Wiesemeyer's Perspectives | Odesa Pounded Trouble in The Black Sea
AG Bull
<p><a href="https://www.buzzsprout.com/1848225/fan_mail/new" rel="nofollow">Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.</a></p>
<p>We connect the week’s biggest market moves to their real drivers, from China's soybean demand and the upcoming USDA survey-based crop report to wheat supply risk tied to the Black Sea. We also map how record copper and surging metals, Farm Bill politics, and Iran-driven energy uncertainty feed straight into diesel costs and farm profitability. </p>
<p><br>• weekly performance across grains, oilseeds, cotton, livestock and the key charts driving sentiment <br>• why the August 12 USDA crop production report is a volatility trigger and how acreage revisions can beat yield tweaks <br>• Black Sea port strikes, Turkey restrictions and war risk insurance turning wheat into a logistics story <br>• copper at record highs from AI and data center demand, plus gold and silver reacting to jobs data and Fed expectations <br>• what the weak jobs report signals for the dollar, rates and commodity tailwinds <br>• Senate Farm Bill 2.0 surviving committee defeat, the McConnell attendance wildcard and the SNAP sticking point <br>• MCOOL passing the Senate committee and why the final language may change to manage trade blowback <br>• Iran update, Strait of Hormuz leverage and why crude and diesel react to perceived military posture <br>• “DieselGeddon” fundamentals: low distillate stocks, near-max refinery runs, record exports and harvest vulnerability <br>• ethanol exports rebounding with Canada as a major buyer, plus the EPA waiver risk hanging over biofuels <br>• Jones Act suspension likely extended and why it matters for energy and fertilizer logistics <br>• crop insurance premium payment relief, NASS data modernization and FDA’s ultra-processed foods definition framework <br>Please do us a favor, like and subscribe so you can get notifications when those shows are out. <br>If you want Tommy, you want to call Tommy, you got to call 855-737 Farm. <br>If you want to get on Jim's newswire, Jim's list, to make sure that you get that coupon form, go to www.agbull.com</p>
<p><br></p>
<p>Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a></p>
<p>AgBull Audio and Video Links</p>
<p><a href="https://podcasts.apple.com/us/podcast/ag-bull/id1596548171" rel="nofollow">Apple Music</a></p>
<p><a href="https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f" rel="nofollow">Spotify</a></p>
<p><a href="https://www.youtube.com/@agbullmedia" rel="nofollow">YouTube</a></p>
<p><a href="https://www.tiktok.com/@agbullmedia" rel="nofollow">TikTok</a></p>
<p><br><br></p>
<p><br></p>
<p><br></p>
<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
<p><br><br></p>