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Susan Stroud (@NoBullSusan) profile picture

Susan Stroud

@NoBullSusan

Grain and Oilseed Analyst | Keynote Speaker | Backup account for @SusanNOBULL | https://nitter.cf/t.co/JjQYLMfYxR | @NoBullAgri

 ‘Merica
NoBullAg.Substack.com
Joined October 2025
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  • Following23
  • Followers867
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Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)Photo by Susan Stroud (@NoBullSusan)
#Soybeans in Spotlight as Trade Chiefs Prepare for Trump-Xi Meeting “The market appears to be dialing back expectations for a major trade breakthrough. Middle East conflict has injected fresh uncertainty & shifted focus away from China.” -Susan Stroud bloomberg.com/news/articles/…
Soybeans in Spotlight as Trade Chiefs Prepare for Trump-Xi Meet

Soybeans in Spotlight as Trade Chiefs Prepare for Trump-Xi Meet

Soybeans are likely to be on the agenda when trade chiefs from the US and China next meet, a conversation that could shed light on when Beijing plans to resume purchases in earnest.

bloomberg.com
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Made it home in time to celebrate Valentine’s Day with my 86 year old bestie! 🥰🪇
Image from Susan Stroud (@NoBullSusan)
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Honored to join Farm Journal’s 2026 Top Producer Summit in Nashville today. Thanks to @michellerookag for moderating. Insightful panel — especially hearing the Chinese perspective firsthand. #soybeans may be an ag commodity… but they trade as a geopolitical one 🌱
Image from Susan Stroud (@NoBullSusan)
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There’s always gotta be that one guy determined to plant wheat 🌾🤣
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Great to chat with you, Michelle!
Michelle Rook (@michellerookag) profile pictureMichelle Rook@michellerookagFeb 11
Markets Now @FarmJournal YouTube video: Susan Stroud @NoBullSusan discusses how high #soybean prices will rally with both #China and biofuels demand. As #Chinese officials confirm the extra 8 MMT. Will it benefit #corn? @AgDayTV @USFarmReport #tpsummit youtu.be/rtcv7R0KtEE?si=rp5w…
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Susan Stroud retweeted
Michelle Rook (@michellerookag) profile picture
Michelle Rook@michellerookagFeb 11
Markets Now audio podcast: Susan Stroud @NoBullSusan discusses how high #soybean prices will rally with both #China and biofuels demand. As #Chinese officials confirm the extra 8 MMT. Will it benefit #corn? @AgDayTV @USFarmReport @FarmJournal #tpsummit omny.fm/shows/markets-now-wi…
Markets Now Early - 2-11-26 Susan Stroud, No Bull Ag - Markets Now...

Markets Now Early - 2-11-26 Susan Stroud, No Bull Ag - Markets Now...

Susan Stroud, No Bull Ag 

omny.fm
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Wake up, Nashville! ‘Competition Isn’t in Your Backyard’ begins at 745a See you soon! ☕️
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Ice is gone but the water’s still low. We’re back, baby!
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Tell me you’ve been in Brazil for more than a week without telling me you’ve been in Brazil for more than a week ‼️⁉️
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Thank you to Gustavo, AgroBravo, and the hosts that made this trip possible. Can’t wait to do it again!
Gustavo Bergmann (@gutobergmann) profile pictureGustavo Bergmann
@gutobergmannFeb 9
And after 8 amazing days with this awesome group, is time to say bye! Thank you @NoBullSusan for trusting me and the AgroBravo team for making this trip possible! it was a pleasure to welcome you guys to Brazil and show you a little bit of our Agriculture! Stay tuned 👀
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
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Susan Stroud retweeted
Gustavo Bergmann (@gutobergmann) profile picture
Gustavo Bergmann
@gutobergmannFeb 9
And to finish it up our last night in Brazil, we got a Brazilian Superbowl party going on! What a pleasure has been spending the week with this awesome group 🇺🇸🏈
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Mary Kennedy (@MaryCKenn) profile picture
Mary Kennedy@MaryCKennFeb 8
If you want to have this same awesome experience, go to nobullag.com/events And scroll down to the bottom to contact @NoBullSusan to get on a waiting list for 2027. Hope I can make it!!!
Karen Braun (@kannbwx) profile pictureKaren Braun
@kannbwxFeb 8
🇧🇷Scenes from Mato Grosso, Brazil, early February 2026
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Gustavo Bergmann (@gutobergmann) profile picture
Gustavo Bergmann
@gutobergmannFeb 8
Save your spot and come visit Brazil with @NoBullSusan 🤝 AgroBravo
Susan Stroud (@NoBullSusan) profile pictureSusan Stroud@NoBullSusanFeb 8
Replying to @NoBullSusan
If anyone is interested in joining the 2027 Brazil trip, visit NoBullAg.com
Home | No Bull Ag

Home | No Bull Ag

No Nonsense, Unfiltered Agricultural Analysis

nobullag.com
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Awesome video Karen put together — views from our luxury pink coach as we traveled 1,100 km (≈700 miles) across the heart of Mato Grosso 🇧🇷. So glad @kannbwx and @TheTedSpread from @ZanerAgHedge were able to join this year’s No Bull AgVenture to Brazil!
Karen Braun (@kannbwx) profile pictureKaren Braun
@kannbwxFeb 8
🇧🇷Scenes from Mato Grosso, Brazil, early February 2026
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If anyone is interested in joining the 2027 Brazil trip, visit NoBullAg.com
Home | No Bull Ag

Home | No Bull Ag

No Nonsense, Unfiltered Agricultural Analysis

nobullag.com
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Beautiful farm with an incredible history, purchased by the Iwasaki family (founders of the Mitsubishi Group) a century ago. Fantastic way to close out what has been an amazing week+ in Brazil 🇧🇷☕️
Gustavo Bergmann (@gutobergmann) profile pictureGustavo Bergmann
@gutobergmannFeb 8
Replying to @gutobergmann @NoBullSusan
Day 7: on the last full day of #NoBull’s Brazil AgVenture, we visited Fazenda Tozan, a 800 hectares coffee farm from 1798! Very important and historical place for Brazilian green gold history ☕️
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
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Best Saturday ever! 🍷🥂🇧🇷
Gustavo Bergmann (@gutobergmann) profile pictureGustavo Bergmann
@gutobergmannFeb 7
Replying to @gutobergmann @NoBullSusan
Day 6: back to São Paulo - bit of relaxing and winery visit with this awesome group!
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
Image from Gustavo Bergmann (@gutobergmann)
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So glad Karen could join us on No Bull’s 2026 AgVenture to Brazil! We spent 3 full days touring Mato Grosso in our luxury pink coach, covering 1100km (700 mi) in that time If Mato Grosso were a country, it would be the 3rd largest #soybeans producer in the world. Incredible! 🌱
Karen Braun (@kannbwx) profile pictureKaren Braun
@kannbwxFeb 6
Comparing the size of Mato Grosso, Brazil with the U.S. Corn Belt. A humbling reminder indeed.
Image from Karen Braun (@kannbwx)
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Thanks to Gustavo and the AgroBravo team for helping facilitate this incredible journey!
Gustavo Bergmann (@gutobergmann) profile pictureGustavo Bergmann
@gutobergmannFeb 7
After 3 days and around 700 miles with @NoBullSusan and her group, is time to say goodbye to the prosperous and beautiful #matogrosso! It’s been a pleasure visiting and connecting with the hardworking people who drive Brazil forward
Image from Gustavo Bergmann (@gutobergmann)
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