Beans, Beef, And Budget Pressure episode artwork

EPISODE · Nov 4, 2025 · 14 MIN

Beans, Beef, And Budget Pressure

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.Tommy's Premium Subscription: www.agbull.comAgBull Audio and Video LinksApple MusicSpotifyYouTubeTikTok Futures and options trading involves risk and is not suited for everyone. Soybeans break higher while China plays its options, fertilizer refuses to blink, and cattle prices remind us how fast demand can shift. We use charts to frame solar rent math, soybean sales windows, and acreage moves that protect margin into 2026.• solar lease economics versus row crop revenue• soybean stock flexibility in China and sourcing paths• price pop creates disciplined selling windows for beans• trade aid uncertainty and cash flow planning• fertilizer share of revenue rising and sticky costs• acreage tilt toward soybeans as ratios shift• fall 2025 fertilizer expense outlook and procurement• cattle volatility, imports, and beef demand strength• practical risk management with spreads and scale-up sales 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. Tommy's Premium Subscription: www.agbull.com AgBull Audio and Video Links Apple Music Spotify YouTube TikTok Futures and options trading involves risk and is not suited for everyone. Soybeans break higher while China plays its options, fertilizer refuses to blink, and cattle prices remind us how fast demand can shift. We use charts to fra...

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