Bear Brief, 15 Sep 2026
Sep 15, 2026 · 14 min · 17 segments
Diesel Shortage & Ag Disruption | Bear Brief 15SEP26 \--- Don’t choose a permanent response to a temporary problem: DIAL '988' to get help. Patreon Link…
- Speakers
- BearHost
Sep 15, 2026 · 14 min · 17 segments
Diesel Shortage & Ag Disruption | Bear Brief 15SEP26 \--- Don’t choose a permanent response to a temporary problem: DIAL '988' to get help. Patreon Link…
The American agricultural supply chain is going through it from what seems like every possible angle.
Since the U.S. put 50% tariffs on Canadian goods in what the Wall Street Journal has called the dumbest trade war in history, Canada has answered dollar for dollar, while neither Washington nor Ottawa seem to have a map out of this stress.
As for the main issue, dairy, once all the mass shakes out, tariffs can push past 200%.
Not the cow juice, leave the cow juice alone.
Now America actually runs a surplus selling dairy northward because of where the real gap is, oil.
Oil.
Midwest refineries need that heavy Alberta crude because there's no readily available substitute.
The co-director of New York Law School's Center for International Law, Barry Appleton, explained, it's only the oil they can use.
I'm guessing that somebody named Barry Appleton sounds like that.
They're not set up for it.
It would take years and billions of dollars to shift over.
End quote.
The American agricultural supply chain is going through it from what seems like every possible angle.
Since the U.S. put 50% tariffs on Canadian goods in what the Wall Street Journal has called the dumbest trade war in history, Canada has answered dollar for dollar, while neither Washington nor Ottawa seem to have a map out of this stress.
As for the main issue, dairy, once all the mass shakes out, tariffs can push past 200%.
Not the cow juice, leave the cow juice alone.
Now America actually runs a surplus selling dairy northward because of where the real gap is, oil.
Oil.
Midwest refineries need that heavy Alberta crude because there's no readily available substitute.
The co-director of New York Law School's Center for International Law, Barry Appleton, explained, it's only the oil they can use.
I'm guessing that somebody named Barry Appleton sounds like that.
They're not set up for it.
It would take years and billions of dollars to shift over.
End quote.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.
