February 18, 2026
(DE, AGCO, CNHI, CTVA, MOS, CF, ADM, BG) Ag Policy Tailwinds Grow, but Washington Gridlock Caps Upside
Below, we outline four developments that are shaping the agriculture complex in 2026 across equipment manufacturers, grain trading/processing firms, and biofuels-linked companies. Two items look incrementally positive (farm aid and U.S.–China ag purchases) for the farm complex while the other two seem neutral (a farm bill extension and…