Analyst and Keynote Speaker No Bull Agriculture AgriNext: Jul 27-28, 2026 AgVentures Market Insights ➡️ nobullag.com/insights

‘Merica
You can spend months planning a conference… And your favorite photo is your daughter thumbing her nose at you from the audience. She gets it honest 🤣 Thank you to this year‘s sponsors, speakers and attendees! Year 4 was our best yet and I can’t wait to do it again in 2027!
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This kid has been grinning from ear to ear all day. So proud of you, Tripp! Thanks for making his day, Tyne.
Thanks for hanging out on the farm with me today Tyne!
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One of the crazier chart updates I’ve ever made. Yesterday's shock Brazil election results sent the BRL into a tailspin. CBOT #soybeans are down 20+¢ today, but the weaker real lifted Brazil’s local price by $1/bu, erasing the year-to-date losses Brazilian farmers had seen as the strong real offset board gains. In the latest Quick Hits, I look at what it means for Brazilian farmer selling, export competitiveness and US bean exports in the months ahead. 🔒Pro+ Exclusive 🔗⤵️
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Traded heels and a dress for boots and a cowboy hat this weekend 🤠
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On Thursday, I attended S&P Global Energy’s inaugural North America Agriculture & Biofuels Briefing in downtown Chicago. Roger Bernard’s midterm slide stuck with me: divided government could mean less legislation and more executive action. Thanks to Ryan Urie and the S&P team for the invite!
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Day 293 | "Live as if you were to die tomorrow. Learn as if you were to live forever." -Gandhi
Day 283 | "Life is a long lesson in humility." -James M. Barrie
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Earlier this week, I toured Marquis in Hennepin, IL, the largest dry-grind #ethanol plant in N. America. ⛽️🌽💪 It’s a 400M gal/yr plant, grinding 395k bu of #corn and handling 550 trucks/day. The operation is almost like a city within itself, with an onsite cogeneration facility, concrete plant and gravel pit. One of the most impressive facilities I’ve seen across all of ag. You can see the Marquis family’s vision in building it. Meticulously maintained and managed. It was a privilege to visit. I can’t wait to come back! Thanks so much to my friends Austin and Allison - best tour guides a girl could ask for!
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Incredible how quickly things can change. USDA found nearly 400 million bushels of #corn in just 10 days. Since then, Dec futures have fallen nearly 70 cents, erasing all the gains from the rally originally sparked by August’s bullish WASDE surprise. #cmdtyView
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Who knew my intern from more than a decade ago would become the bean queen? 🌱 🇨🇳
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Literally a dream come true. I can’t begin to explain how excited I am for what’s ahead.
Markets make more sense from the field. Meet the people and see the operations shaping global agriculture. That’s AgVentures: direct access, real connections, no sales pitch. Stay tuned. #AgTravel #FarmTours #GlobalAgriculture #Agribusiness #NoBull #SusanStroud
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I took the boots and hat to the Big Apple last week to moderate a panel with my friends Mike McGlone and Jason Miner of Bloomberg at Macquarie Group’s annual ag strategy session. A highlight was hearing USDA FAS Administrator Daniel Whitley share his perspective on U.S. trade and the bigger global issues shaping agriculture. Insightful discussions in an unforgettable setting off Fifth Avenue in Manhattan.
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With AgVentures, you don’t just see a different part of the world—you come home seeing the world differently. 🌎 I’m really looking forward to what 2027 brings: two trips to Brazil for #soybeans harvest in January, followed by an incredible opportunity to see all that Argentina has to offer in March. And that’s only the beginning…
For years, we’ve brought you the market. Now, we’ll take you somewhere else. AgVentures by @SusanNOBULL. Stay tuned.
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I'm excited to join Michelle Rook on @agritalk PM today & live on Farm Journal TV! China’s buying, yet #soybeans are down 6 straight sessions. Euronext #corn hit new highs; Chicago closed lower for the 4th week in a row. Harvest, China & exports—plenty to cover this afternoon!
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#Corn is up more than 55% this year... Just not in Chicago. Euronext has surged on French crop losses. Chicago is up 8%, w/Dec at its lowest close since mid-Aug. And China’s DCE futures are bringing up the rear, down 2%. Same commodity. Very different markets. Weekender⤵️
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One of the hardest parts of parenting is helping your kids recognize their own gifts. School came easily to me. For my 13 year old Tripp, not always. Reading has been a struggle, and soccer isn’t exactly where he shines. But yesterday, I got to watch my son completely in his element. He climbed into a million-dollar cotton picker with people he’d never met. Then took the wheel of a combine with a 50-foot soybean header. The confidence, curiosity and ability were incredible. Not every kid’s talents show up on a report card or scoreboard. As parents, we want our kids to do well in school, but we also need them to know their worth isn’t measured by grades or sports. I feel so incredibly blessed to be part of an industry that has given me so much, but even more grateful that it’s given me the opportunity to share these experiences with my kids, introduce them to amazing people, and watch them discover their own passions along the way. And I couldn’t be prouder to be his mom.
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Bring Your Kids to Work Day! Sort of Surprised them at school and pulled them out early for a ride into the Delta to pick COTTON! Tripp and I both took the wheel (thank you, autosteer 😂). Then he tried his hand at 100 bpa #soybeans with a 50-foot header! Thank you Joel!
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Where there’s an arb, there’s a way. 1.852B lbs of UCO + tallow imports in two months. 45Z clarity. A 50% Canadian UCO tariff. EPA changing the math again. Record mandates don’t guarantee soybean oil wins—or U.S. gallons stay here. Check out the latest Insights: Biofuels Blast 🔗⬇️
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I am looking forward to a few days in NYC later this week for Macquarie Group's annual Agricultural Strategy Session, moderating a fireside chat with Jason Miner, CFA and @mikemcglone11 of Bloomberg. A stacked lineup and no shortage of things to talk about. See you Thursday!
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