Ag Bull Intel

Potential China Waivers Re: Tariffs a Focus USDA nears launch of Stage 2 disaster aid payments | Jared Golden’s exit opens a key battleground in New England | SCOTUS tariff hearing update | Pelosi not seeking re-election Link: Supreme Court Justices Question Legality of Trump’s Tariff PowersLink: Corteva Lifts Outlook as Split Plan Gathers Steam,…

Supreme Court Justices Question Legality of Trump’s Tariff Powers Bipartisan skepticism emerges over emergency law to justify sweeping trade duties The Supreme Court appeared deeply skeptical Wednesday of President Donald Trump’s expansive use of emergency powers to impose tariffs on imports from more than 100 countries — a move that several justices suggested may have…

Corteva Lifts Outlook as Split Plan Gathers Steam, Banking on Seeds, New Chemistries and Biologicals CEO Chuck Magro says separating seed and crop-protection units “opens more doors” for partnerships and growth; 2025 EBITDA raised to $3.8–$3.9B on mix, productivity and early Brazil demand Corteva, Inc. struck an upbeat tone on its third-quarter earnings call, pairing…

China Releases Ag Trade Details on Trump/Xi Truce  China soybean import tax comparison, U.S. and Brazil | SCOTUS hearing on Trump tariffs Link: Cattle Producers Push Back on Meat Institute’s Market ClaimsLink: U.S. Soybean Exports Score $1 Billion Boost in Bangladesh DealLink: Key Factors Behind Brazil Soybean Price Spread Advantage to U.S.Link: Video: Wiesemeyer’s Perspectives, Oct.…

Cattle Producers Push Back on Meat Institute’s Market Claims Virginia Cattlemen’s Association says report “cherry-picks” data on prices, retail shares, and demand drivers The Virginia Cattlemen’s Association (VCA) is disputing the North American Meat Institute’s (NAMI) recent report The Reality of Beef and Cattle Markets, arguing it omits crucial economic context that paints an incomplete picture…

U.S. Soybean Exports Score $1 Billion Boost in Bangladesh DealSecretary Brooke Rollins hails Bangladesh agreement as part of administration’s global push for U.S. farm-goods access USDA Secretary of Brooke Rollins posted the following on X: “AMERICA MEANS BUSINESS! Following up on President Trump’s historic trade deal with China, other countries are lining up to buy…

Key Factors Behind Brazil Soybean Price Spread Advantage to U.S.Cost of production and export competitiveness | Currency & exchange‐rate effects The fact that Brazilian soybeans for December–January shipment are trading at least $0.50 per bushel below U.S. soybeans (and diverging even more on later‐shipment crop) reflects a combination of structural advantages and market dynamics, rather than simply…

Rollins Holds Firm on Cattle Border Closure Amid Screwworm Threat Updates on U.S./China ag agreement | StoneX crop forecasts surprise the bulls | Thune eyes early January as new funding target in shutdown talks Link: What It Means: China Suspends Soybean Tariffs Under Trump/Xi AgreementLink: Video: Wiesemeyer’s Perspectives, Oct. 31Link: Audio: Wiesemeyer’s Perspectives, Oct. 31 Today’s Updates: …

What It Means: China Suspends Soybean Tariffs Under Trump/Xi Agreement Beijing lifts retaliatory duties; with market-based exclusion process, both U.S. and Brazilian soybeans now face only China’s standard 13% VAT The White House’s ‘Rebalancing Trade with China’ fact sheet (link) confirms that China has suspended all retaliatory tariffs imposed since March 4, 2025, including those…

Newton: China’s ‘Phase Two’ Trade Deal Signals Major Boost for U.S. Farm Exports Shutdown breakthrough nears as lawmakers edge toward bipartisan deal  Link: Updates, Nov. 3, 2025: Reviewing Chinese Purchases of U.S. Soybeans          in Nov.-Dec. PeriodLink: Video: Wiesemeyer’s Perspectives, Oct. 31Link: Audio: Wiesemeyer’s Perspectives, Oct. 31 More Updates:  TRADE & AGRICULTURE— China’s ‘Phase Two’ trade deal signals major boost…