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…
December 8, 2025
Capitol Policy Weekly: ACA Subsidies, Farm Aid, the NDAA, Permitting Reform, Sports Betting, U.S.-India Trade Talks and Ukraine
The House and Senate are in session for the next two weeks before taking off for the rest of the year. As for this week, we see the following items that could be important to…
October 22, 2025
(DE, ADM, MOS, TSCO) The Farm Complex: We’re from Washington and We’re Here to Help
We continue to see a few positive developments for the farm complex and Secretary of Agriculture Brooke Rollins’ comments late yesterday that the administration was going to provide $3 billion in aid to farmers from…
October 6, 2025
(DE, ADM, MOS, TSCO) The Farm Complex: Washington to the Rescue
We see four policy-related events that should be positive to the farm complex, including companies like Deere (DE), Archer Daniels Midland (ADM), Mosaic (MOS) and Tractor Supply (TSCO). Those events include: An event by the…