Don Wick | When Courts, Policy, And Commodity Volatility Collide
We unpack fresh market data after the government reopens, weigh China’s year-end purchase promises against a looming Supreme Court tariff decision, and pressure-test farm margins as input costs stay stubborn. We also dig into right to repair, sugar beet payment cuts, and what aid might realistically look like.
• government data returning and confidence gaps
• China purchase commitments and trade timing
• emergency tariff authority risk at the Supreme Court
• aid posture versus rising fertilizer and equipment costs
• antitrust attention on fertilizer and equipment markets
• right to repair implications for downtime and cost control
• cattle herd declines versus drought and policy narratives
• dairy herd dynamics and dairy beef revenues
• grain volatility with December options expiry
• sugar beet payment collapse and per-acre losses
• disaster funds progress and appropriations priorities
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Thank you, Tommy G
