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In the Texas Panhandle, where the Ogallala Aquifer has long sustained cattle ranching and irrigated crops like wheat and cotton, a new kind of neighbor is arriving. Projects such as Fermi America’s Project Matador near Amarillo, a proposed 11-gigawatt AI data center campus spanning thousands of acres, promise economic transformation. Yet they also spotlight intensifying …

Data Centers’ Growing Thirst… AI Boom Tests Limits of Water, Power, and Farmland Read More »

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guest Carter Williams, CEO, iSelect to discuss important developments in the ag sector and US military development. Carter consults and spend a considerable amount of time with leaders in Washington, so his insight and perspective is extremely important to understand. The conversation …

FARMCON Conversations 03–04-2026 Read More »

The new “E15 Rural Domestic Energy Council,” formed by House Republicans in January, is circulating a discussion draft that would allow year-round E15 gasoline. The proposed deal, which has been at an impasse over blending requirements for small refiners, raises the number of exemptions allowable on blending mandates, in addition to allowing year-round E15. The …

What’s Happening with E15 Legislation? Read More »

Carbon Robotics is pushing the frontier of farm automation again, this time with software rather than hardware. Its new “Large Plant Model” (LPM) is essentially a foundational AI “brain” designed to help farmers manage weeds and crops with far more precision and far less friction than traditional systems. The company is already known for its …

Carbon Robotics Introduces World’s First “Large Plant Model” AI Read More »

The US cattle herd is sitting at a 75-year low with no recovery yet in sight. Relief for strained cattle supplies and resulting record-high beef prices looks even further out of reach following devastating fires that have swept across key cattle regions in Oklahoma and Kansas. Pastures are reportedly burned down to “sand,” and producers …

Wildfires Devastate Cattle Country in Oklahoma, Kansas Read More »

Kevin Van Trump and Todd Loechler sit down in this episode and discuss current corn, soybean, and wheat markets. NEW price targets for upcoming CORN and SOYBEAN SALES, and thoughts regarding recent WHEAT SALES. The team also discusses NEW stock positions and overall portfolio adjustments based on shifts and changes associated with AI, increased tech …

FARMCON Conversations 02-25-2026 Read More »

USDA’s latest Farms and Land in Farms data shows the US lost -15,000 farms in 2025. Land in farms also declined, with roughly -2.5 million fewer acres than in 2024. Other changes appear a little deeper in the numbers, including the ongoing trend of increasingly bigger farms and a decline in smaller operations. The average …

America’s Farms… A Deeper Look Inside the Numbers Read More »

Most Americans have no idea that, in the middle of World War II, thousands of enemy prisoners were shipped into the rural Midwest and put to work in the very fields that were feeding U.S. troops overseas. In Iowa alone, more than 25,000 German, Italian, and Japanese prisoners of war passed through a network of …

A Story I Never Knew… When the Enemy Came to the US Farm Read More »

I’m always looking for new and interesting ways to make money. Our latest research has me thinking about planting hickory trees!  Hickory trees are abundant and grow easily in most of North America. Of the 19 known species, 11 are native to the United States. The nuts of some hickory species, such as pecans, are …

How Hickory Trees Might Become a Path to Profits… Read More »

In this episode… Thoughts on the current corn, soybean, and wheat markets after the USDA report, why Kevin is currently holding bearish corn and soybean positions, new positions in gold and silver, some interesting conversation about the future of AI and how it might impact the US economy and generational wealth building efforts, immigration, the …

FARMCON Conversations 02-18-2026 Read More »