Trump’s Executive Order to Boost Glyphosate Production Stirs MAHA Supporters’ Discontent

Summary

President Trump signed an executive order invoking the Defense Production Act to boost domestic production of glyphosate and elemental phosphorus, citing national security and food supply needs [ref:33][ref:34]. This move has triggered a backlash from “Make America Healthy Again” (MAHA) activists, who view the chemical as a health hazard and the order as a betrayal [ref:1][ref:32]. The decision follows Bayer’s proposed $7.25 billion settlement over cancer lawsuits related to glyphosate, and activists are now petitioning for the order to be rescinded [ref:1].

Impact Analysis

This isn’t really about the political infighting with the MAHA group; that’s just noise. The real signal here is the use of the Defense Production Act for an herbicide [ref:1][ref:33]. They’re essentially elevating glyphosate to a national security asset, creating a government backstop for the product despite the massive legal liabilities highlighted by Bayer’s recent $7.25B settlement proposal [ref:1]. The administration is clearly signaling that the agricultural lobby and food price stability are more important than the health concerns of a fringe part of its base.

Bottom line—this is a significant de-risking event for Bayer in the US. It ensures the continued dominance of their glyphosate-based system in American agriculture. The political drama is a distraction from the fundamental support this provides. I’d be looking to go long Bayer on this; the market might be underestimating how much this shores up their US position.