Wiesemeyer’s Perspectives | March Madness

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Futures and options trading involve risk and are not suited for everyone.

We press Deputy Secretary Stephen Vaden on fertilizer concentration, China trade,

We connect the dots between war-driven energy shocks, fertilizer availability, and the policy decisions that shape farm profits. We also react to the fallout from the Stephen Vaden interview, from biofuels and trade to rebuilding confidence in USDA data. 
• Iran conflict risks and the Strait of Hormuz impact on crude oil and diesel 
• Real-world fuel cost swings and why hedging matters again 
• Fertilizer supply options, including Venezuela urea and Jones Act waivers 
• EPA Renewable Fuel Standard timing and what RVO levels could mean 
• Year-round E15 delays and the slow grind of implementation 
• U.S. China trade talks beyond soybeans, including beef plant approvals 
• Farm aid package debate and why cotton, rice, and sugar need attention 
• Crop insurance deadline and risk management basics 
• Federal Reserve outlook with no near term rate cut expected 
• GLP one demand signals and PRRS risk in hog markets 
• USDA data trust problems and the push toward digital surveys 
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