Ag Bull Intel

USDA Lifts 2026 Ag Export Outlook but Offers Little New Analysis China, South Korea, and EU Forecasts Shift as Report Again Lacks Narrative Context USDA modestly raised its outlook for U.S. agricultural exports in fiscal year (FY) 2026 in its December 2025 Outlook for U.S. Agricultural Trade, while trimming the projected trade deficit. However, as…

ASA Urges Balance on Agricultural Drone Policy National security priorities sharpen focus on foreign-made drones as farmers warn against abrupt technology disruptions The American Soybean Association (ASA) says it is closely monitoring recent federal actions that could restrict the use of certain foreign-manufactured drones in U.S. agriculture, warning that sudden policy shifts — without viable…

National Energy Dominance Council Emerges as Quiet Power Broker in Renewable Fuel Standard Battles Trump White House coordination body reshapes how RFS disputes are settled — without rewriting the law When President Donald Trump signed an executive order in February 2025 creating the National Energy Dominance Council, the move drew relatively little attention outside energy…

Analysts Surprised, Again: U.S. Economy Grew at Fastest Pace in Two Years in Q3 When will USDA release FBA farmer payment rates? Depends on which USDA statement you believeLink: DeLauro Presses Trump Admin. to Add “Pro-Farmer Guardrails” to $12B Aid PlanLink: The 2026 Policy Crossroads for U.S. AgricultureLink: USDA Lost More Than 20,000 Employees in…

DeLauro Presses Trump Administration to Add “Pro-Farmer Guardrails” to $12B Aid Plan House Democrats warn tariff relief risks repeating past mistakes by favoring large agribusinesses over small, family, and specialty-crop farms Rep. Rosa DeLauro (D-Ct.) is leading a renewed Democratic push to reshape how the Trump administration distributes its newly announced $12 billion agriculture aid…

The 2026 Policy Crossroads for U.S. Agriculture Farm/aid programs, trade rules, energy policy, taxes, interest rates and Congress collide as producers face a high-stakes year of deadlines, reviews, and election-year politics  As 2026 approaches, U.S. agriculture is entering a policy crossroads where multiple forces converge at once: an unfinished farm bill, a mandatory USMCA review, unresolved…

USDA Lost More Than 20,000 Employees in Early 2025, Inspector General Finds OIG report shows nearly one-fifth of USDA’s workforce exited in just five months, driven overwhelmingly by a deferred resignation program, with sharp variation across agencies and states A new report from USDA’s Office of Inspector General (OIG) finds that USDA experienced substantial workforce…

Brazil Antitrust Watchdog Eyes U.S. Meatpacker Probe as Trump DOJ Investigation Expands More U.S. soybean sales to China | Neiffer comments on SDRP2 fracas | Gold and silver prices surging Link: Top Ag, Food, Trade, Tax & Ag-Energy Stories of 2025Link: The Week Ahead, Dec. 21: Hassett Warns Tariff Ruling Could Trigger          Massive Refund HeadacheLink:…

Top Ag, Food, Trade, Tax & Ag-Energy Stories of 2025 Weak margins met heavy politics as trade, health, and biofuel battles collided with stubbornly high farm costs — pulling agriculture deeper into the national affordability and election debate 2025 in agriculture was defined by a collision of weak crop margins and high political risk: economic…

Hassett Warns Tariff Ruling Could Trigger Massive Refund Headache U.S. boards third oil tanker near Venezuela | USDA ag trade outlook back in focus as analysts watch for missing context Link: Weekend Updates, Dec. 20: Farmers Press USDA Leadership as           SDRP2 Interpretation Sparks BacklashLink: Video: Wiesemeyer’s Perspectives, Dec. 20Link: Audio: Wiesemeyer’s Perspectives, Dec. 20 The Week Ahead: Dec. 21,…