Susan Stroud

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Susan Stroud

Susan Stroud

@SusanNOBULL

Analyst and Keynote Speaker | No Bull Ag | AgVentures | AgriNext Your guide to the 2026-2027 RVO: https://t.co/CKanJDCtXL

‘Merica Katılım Temmuz 2021
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Susan Stroud
Susan Stroud@SusanNOBULL·
Brasil 2026: Summer Vacation | Aug 1-9 Your unforgettable summer starts here 🇧🇷🍊☕️⛽️🌽🐂🐟 Join me & @gutobergmann on this incredible journey, exploring OJ, coffee, sugar, ethanol, cattle & corn—plus Bonito one of the most stunning places on earth 🚨Early Bird rate thru 4/30
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Susan Stroud@SusanNOBULL·
I’ve always said Genevieve is a little wild… realizing more every day she got it from me 😂
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Susan Stroud@SusanNOBULL·
Incredible move in the BRL in April — up 4.3% and at its strongest level vs. the US dollar since early 2024 🇧🇷 Month-to-date, nearby #soybeans are down 12 cents — but in BRL terms, losses exceed 60 cents (USD equivalent) 👀🌱 #cmdtyView @BarchartAg
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Susan Stroud@SusanNOBULL·
From the Weekender: Since late Feb, funds have aggressively covered a near-record net short in #cotton — >77k contracts, or 8M bales (nearly 60% of the 2025 U.S. crop) — fueling an 11% rally in futures. This marks the most bullish fund positioning since April 2024 🔗in bio
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Susan Stroud@SusanNOBULL·
#soybeans meal never ceases to amaze 💪 Up 4.6% today — largest one-day gain since Jan 2025 Tight cash, slow harvest/farmer selling in Argentina, and continued strength in demand pushed nearby futures to one of their highest closes in the past two years #cmdtyView @BarchartAg
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Susan Stroud@SusanNOBULL·
Thank you to my friends at Bloomberg for another fantastic Farm, Food, & Fuel Summit in KC Appreciate the opportunity to lead the panel “Ethanol’s 45Z Era & Nationwide E15 Tour” — with Craig Willis of Eco-Energy LLC, Imre Havasi of Green Plains, & Will Faulkner of Carbon Acumen
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Susan Stroud@SusanNOBULL·
@bsfarmzeldon @gutobergmann Not at all — and that’s what makes it so valuable. The group is intentionally diverse: producers, industry professionals, and individuals who are simply curious about how agriculture works around the world. It creates a much better conversation and experience for everyone.
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Susan Stroud
Susan Stroud@SusanNOBULL·
It's time for another AgVenture w/@gutobergmann Brasil 2026: Summer Vacation | Aug 1-9 Your unforgettable summer starts here ✈️🇧🇷🍊☕️⛽️🌽🐂🐟 This incredible journey explores OJ, coffee, sugar, ethanol, cattle & corn—plus Bonito, one of the most stunning places on earth 🔗⤵️
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Susan Stroud@SusanNOBULL·
AgriNext sponsorships are open! Presented by No Bull in partnership with Bloomberg Highlights: 🎯AgriNext 2026: Inflection Point 🍻Anheuser-Busch welcome event: brewery tours+ Clydesdales ⚾️ Cards vs Cubs in private suites: one of the most storied rivalries in baseball 🔗⬇️
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Susan Stroud@SusanNOBULL·
Looks like the board forgot there was a report today too 🥱
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Susan Stroud@SusanNOBULL·
From this week's HOT TAKE: Did you know 2026 has already surpassed 2022’s highs in the number of bushels of new crop #corn needed to buy one ton of urea? We hit an all-time high of 150.6 bu CZ26 needed to purchase one ton on Tues' close before the ceasefire collapse 🔗 in bio
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