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...
Fat Tuesday | Trump says he can lower Beef prices!
AG Bull
23 minutes
2 months ago
Fat Tuesday | Trump says he can lower Beef prices!
www.agbull.com We walk through a fast-moving cattle market as futures flip to a premium over cash, spreads widen, and feeders gain leverage to push bids or wait. We also weigh packer margins, rising carcass weights, retail features, and why alternative meats are losing steam. • Futures premium over cash reshapes feeder incentives • October–December spread widens and implies stronger mid‑November values • Government shutdown delays key data and clouds signals • Carcass weights climb toward re...
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...
