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...
www.agbull.com We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reopening signals, a bullish cattle-on-feed report, and breaking news on a Tyson beef plant closure. • USDA and CFTC reporting cadence returning • Brazil coffee and beef tariffs lifted to fight food prices • Potential easing of EU food tariffs and NCBA concerns • ICE de-emphasizing raids and H‑2A expansion, dairy left out • Fa...
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...
