Issue #8 | May 4, 2026 | Rural Exports Last week we walked through the India interim framework — what opened (DDGs, sorghum, tree nuts, wine and spirits, soybean oil, apples), what stayed protected (dairy, meat, the major grains), and why the producers who start the readiness conversation now will fill the first quotas. This week the operating environment caught up to the framework. The Farm Bill cleared the House for the first time since 2018. Cattle hit cash highs nobody's

A week ago I was tracking three transatlantic stories. By Friday it was five. EU autos repriced. UAE confirmed it's leaving OPEC+. Bridger Pipeline cleared. OFAC tightened the Hormuz screw. Poland carved itself out of the EU framework on critical minerals. If you're running transatlantic supply chains, the baseline you started Monday on is not the one you finished the week on.

Eight hundred farmers stood on the South Lawn Friday next to a gold tractor while the President told them he just gave them $12 billion. That's the Farmer Bridge Assistance Program — direct payments to producers hit by trade disruptions and rising input costs, funded by tariff revenues.