Wiesemeyer's Perspectives | Silver Fell Down The Staircase While The Dollar Took The Elevator
Mon Feb 02 2026
www.agbull.com
We unpack how year-round E15, RFS mandates, and the pending 45Z rules could finally tilt U.S. agriculture toward stronger domestic demand, while a hawkish-leaning Fed pick and a surging dollar ripple through grains, metals, and exports. We also track USMCA maneuvering, right-to-repair momentum, and a practical path to manage risk into spring.
• Year-round E15 path in Congress and what it means for corn demand
• Treasury’s 45Z guidance prospects and crush-for-oil economics
• FOMC hold, Kevin Warsh nomination, and rate-cut odds
• Dollar strength, metals shock, and spillovers into grains
• USDA trade deficit trends and why domestic use matters
• USMCA timelines, EV workarounds, and North American leverage
• Right-to-repair signals on DEF systems and downtime risk
• ECO and SCO insurance math for spring acreage battles
• Ten near-term positives for farm cash flow and demand
We’d like to have you on the premium side: $25 a month, $250 annually
Please like and subscribe @agbullmedia
The Ag Bull website is Live www.agbull.com
Watch Us on U-Tube AG Bull Podcast
(105) AG Bull Podcast - YouTube
www.agbull.com
AG BULL Media
E-Mail tg@agbull.com
Thank you, Tommy G
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www.agbull.com We unpack how year-round E15, RFS mandates, and the pending 45Z rules could finally tilt U.S. agriculture toward stronger domestic demand, while a hawkish-leaning Fed pick and a surging dollar ripple through grains, metals, and exports. We also track USMCA maneuvering, right-to-repair momentum, and a practical path to manage risk into spring. • Year-round E15 path in Congress and what it means for corn demand • Treasury’s 45Z guidance prospects and crush-for-oil economics • FOMC hold, Kevin Warsh nomination, and rate-cut odds • Dollar strength, metals shock, and spillovers into grains • USDA trade deficit trends and why domestic use matters • USMCA timelines, EV workarounds, and North American leverage • Right-to-repair signals on DEF systems and downtime risk • ECO and SCO insurance math for spring acreage battles • Ten near-term positives for farm cash flow and demand We’d like to have you on the premium side: $25 a month, $250 annually Please like and subscribe @agbullmedia The Ag Bull website is Live www.agbull.com Watch Us on U-Tube AG Bull Podcast (105) AG Bull Podcast - YouTube www.agbull.com AG BULL Media E-Mail tg@agbull.com Thank you, Tommy G