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 why wheat sells off even with war risk still on the map, and we explain what “prove it” markets look like when traders stop paying for headlines. We also connect the dots from diesel and refinery constraints to the Renewable Fuel Standard, bond yields, China’s soybean inventory moves, and the politics that could shape the next few months. • wheat futures and “geopolitical fatigue” as rallies get sold without proof • corn and soybean action after late-July rain and month-end positioning • Iran-related war premium and why diesel and distillates can stay tight • USDA diesel prices and what $4-plus fuel means for harvest costs • EPA renewable fuel standard timing, small refinery exemptions, and RINs sensitivity • bond market warning shot with higher 30-year yields and the impact on farm borrowing costs • China’s SinoGrain soybean auctions as inventory rotation ahead of U.S. buying • Chinese robots, AI guardrails, and the tradeoffs in tech restrictions • midterm election uncertainty and the debate over democratic socialism versus capitalism Go to agbull.com to check out all the lavish, premium services we are more than happy to provide. Agbull.com or call 855- 737-Farm. Tommy'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.