Banks See Ag "Bull Cycle" + Corn Accumulator Mess

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🌍 War & Bullish Setup
Bank of America says ag markets may be underpricing the Iran war. Prolonged conflict could tighten fertilizer supplies and spark a new grain bull cycle 🌽📈

⛽ Energy Shock = Fertilizer Risk
Damage to Qatar LNG + soaring nat gas prices = major nitrogen concerns. Urea futures hit multi-year highs… big implications for crop costs ⚠️

🌽 Grains Higher
Corn, beans, and wheat all pushed higher Thursday on energy + fertilizer fears. New calendar-year highs in corn contracts 🚜

💰 Funds Still Long
Funds were net buyers again—holding large long positions in both corn and soybeans 👀

🛢️ Oil Surge
Crude spiked sharply this week amid Middle East attacks. Higher energy = higher input costs + biofuel support 🔥

🏛️ Fertilizer Bill
New bipartisan “Fertilizer Transparency Act” aims to improve pricing visibility and boost domestic production 🇺🇸

🌧️ Weather Update
Better moisture in the Corn Belt, but worsening drought in the Plains. Mixed outlook heading into planting season 🌦️

👉 If you’re watching inputs, energy, and geopolitics… this could get interesting fast.

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💬 Drop your thoughts in the comments—bull market coming?