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0:00 Sun's Out, Guns Out
0:30 Flash Sale Fiasco
2:08 USDA Cuts
5:32 US Weather
9:07 Export Sales
12:40 North Dakota Wheat

📢 USDA FLASH SALES SHAKE UP THE CORN MARKET! 🌽📊

🔥 Big news hit the wire Thursday as USDA reported multiple flash sales of US corn!
💥 135,000mt (5 mil bu) went to South Korea—after an initial (and incorrect) announcement that China was the buyer, sparking a brief rally.
🌍 Another 284,196mt (11 mil bu) of corn was sold to unknown destinations. Export action is heating up!

🏢 USDA RELOCATION PLAN: BIG SHAKEUP IN DC! 🏛️➡️🏞️
The USDA will relocate 2,600+ employees from Washington to cities like Raleigh, KC, Indy, Fort Collins & Salt Lake City.
🏗️ Several DC buildings will be vacated.
📉 Critics warn of reduced agency effectiveness, while supporters say it’ll bring USDA closer to farmers.
📊 This move includes a NASS consolidation, affecting reports on:
🌽 Crop production
📏 Acreage
🐮 Cattle on feed
❄️ Cold storage
🌾 Grain stocks & more!

🌧️ DROUGHT IMPROVEMENTS ACROSS THE CORN BELT! 🌽💦
💧 Missouri is now entirely drought-free!
🌦️ Heavy rains in IL, IN, KY, and MO improved conditions across much of the Midwest.
📉 Drought by crop area:
Corn: 9%
Soybeans: 8%
Winter Wheat: 31%
Spring Wheat: 43%
Cattle: 15%

🌾 NORTH DAKOTA SPRING WHEAT YIELDS MISS USDA TARGETS! 📉
🚜 After 3 days of field surveys, scouts peg ND yields at 49 bpa, far below the USDA’s 59 bpa estimate.
🌦️ Rain helped some areas, but northern drought weighs on the average.
📉 Sep25 spring wheat contract hit new lows this week.

📈 EXPORT SALES SNAPSHOT 🌎
Corn: 📈 643,100mt (25 mil bu) – Rebound from last week!
Soybeans: 📉 160,900mt (6 mil bu) – Down sharply from recent weeks
Wheat: 🚀 712,200mt (26 mil bu) – Blew past expectations!
Top Buyers:
🇲🇽 Mexico (corn)
🇳🇱 Netherlands (soybeans)
🇮🇩 Indonesia (wheat)