Wiesemeyer's Perspectives | Venezuela Shock, Markets On Edge
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 premiums shift pricing
• Signals to Cuba, China, and Russia from the policy pivot
• Screw-worm cases nearing Texas and biosecurity benchmarks
• Cattle supply cuts, packer strain, and beef price pressure
• Farm Bridge per-acre rates and eligibility limits
• Why rice, cotton, and peanuts score higher support
• State-level payout concentration and timing to February
• ARC/PLC expectations later this year and cash flow planning
• Using odd signals like the Pizza Indicator to manage risk
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