Ag Bull Intel

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…

Reports Note China Booked More U.S. Soybeans, But Market Wants Proof Regulatory agenda gives 45Z a date, but leaves RFS Set 3 in limbo LINKS  Link: Platner’s Coalition Collapses as Exit Ramp OpensLink: Trump Claims a Walmart Price Win, but the Beef Math         Complicates the StoryLink: Cattlemen Press USTR to Strip Beef from Brazil’s Tariff         …

Platner’s Coalition Collapses as Exit Ramp Opens A sexual-assault allegation lands one week before Maine’s withdrawal deadline — and the endorsers who defended him through every prior scandal are the ones now heading for the door The News — The allegation: Maine’s Democratic Senate nominee, Graham Platner, said Monday he is weighing the “best path forward” for…

Trump Claims a Walmart Price Win, but the Beef Math Complicates the Story A routine summer Rollback gets recast as a patriotic, administration-driven price cut — even as a 75-year-low cattle herd keeps the underlying economics moving the other way President Trump’s Monday declaration that Walmart is slashing prices “at my administration’s request” lands as…

Cattlemen Press USTR to Strip Beef from Brazil’s Tariff Exemption List At Monday’s Section 301 hearing, the U.S. Cattlemen’s Association asks Washington to reverse its own decision to spare Brazilian beef — a fight that runs straight into food-price politics and a nine-day clock The United States Cattlemen’s Association went before the U.S. Trade Representative…

USDA Online Scheduling Tool Aims to Ease FSA Access for Producers New Microsoft Bookings platform gives farmers and ranchers another way to schedule farm program and loan appointments, but its real test will be whether it reduces bottlenecks at county offices during peak signup periods USDA’s launch of a new online scheduling option for Farm…

Farmers and ObamaCare Exodus: Coverage Lifeline Frays as Subsidies Expire Roughly a quarter of America’s farmers bought health insurance through the ACA marketplace — triple the national rate. With 3 million enrollees now gone from the rolls, farm country is bearing a disproportionate share of the loss  Why farmers are uniquely exposed No occupational group…

Three Strikes on RFS Waivers: History Behind the 2027 Speculation Governors have petitioned EPA three times to waive the Renewable Fuel Standard — and three times the agency said no, setting a causation bar that shapes today’s biodiesel mandate debate As talk builds that anti-RFS groups may be recruiting governors to seek relief from the…

2027 Biomass-Based Diesel Mandate: When Applause Turns to Arithmetic Record D4 RIN prices are the market’s way of asking whether EPA’s biomass-based diesel volumes can actually be met — and the waiver question is no longer hypothetical The commentary above is not hyperbole, and the numbers back it up. When EPA finalized the “Set 2”…