Wiesemeyer's Perspectives | War & Weather Grains Pop
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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.
• weekly price moves across corn, soybeans, wheat, cotton, cattle, and hogs
• Why higher feed costs and interest rates squeeze livestock
• USDA calling the smallest US wheat crop since 1970
• Corn ending stocks cut, and why the August 12 survey matters
• Azov Sea and Kerch Strait disruption as a wheat market trigger
• veg oil signals, canola watching, and imported biofuel positioning
• overnight temperatures as a real corn yield risk
• rainfall extremes and why “average” weather disappears
• World corn stocks down, plus what funds can do next
• China tariff talk rumors and what it could mean for ag exports
• Iran and the Strait of Hormuz as an energy and fertilizer factor
• USMCA renegotiation leverage and a reality check on Spain trade
• Congress agenda, potential farmer aid, and year-round E15 pressure
• RFS 2028 timing likely slipping and what EPA staffing changes mean
• screwworm spread in Texas and why wildlife detection matters
• NCGA input cost gap vs Brazil and what lawmakers may chase next
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
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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.
• weekly price moves across corn, soybeans, wheat, cotton, cattle, and hogs
• Why higher feed costs and interest rates squeeze livestock
• USDA calling the smallest US wheat crop since 1970
• Corn ending stocks cut, and why the August 12 survey matters
• Azov Sea and Kerch Strait disruption as a wheat market trigger
• veg oil signals, canola watching, and imported biofuel positioning
• overnight temperatures as a real corn yield risk
• rainfall extremes and why “average” weather disappears
• World corn stocks down, plus what funds can do next
• China tariff talk rumors and what it could mean for ag exports
• Iran and the Strait of Hormuz as an energy and fertilizer factor
• USMCA renegotiation leverage and a reality check on Spain trade
• Congress agenda, potential farmer aid, and year-round E15 pressure
• RFS 2028 timing likely slipping and what EPA staffing changes mean
• screwworm spread in Texas and why wildlife detection matters
• NCGA input cost gap vs Brazil and what lawmakers may chase next
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
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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