Wiesemeyer's Perspectives | Why Beef Stays Pricey While Soybeans Slide And What Farmers Can Do Next
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<p>We dig into tight cattle supplies, a slow, science-led reopening of the Mexico border, and why beef prices stay sticky while soybeans slide. We map out where policy could lift margins in 2026, from E-15 and 45Z to farm aid timing and ACA subsidies. <br> <br>• lighter-than-expected placements and persistent cattle tightness <br>• phased screwworm testing with three inspections in Mexico and one in the US <br>• beef prices stay firm in CPI while electricity costs weigh on households <br>• China soybean purchases progress toward 12 MMT commitment <br>• soybean competitiveness hinges on tariff relief versus Brazil <br>• inflation easing shifts focus to unemployment and Fed cuts <br>• per-acre FBA estimates with soybean relief lagging the hurt <br>• SDRP phase one top-ups coming later; phase two data issues <br>• year-round E-15 momentum and California’s early step <br>• 45Z, RFS, and domestic demand as price catalysts for corn and soy <br>• ACA subsidy extension pressure for rural families <br>• specialty crops and sugar losses signal need for more aid <br>• Supreme Court tariff ruling and 2026 market implications <br> <br>If you’re enjoying the show, say hi. Subscribe for AgBull Premium at www.agbull for $25/month or $250/year. <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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