AG Squawk | Davis Michaelsen & Jim Wiesemeyer

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We break down a wild Friday where corn and wheat surge while livestock fights heavy pressure, then zoom out to the real drivers: yield risk, global weather damage, and rising geopolitical tension. We also connect the dots among beef-processing shakeups, mCOOL politics, energy costs, and a new land competitor moving into rural America.• grain strength tied to export demand and worsening U.S. and European weather• Why a lower corn yield can flip stocks-to-use into a demand-pull market• France corn condition and Europe drought as a major production story• Beef processing expansion colliding with a shrinking cattle herd and plant closures• What Tyson’s consolidation signals for shackle space and rural jobs• mCOOL momentum in the Senate and the hurdles in the House, WTO, and USMCA• Black Sea port strikes raising a lasting wheat risk premium and shifting buyer habits• Iran, Strait of Hormuz risk, firm crude oil, and a thinner U.S. SPR cushion• Fertilizer, diesel, and harvest-time input costs as a hidden market driver• Data centers in farm country competing for land, power, and waterGo to agbull.com and go on there and say, I want Jim’s newsletterTommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.