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We take a hard look at why ag markets feel so stressed right now, from sharp moves in soybeans to how war headlines can hit fuel and fertilizer prices. We also pause to honor broadcasting legend Orion Samuelson and then move straight into what could actually change farm demand and farm margins next.
• remembering Orion Samuelson’s impact on agriculture and market commentary
• weekly price action across corn, soybeans, wheat, cotton, cattle, and hogs
• Why the Trump-Xi summit delay could lead to bigger agriculture deliverables
• What a more managed trade framework could mean for U.S. exports beyond soybeans
• new farmer aid prospects, likely size, and the fight over must-pass vehicles
• bridge aid progress through the USDA and what Congress may change next time
• White House ag event expectations and where the RFS fits
• Iran conflict spillover into crude oil, diesel, and fertilizer availability
• urea import seasonality and why spring timing matters for nitrogen
• Plains drought, Nebraska wildfires, and pressure on cattle rebuild
• year-round E15 delays and why refinery politics still block a vote
• JBS Greeley strike risks for meat supply and labor leverage
• USMCA review talks and what the midterm elections may change in Washington
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