Final call for AgriNext registration!

Trade policy. Biofuels. Feedstock economics. Global competition. Macro forces. Geopolitics.

Agriculture is at an inflection point—and many of the people shaping what comes next will be in St. Louis on July 28.

Now in its fourth year, AgriNext was built to be different.

Nothing stuffy.

No cookie-cutter panels.

No canned presentations.

If you find value in No Bull’s insights, AgriNext brings that same direct, practical approach to the stage—backed by more industry-leading voices than you can shake a stick at.

P.S. Keep reading for $100 off AgriNext registration—good through Thursday at midnight.

The AgriNext Experience

🍺 Boa Safra Ag Anheuser-Busch Biergarten Kickoff

Monday, July 27 | 6:00-9:00PM

We kickoff AgriNext in style: food, beer, guided brewery tours, and a special appearance by the world-famous Clydesdales.

Complimentary shuttle service departs from Live! by Loews beginning at 5:30 PM and runs throughout the evening.

🎤 AgriNext Conference: Inflection Point

Tuesday, July 28 | Doors Open 8:00AM | Sessions 9:00AM-3:00PM

Fifteen industry-leading speakers and panelists. Ten sessions. One day focused on the policy, trade, geopolitical, and market forces reshaping agriculture.

Breakfast, lunch, and happy hour are included.

Session highlights:

Agriculture at a Crossroads — Ken Zuckerberg, CHS Market Advisors, and Jason Miner, Bloomberg Intelligence
An opening macro discussion focused on the geopolitical, demographic, trade, and capital-flow forces shaping agriculture and global markets.

Feeding the Future — Jen Bartashus, Bloomberg Intelligence; Brian Earnest, CoBank; and Susan Stroud
The global protein demand story driving agriculture forward—and the surprisingly strong soybean meal demand underpinning record global crush expansion.

The Input Equation — Alexis Maxwell, Bloomberg Intelligence; Jason Miner, Bloomberg Intelligence; and Sunny Wescott, Federal Emergency Response
Energy costs, fertilizer volatility, El Niño, and the factors already shaping production economics and the 2027 cost structure.

Production Reality: U.S. vs. Brazil — Eduardo De Bortoli, Aurora Seeds–Brazil; Ken Dalenberg, Scattered Acres Farm–Illinois; and Kurt Klecker, Cargill Risk Management
One of the most talked-about sessions of 2025 returns. Hear directly from producers and industry leaders on land, labor, logistics, currency, policy, and competitiveness in the United States and Brazil. Moderated by Susan Stroud

Fueling Growth: Brazil’s Corn Ethanol Expansion — Jeremias Panichek, FS Bioenergia, and Susan Stroud
An inside look at Brazil’s rapidly expanding corn ethanol industry and how it is changing domestic corn demand while positioning Brazil as a global leader in low-carbon biofuels.

AgVentures + AgroBravo — Julio Bravo, AgroBravo Enterprise, and Susan Stroud
A look at the growing AgVentures and AgroBravo partnership, past trips, and an upcoming immersive agricultural experience in Brazil, Argentina, and beyond.

Land & Tax Strategy — Tyler Bruch, Boa Safra Ag, and Jason Miner, Bloomberg Intelligence
Agricultural land, tax optimization, and strategies designed to help farmland owners and investors keep more of what they earn.

Markets & Margins — John Ricci, CME Group, and Susan Stroud
A candid discussion on volatility, risk management, margins, and the current inflection point across agriculture.

Fuel for Thought: Policy Sets the Destination. Feedstocks Determine the Route. — Jordan Barry, Etlas; Will Faulkner, Carbon Acumen; Brett Gibbs, Bloomberg Intelligence; and Mike Hartquist, Scoular
RVOs, 45Z, feedstock economics, and the policies transforming agricultural markets, redirecting global trade flows, and redefining the relationship between energy and agriculture.

Navigating Agriculture’s New Reality — Brian Williams, Macquarie Group; Mike McGlone, Bloomberg Intelligence; and Ken Zuckerberg, CHS Market Advisors
A candid discussion on policy, trade, geopolitics, market volatility, and what an increasingly fragmented global economy means for decision-making across agriculture.

Inflection Point: Positioning for Agriculture’s Next Move — Jacqui Fatka, CoBank; Jason Miner, Bloomberg Intelligence; and Susan Stroud
A forward-looking closing discussion tying together the day’s biggest themes and what they mean for markets, positioning, and risk ahead.

All sessions are moderated by Susan Stroud of No Bull Ag alongside members of the Bloomberg Intelligence team, AgriNext is designed to make every session—and every conversation—count.

Come ready for new ideas, valuable connections, and a clearer perspective on where agriculture is headed next.

⚾ CME Group Cardinals vs. Cubs All-Inclusive Baseball Experience

Tuesday, July 28 | Gates Open 5:15PM, First Pitch 6:45PM

Private suites at Busch Stadium with an upscale buffet, full-service bars, and premium views of one of baseball’s most storied rivalries.

Spend the day talking markets, then continue the night from a suite at Busch Stadium.

One Registration. All Three Events.

Registration includes:

🍺Biergarten Kickoff

🎤 The full AgriNext Conference, including breakfast, lunch, and happy hour

⚾ The Cardinals vs. Cubs All-Inclusive Suite Experience.

Plus-one tickets for the Brewery Kickoff and baseball game are available at NoBullAg.com.

Editor’s note:

I still can’t believe this is year four. If you’ve thought about attending but skipped it in the past, don’t let this one pass you by—AgriNext brings the same clear, direct insight No Bull was built on to the stage, with every topic hand-selected for the forces shaping agriculture’s next chapter and the Bloomberg Intelligence team alongside us.

Add an unmatched audience—a true who’s who across agriculture, investment, and beyond—and you leave with new connections, sharper insight, and a step ahead of what comes next.

See you next week in St. Louis!

-Susan

Still need a room?

The AgriNext room block sold out in June, and the Cards-Cubs series has downtown hotels at a premium — but there are still a few solid options available:

Best rate in town: Hotel Lumière at the Arch (Horseshoe Casino) — ~$165/night with free parking, a 5-minute Uber to Ballpark Village.

Boutique option: 21c Museum Hotel — $275, one of downtown's coolest properties.

Walkable to everything: St. Louis Union Station Hotel ($340) or the Drury Plaza at the Arch ($400) if you want to be steps away.

A little help with the higher hotel rates:

Use code SAVE100 for $100 off AgriNext registration through Thursday at midnight.

Already registered? Pass the code along to a colleague who should join us in St. Louis.

Rates as of 7/21AM and subject to change/availability. We recommend booking ASAP.