General Thoughts: Productivity can support industrial acquisitions without stronger commodity demand, but purchase premiums may leave buyers with less upside than the operating gains suggest.
Margin leadership is shifting from crop input sellers to crop buyers. Record US yields, weak exports, and curbed farmer spending will likely compress 2026 farm
1st Topic of the Week: Surging US electricity demand collides with tightening policy, FEOC limits, and grid constraints, driving compliant supply chains, diversified generation, and
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