Grain Markets and Other Stuff

BREAKING: US and China Agree to Tariff Reduction, Soybeans Rally


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0:00 US/China Tariffs Reduced
3:55 Trade War Impact?
6:16 USDA Preview
9:32 US Weather Update
11:36 The Funds
12:35 China Soybean Imports Slow
13:53 Flash Sales

๐Ÿ“ข Tariff Truce & Trade Shifts: Big News for Ag & Markets! ๐ŸŒŽ๐ŸŒฝ๐Ÿ“ˆ

๐Ÿงพ ๐Ÿ“‰ Tariffs Slashed!
The US and China have agreed to lower tariffs for 90 days. ๐Ÿ‡บ๐Ÿ‡ธโžก๏ธ๐Ÿ‡จ๐Ÿ‡ณ
๐Ÿ”น US drops from 145% โžก๏ธ 30%
๐Ÿ”น China drops from 125% โžก๏ธ 10%
Talks included fentanyl policy and potential purchase agreements from China. ๐Ÿค

๐ŸŒฑ ๐Ÿงช Trade War Fallout in Ag
Tariffs have disrupted grain flows, fertilizer imports, and ag input costs.
Farmers face delays, higher prices, and uncertainty. ๐Ÿšœ๐Ÿ’ธ
Brazil benefits as China shifts some demand south. ๐Ÿ‡ง๐Ÿ‡ท๐ŸŒพ

๐Ÿ“Š ๐Ÿ”ฅ Soybeans Near 3-Month Highs
Markets are moving!
๐Ÿ”น Soybeans โฌ†๏ธ
๐Ÿ”น S&P 500 โฌ†๏ธ 2%
๐Ÿ”น US Dollar ๐Ÿš€

๐Ÿ“… ๐ŸŒฝ New USDA WASDE Report Today!
At 11am CST, get your first look at 25/26 corn & soybean balance sheets.
Expect bearish corn news with trend yields + March acreage. ๐Ÿงฎ

๐ŸŒฆ๏ธ Corn Belt Weather Update
Dry weekend, but moisture is on the wayโ€ฆ
๐ŸŒง๏ธ Missouri, Illinois, Kentucky today
๐ŸŒง๏ธ ND, SD, MN & east Corn Belt later this week
Watch for dry pockets in Nebraska & western Iowa. โ˜€๏ธ

๐Ÿ’ฐ Fund Flows & Flash Sales
"The Funds" sold 57k corn contracts last week.
๐ŸŸข 288k MT corn sold to Mexico
๐ŸŸข 120k MT soybeans sold to Pakistan
Get the full breakdown + CFTC & Fund Tracker charts. ๐Ÿ“‰๐Ÿ“Š

๐Ÿ›ข๏ธ China Soy Imports Drop 29%!
Only 6.1mmt in April โ€”the lowest in 10 years.
Customs delays & longer Brazil transit times are to blame. โฑ๏ธ๐Ÿšข
Rebound expected in May/June. ๐Ÿ“ˆ

๐Ÿ‘‡ Donโ€™t miss this critical update on trade, tariffs, weather & global grain flows. Like, subscribe, and drop your thoughts in the comments!
๐Ÿ“Œ Stay informed. Stay ready. ๐Ÿ’ฌ๐ŸŒŽ

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Grain Markets and Other StuffBy Joe Vaclavik

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