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The cattle trade story of the year dropped this week and almost nobody connected the dots. China's GACC renewed 5-year licenses for 425 U.S. beef packing establishments — straight out of the Trump-Xi summit in Beijing. USMEF CEO Dan Halstrom called it "what we've been waiting for almost a year." Meanwhile, the same Washington that spent $30 million to primary Thomas Massie — the only guy in Congress who consistently pushed back on farm policy sellouts — is now celebrating a China beef deal that China can turn off whenever it wants. We'll unpack both. Today's show covers: China GACC: 425 U.S. plant licenses renewed + 77 new registrations. What it means, what it doesn't, and why Argentina's peso devaluation changes the math Big 4 packer antitrust update — DOJ/FTC review context Cash cattle confirmed today: $263.90/cwt live, $410.00/cwt dressed — 3,074 head thin test on a soft board Corn reverses 11.5¢ · Boxed beef Choice $395.75 · HRW wheat at 17% good-to-excellent — worst since 2012 Diesel $5.60/gal (EIA wk ending 5/19) · Brent $110 · DAP $682/ton · Urea $549/ton War Reel: Ukraine hits Russian oil refineries 1,600 km inside Russia — Yaroslavl, Tuapse, Samara — and the direct line to your fuel and fertilizer bill Farm Bill: House passed HR 7567 April 30 (224-200), Senate markup imminent — Boozman targeting late May Brucellosis zone comment window OPEN NOW for MT/WY/ID Yellowstone interface producers On This Day: Homestead Act signed (1862) · Levi's born in a Reno tailor shop (1873) · Hamburger Hill — 72 KIA, abandoned 3 weeks later (1969) Burnin' Daylight is the farm and ranch market report for working producers — no hedge-fund voice, no filler, every number sourced before it goes on air.

The cattle trade story of the year dropped this week and almost nobody connected the dots. China's GACC renewed 5-year licenses for 425 U.S. beef packing establishments — straight out of the Trump-Xi summit in Beijing. USMEF CEO Dan Halstrom called it "what we've been waiting for almost a year." Meanwhile, the same Washington that spent $30 million to primary Thomas Massie — the only guy in Congress who consistently pushed back on farm policy sellouts — is now celebrating a China beef deal that China can turn off whenever it wants. We'll unpack both. Today's show covers: China GACC: 425 U.S. plant licenses renewed + 77 new registrations. What it means, what it doesn't, and why Argentina's peso devaluation changes the math Big 4 packer antitrust update — DOJ/FTC review context Cash cattle confirmed today: $263.90/cwt live, $410.00/cwt dressed — 3,074 head thin test on a soft board Corn reverses 11.5¢ · Boxed beef Choice $395.75 · HRW wheat at 17% good-to-excellent — worst since 2012 Diesel $5.60/gal (EIA wk ending 5/19) · Brent $110 · DAP $682/ton · Urea $549/ton War Reel: Ukraine hits Russian oil refineries 1,600 km inside Russia — Yaroslavl, Tuapse, Samara — and the direct line to your fuel and fertilizer bill Farm Bill: House passed HR 7567 April 30 (224-200), Senate markup imminent — Boozman targeting late May Brucellosis zone comment window OPEN NOW for MT/WY/ID Yellowstone interface producers On This Day: Homestead Act signed (1862) · Levi's born in a Reno tailor shop (1873) · Hamburger Hill — 72 KIA, abandoned 3 weeks later (1969) Burnin' Daylight is the farm and ranch market report for working producers — no hedge-fund voice, no filler, every number sourced before it goes on air.

