In it to Win it US Farmers Are Losing Big and No One's Talking About It ~ Susan Stroud
Susan Stroud, founder of No Bull Ag, shares a data-driven breakdown of today's agriculture market. Speaking with Steve Barton, she explains how Brazil has taken global market share from the U.S. in soybeans and cotton, how government biofuel policies are reshaping soybean oil demand, and why global trade dynamics with China are putting pressure on U.S. farmers. She also discusses how logistics, river transport, and domestic policy shifts have impacted America's role as a top exporter.
Connect with Susan Stroud!
Website: https://nobullag.com/
Substack: https://substack.com/@nobullag
Stroud points to palm oil as a key commodity to watch and breaks down how vegetable oils now trade like energy assets due to their use in renewable diesel. She offers clear insights on the challenges in U.S. wheat, corn, and soy markets, while explaining how government delays are creating risk for producers and investors. If you're tracking biofuels, ag trade, or macro commodity trends, this is the sharp, boots-on-the-ground perspective you need.
The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve's newly released technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners. Don't miss viewer Q&A, insights into monetary policy impacts, and real-world investing scenarios. Like, share, and subscribe for weekly market updates—and visit https://www.stevebartonmoney.com/ to join the free newsletter.
Key Insights in this episode:
✅ Brazil has overtaken the US as the top global ag supplier ✅ US farmers face falling income, oversupply, and lost exports ✅ Government biofuel policy driving up soybean oil demand ✅ More soy oil now used for fuel than food in the US ✅ Palm oil markets have major impact on global vegetable oils ✅ China buying cheaper Brazilian soybeans despite trade deals ✅ Uncertainty in ag policy hurting planning and pricing ✅ Global buyers shifting away from US grains and oilseeds ✅ Renewable diesel boom transforming soybean oil into energy asset ✅ Susan Stroud offers real-world, data-backed ag insights
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Chapters:
00:00 Meet Susan Stroud
01:37 Government Controls Ag
03:29 Brazil Beats US in Ag
04:19 US Farm Subsidies
05:38 Susan's Ag Background
07:14 Bullish Grains and Oils
10:43 Soybean Oil Used for Fuel
15:30 Biofuel Loopholes Exposed
17:48 Bearish Crop Outlook
20:31 Ukraine War and Wheat
23:11 China Stops Buying US Grain
26:25 Brazil Wins Soybean Sales
27:26 Why US Beans Cost More
28:31 Power of Palm Oil
31:34 Susan's Morning Routine
33:24 Best Ag Investment Play
35:58 Thoughts on Ag ETF
36:38 Too Much Productivity
40:02 Droughts and Crop Risk
41:56 Ag Trips to Brazil
43:17 Fixing Ag Policy
50:11 Final Thoughts
50:35 Follow Susan Stroud
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
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