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.

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