Register here to attend the live virtual event "Why Investors Are Targeting Oklahoma Real Estate in 2026" on Thursday, May 28th at 8:00 PM Eastern Time. Keith describes how a plain long-term single-family rental can quietly build wealth in ways most investors overlook, using his "GRE Duck" framework to illustrate returns beyond simple cash flow. He also emphasizes the passive income potential of buy-and-hold properties, detailing factors like: appreciation, principal paydown, tax benefits, and inflation. An Oklahoma-based investor and provider then joins Keith to introduce Oklahoma City and nearby markets as emerging options for cash flow–focused buyers.  Together, they explore why this lesser-known market and a straightforward buy-and-hold approach may deserve a closer look from investors. Episode Page: GetRichEducation.com/606 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  FAMILY to 66866  Unlock truly passive real estate income—visit flockhomes.com/GRE today to see if your properties qualify for a 721 exchange with Flock Homes. Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com  Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Keith Weinhold  0:01   Keith, welcome to GRE. I'm your host. Keith Weinhold, the real estate duck is quacking. Learn what that's all about. See how you could expect to profit $2,500 every month just from a normal long term rental. Then the most important message that I have to tell you in years. And finally, we explore a market where new build single family rentals cost $145,000 all today on get rich, education, flock homes helps multi family owners exit the operator grind, whether it's your six Plex or a 50 unit apartment through a 721 exchange. This defers your capital gains tax. It's a strategy long used by institutions. Now you can swap tenants and toilets for passive income and zero management request your initial valuation, see if your property qualifies. At flock homes.com/gre that's F, L, O, C, K, homes.com/g, R, E,   Speaker 1  1:07   you're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:23   Welcome to GRE from Hudson, Colorado to Hudson, New York and across 188 world nations. I'm Keith Weinhold, and this is get rich education with perspective every week that you won't hear from the average slack jawed finance talking head. Just a few weeks ago, it was announced that rent payments will now factor into credit scores. Yes, I suppose that now tenants can say, See, my rent is not like throwing money away. I'm investing in my FICO score. This is good news for landlords. It can be good news for tenants too, actually, and I think it's just good for society that being accountable and making timely rent payments get tracked and can be rewarded. Yes, the news is that weeks ago, Fannie Mae and Freddie Mac are allowing rent and utility payments to be included in credit reports that are factored into eventual mortgage approvals. It is good that your tenant is informed of this, and therefore they'll be more incentivized to pay you the rent on time. So yes, rent is now a credit builder and hmm, does this mean that America finally admitted that shelter is more important than your tenant's Banana Republic Visa card? This is something that should have been done a long time ago now. This also helps in the rent to own strategy, if you ever employ that with a tenant. Yeah, the rent to own strategy. That's where a tenant, they rent a home from you today, with the option to buy it from you later at a pre agreed price. It's basically a hybrid between renting and buying. And the advantage is you can sell your rental at a greater profit than you could otherwise, when you employ that and the reason that having rent payments be on a credit report now gives you some assurance that your tenants will improve their credit scores enough to qualify for a mortgage and actually buy your rental. So that's always an exit option for you the rent to own strategy benefiting too from this change. Now let me tell you about the GRE duck, because this duck is quacking, making some noise, and we talk about what you might think of as a more base investment strategy. And this might be your base investment strategy. It is just simple long term buy and hold investing. Some people mistakenly think that to be a big profiteer in real estate, that it takes a lot of time and money, or they think that you've got to flip a property or wholesale or do rent to own plans with your tenant, like I just mentioned, or that you have to house hack. You don't have to do any of that heavy hands on stuff. You can be highly profitable without opening up some active business inside your property, like an assisted living home or doing some co living arrangement that you self manage, or doing short term rentals. No, you don't have to do any of that. No sledge hammer required. Let's talk about the GRE duck and how normal long term rentals are super profitable. In fact, you can profit $2,500 per. Per month from just one ordinary, single family investment property, just a regular long term rental with, say, a small down payment on a 300k income property.    Keith Weinhold  5:14   Now $2,500 that might seem high to be clear, that's not the rent amount. That's not the gross. This is your net, $2,500 in total profit every month. And you know, from the outside, the uninitiated might say, Well, wait, how could one plain house really perform this? Well, all right, say that it creates $200 in monthly cash flow, your rent income, minus expenses. This only represents the part of a duck that is visible on top of the water there on the lake surface, because that's all that most people see. And it's not a decoy duck. This is the real thing, because the duck also kicks up less visible underwater returns of another $2,300 monthly. And here's how what's beneath the surface, those duck legs are paddling like they're doing CrossFit. Here's a plausible scenario. Let's just use an appreciation rate of 5% mortgage rate of 6% and say inflation is 3% Well, the first thing that the duck is furiously kicking up underwater is that erstwhile appreciation of 5% on a 300k property. This is $15,000 a year that you're benefiting, which is $1,250 per month of profit to you. Next, there's principal pay down, also known as your ROA, that return on amortization your tenant is chipping away at your loan balance for you $3,000 a year from an amortization table, that's 250 bucks a month. Then there's the tax benefits. Say the estimated depreciable value is 240k after land divide that by 27 and a half years for your depreciation schedule, that is an $8,700 a year deduction. If you're in a 25% tax bracket, that's 2200 bucks a year, nearly another $200 a month from this alone. And there are more tax benefits than that depreciation, but that's all we're going to use for simplicity. And finally, inflation, profiting 3% inflation on your 240k loan, that is 7200 bucks a year. Yes, another 600 bucks a month. Now let's put it all together to see what the duck is doing. You've got $200 worth of cash flow, which is the visible duck, and then the rest of the paddling legs, with what they're doing underwater, it's $1,250 of appreciation, 250 in principal pay down, 200 in tax benefits, and 600 in inflation profiting. This is how your total financial benefit is $2,500 a month, and this is $30,000 of annual benefit to you. Yes, on average, you are 30k wealthier annually just from this 20% down payment on one plain, single family rental with something about as passive as it gets in real estate, that $200 per month of cash flow, that's only the part that you can see the duck gliding on the surface. And now, of course, your exact number is going to be higher or lower. Oh, maybe some downers on this is if there's a surprise insurance claim that dense things like a tree falling on your fence or a roof leak or a plumbing backup, you'll also have closing costs that you need to pay one time, a three to 4% of the loan amount when you buy so the duck could get splashed. And then this could be even better than I laid out. You might have a refinance opportunity that could increase your number. Your mortgage rate could be less than the 6% number that I use. Many builders are buying it down to under 5% for you still, and this will grow your profit number beyond $30,000 a year, and in this case, the duck would enjoy a tailwind.    Keith Weinhold  9:45   Today, you do often need a seller to provide incentives to make deals create cash flow. I did some rounding for simplicity in that example, which is really like a fresh spin on real estate pays five ways that I laid out there. So essentially, this $30,000 of annual benefit this occurs whether you show up to work or not, whether you stay in bed or not, and you're probably working on it one hour per month or less. Yes, this is simply buy and hold property. None of this flipping or wholesaling or active businesses that you need to run inside it buy and hold property that's either new build or it's turnkey renovated. I mean, it's even kind of boring, no market timing, no next hot thing, nothing loud, nothing risky, nothing Instagramable. Yet so many people miss out on all of this and why? It's because they only see that $200 visible part of the duck, and they sort of think, why bother? And then you have other investors that don't stick with it long enough to realize and capture the benefit. It could take a few years to really feel a wave of appreciation or inflation. These things are more apparent, like a duck that starts quacking and getting noticed, the GRE duck helps you understand how even a modest portfolio of four or five or 10 ordinary houses builds lasting wealth. Some people think that they need to own 100 doors worth of apartment building units or something like that in order to quit their job. That is just not true. I describe precisely how the middle class can get ahead. You could quietly out earn your day job with just a small pack of properties. This is embodied and symbolized by the GRE duck. Later today, we'll talk about the exact types of properties that are conducive to this. Let me tell you what's really interesting. Now, when we look at a five year arc, here's what's remarkable. In 2022 mortgage rates tripled and home prices rose anyway. In 2024 and 2025 the level of inventory soared and home prices rose anyway. Last year, available inventory was up about 30% from the prior year. Well now it's only up about 4% from last year, the growth in available housing supply has really slowed. It is going to be fascinating if supply shrinks this year, and this is the trend, this is the direction that the market is going, which could put accretive upward pressure on prices, but not as much as something else could. Now, sometimes here on the show, I inform you about micro real estate issues, or like the savviest strategy to achieve rent increases with your tenant, but there is a macro force that could reshape real estate markets in your purchasing power for years. In fact, I'm about to share with you this is the most important, newsworthy message that I have had in years. CPI inflation keeps rising. Jerome Powell is now newly out as Fed Chair Kevin Warsh is the new guy, and he's in there at a moment where global expectations and interest rates and currencies and housing and investor psychology could all shift at once. Now, frankly, I think it would be reckless to cut rates into the fresh inflationary shock that we have from the war in Iran now, but that's exactly what some market participants are betting on, and this time, inflation is not Coming from stimulus checks and peloton bikes, like it did during covid. At this point, we have already weathered a pandemic and lockdowns and money printing and tariffs. Now it is even more we have added in a kinetic war and severe energy shocks and supply chains that are now tied into knots, the profundity of the Iran war effects are coming two time.    Keith Weinhold  14:53   GRE podcast guest, Dr, Chris Martinson and I, you know, we are not some Doomer. Spouting baseless hyperbole to get fear clicks. This month, Chris stated that he would not be surprised to see 18 to 20% inflation in the next two to three years. Yes, you heard that right. This would make the pandemic inflation spike look like a warm up act. Remember back in 2022 that's when inflation peaked at 9.1% back then, in one year, home prices exploded about 20% rents surged 15% grocery prices went to orbital and a trip to Costco suddenly felt like financing a small boat. Well, today, things are poised to get even worse. Since the start of the Iran war, we've seen the prices of jet fuel go up 70% sulfur up 60% Brent crude has spiked 52% heating oil is also up 52% since the start of the Iran war. WTI crude oil up 48% urea also up 48% diesel up 45% gasoline up 40% all of these are not obscure commodities that are sitting in a warehouse somewhere. They are the hidden ingredients inside everyday American life. Diesel moves almost everything that you buy. Urea grows the food. Oil becomes plastics, packaging, chemicals and electronics, pharmaceuticals, cosmetics, paint, asphalt and 1000s of petroleum based consumer products. I mean, effectively, this massively raises the blood pressure of the entire economy, there is still cargo that's been sitting in or around the Persian Gulf and hasn't been able to transit the Strait of Hormuz for almost three months now. That's per Reuters. Even if a permanent peace agreement were signed today, this doesn't just all magically snap back by next week, it could take more than a year to normalize shipping routes, in inventories, in refining operations and supply chains. And in fact, it is even worse than that if the new Fed chair worsh decides to jack up interest rates. See, even that would do little to fix the supply side problem, because higher rates don't produce oil, they don't reopen shipping lanes, higher rates don't unclog ports. So this is not a time to sit in excessive cash and hope that your purchasing power survives. For a lot of investors, this is the time to accumulate more productive real assets while maintaining some prudent liquidity. You've always got to maintain some the alternative is to start eating losses. When we had two big waves of inflation in the 1970s bonds were mockingly called certificates of confiscation back then, and why? It's because investors earned 5% while inflation hit 15% the people who win in inflationary eras are really three groups, owners of productive real assets, people with pricing power and strategic long term fixed rate borrowers. It is pretty rare that I draw a line in the sand to identify a major inflection point and really encourage others to act. The last time that I did that distinctly was in November of 2021 because that's when mortgage rates were 3.1% inflation was double that at 6.2% and I urged investors to borrow big, and I showed you the evidence of when I stated that in last week's newsletter. I showed you right where that was published, and at that time it sounded aggressive, but today, those borrowers are sitting on yesterday's debt while they're earning today's inflated dollars. I mean, you have profited handsomely from that while there were others that were calling for a real estate price crash back in 2021.   Keith Weinhold  19:44   Gosh, that was the biggest appreciation rate year that we've had in a long, long time. Well, today, it's another inflection point, because you and I may be about to witness the highest inflation of our lifetimes, the prudent move is not paralysis. It is positioning. It means owning more productive real assets and ideally tying them to that long term fixed interest rate debt before the window closes again. So if you've been thinking about investing, repositioning your portfolio or making a plan before inflation accelerates again, you can speak directly to an MBA with real world real estate investing experience. It's a more crucial time than usual to book a free call with a GRE investment coach, which you can do at greinvestmentcoach.com. Windows like this do not stay open forever. It is the right time to act. In my opinion, that's the big message. The war inciting high inflation and hitting the point of no return for that. And I expect those free open slots to fill up fast, book a time again at GRE investment coach.com and plot out a plan. A lot of great shows coming up here on the GRE podcast, including two weeks from now, the number one selling personal finance author of all time, Rich Dad, Poor Dad. Author Robert Kiyosaki will be back on the show with us. As for later today, it's interesting to learn about a new market that we have not discussed in depth before, especially when it's a cash flow market. It includes new build single family rentals for $145,000 and now it's really small, but it also includes granite and LVP flooring. That's next.    Keith Weinhold  20:20   I'm Keith Weinhold. You're listening to get rich education. What if you got your mortgage loans the same place I get mine. You sure can at Ridge lending group, NMLS, 42056, they provided GRE listeners with more loans than anyone. Because Ridge specializes in investment property. They'll help you build a long term plan for growing your real estate empire with leverage. Start your pre qual and even chat directly with President chailey Ridge while it's on your mind, start at Ridge lending group.com that's Ridge lending group.com, let me ask you something, if you've worked hard to build wealth, is your money positioned to actually support your goals? A lot of accredited investors leave capital sitting in cash because it feels safe, but inflation and missed income opportunities can quietly erode its value. Freedom family investments offers freedom notes for investors seeking structured income backed by real estate. It's a straightforward approach built on real assets, not speculation and full disclosure. I'm an investor myself. What I like is that their team walks you through how it all works, so you can decide if it aligns with your portfolio and income goals. Every investment carries risk and nothing is guaranteed, but with a track record of consistent on time investor payouts, they built real credibility. Go to freedom family investments.com. To book a clarity call or text family to 66866, that's family. 