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We break down fresh farm aid proposals from both parties, the real stakes of year‑round E15, and how RFS and 45Z could reset corn and soy demand. We also unpack WASDE surprises, cattle volatility, Brazil’s beef push, and a Canada–China canola thaw.
• GOP plan to expand Farmer Bridge Assistance and include prevent plant acres
• Democrat framework tying farm and family relief with broader eligibility
• Specialty crop and sugar sector pain and proposed targeted support
• Higher USDA loan limits to ease access to credit
• SCOTUS timing on tariff authority and market risk
• China–Canada trade swap and canola tariff cuts
• WASDE recap: harvested acres, carryout, and export gaps
• Year‑round E15 odds and ethanol demand implications
• RFS 2026–27 signals and RIN sourcing debate
• USMCA leverage, likely extension, and North American interdependence
• Brazil maxes U.S. beef quota amid strong demand
• Cattle selloff drivers and screw worm rumor reality check
• Silver’s surge as a lesson in leverage and emotion
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