EPISODE · Aug 28, 2026 · 57 MIN
AG Squawk with Davis Michaelsen | Shaun Haney | What's UP with Canada
from AG Bull · host Tommy Grisafi
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We unpack the US Canada tariff mess with Sean Haney and lay out the timeline from early warnings to a sudden breakdown that leaves agriculture stuck in the crossfire. We pressure-test the political narratives with trade stats, real supply chain links, and the on-the-ground consequences for farmers, ranchers, and consumers. • building a clear timeline of the tariff escalation and the negotiating collapse • why affordability is the political fuel for retaliation • how autos, steel, aluminum, and forestry drive the real fight • what “tipping points” look like when key decision-makers jump in • why Canada walking away plays well at home but raises economic risk • the integration reality: energy, Line 5, and Midwest reliance on Canadian heavy crude • potash as a red line for both countries and a direct farm input cost issue • cultural differences in negotiation styles and why emotions create bad decisions • what trust means for USMCA and why snapback threats poison deals • why tariffs won’t rebuild the cow herd and what that means for beef prices • pork as the value protein and what demand should do next Visit 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.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. We unpack the US Canada tariff mess with Sean Haney and lay out the timeline from early warnings to a sudden breakdown that leaves agriculture stuck in the crossfire. We pressure-test the political narratives with trade stats, real supply chain links, and the on-the-ground consequences for farmers, ranchers, and consumers. • building a clear timeline...
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AG Squawk with Davis Michaelsen | Shaun Haney | What's UP with Canada
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