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. Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
