screwworm Threat Link: Video: Wiesemeyer’s…

USDA Weighs Phased Reopening of U.S./Mexico Cattle Trade Amid Screwworm ThreatSecretary Brooke Rollins signals potential border shift while expanding containment efforts and domestic biosecurity investment USDA Secretary Brooke Rollins is signaling a possible shift toward reopening the U.S./Mexico border to feeder cattle imports, even as the department intensifies efforts to contain the spread of New…