www.agbull.com A U.S. move in Venezuela reshapes energy flows, raises the global risk premium, and sends clear signals to Cuba, China, and Russia, while a tightening U.S. cattle supply collides with screw-worm containment and no fixed border reopening timeline. Farmers get bridge payments based on modeled losses, with larger per-acre support where multi-year margins bled the most. • Why Venezuelan heavy crude and Gulf refining capacity matter • How gold reserves, oil grades, and risk premium...
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www.agbull.com A U.S. move in Venezuela reshapes energy flows, raises the global risk premium, and sends clear signals to Cuba, China, and Russia, while a tightening U.S. cattle supply collides with screw-worm containment and no fixed border reopening timeline. Farmers get bridge payments based on modeled losses, with larger per-acre support where multi-year margins bled the most. • Why Venezuelan heavy crude and Gulf refining capacity matter • How gold reserves, oil grades, and risk premium...
AEI.ag | Producers Shift Acres When Profits Change, So The Corn-Bean Battle Heats Up
AG Bull
12 minutes
3 weeks ago
AEI.ag | Producers Shift Acres When Profits Change, So The Corn-Bean Battle Heats Up
www.agbull.com 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...
AG Bull
www.agbull.com A U.S. move in Venezuela reshapes energy flows, raises the global risk premium, and sends clear signals to Cuba, China, and Russia, while a tightening U.S. cattle supply collides with screw-worm containment and no fixed border reopening timeline. Farmers get bridge payments based on modeled losses, with larger per-acre support where multi-year margins bled the most. • Why Venezuelan heavy crude and Gulf refining capacity matter • How gold reserves, oil grades, and risk premium...