266866,   Richard Advani  23:19   This is hem lanes, co founder, Dana Dunford, listen to get rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  23:35   We have the chance to discuss a cash flowing real estate market today that isn't talked about very often with Richard, an income property provider in Oklahoma. And Richard, you have over a decade of experience working and investing in the Oklahoma market. And then you your wife and your daughter, you move there because it is a rather attractive investment climate. You've been prolific in the industry. You've spoken at hundreds of real estate events, so welcome and tell us more about yourself and really that attraction to Oklahoma.   Richard Advani  24:09   Yeah, it's great to be here and share, you know, more of what I learned as an investor the last 10 years. Yeah, it's been amazing, because when I first invested here, it was more of a diversification play for me, and I didn't expect a lot of growth, but, you know, it had good fundamentals, and boy have I been surprised, because it has grown, and the growth just continues here.   Keith Weinhold  24:30   Now, in a sense, I think about Oklahoma as a potential next place. And what I mean by a next place is that 10 to 20 years ago, Denver and Phoenix were metros that worked well for cash flow and real estate investors, but then prices ran up faster than rents in Denver and Phoenix, and they no longer work for cash flow with a 20% down payment on residential property, Oklahoma feels positioned as a next place where the numbers still work before the price. Prices get run up and this is especially true when we're still in this affordable housing crisis. And Americans kind of look for that next place where the cost of living is still low.   Richard Advani  25:10   Exactly. And if we look back to you said, the fundamental things that made Phoenix and Austin and all these places grow out of the desert was they were affordable and they were business friendly. And the median home price in the US right now is $430,000 roughly, yeah, and the median home price in Oklahoma today, even after all that growth, is a little over half of that. So it's not a new concept to understand why and where that growth here stemming from.   Keith Weinhold  25:37   since 2000 Oklahoma cities, just that city's average annual growth rate is 1.4% that is really solid for a mature interior US Metro now, it's not quite like Austin or Nashville, but you're avoiding those substantially higher Austin and Nashville prices. And for comparison, the nation's annual growth rate since 2000 is eight tenths of 1% to your point about the growth now Oklahoma, I think of it as really like a two major metro state. You've got Oklahoma City in the middle and then somewhat smaller Tulsa in the northeastern part of the state. So talk to us more about that growth.   Richard Advani  26:19   Yeah, definitely. Well, I think, you know, 20 years ago, Oklahoma is really known as an energy state and a military state, and they acknowledge that as a state that they want to reduce that dependence. So there's been a huge amount of programs driven to bring small to medium size and obviously large size businesses in at the moment, we focus primarily on Oklahoma City, but Tulsa, as you mentioned, is an hour and a half away. If you look at a map, it looks really far away, but it's not in Tulsa is really kind of the Austin of Oklahoma. There's a lot of STEM and a lot of robotics and a lot of different things going on there. Stay tuned, though, as we move into latter part of the year, we are going to start expanding our product into Tulsa as well. But I think the big thing Keith is bringing awareness to people that Oklahoma exists. We do a lot of client tours, and we look forward to touring a lot of your clients as well. But people are just blown away when they get here. It's clean, it's nice, it's family friendly. All the suburbs of Oklahoma City, for example, they're just gated communities and good school districts. And what's crazy is you could put 20% down buy a brand new home in a nine out of 10 school district in the Oklahoma City metro, we're in the below $300,000 range, and make a positive you know, you can't do that in any other metro in the US.   Keith Weinhold  27:38   Yeah, that is really attractive. So I think of Oklahoma City is a place that's not very flashy, although they do have that proposal for that giant building that I think a lot of people have read about. You know, it seems like every major city has their big, pointy thing in the middle of town. Oklahoma City might as well they have a skyscraper with a proposal, only a proposal at this stage, which would make it the tallest building in the United States, but outside of something flashy like that, I don't think of Oklahoma as a very flashy place. It doesn't make the headlines as much as a lot of other places do, but those headline making places seem to have the prices run up, and that's not so advantageous for investors. So tell us more about that investor advantage in Oklahoma, including things like the law tilting toward landlords versus tenants, and any other economic drivers.   Richard Advani  28:31   Yeah. So firstly, I'll touch on that point. It's a very, very landlord friendly state, from the month a tenant runs late, you can essentially have them out that same month, as long as a property manager company is doing their job and serving notices. But at the end of the day, if it's a matter of the tenant not paying their rent, and you've provided a household right, your HVAC is working, there's nothing negligible on the landlord side, super easy. It's an open and shut case. Now what we see because of that is, out of 250 properties under management last year, we've never had to do an eviction, because it's a lose, lose for the tenants. And they know that, right? You serve them with the notice, they are out very, very quickly. So yeah, very strong on the landlord side of things, as I mentioned earlier, a lot of growth happening in Oklahoma, like you mentioned that tallest building, in addition to that, you know, the OKC Thunder, are here, and, you know, I think they're a champion. I watched zero sports, but I have read deeply into the economic impact, and I've seen it right. I've had people come to town and we give recommendations on where to stand. They're like, Oh, I've been to Oklahoma two years ago for a thunder game, and I fell in love with the city, and it's very, very underrated. Imagine if you could have got into, you know, Austin or Dallas 10 years, 12 years, 15 years ago. And I hear it very often from people. This reminds them of what those places were like 10 years ago. And that's a great thing to hear, right, that strong fundamental and catalyst for that growth exists. Buying a single family home, as I mentioned in that A plus school district that Windows closing here in Oklahoma as well. You know, I think there's another year, year and a half, before they will pencil and will be like every other large metro in the US. So, you know, I think we're all going to look back and be like, Oh, you got in Oklahoma early. I've been in here 10 years. I think I got in early, but you know, we're still relatively early in terms of, you know, the growth trajectory, that's the head and once again, it's driven by common sense, fundamentals, affordable, business, friendly people get here, establish community, and it's a really nice place to live. I love it here.   Keith Weinhold  30:35   And because now you're a resident. Yes, you know Richard, one phrase I've shared with my audience recently, and I think it's apropos here is people say that they want an opportunity. What they really want is certainty. But as soon as certainty arrives, the opportunity is gone. I really think that's relevant here. So we've been talking about Oklahoma City, and what you do is you rehabilitate or offer new build properties to investors. Oftentimes they're out of state. You place a tenant for them, and then, if the investor so chooses, you also manage it for them. Like you mentioned, you have 250 properties under management in your portfolio. That's what you do, that's who you serve. We've talked about Oklahoma City. Tell us about some of the outlying areas, and why you choose those for investors,   Richard Advani  31:29   That's a great question. And yeah, we primarily focus on new construction, because that's what I believe in for investors as well. What's amazing is, we're kind of a, I don't say supermarket, but we're a mega market because we're in six or seven different cities within Oklahoma, which means for the investors, six or seven different strategies, right? As I mentioned already, we're in the A plus areas at the best schools. We're in commuter towns that are 20 minutes outside of the metro that are really charming. We're in military towns where we have very, very strong economies, very high rent to purchase price ratios, really some of the highest in the country for new construction. And we deliver products, starting brand new single family homes is at 145,000 and at 180 and 220 and, you know, all the way up to 550 and everything in between. So we have a product for every type of investor we have, you know, a home for every type of tenant out there as well, which, you know, makes our tours amazing, too. People leave with their head spinning, but we really have a good amount of selection and strategies within the state.   Keith Weinhold  32:35   145k for a detached single family home is pretty mind blowing to some people. I've seen those. I know the footprint of those is pretty small, but that really gives an idea of what potentially makes you attractive to work with. You have those all the way up to 550k which I think are the new build duplexes, correct mentioned there. So yeah, this is potentially attractive to people. I think a lot of us are really more interested in that ratio between the rent income and the purchase price, that valuable formula. So will you tell us more about   Richard Advani  33:11   That? Yeah, that's something that I think we really excel at, is finding that balance point between durability for the investor, but also kind of where that rent range falls off is. A lot of experienced investors know, as you go higher priced, higher end, the rent starts really falling off there. All of our builds have LVP throughout granite. You know, even that 145,000, our home is so much granite and it would blow your mind, but we're not skipping anything, right? They all have full gutters. All have central heating and air conditioning with that end end goal of making it durable. But, you know, finding that tipping point to where we're not over building for that rent, so we're able to really bring in some high cash flows for what we target, and we specialize in affordable housing. And when I say affordable, don't think cheap. Just think most builders are going to build a product we've been in a boom the last 20 years, right? So if there's 500 people in line to buy a $400,000 home where your profit margins are high, why build a $250,000 home, right? And that is where the housing shortage is, and that is what we've made our nation. Most importantly, that is where we can make cash flow as investors.   Keith Weinhold  34:20   So we're thinking about numbers on our pro forma now, Oklahoma does have tornadoes. I happen to know that tornado paths are geographically narrow. It's been estimated that they've severely damaged less than 1% of Oklahoma homes. But tell us about that, including the insurance coverage is one of our pro forma items.   Richard Advani  34:42   It's a great question, obviously, that comes up a lot. I took a video two weeks ago with tornado sirens blaring, and I'm with my wife and daughter, and mind you, my wife yells at me up until recently to get in the shelter. And we walk out front and I'm recording, and I look to the left, old couple outside looking at the sky. Look to the right, kids in the. Parents looking at the sky, and surprisingly to me, my wife was right there behind me. I'm like, why are you not in the shelter so? Long story short, tornadoes are real, right? I've lived here two and a half years now. I've never met a person affected by a tornado, yet, personally, and as you mentioned, it caused very low damage. There's very rarely fatalities. And most importantly, look, insurance rates are determined by losses suffered by that insurance company. You guys will be blown away at how inexpensive the insurance is, just for that reason, right? But, yeah, tornadoes are real. We're in tornado season now, and people ask, what do people do when the tornadoes are on? And, frankly, walk out and look up at the street, you know, at the sky. It's not like a hurricane, where they come in and mass and destroy a town. You can see the storm cell moving around right when you're looking outside. So damage is low. I've owned real estate in Oklahoma for over a decade. I've never been affected by a tornado, either. But you know, they are a thing, and they're that hot point, just like fires in California. What was earthquakes? But the important thing is, the standard insurance policy covers tornadoes, it covers hail, it covers all of that. And, you know, even on those 300,000 more a plus class properties insurance is like 1500 a year. You know, very inexpensive.   Keith Weinhold  36:15   We're talking about what I've been referring to, potentially as that next place for real estate investors. I was talking about that in house here with Naresh on how Oklahoma really feels like that next place due to some of these characteristics that I've been talking about. And Richard before, I ask you if you have any last thoughts. I have an event to tell you the listener about next Thursday night, May 28 Richard here is CO hosting a live webinar along with our GRE investment coach, Naresh, and you are invited to attend from the comfort of your own home. You'll meet Richard, learn the market, see performers of specific available properties, and you're probably going to learn something about real estate investing that you didn't know before. It's also a format where you can have any of your questions answered in real time. This can be an actionable opportunity for you again. It's Thursday, May 28 at 8pm Eastern. Sign Up it's free, you can register. It's open now at gre webinars.com. You'll meet a real pro, experienced provider there on the ground. Richard here and do you have any last thoughts, including what we can learn and see next Thursday? Richard,   Richard Advani  37:34   Just that you know, if you haven't considered Oklahoma before, take a close look at us, right? There's a lot of amazing things happening. I am boots on the ground. I started as a real estate investor, and that's kind of the foundation for our business. We really encourage tours to come out here. The market sells itself, but it's not needed. Look, we are boots on the ground. I bought dozens of properties myself, sight unseen. Technology makes things amazing for that. But come down. If you guys do have the time, we're going to share a lot more specifics next Thursday on proformas, on exact numbers and specific opportunities. And yeah, excited to share Oklahoma with all of your investors, and to bring these opportunities to you guys and appreciate the opportunity to be here.   Keith Weinhold  38:18   Is there anything that investors find surprising that they did not know about Oklahoma prior to investing there, and prior to learning about it, and before you answer yes, thank goodness that you offer tours. Any good provider should do that, although, in my experience, it's typically only five to 10% of out of state investors that actually take up somebody on the tour. You can never take that personally. That's just what happens industry wide, as we know. But is there any maybe last thing that we should know about the market, Richard, maybe something that an out of state investor is a bit surprised to learn, or that's unique to that particular market?   Richard Advani  38:58   I think the biggest thing that people are surprised about is how nice it is. I've actually had an investor bought six properties and moved to Oklahoma become a good friend of mine. Now, since he lives in Oklahoma, people are just blown away at how clean and nice and family friendly. And we hear quite often that, you know, our investors would live in these homes, so much so we had one actually do that. So yeah, it's very underrated. And I think, as you said very aptly earlier, you know, it's the next market, it could be the next big market,   Keith Weinhold  39:30   potentially that next place. If this sounds interesting to you, be sure to join Richard and our team again. It's Thursday May 28 at 8pm Eastern, and you can register at gre webinars.com. It's been valuable. Richard, it's been great having you here on the show.   Richard Advani  39:46   Thank you.   Keith Weinhold  39:52   Yeah, a rather interesting potential. Next place, if you will, for some perspective in Noelle. Normal traffic conditions from downtown Dallas, it is a three to three and a half hour drive north to Oklahoma City, but that is its own distinct market and city and capital. Oklahoma City affordable and business friendly this century. Really, it's those two drivers, affordable and business friendly, that have been the growth engines for other cities. OKC also has an expanding aerospace and tech presence in major downtown development projects, among other interesting things. At next week's live event, expect to see new build, yes, as low as 145k with LVP flooring and granite throughout, like we touched on there, one investor has even moved into the property themselves. I mean, you can do that if you want to. These are conducive to being good rental properties, but you own the property, you could live there, if you so chose. Yes all the way up to new build duplexes at 565k that generate almost $4,000 in monthly rent, though, these are the types of properties where you might want to pick up one of them, or five of them as investments leveraging the GRE duck and getting position for this likely next inflationary wave from an energy shock. I don't want to steal all the thunder from the event, but expect the provider to offer two years of free property management as well. One last time it all takes place next Thursday the 28th at 8pm Eastern. Sign Up Free at gre webinars.com until next week. I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 1  41:49   Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests on their own information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively.   Keith Weinhold  42:18   The preceding program was brought to you buy your home for wealth, building, get richeducation.com you.

