China A-share seed and planting stocks surged: Kangnong Seed up >24%, Shennong Seed hit the 20% limit-up, Qiule Seed rose ~19%, and multiple names including Xinsai, Longping High-Tech, Nongfa Seed and Wanxiang Denong recorded limit-up moves. Bloomberg Agriculture Spot Index, tracking 10 major farm products, gained over 13% in August through last Friday and is poised for its biggest monthly rise since July 2012.

Politico's Jonathan Martin says Senate control still turns on the Midwest. If Democrats flip Ohio and Iowa while holding Michigan they would likely net four seats and reclaim the Senate in Trump’s final two years. Republicans warn an agricultural backlash—tariffs, high diesel and fertilizer costs and cheaper imported beef—has created acute vulnerability in farm states that could spread beyond the Plains. Iowa is the likeliest flip; Kansas (no Democratic senator since 1932) could be competitive; Nebraska and Kansas incumbents face the toughest fights and southern Republicans show unusually weak polling. Democrats’ path now looks like holding Michigan, winning North Carolina, Ohio and Iowa, plus one of Maine, Alaska or Texas; in a worse scenario Nebraska, Kansas or Mississippi could also turn. Republicans cite high living costs, Trump’s weak standing with centrists and a Democratic enthusiasm gap; they say last month’s gasoline spike after the Iran ceasefire breakdown has hardened voter sentiment and, absent a major shift, the outcome could echo the 2006 Democratic takeover.

China's foreign ministry said DING XUEXIANG, Politburo Standing Committee member and vice premier, will visit Russia Sept 2-4 to attend the 11th Eastern Economic Forum and to hold the 13th China-Russia Investment Cooperation Committee meeting, the 23rd Energy Cooperation Committee meeting and the 8th China-Russia Energy Business Forum.