Banks See Ag "Bull Cycle" + Corn Accumulator Mess скачать в хорошем качестве

Banks See Ag "Bull Cycle" + Corn Accumulator Mess

Joe's Premium Subscription: https://standardgrain.com/ Apple Podcasts https://podcasts.apple.com/us/podcast... Spotify https://open.spotify.com/show/4NJ9AZc... 0:00 Bank of America is Bullish Ag 4:27 Grain Price Action 6:43 Accumulator Mess 11:00 Qatar LNG 13:17 Fertilizer Transparency Act 14:55 Crude Oil, Energies 17:48 Trump, China Visit 19:49 Drought Monitor 🌍 War & Bullish Setup Bank of America says ag markets may be underpricing the Iran war. Prolonged conflict could tighten fertilizer supplies and spark a new grain bull cycle 🌽📈 ⛽ Energy Shock = Fertilizer Risk Damage to Qatar LNG + soaring nat gas prices = major nitrogen concerns. Urea futures hit multi-year highs… big implications for crop costs ⚠️ 🌽 Grains Higher Corn, beans, and wheat all pushed higher Thursday on energy + fertilizer fears. New calendar-year highs in corn contracts 🚜 💰 Funds Still Long Funds were net buyers again—holding large long positions in both corn and soybeans 👀 🛢️ Oil Surge Crude spiked sharply this week amid Middle East attacks. Higher energy = higher input costs + biofuel support 🔥 🏛️ Fertilizer Bill New bipartisan “Fertilizer Transparency Act” aims to improve pricing visibility and boost domestic production 🇺🇸 🌧️ Weather Update Better moisture in the Corn Belt, but worsening drought in the Plains. Mixed outlook heading into planting season 🌦️ 👉 If you’re watching inputs, energy, and geopolitics… this could get interesting fast. 👍 Like & subscribe for more daily grain market updates 💬 Drop your thoughts in the comments—bull market coming?