Milton Teixeira fala sobre a Lei Áurea, assinada em 1888, que libertava os escravos.

Weekly wrap for the week ending May 16, 2026. It's been a week, daylight burners. Trump flew to Beijing, shook Xi's hand, declared fantastic deals, and flew home. The soy market said show me the purchase order — beans closed the week down 31 cents from Monday's peak. The one concrete thing that came out of that summit? China quietly renewed import licenses for 400+ US beef plants on Thursday. Five-year validity. The door to the world's biggest beef market just reopened. Cash cattle hit $260–$265 live and held all week — record territory. The WASDE cut US beef production 243 million pounds and raised the steer price forecast $8–$10 across the back half. The futures didn't believe it on Monday. By Friday, the board was following cash higher. The beef tariff executive order got pulled after ranch country raised hell. The Choice/Select spread is sitting at $0.10 — near inversion. Grilling season demand is very real. Wheat was the print of the week. KC hard red ripped $0.81 on the WASDE before giving back Friday. New crop all-wheat production at 1.561 billion bushels — below the lowest analyst estimate. If you stored winter wheat, your bin got more valuable this week. The Southern Plains and Southwest lit up Thursday and Friday. Hunggate Fire in Randall County TX — 14,000 acres, mandatory evacs, 5 simultaneous ignitions. Line Fire crossing from Quay County NM into the Texas Panhandle. Cimarron County Oklahoma getting hit again — same corridor as the February Ranger Road Fire. The NIFC season is running at 194% of the 10-year average. Nebraska already lost a million acres of summer grass. The Great Basin summer outlook is above normal for fire potential. Plan now, not in July. Also on the show: pseudorabies confirmed in Iowa and Texas commercial swine — first time since eradication in 2004. Fertilizer Institute CEO told the Senate Ag Committee that 34% of global urea runs through the Strait of Hormuz. Urea is up 47% since February and the Hormuz premium is not peeling off. Purdue Ag Economy Barometer hit an October 2024 low — two-thirds of producers expect net farm income to fall in 2026. And North Dakota pastureland broke $1,000 per acre in every region of the state. This is the show. Move your ass — we're burnin' daylight. Full show prep, transcripts, and the Burnin' Daylight dashboard: burningdaylight.substack.com A Man About a Horse equine intelligence app: burningdaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Tema de abertura de Claudio Zaidan para o programa Bandeirantes Acontece

Elliott Hasselbring, Growmark Product Manager of Urea and UAN, joins the program to discuss a volatile fertilizer market and the impact on planting season.John Bode, President and CEO of the Corn Refiners' Assocation, talks about USMCA, food affordability and a possible extension from last month's Washington Watch event.Stephen Nicholson, North American Head of Crops at Rabobank, takes a look at the day's markets.

Dairy farmers and farmers generally are facing significant challenges regarding their autumn sowing plans due to high fuel and fertiliser costs because of the war in the Middle East. Decisions need to be made by farmers to enable them to minimise the effects of this situation on pasture and herd production and ultimately financial performance. Nathan Jennings from the North Coast Local Land Services in NSW joins us to talk about some of the management options that farmers should consider related to urea application and sowing strategies for ryegrass in the current environment.Resources:Nathan Jennings' article “Ryegrass planting options considering fertiliser and fuel supply”MiniMilkBizThis podcast is an initiative of the NSW DPI Dairy Business Advisory Unit – further information and resources are available here - Dairy | Department of Primary IndustriesIt is brought to you in partnership the Hunter Local Land ServicesPlease share this podcast with your fellow farmers and colleagues and feel free to contact us with suggestions or comments via this email address thebusinessofdairy@gmail.comFurther NSW DPI Dairy channels to follow and subscribe to include:NSW DPI Dairy Facebook pageNSW DPI Dairy Newsletter - Connect with us | Department of Primary Industries Transcript hereProduced by Liam DriverThe information discussed in this podcast are for informative and educational purposes only and do not constitute advice. 

Kia ora. Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news the Iranians seem to be sucking Trump into a place he can't extract himself from, far from his earlier claims of 'total victory'. First up today, US existing come sales came in at a modest level again in April, and undershot what analysts were expecting. High mortgage interest rates are probably the reason for the soft demand. Still, they did sell at an annualised rate of just on 4 mln dwellings which is enough to sustain the sector. Unsold inventory is rising however, now at 16 weeks sales, and has been rising for all of 2026 and is now at 1.35 mln units. There was another US Treasury bond auction earlier today, and it was notable that demand is flagging, down -5% from the prior event. This time this 3 year bond achieved a median yield of 3.92%, up from 3.85% at the prior equivalent event a month ago. Inflation's impact in the US has officials scrambling. US petrol taxes are said to be on the radar for cutbacks. And the high cost of beef is pushing the US to sharply cut tariffs and quotas on imported beef. Both are effective acknowledgements that tariffs are hurting Americans more than their trading partners. However, given current demand and supply situations, it seems neither move will likely result in lower prices for US consumers. In Canada, their central bank runs a 'market participants survey' quarterly, and in the latest of these professionals now see geopolitical tensions more of a threat to their economy that the trade tensions with the US. They also saw only a modest +1.6% economic expansion this year. China's inflation is rising, noticeably now. Today they said their April CPI came in up +1.2% from a year ago, with fuel costs up +4.6% on that year-ago basis. But in April from March, fuel costs rose +3.5% in just one month. Things are hotter for producer costs which were up +3.5% year-on-year, and up +2.1% month-on-month. These are big sifts because it has been negative since October 2022. China's vehicle sales came in a 2.525 mln in April, about average aver the past three years, but marginally lower than year-ago levels which was an outsized period. On the commodities front, copper shot up to a record high today, and aluminium, nickel and zinc are also rising at the same time. Sulphur, a key ingredient for all mining and processing activity has shot up to a record high again, and approaching three times its cost of a year ago, up double from the start of Trump's Gulf War. Urea, which also spiked to mid April, has come back quite a bit since then. Trump is on his way to Beijing for a summit with Xi, but he is going is quite a weakened state - but he probably doesn't realise it. The UST 10yr yield is now just on 4.41%, up +5 bps from this time yesterday. The price of gold will start today up +US$8 at US$4722/oz. Silver is up +US$5 at just under US$85.50/oz. American oil prices are up +US$3 at just under US$98.50/bbl, while the international Brent price is holding at just over US$104.50/bbl, up +US$3.50. The Kiwi dollar is unchanged from yesterday, at this time at 59.7 USc. Against the Aussie we are down -10 bps at 82.2 AUc. Against the euro we are up +10 bps at just on 50.7 euro cents. That all means our TWI-5 starts today at just under 62.9 which is little-changed from yesterday. The bitcoin price starts today at US$81,983 and up +0.6% from this time yesterday. Volatility over the past 24 hours has been modest at just under +/- 1.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

Thursday, May 7, 2026 — Yerington, NV. Three shows deep into the same story this week. Cash cattle printed $255.02 5-Area live and $399.08 dressed for the week ending May 3rd, but the board's bleeding and the cutout is cracking. Packers bought 72,513 head and ran a 313,000 weekly kill — down 34,133 from same week last year. That's leverage, not competition. In this episode: • Live data off the BDR dashboard — June live cattle 250.45 (-1.30), Aug feeders 366.68 (+0.07), June hogs 99.775, July corn 467.25, July beans 1,191.00, KC HRW wheat 667.25 • 5-Area Weekly Weighted Average breakdown — full steer/heifer live and dressed prints • Boxed beef cutout — Choice 387.58 (-2.04), Select 385.08 (-4.55) • Sale Barn Pulse — OKC West $368.93 on 787-lb cattle, six-market average $545.30 • Diesel up 29 cents week-over-week to $5.640; DAP $682, Urea $549, Potash $398 • Prime Rate 7.75% / Feeder Finance 8.25% — both unchanged • Big Four Packer Probe — Day 4, no filing, the silence is the news. Brooke Rollins, Todd Blanche, Chad Sullivan press conference review • Plains AND Nebraska fire aftermath — Ranger Road, Lavender, 8-Ball, Morrill, Cottonwood, Road 203, Anderson Bridge — over a million acres of cow country burned out, drought index hitting record territory • "Golden Age of Agriculture" rhetoric vs USDA's $50 billion farm income drop — Iowa farmer on CBS, Zippy Duvall at Senate Ag, National Potato Council • Thomas Massie's PRIME Act tucked into the Farm Bill — what to watch • On This Day: Lusitania 1915, Reims surrender 1945, STS-49 first three-person spacewalk, 27th Amendment ratified after 202 years Defensive tape, defensive playbook. Move your ass — we're burnin' daylight.

Áurea Ortiz nos avanza la programación de 'La Filmoteca'

The challenges in the global fertilizer market are being further heightened due to bottlenecks and safety concerns in the Straight of Hormuz, which are driving up input costs.

