www.agbull.com Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures and options trading involve risk and are not suited for everyone. We walk through a bruising week in grains and ask what smart marketing looks like when funds bail, seasonal lows show up, and input costs still won’t cooperate. Then we shift to the real-world shocks and policy levers that could change demand fast, from screwworm in Texas to 45Z sustainable aviation fuel rules and the timing of U.S.-China trade moves. • grain and soy complex correction tied to improved weather, weak China demand signals, and fund liquidation • old-crop selling mistakes and why pairing cash sales with call options can manage risk • key USDA dates ahead, including WASDE and crop production, June acreage, and grain stocks • New World Screwworm cases in South Texas, the 12-mile containment focus, and what an expanded radius could mean • border closure impacts on cattle supplies and the longer-run buildout of Mexico’s feeding industry • 45Z rule progress, the GREET model, carbon intensity scoring, and why SAF demand could lift corn and soy • U.S.-China board of trade timeline, comment deadlines, and how tariff modifications could affect ag competitiveness • tough House hearing moments for Secretary Rollins, including glyphosate claims and a push to boost domestic cotton use • India trade agreement optimism tempered by India’s history of protecting sensitive farm sectors • Senate Farm Bill expectations, including SNAP cost share fights and what likely stays out of the bill • year-round E15 hurdles, slow station adoption, and the role of SRE eligibility and reallocation • primary election signals in Iowa and how podcasts are changing campaign strategy • structural versus cyclical downturn debate with Brazil competition, China uncertainty, and margin pressure If you’re not a subscriber, you should be, because all the really juicy stuff, excluding what we do here with Jim, is paid for by subscribers. To be a paid subscriber, $25 a month, $250 annually. You can sign up for Trade the News for a free trial. Go over to Trade the News, tell them the AgBull boy sent you. Support the show
