EPISODE · Aug 9, 2026 · 47 MIN
Wiesemeyer's Perspectives | Odesa Pounded Trouble in The Black Sea
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 connect the week’s biggest market moves to their real drivers, from China's soybean demand and the upcoming USDA survey-based crop report to wheat supply risk tied to the Black Sea. We also map how record copper and surging metals, Farm Bill politics, and Iran-driven energy uncertainty feed straight into diesel costs and farm profitability. • weekly performance across grains, oilseeds, cotton, livestock and the key charts driving sentiment • why the August 12 USDA crop production report is a volatility trigger and how acreage revisions can beat yield tweaks • Black Sea port strikes, Turkey restrictions and war risk insurance turning wheat into a logistics story • copper at record highs from AI and data center demand, plus gold and silver reacting to jobs data and Fed expectations • what the weak jobs report signals for the dollar, rates and commodity tailwinds • Senate Farm Bill 2.0 surviving committee defeat, the McConnell attendance wildcard and the SNAP sticking point • MCOOL passing the Senate committee and why the final language may change to manage trade blowback • Iran update, Strait of Hormuz leverage and why crude and diesel react to perceived military posture • “DieselGeddon” fundamentals: low distillate stocks, near-max refinery runs, record exports and harvest vulnerability • ethanol exports rebounding with Canada as a major buyer, plus the EPA waiver risk hanging over biofuels • Jones Act suspension likely extended and why it matters for energy and fertilizer logistics • crop insurance premium payment relief, NASS data modernization and FDA’s ultra-processed foods definition framework Please do us a favor, like and subscribe so you can get notifications when those shows are out. If you want Tommy, you want to call Tommy, you got to call 855-737 Farm. If you want to get on Jim's newswire, Jim's list, to make sure that you get that coupon form, go to www.agbull.comTommy'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 connect the week’s biggest market moves to their real drivers, from China's soybean demand and the upcoming USDA survey-based crop report to wheat supply risk tied to the Black Sea. We also map how record copper and surging metals, Farm Bill politics, and Iran-driven energy uncertainty feed straight into diesel costs and farm profitability. •...
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Wiesemeyer's Perspectives | Odesa Pounded Trouble in The Black Sea
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