Ever wondered how the nitrogen fertilizer you apply is actually produced?   In this episode, we sit down with Chris Boyda, Senior Manager of Operations at Nutrien's Redwater nitrogen facility, to explore the full process behind nitrogen fertilizer production. From how ammonia is made to how it's converted into products like urea, UAN and ammonium sulfate, Chris breaks down what happens inside one of the largest fertilizer plants in Canada.   Learn how the fertilizers you rely on are produced and delivered to your farm, and what it takes to make it all happen safely and efficiently.   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics   Nutrien, Chris Boyda, Redwater Nitrogen Facility, Nitrogen production, Alberta, Ammonia production, Urea production, UAN solution, Ammonium nitrate, Ammonium sulfate, Fertilizer production, Liquid nitrogen, Granular nitrogen, Nutrien nitrogen plant, Agronomy podcast, Nitrogen fertilizers, Fertilizer manufacturing, Fertilizer production Canada, Ammonia

Milton Teixeira fala sobre a aprovação da Lei Áurea, assinada pela Princesa Isabel.

In today's episode on 1st May 2026, we unpack how a distant geopolitical conflict could disrupt India's fertiliser lifeline and what happens if the country runs short of urea.Sign up for FREE insurance masterclass by Ditto

Urea is one of the most misunderstood ingredients in skin care. Is it a hydrator, an exfoliant, or both? In this episode of The Rogue Pharmacist, Ben Fuchs talks about how urea functions at different concentrations, why it's critical for barrier health, and how to use it strategically for conditions like dryness, keratosis, and compromised skin. Associated Skin Care Professionals (ASCP) presents The Rogue Pharmacist with Benjamin Knight Fuchs, R.Ph. This podcast takes an enlightening approach to supporting licensed estheticians in their pursuit to achieve results-driven skin care treatments for their clients. You can always count on us to share professional skin care education, innovative techniques, and the latest in skin science. Benjamin Knight Fuchs is a registered pharmacist, nutritionist, and skin care chemist with 35 years of experience developing pharmacy-potent skin health products for estheticians, dermatologists, and plastic surgeons. Ben's expert advice gives licensed estheticians the education and skin science to better support the skin care services performed in the treatment room while sharing insights to enhance clients' at-home skin care routines. Connect with Ben Fuchs:    Website: www.brightsideben.com    Phone: 844-236-6010    Facebook: www.facebook.com/The-Bright-Side-with-Pharmacist-Ben-Fuchs-101162801334696/    About Our Sponsor: All Truth Treatment Systems products have one thing in common—they work! Our products are made with 100 percent active and functional ingredients that make a difference to your skin. No fillers, preservatives, waxes, emulsifiers, oils, or fragrances. Our ingredients leverage the latest biochemical understandings and use proven strategies gleaned from years of compounding prescription skin health products for the most discerning physicians and patients.    Website: www.TruthTreatmentsPro.com    Facebook: www.facebook.com/truthtreatments    Private Facebook Pro Group: www.facebook.com/groups/truthtreatments    Instagram: http://www.instagram.com/truth.treatments  

Victorian Hydrogen is proposing a $3 billion urea plant to be located 30km northeast of Invercargill. The company says it could deliver 1.5 million tonnes a year of urea fertiliser (using 3 million tonnes of lignite), making New Zealand's agricultural sector fully self sufficient. The Country's Jamie Mackay explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

GIN virus detected in Australia for the first time in table grapes in Victoria, QLD & SA, Grain Producers Australia seeks an emergency permit for double strength mouse bait, and the global fertiliser market facing a prolonged period of tight supply and high prices.

Victorian Hydrogen is proposing a $3 billion urea plant to be located 30km northeast of Invercargill. The company says it could deliver 1.5 million tonnes a year of urea fertiliser (using 3 million tonnes of lignite), making New Zealand's agricultural sector fully self sufficient. The Country's Jamie Mackay explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Federal Government reaches an agreement to underwrite the financial risks of importing fertiliser, NeuRizer looks to progress its proposed urea project at Leigh Creek, and China grants export licences to eight new Australian facilities to start supplying beef.

Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news Iran has attacked three ships in Strait of Hormuz and detaining two others so far after Trump indefinitely extended is ceasefire. It is a standoff over Tehran's closing of the strait and Washington's blockade that raises doubts about whether talks would actually resume. The Pakistani mediators are not happy about the disheveled US approach to it all. In the US, mortgage applications rose last week as mortgage rates dipped slightly. But that was enough to trigger a good rise in both the new purchase activity, and the refinance activity. Modest to be sure, but positive all the same. American petrol inventories dropped by -4.6 mln barrels last week (even as US crude oil stocks rose unexpectedly), and this followed a -6.3 mln barrels fall the previous week. This was the tenth consecutive weekly fall and way more than the expected -1.5 mln barrels retreat. US petrol prices eased marginally from a week ago - they have stopped rising on a daily basis - but they are still up +35% from the start of the Trump Gulf War. That rise is now embedding. Today's US Treasury 20yr bond auction brought regular modest demand, if softish, but the median yield rose to 4.84% from 4.77% at the prior equivalent event a month ago. There were similar 20 year German bund auctions overnight too, and yields on them rose similarly although they run about -150 bps lower. It will be interesting to watch the release of the Tesla financial update later this morning. Their recent production has far outstripped sales, and much lower cost Chinese alternatives are causing them real headaches. Their battery business is also under extreme pressure. In another odd corporate transaction, it seems the Trump Administration is quite comfortable using taxpayer money 'rescuing' (nationalising) failing airlines, and maybe other struggling businesses. (Apparently the government knows best and can do a better job running these businesses than the private sector. The 'deep state' at work.) The April EU consumer sentiment survey revealed a sharp fall, suddenly back to levels they were at early 2023. It is a crash reminiscent of the initial pandemic reaction, one that took years to recover from. In Australia, iron ore major BHP has responded to Chinese state pressure, agreeing to denominate its contracts in Chinese yuan rather than the USD, probably a significant break that will speed the internationalisation of the Chinese currency. It was the 'price' of a month's long standoff. Sulphur and urea have eased marginally over the past week from record highs, but to be fair the fall-backs are not especially meaningful. The UST 10yr yield is now just on 4.29%, little-changed from this time yesterday.  The price of gold will start today down +US$21 at US$4736/oz. Silver is up US$1.50 at US$8/oz. American oil prices are up +US$3 at just over US$92.50/bbl, while the international Brent price is up +US$3.50, and now at US$101.50/bbl. The Kiwi dollar is up +10 bps from yesterday at this time at 59.1 USc. Against the Aussie we are up also +10 bps at 82.5 AUc. Against the euro we are up +20 bps at just on 50.4 euro cents. That all means our TWI-5 starts today up +10 bps from yesterday at just on 62.5. The bitcoin price starts today at US$79,034 and up +4.3% from this time yesterday. Volatility over the past 24 hours has been high at just on +/- 3.1%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

Australia strikes a deal with Indonesia to bring much needed fertiliser into the country, consumers face higher meat prices as livestock producers experience soaring input costs, and visitors to the BOM's website climb since the controversial $96 million dollar update.

Preview for Later TodaySimon Constable examines the surging price of urea fertilizer, which has climbed twenty percent in a month. This spike, caused by shipping blockades, forces farmers to shift to planting more soybean crops.

Hear Argus' essential analysis of the impact the Middle East conflict on urea and phosphates markets, focusing on production, logistical constraints, price surges across both daily and weekly price assessments, trade flow developments, the potential for permanent changes to supply and trade dynamics, key takeaways and what to watch out for next. Join Mike Nash, Senior Editor – Fertilizers, Harry Minihan, Global Editor - Nitrogen and Tom Hampson, Global Editor – Phosphates as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: Why is the Middle East so important for global urea and phosphates supply? Which urea and phosphates production facilities have been affected? How has this conflict constrained supply of urea and phosphates? How have the markets responded with regard to sentiment, and in particular prices? How have the markets reacted to the ceasefire? How have Argus daily urea and phosphates price assessments reacted - what are the key price points and how far have they risen? How long could it be before the markets start to settle into some sort of normality? Could this conflict lead to permanent changes to supply and trade flows? What are the key takeaways and what should we watch out for next?

Live cattle just printed an all-time record — $251.77 on the continuous chart. Cash cattle in Iowa hit $250. And crude oil ripped above $104 after the U.S. Navy blockaded Iranian ports. Diesel's north of $5.60 and headed to $6. Urea is up 46% year-over-year. It's a record-revenue, record-cost market — and the guys who keep their head are the ones who'll still be ranching next year. Today's show: • Livestock — June live cattle $249.20 (contract high), feeders $374.82, hogs $103.72 (4th straight down), cash cattle $250 in Iowa• Grains — Corn flat at $4.40¼ (faded the rally), beans down 13½¢, wheat up double digits on the war bid• Energy & Inputs — WTI $99.08, diesel $5.64/gal, urea $838/ton, DAP $863/ton, fertilizer supply at 75% of normal• Rates & Metals — Fed funds 3.50–3.75%, prime 6.75%, gold $4,742/oz• Cattle Deep Dive — JBS Greeley strike resolved (93% ratification, 3,800 workers back), boxed beef inverted (Select above Choice), Cattle on Feed report Friday• War Reel — U.S. naval blockade operational, Hormuz exports down 76%, 400+ tankers stranded, Houthi threat to Bab el-Mandeb, fertilizer crisis• Policy — Farm Bill stalled, new federal grazing MOU, Colorado River water cuts, WOTUS update• On This Day — April 13, 1860: First Pony Express rider arrives in Sacramento Brought to you by Lone Star Stockyards — real people, real competition, real prices. Send us your sale reports. Subscribe. Share with your neighbor. Learn more about your ad choices. Visit megaphone.fm/adchoices

