US Farmers Are Losing Big and No One's Talking About It ~ Susan Stroud

Susan Stroud, founder of No Bull Ag, shares a data-driven breakdown of today's agriculture market. Speaking with Steve Barton, she explains how Brazil has taken global market share from the U.S. in soybeans and cotton, how government biofuel policies are reshaping soybean oil demand, and why global trade dynamics with China are putting pressure on U.S. farmers. She also discusses how logistics, river transport, and domestic policy shifts have impacted America's role as a top exporter. Connect with Susan Stroud! Website: https://nobullag.com/ Substack:  https://substack.com/@nobullag Stroud points to palm oil as a key commodity to watch and breaks down how vegetable oils now trade like energy assets due to their use in renewable diesel. She offers clear insights on the challenges in U.S. wheat, corn, and soy markets, while explaining how government delays are creating risk for producers and investors. If you're tracking biofuels, ag trade, or macro commodity trends, this is the sharp, boots-on-the-ground perspective you need. The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve's newly released technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners. Don't miss viewer Q&A, insights into monetary policy impacts, and real-world investing scenarios. Like, share, and subscribe for weekly market updates—and visit https://www.stevebartonmoney.com/ to join the free newsletter. Key Insights in this episode: ✅ Brazil has overtaken the US as the top global ag supplier ✅ US farmers face falling income, oversupply, and lost exports ✅ Government biofuel policy driving up soybean oil demand ✅ More soy oil now used for fuel than food in the US ✅ Palm oil markets have major impact on global vegetable oils ✅ China buying cheaper Brazilian soybeans despite trade deals ✅ Uncertainty in ag policy hurting planning and pricing ✅ Global buyers shifting away from US grains and oilseeds ✅ Renewable diesel boom transforming soybean oil into energy asset ✅ Susan Stroud offers real-world, data-backed ag insights   Affiliates /Tools for Success that I Love and find Helpful: Join Our Free and Premium Newsletter  Technical Analysis Series New Orleans Investment Conference Nov 2-5-2025 Rule Classroom (Free) Rule Classroom Plus (2 Free Months)  TradingView (Free)  Lobo's Weekly Recap (Free)  Uranium Newsletter   Chapters: 00:00 Meet Susan Stroud 01:37 Government Controls Ag 03:29 Brazil Beats US in Ag 04:19 US Farm Subsidies 05:38 Susan's Ag Background 07:14 Bullish Grains and Oils 10:43 Soybean Oil Used for Fuel 15:30 Biofuel Loopholes Exposed 17:48 Bearish Crop Outlook 20:31 Ukraine War and Wheat 23:11 China Stops Buying US Grain 26:25 Brazil Wins Soybean Sales 27:26 Why US Beans Cost More 28:31 Power of Palm Oil 31:34 Susan's Morning Routine 33:24 Best Ag Investment Play 35:58 Thoughts on Ag ETF 36:38 Too Much Productivity 40:02 Droughts and Crop Risk 41:56 Ag Trips to Brazil 43:17 Fixing Ag Policy 50:11 Final Thoughts 50:35 Follow Susan Stroud     DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.   #Agriculture #Commodities #Biofuel #Soybeans #AgPolicy #Farming #BrazilAg #USDA #ChinaTrade #RenewableDiesel #PalmOil #SusanStroud #NoBullAg #InItToWinIt #MarketInsights #AgInvesting #SteveBarton #InItToWinIt