Wiesemeyer's Perspectives | Why Beef Stays Pricey While Soybeans Slide And What Farmers Can Do Next

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 dig into tight cattle supplies, a slow, science-led reopening of the Mexico border, and why beef prices stay sticky while soybeans slide. We map out where policy could lift margins in 2026, from E-15 and 45Z to farm aid timing and ACA subsidies.  • lighter-than-expected placements and persistent cattle tightness • phased screwworm testing with three inspections in Mexico and one in the US • beef prices stay firm in CPI while electricity costs weigh on households • China soybean purchases progress toward 12 MMT commitment • soybean competitiveness hinges on tariff relief versus Brazil • inflation easing shifts focus to unemployment and Fed cuts • per-acre FBA estimates with soybean relief lagging the hurt • SDRP phase one top-ups coming later; phase two data issues • year-round E-15 momentum and California’s early step • 45Z, RFS, and domestic demand as price catalysts for corn and soy • ACA subsidy extension pressure for rural families • specialty crops and sugar losses signal need for more aid • Supreme Court tariff ruling and 2026 market implications  If you’re enjoying the show, say hi. Subscribe for AgBull Premium at www.agbull for $25/month or $250/year.  Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.