A surprising payroll report The quick war – not over just yet Food inflation coming Economics – a bright spot and surprising report last week Space issues – Space sewage PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A surprising payroll report - The quick war - not over just yet - Food inflation coming - Economics - a bright spot and surprising report last week - Space issues - Space sewage - 8PM - End of Civilization? Markets - March sucked - that is the report - 1st quarter results are in - we will discuss - OIL - UP - WTI and Brent rising - its only transitory - Market Manipulation - say it ain't so! Oil - Interesting note that WTI is trading higher than Brent - unusual - WTI ~ $116  Brent ~ $109 - Brent for immediate delivery in Asia $140 as being bid up for purchase NOW - WTI may have an edge because it is available and buyers also stocking up on that... - Europe running out of Jet Fuel - USA sending over a supply - also unusual BUT - 8PM ET - End of Civilization? - Or last minute miracle - with mystery negotiations - Pakistan requesting 2 week pause - with movement of ships through Strait - YES, we have a 2-week pause - no kidding! Crude down 15%, market indices up 2% ---- Wait - Negotiations will start Friday... (Friday?) In Process - In Theory - Framework - OPEC+ agrees in principal theoretical framework to increase output - OPEC+ eight members to raise quotas by 206,000 bpd for May Apple Foldable Flop - Apple shares sunk 2% after reports that the company's foldable iPhones may face delays. - Nikkei Asia reported that the company is facing engineering challenges in what would be the iPhone-maker's first foldable device. - Engineering problems they say.... Closing this Discussion - Bored with this....But... - OpenAI announced it closed its record-breaking funding round at a post-money valuation of $852 billion. - The round totaled $122 billion of committed capital, up from the $110 billion figure that the company previously announced. - OpenAI said it extended participation to investors through bank channels for the first time and raised $3 billion from individual investors. The 1st Quarter Misery - Microsoft lost almost a quarter of its value in the first three months of the year, its steepest quarterly drop since the 2008 financial crisis. - Concerns about the company include the return on investment for artificial intelligence build-outs and the adoption of Copilot. - The company's stock plunged 23% in the first quarter, a steeper drop than any of its tech peers or the Nasdaq, - Microsoft's earnings multiple hasn't been this low since the fourth quarter of 2022, when OpenAI introduced ChatGPT. - SAAS compaies got crushed - Adobe, Atlassian and ServiceNow all down more than 30% YTD - Financials, Consumer Discretionary and Homebuilders had tough quarter 1st Quarter Happiness - Energy Sector up 30% - Materials up 10% - Utilities up 10% - Oil up almost 100% - EM still positive for 2026 Latest Eco - Nonfarm payrolls rose a seasonally adjusted 178,000 in March, a reversal from the 133,000 decline in February and better than the Dow Jones consensus estimate for 59,000. - The unemployment rate edged lower to 4.3%, though that was largely from a sharp reduction in the labor force. - Wages also rose less than expected, with average hourly earnings up just 0.2% for the month and 3.5% from a year ago. The annual increase was the lowest since May 2021. -Health care was responsible for much of the growth, with the sector adding 76,000 jobs. - March ISM Non-Manufacturing Index 54.0% vs. 54.9% Briefing.com consensus; prior 56.1% - - Overall, there is not much going on good or bad - just the same in US Economics ------ Next couple of months will show inflationary pressures Inflation - Tomatoes, strawberries, asparagus, veggies in general are moving higher - - - Tomato prices are rising, with significant increases driven by a 17%–21% tariff on Mexican imports, labor shortages, and supply tightening - Experts warn these factors could increase prices by up to 50% for consumers, especially during winter months, and recent reports indicate continued shortages and high costs through early April 2026 - Florida frost in Q1 and now UREA shortages during spring planing will cause even more problems and pricing pressure (inflationary) No View - Satellite imaging firm Planet Labs said on Saturday it will indefinitely withhold visuals of Iran and the region of conflict in the Middle East to comply with a request from the U.S. government. - Planet Labs will release images only on case-by-case basis for urgent or public interest needs - Satellite imagery of hard-to-reach areas useful for news media, researchers - Other providers like Vantor apply their own controls but were not contacted by U.S. government - Interesting potential for an edge in war if we can see them and they and they can't see us Dems probing stock trades - Two Democratic U.S. senators on Thursday called on Wall Street's top regulator and a Defense Department watchdog to prevent and investigate possible insider trading by government officials following a spate of market activity seemingly timed to President Donald Trump's announcements. - Reuters and others have reported that major moves over the last year in equity, commodities and prediction markets are consistent with the possibility that traders had advance knowledge of Trump's announcements concerning the war with Iran, tariffs and the capture of Venezuelan leader Nicolas Maduro, among other examples. - Repubs only care if Pelosi does trades and Dems only care if Trump related trades The Final Frontier - The Universal Waste Management System toilet on the Orion crew capsule has been giving the Artemis II crew some issues during their mission to the moon. - The toilet's problems included a pump that needed extra water to work and a potential buildup of ice blocking the vent nozzle that allows wastewater to drain out into space. --- For a while there was no urination allowed only space poops since on different disposal systems - NASA was able to fix the issue by positioning the Orion so that the toilet vent would "bake" in the sun and melt the ice, and the crew is now cleared to use the toilet for all purposes. ---More: The UWMS comes equipped with a funnel and hose for urination, and there is a seat with a hole for bowel movements. -------Since the astronauts are in microgravity, the toilet relies on air flow that pulls waste into the toilet and ensures the capsule stays clean. -------------The astronauts can also use footstraps and handles to stay in position. Earnings Season - Analysts have been increasing their earning estimates into the quarter - which is unusual as usually see declines into the prints (so that companies have easier hurdle) - The S&P 500 is expected to deliver 13.2% year-over-year earnings growth, marking a sixth straight quarter of double-digit gains. - Revenue is expected to grow 9.7%, the strongest pace since Q3 2022. - But what about the outlook????????????????? Mag 7 Earnings expectations - Of course The Magnificent 7 remain central to earnings growth and market direction. Nvidia (~127.7%) and Tesla (~124.9%) are driving outsized earnings expansion. Apple (~19.0%) and Microsoft (~17.2%) show solid but more normalized growth. Meta (~3.4%) and Amazon (~3.2%) are slowing, while Alphabet (~-6.9%) is expected to decline. Growth within mega-cap tech is becoming less broad and more concentrated in a few names. Just In - Remember in January with Medicare Advantage and Part D payment plans from governments were being cut? - Insurance company stocks got smacked... - Expectations were for a 4% or so raise and it came in flat - ON DHUNPLUGGED - (1/27/2026) we discussed that this was a game and would come back when finalized inline with expectations  to show how great the benefit is to Medicare recipients (voters) ---- We added United HealthCare (UNH) to the Weekly Stock Pick game as a rare Purple pick - Now, final numbers announced and  are projected to result in a net average increase of 2.48%, or over $13 billion in additional MA payments to plans in CY 2027. This expected increase includes consideration of the various elements that impact MA payments, such as growth rates of underlying costs, 2026 Star Ratings for 2027 quality bonus payments, and risk adjustment updates. - UNH and other names int he sector moving up nicely on the news - (Potential related stocks: UNH, CVS, MCK, CI, HUM, CNC, ALHC, MOH, ELV, THC, UHS, CYH, HCA, OSCR) France Gold - France's central bank has sold off the last of the gold it held in the United States Federal Reserve and replaced it with higher quality bars in Paris, taking advantage of rising prices to make nearly €13 billion as it upgrades its holdings. - Moved all holding back to France   Love the Show? Then how about a Donation? ANNOUNCING THE CLOSEST TO THE PIN for NETGEAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

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We've talked a lot about fuel on the show recently, including alternative options like hydrogen, and today we're going to look at ammonia and urea. It's primarily used here as a fertiliser, to increase crop yields and boost pasture growth for sheep and dairy, however there's also demand for it as a green fuel. The bulk of our ammonia and urea supplies come from the Middle East, but one Kiwi company is hoping to change that. Liquium is a new company spun out of Wellington University that is aiming to boost domestic production efficiency and unlock new ammonia export markets. Chief Executive Paul Geraghty joins Jesse.

A man-made food source provided honeybees a nutritious diet over the course of two winters through a new study at WSU, and the Renewable Fuels Association welcomed an EPA decision to allow uninterrupted sales of lower-cost E15 this summer.

A federal appeals court upheld Florida's ban on lab-grown meat, that's been in place since 2024, and the Renewable Fuels Association welcomed an EPA decision to allow uninterrupted sales of lower-cost E15 this summer.

Fertilizer Australia on stranded ships, Russian sanctions, easing terror restrictions and availability for farmers

Spring 2026 is arriving with a fertilizer market that looks nothing like anything most producers have seen. Urea at $700 a short ton. Elemental sulfur up nearly 8x in 18 months. Global ammonia production down 30–35%. China not exporting. India running at 50–60% production capacity because they can't get LNG shipments through the Persian Gulf. And retailers across Saskatchewan are 30–40% behind on bookings. Josh Linville, one of the most followed voices in fertilizer on X, joined from a ski condo in Colorado. Mario Gaudet has been in the thick of the elemental sulfur trade and has the kind of inside knowledge that doesn't show up in the headlines. Together, they broke down what's actually happening, what even the best-case scenario looks like if the Strait reopens tomorrow (answer: not great), and what decisions producers need to be making right now. This one got into places you don't hear about in mainstream ag media. Why you can't have a green energy mandate without oil and gas refining. Why Morocco building a massive triple super phosphate plant now looks like genius. Why the US imports over 5 million tons of urea per year when North America is sitting on some of the cheapest natural gas in the world. And why the retailer down the road isn't willing to hold inventory anymore, even if he thinks you're going to need it. The practical advice coming out of this conversation was clear: talk to your retailer now, build a forecast together, buy in chunks to spread your risk, and don't cut the nutrition inputs that will cost you two bushels of corn per acre to save $5 upfront. As Josh put it, the market is undefeated, and nobody has ever sold every bushel of grain in one shot. Why would fertilizer be any different? Timestamps [00:00:46] Setting the stage: Urea nearly doubled since December, global ammonia down 30–35%, spring is here [00:02:16] Josh Linville's call: the worst economic environment for farmers he's ever seen [00:05:18] Josh joins from a ski condo in Colorado; the market doesn't stop [00:06:04] Audience poll: Where are you at with your 2026 crop plan? [00:09:34] Mario's rant begins: how elemental sulfur went from $70 to nearly $580 a ton [00:10:31] The connection nobody's making: sulfur, battery production, lithium, and why green mandates need oil and gas [00:13:34] Geopolitics, the Strait of Hormuz, and 40–50% of global sulfur supply at risk [00:14:33] The 10-million-ton sulfur stockpile in Fort McMurray and why it can't get to market [00:15:40] Buying patterns: how procrastinating on fertilizer decisions became the industry's biggest self-inflicted wound [00:19:39] Josh on sulfur: how cleaner air created a new farm input problem [00:20:46] Phosphate and the Strait: Iran, Qatar, Saudi Arabia, three of the top 10 anhydrous exporters, all behind the closure [00:22:23] Tampa Index negotiations, phosphate production costs, and why summer fill pricing won't go down [00:23:22] Josh: we have already seen the cheapest phosphate price we are going to see [00:25:20] Even when the Strait reopens, the tail of this thing will last longer than people think [00:28:29] Morocco's triple super phosphate expansion: playing chess while everyone else played checkers [00:30:21] How high input costs are going to change what farmers buy this season [00:34:15] Josh's biggest rant: don't make a cut that feels good today and feels terrible in October [00:40:17] Alberta's 10-million-ton sulfur block, the LNG pipeline we didn't build, and the opportunity we've squandered [00:43:13] Is this the moment North America gets serious about fertilizer self-sufficiency? [00:45:21] The global food security conversation: who really pays when fertilizer prices go to the moon [00:48:31] Iran, the Strait, and the proxy war between the US and China [00:49:20] Why N-46 is at $1,250 Canadian when we make it in Indian Head, SK [00:54:04] Final advice from Mario: talk to your retailer, forecast what you need, buy in chunks [00:55:19] Final advice from Josh: no farmer sells all their grain at once, so stop treating fertilizer differently Connect with our guests: Josh Linville, VP of Fertilizer at StoneX. Follow him on X for daily fertilizer market updates: @JoshLFert Mario Gaudet, Busy Salt. Elemental sulfur supply across North America Growing the Future platform partners: Crop-Aid Nutrition, soil health and crop nutrition: cropaidnutrition.com Hammond Realty, Saskatchewan agricultural real estate, succession and tax planning: hammondrealty.ca Gripp, farm management software for tracking equipment, logging maintenance, and keeping your team aligned: gripp.ag Bone Trail Originals, handcrafted live edge resin art from a 110-year-old family farm in Saskatchewan: bonetrail.store Growing the Future: Subscribe on YouTube. Follow on LinkedIn and Instagram: growingthefuture.ca Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

