[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kacper Piotr Kaminski [@Kacper_PK_CH](/creator/twitter/Kacper_PK_CH) on x 3021 followers Created: 2025-07-20 19:21:37 UTC Weekly Markets Update – July 21, 2025 – Part X Agriculture $OJ, $KC, $ZL, $LBR No current trades in this space, but I am watching for potential opportunities tied to tariffs and momentum. Policy shifts are highly disruptive right now, and that is shaping much of the price action. Fertilizer prices continue to move gradually higher, but the more important point is that they remain well above pre-inflationary cycle levels from 2020. This does not appear to be a temporary spike. If sustained, it will keep upward pressure on agricultural production costs. Input costs often act as a lead indicator for broader food inflation, so this is worth monitoring closely. That pressure has not fully shown up in the broader U.S. market yet. But conditions are messy. The entire space is being distorted by tariffs, making short-term moves nearly impossible to anticipate. Right now, it is mostly tariffed products that are seeing price strength. Orange juice, lumber, and cattle are leading the way, largely due to tariffs on Brazil, Canada, and other key trade partners. Some grains are beginning to firm up, supported by upcoming changes in biofuel policy. Soybean oil is at the front of that move., but I continue to expect a choppy path forward. Dislocations in other grains caused by shifting tariffs and altered trade flows are becoming more visible, and this may create compelling setups in the quarters ahead. Timing will be crucial. Meanwhile, cattle prices in the U.S. continue to climb, and beef is following. Tariffs are adding pressure at a time when supply is already tight. Scaling up domestic production makes sense in theory, but it requires both time and capital. This is not a quick fix. For now, upward pressure on protein prices is likely to remain in place.  XXX engagements  **Related Topics** [momentum](/topic/momentum) [tariffs](/topic/tariffs) [$zl](/topic/$zl) [$kc](/topic/$kc) [$oj](/topic/$oj) [$lbr](/topic/$lbr) [coins arbitrum](/topic/coins-arbitrum) [Post Link](https://x.com/Kacper_PK_CH/status/1947014048257626534)
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Kacper Piotr Kaminski @Kacper_PK_CH on x 3021 followers
Created: 2025-07-20 19:21:37 UTC
Weekly Markets Update – July 21, 2025 – Part X
Agriculture $OJ, $KC, $ZL, $LBR
No current trades in this space, but I am watching for potential opportunities tied to tariffs and momentum. Policy shifts are highly disruptive right now, and that is shaping much of the price action.
Fertilizer prices continue to move gradually higher, but the more important point is that they remain well above pre-inflationary cycle levels from 2020. This does not appear to be a temporary spike. If sustained, it will keep upward pressure on agricultural production costs. Input costs often act as a lead indicator for broader food inflation, so this is worth monitoring closely.
That pressure has not fully shown up in the broader U.S. market yet. But conditions are messy. The entire space is being distorted by tariffs, making short-term moves nearly impossible to anticipate. Right now, it is mostly tariffed products that are seeing price strength. Orange juice, lumber, and cattle are leading the way, largely due to tariffs on Brazil, Canada, and other key trade partners.
Some grains are beginning to firm up, supported by upcoming changes in biofuel policy. Soybean oil is at the front of that move., but I continue to expect a choppy path forward. Dislocations in other grains caused by shifting tariffs and altered trade flows are becoming more visible, and this may create compelling setups in the quarters ahead. Timing will be crucial.
Meanwhile, cattle prices in the U.S. continue to climb, and beef is following. Tariffs are adding pressure at a time when supply is already tight. Scaling up domestic production makes sense in theory, but it requires both time and capital. This is not a quick fix. For now, upward pressure on protein prices is likely to remain in place.
XXX engagements
Related Topics momentum tariffs $zl $kc $oj $lbr coins arbitrum