Wiesemeyer's Perspectives | War & Weather Grains Pop
AG Bull
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<p>We track a week where grains jump on a mix of USDA surprises, Black Sea risk, and a forecast that keeps getting hotter at night. We connect the dots between demand pull, fund positioning, and policy headlines that can swing energy, fertilizer, and farm margins fast. <br><br>• weekly price moves across corn, soybeans, wheat, cotton, cattle, and hogs <br>• Why higher feed costs and interest rates squeeze livestock <br>• USDA calling the smallest US wheat crop since 1970 <br>• Corn ending stocks cut, and why the August 12 survey matters <br>• Azov Sea and Kerch Strait disruption as a wheat market trigger <br>• veg oil signals, canola watching, and imported biofuel positioning <br>• overnight temperatures as a real corn yield risk <br>• rainfall extremes and why “average” weather disappears <br>• World corn stocks down, plus what funds can do next <br>• China tariff talk rumors and what it could mean for ag exports <br>• Iran and the Strait of Hormuz as an energy and fertilizer factor <br>• USMCA renegotiation leverage and a reality check on Spain trade <br>• Congress agenda, potential farmer aid, and year-round E15 pressure <br>• RFS 2028 timing likely slipping and what EPA staffing changes mean <br>• screwworm spread in Texas and why wildlife detection matters <br>• NCGA input cost gap vs Brazil and what lawmakers may chase next <br><br>Text it to your friends. Click like and subscribe. If you want to go the other side, $25 a month, $250 annually, you can go to the Ag Bull website <br>Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a></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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