Wiesemeyer's Perspectives | Odesa Pounded Trouble in The Black Sea
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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.
• weekly performance across grains, oilseeds, cotton, livestock and the key charts driving sentiment
• why the August 12 USDA crop production report is a volatility trigger and how acreage revisions can beat yield tweaks
• Black Sea port strikes, Turkey restrictions and war risk insurance turning wheat into a logistics story
• copper at record highs from AI and data center demand, plus gold and silver reacting to jobs data and Fed expectations
• what the weak jobs report signals for the dollar, rates and commodity tailwinds
• Senate Farm Bill 2.0 surviving committee defeat, the McConnell attendance wildcard and the SNAP sticking point
• MCOOL passing the Senate committee and why the final language may change to manage trade blowback
• Iran update, Strait of Hormuz leverage and why crude and diesel react to perceived military posture
• “DieselGeddon” fundamentals: low distillate stocks, near-max refinery runs, record exports and harvest vulnerability
• ethanol exports rebounding with Canada as a major buyer, plus the EPA waiver risk hanging over biofuels
• Jones Act suspension likely extended and why it matters for energy and fertilizer logistics
• crop insurance premium payment relief, NASS data modernization and FDA’s ultra-processed foods definition framework
Please do us a favor, like and subscribe so you can get notifications when those shows are out.
If you want Tommy, you want to call Tommy, you got to call 855-737 Farm.
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
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
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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 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.
• weekly performance across grains, oilseeds, cotton, livestock and the key charts driving sentiment
• why the August 12 USDA crop production report is a volatility trigger and how acreage revisions can beat yield tweaks
• Black Sea port strikes, Turkey restrictions and war risk insurance turning wheat into a logistics story
• copper at record highs from AI and data center demand, plus gold and silver reacting to jobs data and Fed expectations
• what the weak jobs report signals for the dollar, rates and commodity tailwinds
• Senate Farm Bill 2.0 surviving committee defeat, the McConnell attendance wildcard and the SNAP sticking point
• MCOOL passing the Senate committee and why the final language may change to manage trade blowback
• Iran update, Strait of Hormuz leverage and why crude and diesel react to perceived military posture
• “DieselGeddon” fundamentals: low distillate stocks, near-max refinery runs, record exports and harvest vulnerability
• ethanol exports rebounding with Canada as a major buyer, plus the EPA waiver risk hanging over biofuels
• Jones Act suspension likely extended and why it matters for energy and fertilizer logistics
• crop insurance premium payment relief, NASS data modernization and FDA’s ultra-processed foods definition framework
Please do us a favor, like and subscribe so you can get notifications when those shows are out.
If you want Tommy, you want to call Tommy, you got to call 855-737 Farm.
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
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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