How War in Iran Will Squeeze America's Farmers Even Further – Odd Lots

How War in Iran Will Squeeze America's Farmers Even Further – Odd Lots — Transcript

Market views

Bearish

AGCO— Farm equipment manufacturers like AGCO are benefiting from government payments that pass through farmers directly to equipment companies, while farmers face margin compression.
DE— John Deere benefits from government farm payments that pass through farmers, while equipment prices have risen 40% and farmers face margin compression.
NTR— Nutrien operates in an oligopolistic fertilizer market and benefits from government payments that pass through farmers, while farmers face input cost pressures.

Not investment advice.