Beans, Beef, And Budget Pressure

04/11/2025 14 min
Beans, Beef, And Budget Pressure

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Episode Synopsis

www.agbull.comSoybeans break higher while China plays its options, fertilizer refuses to blink, and cattle prices remind us how fast demand can shift. We use charts to frame solar rent math, soybean sales windows, and acreage moves that protect margin into 2026.• solar lease economics versus row crop revenue• soybean stock flexibility in China and sourcing paths• price pop creates disciplined selling windows for beans• trade aid uncertainty and cash flow planning• fertilizer share of revenue rising and sticky costs• acreage tilt toward soybeans as ratios shift• fall 2025 fertilizer expense outlook and procurement• cattle volatility, imports, and beef demand strength• practical risk management with spreads and scale-up salesPlease like and subscribe @agbullmedia Watch Us on U-Tube AG Bull Podcast(105) AG Bull Podcast - YouTubewww.agbull.comAG BULL MediaE-Mail [email protected] you, Tommy G

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