Wiesemeyer's Perspectives | Release The Flies, Raise The Prices: Ag Policy Gets Weird
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<p>Policy, prices, and timing drive this week’s ag outlook as we unpack Farm Bill 2.0 odds, fast-moving USDA payments, and the E15 fight that could unlock corn demand. Trade momentum builds with China, Taiwan, and India while courts and EPA shifts reshape the rules ahead.<br><br>• Farm Bill 2.0 faces committee passage but lacks clear House floor votes<br>• ELRP top-ups and Farmer Bridge Assistance bolster cash flow with Feb 23 rollout signaled<br>• CRP sign-ups reopen near acreage cap with potential need to raise limits<br>• Year-round E15 promises ethanol demand while refiners push RFS reforms<br>• CPI cools and the Fed likely holds, with cuts eyed in June or July<br>• Cargill’s Milwaukee closure highlights 75-year low cattle supplies<br>• Screwworm controls, selective border reopening, and biosecurity politics<br>• China soybean interest lifts spreads; sorghum demand rebounds<br>• Taiwan deal expands U.S. energy and meat access; India framework adds sorghum<br>• House rebuke of Canada tariffs remains symbolic with veto likely<br>• EPA endangerment repeal heads to court; regulatory costs at stake<br>• Supreme Court tariff ruling could redefine executive trade power<br>• 45Z and SAF build a domestic utilization path for corn and soy<br><br>www.agbull.com $25 a month, $250 annually<br><br><br></p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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