A price spike in “urea”... which is a nitrogen fertiliser used by corn, wheat and rice farmers could turn "catastrophic" for Australia if the Iran war lasted longer than six weeks. Ian Whittington is the CEO of WAFarmers and operates a 1000 hectare grain farm.See omnystudio.com/listener for privacy information.

IPO incentives incoming. Hormuz closure tests jet fuel reserves. Oil spill risks. Urea output steady despite energy squeeze. Morning Drive is your daily download of the essential headlines shaping Egypt. From business policy and finance to the latest in tech, all in under 10 minutes. Hosted by ‘Synthetic Salma’ — an AI-powered version of our own Executive Editor Salma El-Saeed. You can read the full newsletter on the website. Morning Drive is brought to you by: Madinet Masr GRANITE Financial Holding Bonyan for Real Estate Investments And check out our other show Making It, where we speak to CEOs and entrepreneurs about building a great business in the region.See omnystudio.com/listener for privacy information.

With urea fertilizer prices continuing to increase, making the right crop management decisions has never been more critical. In this episode, Corey Bryant visited the Crop Doctors' Podcast studio to break down practical strategies for navigating high nitrogen costs without sacrificing yield potential. The discussion covers timing and placement of applications, evaluating alternative nitrogen sources, and protecting from losses.

George Sims joins me after a break to talk about the second part of our two part series on carbon. This time we dive into the products and their use on your corn & soybean crop. They are used in nitrogen and herbicide applications. CarbonWorks' philosophy centers on delivering three essential elements—Carbon, Hydrogen, and Oxygen—to support the soil's biological system, rather than relying solely on synthetic NPK inputs. 1. CarbonWorks CetaiN® (Nitrogen Efficacy) CetaiN is a nitrogen enhancement additive designed to stabilize nutrients and prevent loss through leaching or volatilization. How it works: It uses carbon as a "bridge" to hold nitrogen molecules to the soil. Unlike traditional stabilizers that may kill soil bacteria to slow conversion, CetaiN provides molecular oxygen to feed aerobic microbes (Nitrosomonas and Nitrobactor). Benefits: Stabilizes all three forms of nitrogen: Holds Ammonium, Nitrite, and Nitrate in the soil. Microbial Boost: Keeps microbes active even in saturated, oxygen-deprived soils, preventing corn from turning yellow after heavy rains. Versatility: Can be mixed with UAN (28% or 32%) or impregnated onto Urea. Reported Results: Studies have shown yield increases of approximately 10.4 bu/ac when added to urea and 7.0 bu/ac when added to UAN. 2. CarbonWorks Replenish (Herbicide & Spray Efficacy) Replenish is a salt-free water conditioner and spray adjuvant used to "torch" stubborn weeds and maximize the performance of tank mixes. How it works: Minerals in hard water (like calcium and magnesium) often bind to herbicides, making them 30–50% less effective. Replenish binds and neutralizes these "antagonizers." Benefits: Enhanced Absorption: Because it is salt-free, it keeps plant leaf pores open, allowing the spray to enter the plant more effectively than salt-based conditioners like AMS. Faster Mobility: Carbon molecules move through the plant faster than salts, leading to a quicker "kill" of target weeds. Residue Breakdown: It stimulates soil microbes to speed up the decomposition of weed carcasses and crop residue. Usage: Typically applied at 12–16 oz per 100 gallons of water. 3. CarbonWorks RSTC 17® (formerly Restore) This is a carbon-based starter technology applied in-furrow to improve germination and early plant vigor. How it works: It creates a "seed sphere" rich in carbon (food), hydrogen (energy), and oxygen. This environment helps seeds germinate faster in cool or wet soils. Benefits: Uniform Stands: Promotes "picket fence" stands where every plant emerges at the same time. Root Development: Significantly increases root mass and hair growth, allowing the plant to access more nutrients naturally. Reduced Salt Stress: Unlike traditional high-salt starters, RSTC 17 is safe to place directly on the seed. Reported Results: Has shown a 3-year average yield increase of 9.2 bu/ac in corn and consistently high ROI in soybeans and specialty crops like potatoes. 4. CarbonWorks Renew (Manure Management) Renew is designed for farmers using manure as a primary nutrient source. Purpose: It maximizes the nutrient content of manure while reducing environmental impacts. Benefits: It helps stabilize the nutrients within the manure and reduces the odors and harmful gasses associated with storage and application. TOP Ag Services is a Beck's Hybrids seed dealer as well as a franchise partner for Sweetwater Technologies. We provide Hybrid Corn Seed, Soybean Seed, and Wheat Seed. Beck's has access to the best genetics and trait technologies from suppliers worldwide. Through Sweetwater Technologies we have access to industry standard name brand herbicides, insecticides, fungicides, and many others! We have access to biological stress mitigators, biological fertility foliar, and many other products in the category of crop protection and stress prevention. Through our business associates Dirks Bros, we offer fertilizer, soil sampling, and a whole suite of crop nutrition solutions. We are the first to market with the best products & provide the latest, most accurate agronomic information through proven research. If you need agronomic assistance or want to be added to these updates, feel free to reach out via the messaging feature or contact us at topagservices.com/contact or call us at 417-684-5301 to be connected with someone who can help you. All information here is for informational purposes only. It is not a recommendation for your farm. You should not act or refrain from acting on the basis of any content included in this presentation without seeking other professional advice. The contents of this presentation contain general information and may not reflect current agronomic or developments or address your situation. We (Wendell Koehn and all of his affiliates, guests, or assistants) disclaim all liability for actions you take or fail to take based on any content in this presentation.

Zak Mir talks to Howard White, Chairman Hydrogen Utopia, in the wake of a report in the Financial Times, regarding airlines scrambling to source aviation fuel.Hydrogen Utopia and the “all bases are loaded” case for sustainable aviation fuel Airlines do not just worry about fares and demand. They worry about fuel. And when geopolitical tensions flare up, contingency planning starts quickly, including new approaches to aviation fuel supply.That is the context Howard White, Chairman of Hydrogen Utopia, uses to frame today's opportunity: rather than treating sustainable aviation fuel (SAF) as a niche ideal, he argues it should be treated as a practical, supply-secure alternative that can withstand disruption.Why airline fuel shortages matter more than you thinkRecent reporting has highlighted how airlines can be hit hard by fuel shortages and price shocks tied to geopolitical events. The headlines are blunt: airlines draw up contingency plans when jet fuel supply becomes uncertain, and disruptions can translate into very large financial impacts.The underlying lesson is simple. When supply chains rely too heavily on a narrow set of locations and traditional production routes, the entire system becomes more fragile. In that environment, “strategy” is not a slogan. It is a risk management requirement.The SAF problem: “great idea,” but can it compete on price and supply?White's view is that many conversations about SAF stall at a single question: can it reach parity with the price of conventional jet fuel?He references a point made by a head of a major airline in discussions prior to the current crisis: SAF is welcome, but it needs to “get to par” with jet A1 pricing.White positions Hydrogen Utopia's approach as a direct response to that pricing pressure. He describes a SAF cost around $200 versus jet A1 at roughly $175 at the time of his comments, suggesting the “parity” goal is closer than many assume.“All bases are loaded”: a contra perspective on where Hydrogen Utopia is positionedWhite describes the market as myopic. In his framing, people see Saudi Arabia and immediately assume that everything becomes risky. His counterpoint is that the region is unlikely to disappear, and the strategic need for resilient fuel supply and internal investment only increases under stress.He also reframes the location question. Traditional SAF pathways often require facilities and supply chains that are vulnerable to targeted disruptions. He argues Hydrogen Utopia's model is more flexible because it is modular and can be deployed in safer jurisdictions.Waste plastic as a feedstock: solving two problems at onceOne of the most compelling parts of the argument is feedstock availability. White's case rests on the idea that the company does not rely on a natural resource supply chain like oil or gas.Instead, he points to mixed waste plastic, including unrecyclable plastic, as a “ubiquitous” input across the Middle East and North Africa (MENA) region. In other words: if waste plastic exists everywhere (because it is produced everywhere and often not properly managed), then production can follow demand without being trapped in one geopolitical footprint.He adds a blunt economic twist: in most countries, authorities may even pay for solutions that remove plastic waste. Hydrogen Utopia, he says, is “not going to be paying for the plastic.” That can convert waste management into a supportive revenue stream rather than a cost centre.Hydrogen at $2 a kilo: opening doors beyond SAFSAF is the headline, but White argues the technology unlocks additional markets by producing hydrogen internally at a very low stated cost: $2 per kilo.He ties this to more than one downstream opportunity: SAF production from low-carbon hydrogen pathways, aiming for a competitive price versus current methods. Urea (a major fertiliser), which White notes depends on hydrogen generated via steam methane reforming in conventional setups. He also gives a real-world example of supply pressure: Brazil being extremely short of urea due to logistics constraints. In his logic, if hydrogen is competitive, then fertiliser production becomes more scalable and less tied to the same geopolitical vulnerabilities.Why the timing could be faster than investors expectIn technology markets, delays kill momentum. White pushes back on the typical “wait 2 or 3 years” expectation for development milestones.He highlights a proposed $800 million project being evaluated for funding and moving toward FID (Final Investment Decision), with Saudi Arabia timelines suggesting movement within up to 15 months.He also references the creation of a Saudi Arabia subsidiary, which he says can be used as a base for funding and execution in the region. The implication is that the company is not just discussing future potential. It is building the administrative and commercial pathway to scale.Regulatory and commercial momentum: more than one country is lookingWhite points to ongoing engagement across the GCC during the Ramadan period, describing the process as active rather than slow.He mentions discussions and communications involving countries including: Saudi Arabia Oman United Arab Emirates Kuwait He also notes that one UAE-based company that deploys technologies across the region has begun due diligence to assess whether it should take a major involvement in SAF and other opportunities within the GCC.What partnerships and monetisation could look likeThe next stage, according to White, is not technology validation. It is monetisation: turning interest into financing, contracting, and commercial delivery.He frames the “game” as one where money becomes available once projects are sufficiently underwritten and funded, and he indicates that this is the direction of travel after a period of embedded regional work and corporate validation through public announcements.The bottom line: diversification that is strategic, scalable, and disruption-resistantWhite's core thesis is that the current climate is reinforcing a shift in thinking: Airlines and fuel markets need reliability under geopolitical pressure. SAF should not only be sustainable, but also commercially viable. Technology that can use waste plastic as feedstock offers supply flexibility because it is not a natural resource concentrated in one geography. Lower-cost hydrogen (as described) can extend the impact beyond aviation into fertiliser and other hydrogen-linked industries. In his closing sentiment, White suggests that the situation does not reduce opportunity. It increases it. One catalyst event, he implies, could accelerate the next phase of funding and momentum.For investors watching sustainable fuels, the question becomes less “is SAF needed?” and more “who can deliver it at scale, in the right places, with resilient supply and credible economics?” Hydrogen Utopia's pitch is essentially that it has a modular route to get there. 

