Ag markets face challenges as the USDA erroneously announced Chinese grain purchases before retracting the statement, creating unnecessary market volatility while farmers cope with tight margins and high interest rates.

• Breaking news on the passing of Hulk Hogan at age 71
• USDA's credibility questioned after false China grain purchase announcement
• Good growing conditions across the Northern Plains with regular rainfall
• Spring wheat tour shows good quality but not record yields
• Spring wheat futures contract issues causing trading confusion
• Cattle markets hitting new all-time highs with excellent pasture conditions
• USDA reorganization moving thousands of employees from DC to regional hubs
• Closing the South USDA Building and Beltsville Research Facility
• Northern Plains facing severe harvest basis with corn potentially -80 cents
• Interest rates remaining high, affecting grain storage economics and equipment sales

Call our hotline at 1-855-737-FARM to share your thoughts or questions. Sign up for the FarmNet News newsletter at rrfn.com or email don@rrfn.com.

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The Ag PhD 2025 Field Day on July 31st in Baltic, South Dakota offers farmers a completely free, one-day immersive agricultural learning experience featuring plots, expert speakers, and networking. Zach Hefty shares insights on the meticulous planning involved in creating this premier agricultural event that has evolved from simple plot tours to a comprehensive educational experience feeding up to 10,000 attendees.

• Field Day is completely free including parking, food, and all educational sessions
• Located just 15-20 minutes north of Sioux Falls in Baltic, South Dakota
• Planning begins immediately after each year's event to continually improve the experience
• Features practical crop plots showcasing agronomic practices from multiple companies
• Morning agenda includes market insights, meet-and-greet with Brian and Darren Hefty, and extensive plot tours
• Afternoon offers specialized concurrent sessions where attendees can choose topics most relevant to their operation
• Event focuses on helping farmers maximize ROI through improved agronomy regardless of market prices
• Acres TV provides free agricultural content year-round for those seeking continuing education
• Crops in the Baltic region currently looking good with timely rains, though conditions vary elsewhere

Join us on July 31st at the Ag PhD 2025 Field Day to learn practical strategies for improving your farm's productivity and profitability!

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Jed Sidwell shares his journey from Colorado cattle country to a Nashville trading internship, bridging traditional agricultural skills with modern financial markets.

• Summer intern at Nesvick Trading from Gill, Colorado
• Background in custom harvesting, raising cattle and sheep for 4-H/FFA projects
• Collegiate livestock judging competitor at Butler Community College
• Currently completing finance degree at Oklahoma State University
• Explained livestock judging competitions and their value in developing decision-making skills
• Discussed trading experience and learning market influences beyond cash fundamentals
• Observed challenges in agriculture including water rights issues and rising interest rates
• Planning to pursue Series 3 license and explore career options in commodities trading
• Continues judging livestock shows while connecting show animals to market reality

Send us a text

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ashley@nesvick.com

901-766-4575

Ashley Lowe, associate person at Nesvick Trading Group and cattle market expert, joins the Ag Bull podcast to discuss the unprecedented bull market in cattle. From its origins at pandemic lows to current record highs, Ashley breaks down the complex factors sustaining cattle prices while other commodity markets struggle.

• Ashley is hosting a cattle market meeting in Dodge City, Kansas on August 22nd at the Boot Hill Museum
• The current cattle bull market began with pandemic-related liquidation around 68 cents/pound
• Drought conditions in western Kansas and other regions further reduced the cattle herd
• Unlike typical fund participation that pressures prices lower, funds are helping sustain this rally
• The market consistently finds buyers on breaks, showing remarkable resilience
• Cattle production cycles span multiple years from conception to consumption
• Evidence of heifer retention signals rebuilding has begun but won't impact production until 2027
• Potential market threats include screwworm detected just 270 miles from the US border
• Proposed 50% tariffs on Brazilian beef would further support domestic cattle prices
• Cattle prices historically "take the stairs up and the elevator down" with quick corrections

To attend the August 22nd meeting in Dodge City, contact Ashley at ashley@nesvick.com or call 901-766-4575.

