Agriculture

This week’s FarmCon Conversations starts with corn, soybeans, wheat, and the latest USDA numbers, but the better discussion is really about how Kevin thinks through risk, markets, business, and change. Kevin explains why he took profits on a bullish corn position after the USDA report did not deliver the acreage cut he expected, even though …

FARMCON Conversations 07–15-2026: The windshield is super big for a reason Read More »

One of the things I’ve been talking about recently is AI and what it might mean for agriculture over the next decade. The reality is that AI isn’t going to transform farming simply because someone builds a better software platform. It starts with data. Industries like banking, healthcare, and logistics have benefited from AI because …

Van Trump Farms Partners with “Emergent Connext” Read More »

The landscape of global energy is undergoing a quiet but profound transformation that threatens to dismantle the relative stability the world has relied upon for decades. For sixty years, OPEC functioned as the ultimate stabilizer of the global oil market, acting as a “swing producer” that could adjust output to keep prices within a manageable …

Navigating This NEW Era of Energy Read More »

The suspension of countervailing and anti-dumping duties on Moroccan phosphate fertilizer marks a significant, albeit complex, development for the American agricultural sector. President Trump recently declared a national emergency to authorize this eight-month suspension, a strategic move intended to alleviate supply chain constraints and provide immediate financial relief to producers grappling with historically high input …

Navigating the Fertilizer Crunch… and the Administration’s Latest Trade Maneuver Read More »

NEW FARMCON PODCAST – This week’s conversation begins with Kevin and Todd breaking down the USDA Acreage and Quarterly Stocks reports and what they believe the numbers are really telling us about corn demand, acreage, and the market’s outlook heading into the heart of the growing season. Kevin explains why he believes the long-term downside …

FARMCON Conversations 07–01-2026 Read More »

Resurrect Bio is part of a new wave of ag-biotech companies focused on fixing a massive vulnerability in global food supplies: crop disease resistance. The London-based startup is building a business around restoring crops’ innate disease resistance using AI-guided gene editing and then licensing those traits to seed companies. Resurrect Bio’s core idea is that …

“Resurrect Bio” Bets on Built In Immunity for Crops Read More »

I want to thank our good friend Gary Lezak at Weather 20/20 for this piece of the puzzle as we move into this critical period. The next 30 to 60 days will likely determine a large portion of this year’s corn and soybean yield potential, making pollination, flowering, and early grain fill the most important …

Summer Corn Pollination and Soy Outlook Read More »

Global agriculture is entering a structural surplus era, and biofuels may be the most practical way to keep farms profitable while feeding the world. That is the central message of a new S&P Global Energy report, “Fueling agriculture – biofuels as the catalyst,” which argues that technology-driven productivity is outrunning traditional demand for food and …

Global Agriculture’s NEW “Surplus Era”… Can Biofuels Bail Us Out??? Read More »

NEW FARMCON PODCAST – This week Kevin and Todd start out with a brief discussion on grandparents actively involved in their grandkids’ lives. Kevin shares why you might not want to trust the view from the road in wet areas and why he believes the overall downside for corn and beans may not be as …

FARMCON Conversations 06–24-2026 Read More »

A Dallas biotech firm best known for trying to “de-extinct” the Woolly Mammoth has a plan to wipe out New World Screwworm (NWS) in the US forever. “Colossal Biosciences” is advancing a genetic solution to collapse NWS populations by spreading female infertility through the fly’s own gene pool. What’s more, the company says its scheme …

Dallas Biotech Firm “Colossal Biosciences” Has Plan to Eliminate New World Screwworm Read More »