Ag Bull Intel

Trump FY 2027 Budget Targets USDA Spending Cuts, Structural Overhaul  White House seeks $4.9B reduction while pushing relocation and program eliminations The Trump administration’s fiscal year (FY) 2027 budget proposal calls for deep cuts to USDA, requesting $20.8 billion in discretionary funding — a $4.9 billion reduction from enacted 2026 levels and roughly 19% below current…

Iran Shoots Down U.S. Fighter Jet and Hits Gulf Energy Sites Trump releases FY 2027 budget proposals; big cuts to USDA but funding for relocation efforts | China breaks with Iran as Hormuz crisis deepens | U.S. labor market rebounds with stronger-than-expected March job gains | Mosaic, Simplot back phosphate tariffs as Trump weighs emergency…

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…