EPISODE · Nov 21, 2025 · 47 MIN
Wiesemeyer's Perspectives | Tyson Shuts Plant | Policy Whiplash Hits The Heartland
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. We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reopening signals, a bullish cattle-on-feed report, and breaking news on a Tyson beef plant closure.• USDA and CFTC reporting cadence returning• Brazil coffee and beef tariffs lifted to fight food prices• Potential easing of EU food tariffs and NCBA concerns• ICE de-emphasizing raids and H‑2A expansion, dairy left out• Farm losses per acre and aid package design uncertainty• Disaster program stage two and expected top-up payments• RFS and RINs timing delays, 45Z uncertainty• USDA communications balance and need for field listening• US–Mexico border phased reopening and realistic cattle flows• Fed cut odds falling and financing risks• China soy commitments vs competitiveness and history• Whole milk back to schools boosting dairy sentiment• New WOTUS proposal reducing federal permitting burdens• Cattle-on-feed bullish read overshadowed by Tyson closureIf you're enjoying the show, tell a friend about it 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. We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reop...
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Wiesemeyer's Perspectives | Tyson Shuts Plant | Policy Whiplash Hits The Heartland
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