AEI.ag | Golden Age Or Just A Bridge

www.agbull.com

We test the “golden age” claim against data on trend yields, usage, margins, and policy. Corn usage improves while soybean demand stays soft, and tighter operating margins force sharper risk management into 2026.

• Corn yields modestly above trend, not extreme
• Corn usage climbs above trend, supportive tone
• Soybean yields mid-pack with weak export story
• Rare overlap of big crop and high price
• South America hedging pressure on beans
• Contribution margins flat despite higher revenue
• Higher operating leverage raises cash flow risk
• Practical marketing and insurance priorities
• Limits of ad hoc payments and equity gaps
• ARC/PLC timing and cash flow planning
• Upcoming AEI.ag webinar and travel

AEI.ag is where you can find all of our content. We have a premium set of articles. We have our freemium newsletter as well. We have an upcoming webinar where we're gonna be my business partner and I are gonna be breaking down our outlook for the farm economy, really focused on management lessons that producers can implement, especially if they have a tight margin outlook for 2026.

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E-Mail tg@agbull.com

Thank you, Tommy G