Ag Bull Intel

Trump’s Cabinet and Top Economic Hands: A Report Card Strong execution and tighter alignment define the team’s second-term profile — though messaging missteps, media strategy gaps, and a few headline controversies still shape perceptions As President Donald Trump’s second term nears its one-year anniversary, his Cabinet has been a major focus of both support and…

China’s Likely Purchases of U.S. Soybeans: 10 MMT Wheat review & outlook | Brazil’s Amazon soy pact at risk | FOMC Minutes   LINKS  Link: From Step 2 To STAX: How Brazil’s WTO Cotton Fight Reshaped           U.S. Policy — And Helped a Rival Exporter SurgeLink: HHS Rolls Out First-Year State Allocations for $10B Rural Health           Transformation ProgramLink: USDA Seeks Overhaul of…

From Step 2 To STAX: How Brazil’s WTO Cotton Fight Reshaped U.S. Policy — And Helped a Rival Exporter Surge Brazil’s WTO cotton case reshaped U.S. policy — and global competition Brazil’s successful challenge to the U.S. cotton “Step 2” subsidy regime (and related supports) forced Washington to rework cotton policy over the next decade.…

HHS Rolls Out First-Year State Allocations for $10B Rural Health Transformation Program Funding tied to rural population, health outcomes, and nutrition policy as Trump administration seeks to blunt Medicaid cut impacts The Health and Human Services Department on Monday released state-by-state allocations for the first year of the $10 billion Rural Health Transformation Program, a…

USDA Seeks Overhaul of Foreign Farmland Disclosure Rules Amid Security Concerns Agency opens comment period on modernizing AFIDA reporting as foreign ownership rises and gaps emerge in tracking, verification, and national-security oversight USDA opened an advance notice of proposed rulemaking (link) to revisit and potentially tighten reporting requirements under the Agricultural Foreign Investment Disclosure Act…

Treasury/IRS Slow Walk on 45Z Guidance Creates Uncertainty for 2025 and Beyond U.S. soybean market 2025, outlook for 2026: Big supplies, choppy demand — and biofuels took the wheel | Bioceanic Railway takes shape as China and Brazil push $18.5b Atlantic-Pacific link LINKS  Link: Outlook: Brazil’s Farm Boom is Rewriting Global Grain Trade —          and Squeezing…

Outlook: Brazil’s Farm Boom is Rewriting Global Grain Trade — and Squeezing U.S. Export Share How Brazil scaled faster, cheaper, and more reliably — and what U.S. agriculture can do (now) to keep competing Brazil’s agricultural rise isn’t a single “record harvest” story. It’s a durable competitiveness story built on (1) relentless acreage expansion and double cropping, (2) rapid technology…

Where Are FBA Payment Rates? Corn 2025 review and a look ahead at 2026 LINKS  Link: Video: Wiesemeyer’s Perspectives, Dec. 20Link: Audio: Wiesemeyer’s Perspectives, Dec. 20  Updates: Policy/News/Markets, Dec. 26, 2025 UP FRONT Note: Today’s dispatch looks at the Trump administration, including the president and some of his Cabinet members, and their growing reputation for saying one thing…

U.S. Jobless Claims Drop to Near-Year Lows as Labor Market Holds Steady Russia sets larger grain export quota for late season, signaling push to revive shipments | U.S. hog inventory edges higher as productivity gains offset breeding contraction Link: USDA Lifts 2026 Ag Export Outlook but Offers Little New AnalysisLink: ASA Urges Balance on Agricultural Drone…