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We walk through the real signals under today’s commodity markets, from U.S. and global ending stocks to why corn and soy picked up acres despite lean margins. Then we map where acres will actually shift in 2026 and share a practical framework for risk, insurance, and contribution margin.

• U.S. ending stocks measured in acres across 13 crops and why 40 million is a headwind but not a glut
• World ex‑China stocks tightening and what that means for tradable supply
• Why corn and soy gained acres as wheat and cotton weakened
• How crop insurance changes dryland decisions in the Plains
• The soybean‑corn ratio at 2.36 and its 2.2 million‑acre swing per 0.1 move
• Expected shifts from the Great Plains and Dakotas to the Delta
• Planning the final 20% of rotation with live budgets
• Operating margin leverage and stronger risk management with ARC, PLC, SCO and ECO

At the beginning of the year, these shows will be just for premium clients, people who are clients of Ag Bull Trading and Ag Bull Media

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E-Mail tg@agbull.com

Thank you, Tommy G

www.agbull.com

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.

Please like and subscribe @agbullmedia

The Ag Bull website is Live www.agbull.com

Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube

www.agbull.com
AG BULL Media


E-Mail tg@agbull.com

Thank you, Tommy G

www.agbull.com

We unpack why feedlot placements keep falling, how heavier carcass weights mask some supply tightness, and where 2025 prices could land if demand stays steady. We also cut through noise on imports, the Mexico border shift, and dairy buyout rumors with history and context.

• November placements lower and annual totals sharply down
• 2025 fed cattle supplies likely tighter than 2024
• Demand steady as baseline risk, not a driver lower
• Heavier carcass weights boost output per head
• Front‑end supply recalculated for longer days on feed
• Argentina small, Brazil moderate import growth
• Mexico shifts from feeder exports toward feeding at home
• Cow culling falls, herd transition to slow growth
• Dairy buyout history and low odds of a shock today
• Practical read on prices, leverage, and risk

Please click subscribe on YouTube or follow on Spotify or Apple to catch the chart‑driven breakdowns and our upcoming “cattle talk for dummies” series

Please like and subscribe @agbullmedia

The Ag Bull website is Live www.agbull.com

Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube

www.agbull.com
AG BULL Media


E-Mail tg@agbull.com

Thank you, Tommy G