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 MONDAY, SEPTEMBER 28, 2026 | SPECIAL REPORT & ANALYSIS SPECIAL REPORT | CROP PROTECTION ANTITRUST Corteva’s $35 Million FTC Deal Opens Door to More Generic Pesticides Rebate limits could ease farm costs, but savings hinge on competition Analysis · September 28, 2026 Corteva has agreed to pay $35 million…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY MONDAY, SEPTEMBER 28, 2026 | SPECIAL REPORT & ANALYSIS TRADE ANALYSIS | CHINA CORN QUOTA China’s Corn Tariff Cut Still Leaves a Quota Hurdle The 1% rate requires quota access; other farm exports face similar limits Analysis · September 28, 2026 Lowering China’s tariff on U.S. corn could improve…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY MONDAY, SEPTEMBER 28, 2026 | SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE | GRAIN STOCKS Wednesday’s Stocks Count Carries More Weight Than the Trade’s Tidy Average Suggests Analysts peg Sept. 1 corn stocks almost exactly on USDA, but the report’s track record, a record managed money long, and…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY MONDAY, SEPTEMBER 28, 2026 | SPECIAL REPORT & ANALYSIS INDUSTRY ANALYSIS | STEEL & FARM EQUIPMENT Trump’s $15 Billion Iowa Steel Plan Could Expand Deere’s Supply Options Potential savings hinge on construction, steel grades and competitive pricing Analysis · September 28, 2026 President Donald Trump is expected to announce…

Soybeans Break $13 as China Tariff List Excludes Beans; China Watchers Say Why Trump revives diesel export ban in on, off policy debate LINKS Link: Plains Deluge Stalls Wheat Planting as Midwest Rain Threat EasesLink: China’s Trade List Includes Major Farm Goods, but Leaves Out Commercial SoybeansLink: Greer Presses China on Farm Purchases, Tempers Tariff-Cut…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY MONDAY, SEPTEMBER 28, 2026 | SPECIAL REPORT & ANALYSIS WEATHER & MARKETS | PLAINS RAIN AND HARVEST OUTLOOK Plains Deluge Stalls Wheat Planting as Midwest Rain Threat Eases Rain rebuilds wheat moisture, but fieldwork recovery will lag clearing skies Analysis · September 28, 2026 Heavy rain across the central…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY MONDAY, SEPTEMBER 28, 2026 | SPECIAL REPORT & ANALYSIS TRADE POLICY | U.S./CHINA China’s Trade List Includes Major Farm Goods, but Leaves Out Commercial Soybeans Corn, cotton, beef and ethanol are listed; actual tariff cuts remain pending Analysis · September 28, 2026 China’s newly released list of U.S. products…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY SUNDAY, SEPTEMBER 27, 2026 | SPECIAL REPORT & ANALYSIS TRADE POLICY | U.S./CHINA Greer Presses China on Farm Purchases, Tempers Tariff-Cut Expectations USTR cites $5 billion in non-soy sales as harvest tests Beijing’s pledges Analysis · September 27, 2026 China needs to accelerate purchases of U.S. agricultural products during…

POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY SPECIAL REPORT & ANALYSIS | SUNDAY, SEPTEMBER 27, 2026 WASHINGTON WEEK AHEAD | U.S./CHINA DETAILS, JOBS REPORT & DIESEL DECISION U.S./China Details, Jobs and a Diesel Decision Frame the Week Monday’s U.S./China trade terms, Friday’s September payrolls and a pending White House call on diesel lead a…
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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.