We track why corn, soybeans, and wheat weaken while soybean oil stays hot, then zoom out to the geopolitical and policy headlines that can hit farm input costs fast. From Hormuz to the Farm Bill to biofuel credits, we connect the dots between news flow and what it means for planting decisions, logistics, and demand.

• Weekly ag market recap and why June bull markets are rare for corn
• US Iran proposal and why the Strait of Hormuz matters for fertilizer, fuel, and shipping
• Specialty crop bridge aid details, payment design concerns, and eligibility limits
• FTC fertilizer investigation and what data could reveal
• Congress returns, USDA oversight hearing, and the Senate math behind Farm Bill 2.0
• USDA ag trade outlook, persistent trade deficit, and Brazil’s growing share
• China buying signals, tariff timing, and the “border trade” setup
• Union Pacific Norfolk Southern merger timeline and key questions for captive shippers
• IEEPA tariff refunds, the portal process, and why filing speed matters
• 45Z sustainable aviation fuel credits, carbon scoring, and what could change soy demand
• Record RIN prices, year-round E15 politics, and what to watch from EPA next

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