Ag Bull Intel

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…

WSJ: Trump Tells Aides He’s Willing to End War Without Reopening Hormuz Perspective on major USDA reports today | Dovish comments from Fed chairman | EPA RIN policy delay could trigger near term feedstock import surge ahead of 2028 shift  LINKS  Link: USDA Weighs Phased Reopening of U.S./Mexico Cattle Trade          Amid Screwworm Threat Link: Video: Wiesemeyer’s…

USDA Weighs Phased Reopening of U.S./Mexico Cattle Trade Amid Screwworm ThreatSecretary Brooke Rollins signals potential border shift while expanding containment efforts and domestic biosecurity investment USDA Secretary Brooke Rollins is signaling a possible shift toward reopening the U.S./Mexico border to feeder cattle imports, even as the department intensifies efforts to contain the spread of New…

Crude Prices Continue to Surge on Iran Conflict Developments Analysis of EPA RFS announcements | Indonesia revives B50 biodiesel push amid energy security concerns | Trump FY 2027 budget set for April 3 LINKS  Link: Updates, March 29: Brent Oil Price Rises to $116 as         Iran Conflict Worsens Link: The Week Ahead, March 29: Congress…

Brent Oil Price Rises to $116 as Iran Conflict Worsens Trump floats seizing Iran’s oil as U.S. eyes strategic escalation | WSJ: Trump weighs high-risk mission to seize Iran uranium — ground operation under review  LINKS  Link: The Week Ahead, March 29: Congress Out, But War with Iran          Main Focus Link: Weekend Updates, March 28: One of Most…