Ag Bull Intel

Trump Signals Escalation on Iran, Previews Major Farm Policy Rollout at White House Event Cabinet meeting spans war strategy, DHS disruptions, and economic grievances — with Trump highlighting Friday agriculture summit and pending biofuels decision President Donald Trump’s March 26 Cabinet meeting offered an expansive and often unscripted look at administration priorities, with extended remarks…

FAPRI: Weak Crop Margins, Strong Cattle Returns Amid Policy and Input Uncertainty Ukraine strikes Russian oil export hubs, adding new layer to global energy risk | Trump signals doubt on Iran deal as war enters fourth week LINKS  Link: Updates, March 26, Part 1Link: Video: Wiesemeyer’s Perspectives, March 21 Link: Audio: Wiesemeyer’s Perspectives, March 21 Updates: Policy/News/Markets,…

Perspective on EPA’s E15 Announcement: Limited Impact  Anticipation builds for EPA’s next announcement on RFS Set 2 details  LINKS  Link: Subject Trump: Xi Summit Reset for Mid-May as          Trade Agenda Takes Shape Link: USDA Lifts Food Inflation Outlook Above Long-Term Norms Link: Video: Wiesemeyer’s Perspectives, March 21 Link: Audio: Wiesemeyer’s Perspectives, March 21   Updates: Policy/News/Markets, March 26, 2026 UP…

Trump: Xi Summit Reset for Mid-May as Trade Agenda Takes Shape President says Beijing meeting scheduled for May 14–15 after Iran conflict delay, with agriculture and Phase One enforcement back in focus President Donald Trump said Wednesday he will meet with Chinese President Xi Jinping in Beijing on May 14–15, rescheduling a late-March summit that…

USDA Lifts Food Inflation Outlook Above Long-Term Norms Beef surge drives upward revisions while eggs, dairy and fats offer limited relief USDA’s latest Food Price Outlook points to a renewed acceleration in food inflation for 2026, with all major categories — groceries, restaurants, and overall food — now projected to rise well above their 20-year…

E15 Announcement Likely Today; RFS Announcements Later This Week Rollins comments on fertilizer action ahead; Congress works on legislative package  LINKS  Link: Video: Wiesemeyer’s Perspectives, March 21 Link: Audio: Wiesemeyer’s Perspectives, March 21 Updates: Policy/News/Markets, March 25, 2026 UP FRONT TOP STORIES — EPA to roll out early E15 summer waiver — signaling proactive supply move and continued reliance…

Conflicting Claims as War with Iran Enters Critical Phase Congressional ag leaders, others talk policy at Agri-Pulse confab  LINKS  Link: Trump Steps Back from Iran Energy Threat as Markets Force a PauseLink: Trump/Xi Summit Reset Sharpens Focus on Ag Deliverables           Beyond Soybeans Link: Video: Wiesemeyer’s Perspectives, March 21Link: Audio: Wiesemeyer’s Perspectives, March 21   Updates: Policy/News/Markets, March 24, 2026 UP…

Trump Steps Back from Iran Energy Threat as Markets Force a Pause Oil prices tumble and U.S. equities surge on Trump’s reversal, but skepticism lingers over the durability of the five-day reprieve President Donald Trump’s decision to back away from his threat to destroy Iran’s power infrastructure amounted to a market-driven de-escalation that bought time,…

Markets Whipsaw as Iran Risk Collides with Diplomatic Signals Futures initially slump on escalation fears before surging after President Trump signals “productive” U.S./Iran talks, easing immediate risk-off pressure U.S. equity futures were volatile Monday as geopolitical tensions with Iran dominated market direction. Early trading reflected a sharp risk-off tone, with Dow futures down more than 300…

War, Oil & the 48-Hour Clock This week’s signals — from EPA messaging, a potential White House announcement, labor tensions in Greeley, and Gulf geopolitics — will shape price direction across major ag markets into the core of the 2026 growing season LINKS  Link: U.S./China Tensions Set Stage for Ag Market Squeeze Link: The Week…