NEW FARMCON PODCAST – This week Kevin Van Trump shares his “bushels are bullets” perspective in regards to his crop marketing, along with other relevant analogies to help producers see the big picture and know when to fire their guns! Kevin and Todd dive into the Macro arena where yields and the stock markets are …
As many of you know, I am 100% all for year-round E-15 access. But there are many individuals and groups who are not, and I wanted to share the various perspectives. Still, for me, the no-brainer part of the argument is that this is NOT a mandate, but rather simply giving consumers access to E-15 …
While headlines fixate on tensions in the Strait of Hormuz, a quieter but more immediate logistical challenge is building for American agriculture at the Panama Canal. Rerouted energy flows, sparked by Middle East disruptions, are reshaping transit priorities and squeezing capacity for bulk commodities like grain and ethanol. For anyone planning 2026-2027 marketing and logistics, …
Something to Consider: Chokepoint Realities for Future Input Costs and Purchases Read More »
NEW FARMCON PODCAST… This is a not-to-miss episode with Kevin Van Trump, Todd Loechler, and Walter Cronin of White River Nutrition, a U.S. soybean processing company. Stay tuned all the way through to find out why Walter says the U.S. soybean farmers need to hold on because you’re going to see a great decade ahead. …
FARMCON Conversations: Special Guest Walter Cronin of White River Nutrition Read More »
Bayer and BP are aiming to move “camelina” from a niche oilseed into a larger-scale biofuel feedstock. The new partnership comes as the market is still searching for low-carbon, non-food-based inputs for renewable diesel and sustainable aviation fuel. The crop is being positioned as an intermediate crop that can fit between main commodities, rather than …
Bayer and BP Bet on “Camelina” for Renewable Fuel Growth Read More »
In a striking pivot that could determine the fate of a multi-billion-dollar sector, the carbon removal industry has rebranded itself not as a climate savior, but as a powerhouse for American energy dominance. Just weeks after President Trump’s Energy Department gave the green light to major Biden-era projects, executives are pitching direct air capture (DAC) …
Carbon Removal Industry Bets on US Energy Dominance to Survive Read More »
Spotted lanternflies have quickly become one of the most concerning invasive species in the US, threatening vineyards, orchards, and hardwood trees across multiple regions. As agricultural agencies and businesses look for effective ways to contain the spread, an unexpected but highly effective solution is gaining traction: detector dogs. Detector dogs are already well known for …
“Detector Dogs” Can Now Sniff Out Crop-Killing Pests Read More »
NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler start out by breaking down the latest WASDE numbers and what they mean for you. They also dive into current crop conditions, planting progress, wheat ratings, and the potential impact of Trump/Xi talks plus standalone E15 legislation. Kevin shares his thoughts on why markets are hitting …
Beef prices are at nose-bleed levels and there is no relief in sight. The pressure comes from a combination of the smallest U.S. cattle herd in decades, border disruptions that have sidelined Mexican feeder cattle, and strong competition for limited supplies all along the supply chain. The result is a market testing how much consumers …
This is a somewhat long read, but I’ve been spending a ton of time lately thinking about how AI might disrupt agriculture and how many of my ag-related investments could be impacted. I tried to drag together a lot of my thoughts, and I feel like the comparison between AI and the railroad is somewhere …
IMPORTANT to THINK ABOUT – Historical Look At The Railroad… and How AI Might Be Similar Read More »