There is a risk of loss in trading futures and options, and it is not suitable for all investors. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RETURNS. Nesvick Trading Group LLC is not responsible for any redistribution of this material by third parties or any trading decision taken by persons not intended to view this material

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Thank you, Tommy G

Market volatility dominates ag news with extreme movements in cattle prices and continued downward pressure on grain markets. North Dakota and Midwest crops look beautiful despite some standing water, presenting both opportunity and storage challenges for the coming harvest.

• USDA report released today matched trade expectations, creating minimal market reaction
• Beautiful crop conditions observed across North Dakota and the Midwest, with some standing water concerns
• Cattle border with Mexico reopened briefly before closing again due to screwworm cases 300 miles south of border
• Potential 50% tariffs on Brazilian imports affecting cattle markets, potentially impacting imported beef cuts
• Tariff situations affecting multiple countries including India, South Korea, and Taiwan with August 1 implementation deadline
• "Big Beautiful Bill" includes tax benefits and farm program provisions normally found in Farm Bill
• A "skinny farm bill" may address remaining agricultural policy issues by September
• North Dakota facing grain storage challenges with state incentives and private companies working on solutions
• Despite farmers' reluctance, many will likely need to sell grain below cost of production

Send us a text

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Thank you, Tommy G

We examine the devastating aftermath of North Dakota's recent derecho that destroyed grain bins and elevators, creating severe storage challenges for the approaching harvest season. The weather disaster compounds existing market volatility as traders react to headlines without examining deeper implications.

• Multiple tornadoes caused fatalities and extensive agricultural damage across North Dakota
• Destruction of grain storage facilities presents the biggest long-term challenge for farmers
• Markets continue to respond dramatically to headlines, often without substantive connections to agriculture
• June 30th USDA Acreage Report expected to create significant market volatility before the holiday
• Strong agricultural industry support for the Farm Bill currently moving through Washington
• Red River Farm Network's Randy Cohn retiring after decades of agricultural broadcasting

Call the fuel guy – crude oil prices have come down, so now might be a good time to secure your fuel needs while the market appears stable.

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Thank you, Tommy G

Geopolitical tensions between the US, Israel, and Iran create market turbulence while devastating storms in North Dakota destroy up to 100 million bushels of grain storage capacity.

• Crude oil prices crash from near $80 to $65 following Trump's social media posts about Middle East agreements
• North Dakota hit by derecho with hurricane-force winds exceeding 100 mph
• Storm damage includes 50-100 million bushels of grain storage capacity destroyed
• Farm fields filled with debris requiring cleanup before harvest equipment can enter
• Senate working on budget reconciliation bill with agricultural provisions
• Federal Reserve communications hint at potential interest rate changes
• Upcoming USDA acreage report expected to move markets

We'll be back with our official Week in Review episode after this wild week concludes.

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Tyler Stockton, procurement manager at Northdale Oil, shares his expertise on navigating volatile energy markets and how global events impact fuel prices for agricultural operations. With seven years in the energy industry, Tyler offers valuable insights into hedging strategies, supply chain dynamics, and current market conditions affecting farmers' bottom lines.

• Northdale Oil has grown from one truck and station in 1992 to over 30 gas stations and a fleet of delivery vehicles today
• During COVID, crude oil traded at negative prices, allowing Northdale to lock in multi-year fuel contracts for farmers at extremely low rates
• Russia's invasion of Ukraine sent prices soaring to $130 per barrel, creating wild market swings
• Hedging strategies help farmers establish predictable fuel budgets regardless of market volatility
• Most fuel in the region comes from Canadian crude refined in Mandan, ND or Minneapolis before distribution through pipeline networks
• Recent Middle East tensions between Iran and Israel are creating new price instability in energy markets
• Terminal "basis" pricing significantly impacts final fuel costs - currently showing unusual patterns with negative basis in some markets

Contact Tyler at 701-757-0668 (office) or 701-520-9056 (cell) for fuel pricing and supply questions.

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AG BULL Media


E-Mail tg@agbull.com

Thank you, Tommy G