Tyson Shuts Plant | Policy Whiplash Hits The Heartland | AG Bull Media
Ag Bull Media
•
49m
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 in schools, boosting dairy sentiment
• New WOTUS proposal reducing federal permitting burdens
• Cattle-on-feed bullish read overshadowed by Tyson closure
If you're enjoying the show, tell a friend about it
Up Next in Ag Bull Media
-
Corn Falls, Exports Rise, Nerves Tigh...
• Corn production trimmed, carryout still higher
• Fringe states offset I‑state cuts in corn
• Soybean exports ceded to Brazil and Argentina
• CONAB vs USDA gaps on Brazil output
• Cotton yield gains in Texas pressure prices
• Daily sales resume with big Mexico corn buy
• No repeat of a Great Gra... -
Wiesemeyer's Perspectives | Shutdown,...
We track a cascading week where a grinding shutdown hits flights and the economy, China’s soybean pledges collide with tariff math, and a Justice Department probe into meat packers meets a looming border reopening that could reshape beef supply. Markets swing on headlines as EPA biofuel exemption...
-
Wiesemeyer's Perspectives | China Buy...
We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.
• shutdown pressure from elections and pr...
