12/23/25 Afternoon CommStock Report – Accommodating the Need for Ag Labor

Food supply chain labor is being deported along with the criminals. Many are self-deporting after seeing ICE do their work which was what was intended. Others have taken a lower profile as enforcement makes the workplace an unsafe place for them. ICE has yet to focus down on packing plants. With over $100 bln in funding, ICE is just getting started. ICE started out $1 bln over budget as well as using diverted FBI agents and military personnel to immigration enforcement that are funded elsewhere. 2026 should be a big year for them.  I suppose farmers can buy legal workers for $100,000 each like Microsoft? That number is being capped and the countries eligible to bring workers from are rapidly shrinking by executive edict. Food leads the price inflation and with tightening labor resources will continue to rise. These workers do a lot of essential jobs that there are no legal workers to employ for. 40-50% 0f farm workers and 16% of food supply system workers overall are undocumented. They also represent 21% of child care workers, 10-20% of construction workers, 7-9% of hospitality workers and 6% each of the healthcare industry and transportation workers. They improve US workforce demographics…