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AusVeg calls on the State Government to undertake an urgent assessment of statewide food security threats, an Australian-first trial north of Adelaide to convert piggery waste into renewable natural gas, and renewed calls for onshore production of urea in Australia amid possible shortages.

The sound of regional Australia. News and analysis from the ABC's network of regional reporters.

WA Farmers' grains council to remain with GPA as SA and NSW withdraw membership, warnings that Australia could run out of urea fertiliser due to the Middle Est conflict, and renewed calls for funding for a weather radar for the Eyre Peninsula.

Hear Argus' essential analysis of what's driving China's green ammonia production expansion, the Chinese projects leading this growth, where China could export green ammonia to, planned expansion of Chinese ports and tank capacity into 2027, how green ammonia could be priced and the potential impact of premiums and CBAM. Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What's driving China's surge in green ammonia production in 2026? Which major Chinese projects will lead this production growth? What renewable energy sources will power these projects? Will China export green ammonia, and which sectors are the likely buyers? How might China's production, port capacity and storage expand by 2027? How could Chinese green ammonia be priced relative to conventional ammonia? How could green ammonia premiums and CBAM influence global demand? Related links Argus Ammonia price reporting service | More info | Request trial More information: Urea short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series

  Hear Argus' essential analysis of the ammonium sulphate (AS) market with a focus on China as the world's largest exporter, covering why demand is growing in Southeast Asia and Europe, preferred grades, price and premium trends, product substitution to ammonium chloride and the impact of CBAM. We also introduce the new Argus caprolactum grade Ammonium Sulphate fob China daily price assessment. Join Harry Minihan, Global Editor – Nitrogen, Dinise Chng, Senior Reporter – Fertilizers, and Dana Hjeij, Associate Editor - Nitrogen as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: · How have increasing demand and growing domestic capacity helped establish China as the world's largest exporter of ammonium sulphate · How have Chinese caprolactum producers addressed low margins? · Which Southeast Asian countries import standard Chinese AS, and how could this demand evolve? · Why are some South East Asian importers substituting AS for ammonium chloride? · How is the European market's domestic production developing? · Which AS grades does Europe prefer and how much do they import from China? · What impact is CBAM implementation having on the market? · How are AS prices, demand and premiums evolving globally and in key markets like China and Europe? · Why did Argus launch the Ammonium Sulphate fob China (caprolactum grade) daily price assessment, and how does it enhance price transparency? Related links · Argus Nitrogen price reporting service | More info | Request trial · More information: Urea short and mid to long-term outlook services · Free newsletter sign up: Argus Fertilizer Market Highlights · Fertilizer Matters podcast series

In this episode of the Red Dirt Agronomy Podcast, we're joined by 16-year-old Brayden Arnall, who recently won the National FFA Agriscience Award. This episode isn't just about a student project—it's a story of curiosity turned passion, and a father-son bet that led to a national title. Brayden walks us through his award-winning research on nitrogen stabilizers, tillage practices, and ammonia volatilization, breaking down complex science in an engaging and relatable way. Co-hosts Dr. Brian Arnall and Dave Deken, along with guest host Dr. Paul Weckler, offer commentary on the broader impact of youth agricultural programs like FFA and 4-H in Oklahoma and beyond.Listeners will hear about Brayden's methodology, the surprising results from his controlled barn experiments, and how these findings could influence farming practices. Plus, he gives a sneak peek into his next project on winter wheat growth and irrigation. Whether you're a researcher, educator, student, or just someone who appreciates the next generation of ag leaders, this episode is packed with inspiration, science, and Oklahoma charm.Top 10 Key TakeawaysBraden Arnall won the National FFA Agriscience Fair with a project on nitrogen stabilizers and tillage.His experiment showed that no-till plots had more ammonia volatilization losses than tilled ones.Anvol was the most effective nitrogen stabilizer in reducing nitrogen loss.Braden began his agriscience journey in middle school, building on skills from 4-H.His project used controlled PVC-tube environments and ammonia detection tools.He's now researching irrigation impacts on winter wheat and nitrogen use.Youth participation in agriscience is strong in Oklahoma, especially Stillwater.Braden's early exposure to research is guiding his career toward agronomy.The family's tradition of “5-minute science” helped Braden understand college-level concepts early.The episode emphasizes the value of mentorship and community in ag education.Major Discussion Timestamps00:00–00:02 – Episode setup: the “father-son bet,” Brayden's national win, and where to find info.00:01–00:02 – Plug: upcoming recording at the Central Oklahoma Cattle Conference (Feb. 13).00:02–00:04 – On location at KNID AgriFest (Enid); Oklahoma Wheat Commission booth + the cinnamon roll/bread scene.00:04–00:07 – Brian explains the “promise” and Brayden's path: early success, then winning nationals + spotlight presentation.00:07–00:10 – Dr. Paul Weckler joins; why Agriscience matters for STEM ag careers; what Agriscience competition is.00:10–00:11 – 4-H speaking background and why it gave Brayden confidence in FFA.00:11–00:16 – The research: nitrogen stabilizers, tilled vs no-till, ammonia volatilization + nitrate leachate; how the measurements were taken.00:16–00:18 – Age check (Brayden is 16) + “five-minute science” mentoring and learning the nitrogen cycle.00:18–00:21 – Agriscience momentum in Stillwater; youth research examples; workforce need in ag engineering/ag systems tech.00:21–00:25 – Brayden's new project: rainfed vs irrigated winter wheat response with stabilizers; real-world Oklahoma weather challenges.00:25–00:27 – Undergrad research opportunities + how early research can feed future grad students.00:27–00:29 – Media moment: Brayden featured on “Is This a Great State or What?”00:28–00:31 – What's next: chapter officer run, public speaking, possible land judging; speech topic See & Spray.00:30–00:32 – Dr. Weckler's perspective: computer vision roots and how today's tech builds on earlier work.00:30–00:32 – Staying active in both 4-H and FFA; what each teaches.00:32–00:33 – Wrap + thanks + where to connect. RedDirtAgronomy.com

Hear Argus' essential analysis of the urea market, focusing on the ramp up in India's tenders, China's exports into early 2026, CBAM's impact on imports into Europe and the overall market outlook for early 2026. Join Harry Minihan, Global Editor – Nitrogen and Mike Nash, Senior Editor – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: Why did India's urea tenders increase in comparison to last year?         How did India get itself into this position and when could the next tender come? Where is India with its domestic push for increased self-reliance? Will China be exporting more urea in early 2026? Has there been a ramp up of urea imports into Europe ahead of CBAM? What's the overall urea market direction as we head into 2026?  

En este episodio de Lunes Inspiradores conversamos con Áurea Rodríguez, experta en innovación y autora de "El liderazgo de las hormigas", sobre cómo la inteligencia artificial está transformando el trabajo, las empresas y nuestra manera de liderar. Áurea defiende una visión humanista de la IA: no viene a sustituirnos, sino a empoderarnos. Descubre cómo prepararte para esta nueva era, qué significa trabajar junto a agentes digitales y por qué el futuro pertenece a quienes sepan combinar humanidad y tecnología.

What factors are influencing crop prices, input markets, and on-farm planning today?   Host Mike Howell sits down with Mark Tully, Nutrien's director of commercial value optimization, to explore the current state of agricultural markets and what it all means for growers heading into 2026.   Mark shares his insights into record harvests, shifting trade flows, and evolving fertilizer dynamics—from limited nitrogen and phosphate supplies to steady potash availability. He also highlights how broader economic trends and global factors are influencing farm inputs, exports, crop prices, and opportunities for farmers.   Listen to the episode to explore what's driving agricultural markets and prices today and what's expected next season.   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

What does nitrogen management look like in the Canadian Prairies?   Find out as host Mike Howell sits down with Retired Agronomist, Ray Dowbenko, to explore how nitrogen is lost, managed and applied in Western Canada.   From the primary sources of nitrogen used and how they're applied, to fall application considerations and the value of enhanced-efficiency fertilizers, we explore the ins and outs of nitrogen loss and nitrogen management in the North.   Dig into how Canadians prevent nitrogen loss, the increasing value of urea, controlled-release nitrogen products and tips for greater nitrogen management in this exciting episode.   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics