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AG Bull

著者: Tommy Grisafi
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Tommy Grisafi is the main host and content creator for Ag Bull Media.
The Ag Bull Podcast showcases agriculture's top talents in a long-form video format. The Ag Bull Trading Podcast is a deeper discussion of trading with analysts and key players in agriculture nationwide.

© 2025 AG Bull
個人ファイナンス 政治・政府 経済学
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  • Wiesemeyers Perspectives | What Does America First Really Mean for Farmers?
    2025/09/19

    www.agbull.com 1-855-737 FARM

    US-China relations show promising signs with a potential trade agreement in the works and Beijing issuing a formal state visit invitation to Trump. South China Morning Post reports final stages of negotiations that could include bulk purchases of American soybeans by year-end.

    • Secretary Rollins confirms farmer aid package being considered to address cash flow problems
    • Funding options include Commodity Credit Corporation, tariff revenue, and Section 32 funds
    • NCGA survey shows 80% of farmers point to a farm crisis with significant economic concerns
    • CRP enrollment nearing statutory limit of 27 million acres with 25.8 million currently enrolled
    • Supreme Court to hear arguments on Trump's tariff authority beginning November 5
    • EPA expected to release ag-friendly Waters of the US definition and re-approve Dicamba with restrictions
    • Potential government shutdown could impact agricultural reports and services
    • Federal Reserve cut interest rates by 25 basis points with more cuts expected this year

    Email Jim at wiesemeyer@gmail.com to sign up for his free daily newsletter with comprehensive agricultural policy updates and analysis.


    Please like and subscribe @agbullmedia


    Watch Us on U-Tube AG Bull Podcast
    (105) AG Bull Podcast - YouTube

    www.agbull.com
    AG BULL Media


    E-Mail tg@agbull.com

    Thank you, Tommy G


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    42 分
  • Wiesemeyers Perspectives | Corn Up, Spirits Down: Navigating Agriculture's Emotional Rollercoaster
    2025/09/12

    Tommy and Jim analyze the latest USDA crop production report, which shows a surprising planted acreage of nearly 96 million corn acres. Despite yield reductions, this led to increased projected production and complex market reactions.

    • Corn prices closed up 10.5 cents despite bearish USDA news, with soybean prices also strengthening
    • The cash flow crisis facing farmers in areas without river markets or ethanol plants requires governmental support
    • Interest rates are expected to be cut by 25 basis points at the September 17 FOMC meeting, with economists projecting 75 basis points in cuts by year-end
    • The Japan trade agreement has been misinterpreted - it doesn't include an additional $8 billion in US farm product purchases
    • California's approval of E15 ethanol blends opens a significant market opportunity by 2026
    • Regulatory hurdles for US farm equipment manufacturers create higher costs compared to identical equipment sold in South America
    • Farm Bill 2.0 may address issues like California's Proposition 12 affecting pork producers
    • The second Maha report avoided mentioning pesticides, but concerns remain about upcoming definitions of "ultra-processed foods"

    Email Jim Wiesmeyer at wiesmeyer@gmail.com to receive his free newsletter covering these agricultural issues in greater depth.


    Send us a text

    Please like and subscribe @agbullmedia


    Watch Us on U-Tube AG Bull Podcast
    (105) AG Bull Podcast - YouTube

    www.agbull.com
    AG BULL Media


    E-Mail tg@agbull.com

    Thank you, Tommy G


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    44 分
  • $2 Soybean Basis | Live from Big Iron Farm Show
    2025/09/10

    Tom Grisafi and Don Wick provide an on-the-ground report from the Big Iron Farm Show, addressing challenging market conditions for farmers while highlighting resources and upcoming speakers at the event.

    • Basis levels are "pretty ugly" in the region with a negative $2 basis making even optimistic price projections like $12 beans insufficient for profitability
    • Input costs remain stubbornly high despite commodity price decreases, creating a profit squeeze for producers
    • Approximately 100 million bushels of grain storage was lost in North Dakota due to a derecho wind event, complicating harvest decisions
    • Land values are holding steady despite market challenges, described as experiencing a "soft landing" rather than a crash
    • Young farmers face particular challenges entering agriculture, raising concerns about potentially losing another generation from the industry
    • The show features panels on weather, tax planning, market outlook, and special appearances including FSA Administrator Bill Beam
    • Despite current hardships, farmers maintain generational optimism with a long-term perspective that helps weather difficult periods

    Check out all our forum recordings on the Red River Farm Network YouTube channel at RRFN.com, where you can also sign up for our weekly Farm Net News newsletter.


    Send us a text

    Please like and subscribe @agbullmedia


    Watch Us on U-Tube AG Bull Podcast
    (105) AG Bull Podcast - YouTube

    www.agbull.com
    AG BULL Media


    E-Mail tg@agbull.com

    Thank you, Tommy G


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    14 分
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