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We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reopening signals, a bullish cattle-on-feed report, and breaking news on a Tyson beef plant closure.

• USDA and CFTC reporting cadence returning
• Brazil coffee and beef tariffs lifted to fight food prices
• Potential easing of EU food tariffs and NCBA concerns
• ICE de-emphasizing raids and H‑2A expansion, dairy left out
• Farm losses per acre and aid package design uncertainty
• Disaster program stage two and expected top-up payments
• RFS and RINs timing delays, 45Z uncertainty
• USDA communications balance and need for field listening
• US–Mexico border phased reopening and realistic cattle flows
• Fed cut odds falling and financing risks
• China soy commitments vs competitiveness and history
• Whole milk back to schools boosting dairy sentiment
• New WOTUS proposal reducing federal permitting burdens
• Cattle-on-feed bullish read overshadowed by Tyson closure

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Thank you, Tommy G