Wiesemeyer's Perspectives | China Has Promised Beans And Now We Need Proof

Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.We run the markets live as we talk, then connect the day’s price action to the policy and geopolitical signals shaping ag right now. Soybean oil strength, China’s buying pace, and the next wave of RFS and 45Z all point to a summer where demand and rules matter as much as weather. • soybean oil rally tied to renewable diesel capacity and RIN signals • cattle on feed reaction and the idea that supplies stay tight • used cooking oil and shifting incentives as future RIN rules change • Iran diplomacy and shipping risk showing up in crude and freight • China soybean commitments versus the weekly export sales proof test • Screwworm case count, port closures, and why it supports cattle • Senate Farm Bill 2.0 rollout, markup timing, and election calendar constraints • 45Z tax credits, carbon capture, pipelines, and regional basis winners and losers • year-round E15 still lingering and likely tied to a bigger bill • USMCA review leverage and why the pact still matters for ag trade • USDA 2027 cost of production outlook and pressure from non-energy inputs • Kevin Warsh’s Fed posture, inflation priority, and what less guidance means • Why fund participation creates liquidity and better price discovery You choose your favorite platform and make sure to click, like, subscribe, and give us a rating. Who would you like me to talk to? You can reach us at agbull.com, hit the contact us tab, and my people will get right on it. 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.