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We unpack the new farmer “bridge” aid program, the real funding source behind it, and why the math still falls short for many crops. Along the way we track rate cuts, border and water moves, USMCA signals, and China’s soybean timeline that could reshape 2026.

• travel takeaways from rice, wheat, cattle and peanut country
• India rice dumping pressure and White House response
• FBA design, payment estimates and February timing
• why CCC funds it, not tariffs
• specialty crop squeeze including sugar losses
• FSA staffing limits and delivery risks
• potash sanctions shift and fertilizer outlook
• Mexico water deliveries under the 1944 treaty
• plant closures, cattle cycle and demand
• Fed cuts, dot plot and financing costs
• USMCA tilt toward bilateral fixes
• SAF 45Z uncertainty and blender credit bridge
• ACA subsidy debate and farm family coverage
• China soybean buys, marketing-year logic and seasonality
• record ag trade deficit, ethanol and rice bright spots
• path to stability in 2026 and tariff de-escalation hopes

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E-Mail tg@agbull.com

Thank you, Tommy G