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Soybeans break higher while China plays its options, fertilizer refuses to blink, and cattle prices remind us how fast demand can shift. We use charts to frame solar rent math, soybean sales windows, and acreage moves that protect margin into 2026.

• solar lease economics versus row crop revenue
• soybean stock flexibility in China and sourcing paths
• price pop creates disciplined selling windows for beans
• trade aid uncertainty and cash flow planning
• fertilizer share of revenue rising and sticky costs
• acreage tilt toward soybeans as ratios shift
• fall 2025 fertilizer expense outlook and procurement
• cattle volatility, imports, and beef demand strength
• practical risk management with spreads and scale-up sales

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E-Mail tg@agbull.com

Thank you, Tommy G

www.agbull.com

We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.

• shutdown pressure from elections and program timing
• partial USDA reopenings and FSA payment backlogs
• NASS crop production and WASDE returning mid November
• Fed uncertainty keeps dollar firm and bonds soft
• soybean rally on China purchase floors and port relief
• tariff tweaks, rare earth delay, and export logistics
• $13bn CCC shift toward trade aid and formula impacts
• biofuels, RFS volumes, and 45Z as domestic demand engine
• cattle volatility, Argentine beef optics, and sticky retail prices
• FMC slide as a warning for inputs and LATAM credit
• basis improvements at PNW and NOLA as demand signal

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The Ag Bull website is Live www.agbull.com

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

www.agbull.com

We walk through a volatile week where shutdown politics, CPI relief, and global trade headlines moved cattle limit down while grains firmed. From Argentina beef optics to a possible Trump–Xi meeting, we connect DC decisions to cash flow, price risk, and the week ahead.

• shutdown timing linked to ACA premium hikes and party leverage
• partial FSA reopening and roughly 3bn dollars in payments to producers
• CPI at 3 percent yoy, equities rally, odds of another Fed cut rise
• beef inflation stubborn, cattle limit-down driven by optics and fear
• Argentina imports small in scale versus US consumption
• screwworm controls, Mexico cattle border reopening scenarios
• trade cards: 301 probe on China, soy and sorghum deliverables
• Canada talks pause, Japan signals added US commodity buys
• Brazil tariffs, coffee prices, and hamburger flows
• API withdraws support for year-round E15 and seeks reforms
• Senate hearing on seed and fertilizer market power and history
• market highs, debt surge, and risks from congressional dysfunction

Trading futures and options involves the risk of loss and is not suitable for all investors.

Please like and subscribe @agbullmedia

The Ag Bull website is Live www.agbull.com

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