AEI.ag | When cheap money ends, strategy begins
We welcome agricultural economist David Widmar from AEI.ag to unpack why corn acres keep moving west, how the corn–soy “factory” expanded, and why interest cost is the creeper crushing margins. We break down median farm income myths, the scale of solar on farmland, and fresh headlines about a proposed $10B farm aid package.
• new collaboration with AEI.ag and how we met
• lessons from Escaping 1980 and boom-bust rhymes
• corn acres shifting west and state-level patterns
• price signals that favored corn over soybeans
• the expanded corn–soy acreage “factory” capacity
• rising “other” costs: interest, insurance, electricity, repairs
• difference between accounting and economic profit
• why median farm income reads demographics, not distress
• commercial producer concentration and debt service reality
• potential $10B aid: funding paths and dilution risk
• solar projects on farmland: fast growth, small national share
• practical risk management for higher-for-longer rates
“By the way, thank you for subscribing to the Ag Bull YouTube channel.”
“Also, if you would like a copy of these charts, just email us, TG at AG Bull.”
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Thank you, Tommy G
