Ag Bull Intel

Food Fight at USTR: Ag Interests Clash Over Exemptions on Big Farm-Sector Day of Forced-Labor Tariff Hearings Industry witnesses press Trump trade officials to redraw the list of exempt food and drink imports — some want more products shielded from the 10% to 12.5% duties on 60 nations, while cattle groups demand Brazilian beef lose…

Trump Claims Spain Backed Down After Embargo Threat — But Farm Country Was Watching Closely A one-day trade war scare with Madrid ends in a vague claim of “lots of payment,” yet the episode exposes how much U.S. agriculture has riding on a market it rarely thinks about President Trump ended Wednesday claiming victory over…

Fed Minutes Reveal an Inflation-Fixated FOMC Saying Less on Purpose Unanimous hold on rates masks a genuine split on the next move, while a shortened statement and a scrubbed easing bias signal the Warsh Fed’s new less-is-more approach to forward guidance Inflation remained top-of-mind as members of the Federal Open Market Committee (FOMC) met June…

Starlink Goes to the Farm: How Satellite Broadband Became Rural America’s Default Internet Farmers are adopting SpaceX’s low-Earth-orbit service at a rapid clip — and a rewritten federal broadband program is steering billions its way, raising the question of whether the satellite shortcut comes at fiber’s expense For decades, the connectivity story in farm country…

Caught Between the Missile and the Microchip: The Global Economy’s Strange 2026 The IMF’s July update trims world growth to 3.0 percent and concedes that disinflation has stalled, as a Middle East oil shock collides with an AI-driven investment boom. Which force wins in your country depends on what you sell — and what you…

Productive but Priced Out: NCGA Report Documents a Yawning Input-Price Gap Between U.S. and Brazilian Farmers New Kynetec data show American growers paying a 68% premium for corn seed and up to double for some pesticides versus their biggest export rivals — just as a fourth straight year of red ink looms and a glyphosate…

Trump: U.S./Iran Cease Fire is Over; U.S. Launched New Strikes Against Iran After Three Hormuz Tanker Attacks; Iran Oil License Pulled; Crude Oil Surges  USTR Greer gives the most direct comments about U.S. strategy regarding USMCA and what to expect LINKS  Link: UPDATED — USDA Accepts 2.2 Million Acres into CRP for 2026 —          Heavily Weighted…

UPDATED — USDA Accepts 2.2 Million Acres into CRP for 2026 — Heavily Weighted Toward the Grasslands Effort Over 44% of accepted acres came in via CRP Grasslands, a third of expiring acres didn’t come back, and with Farm Bill 2.0 leaving the 27-million-acre cap untouched, the working-lands lane is now the program’s main entrance USDA…

The Screwworm Border: A Reopening Calculus Turned Upside Down With New World screwworm now established in Texas, the biosecurity logic for keeping Mexican cattle out has weakened even as the eradication fight intensifies. Here is a realistic assessment on the timing, the options on USDA’s table, and the damage the standoff is inflicting on herds…

USDA Accepts 2.2 Million Acres into CRP for 2026 as Program Bumps Hard Against Its 27-Million-Acre Cap Offers on nearly 2.5 million acres chased just 2.2 million available slots — but a third of expiring acres didn’t come back, and the cap question now lands squarely in the farm bill debate USDA on Tuesday (July…