Wiesemeyer's Perspectives | Release The Flies, Raise The Prices: Ag Policy Gets Weird
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Futures and options trading involves risk and is not suited for everyone.
Policy, prices, and timing drive this week’s ag outlook as we unpack Farm Bill 2.0 odds, fast-moving USDA payments, and the E15 fight that could unlock corn demand. Trade momentum builds with China, Taiwan, and India while courts and EPA shifts reshape the rules ahead.
• Farm Bill 2.0 faces committee passage but lacks clear House floor votes
• ELRP top-ups and Farmer Bridge Assistance bolster cash flow with Feb 23 rollout signaled
• CRP sign-ups reopen near acreage cap with potential need to raise limits
• Year-round E15 promises ethanol demand while refiners push RFS reforms
• CPI cools and the Fed likely holds, with cuts eyed in June or July
• Cargill’s Milwaukee closure highlights 75-year low cattle supplies
• Screwworm controls, selective border reopening, and biosecurity politics
• China soybean interest lifts spreads; sorghum demand rebounds
• Taiwan deal expands U.S. energy and meat access; India framework adds sorghum
• House rebuke of Canada tariffs remains symbolic with veto likely
• EPA endangerment repeal heads to court; regulatory costs at stake
• Supreme Court tariff ruling could redefine executive trade power
• 45Z and SAF build a domestic utilization path for corn and soy
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