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0:00 Spring Wheat Rally
3:13 Drought and AI Weather Model
7:43 More Tariff News
10:04 SRE News, Biofuel
12:12 Higher Biofuel Mandates?
15:24 Ethanol Production
16:48 Flash Sales
17:53 Russia Wheat

🌾 Spring Wheat Soars + Drought Moves + Biofuel Battles! ⚖️🔥

🚀 Markets on the Move:
Spring wheat futures surged to multi-week highs overnight! Jul25 hit its best level since April 17 📈 after the USDA rated the crop just 45% good-to-excellent — the worst start since 2021. Funds are still holding a record net short! 👀

🌧️ Drought Monitor Drama:
Rain boosted MN & WI, but dry pockets worsened in parts of IL, IN, MO & IA. The High Plains saw improvement thanks to rain + cool temps. Here’s where drought is hitting hardest:
🌽 Corn – 23%
🌱 Soybeans – 17%
🌾 Spring Wheat – 29%
🐄 Cattle – 23%

🧾 Tariff Twist!
Trump’s global tariffs are back on... for now. A federal court reinstated them temporarily while legal battles continue ⚖️. Could this be peak tariff fatigue in the markets?

⛽ Biofuel Backlash:
Trump's administration may approve backlogged refinery waivers — some dating to 2016. Analysts warn this could undercut ethanol & corn prices, setting a dangerous precedent for farmers. Meanwhile, new 2026 biofuel mandates are coming — industry insiders are pushing for 5.25 billion gallons to help grain demand.

🍻 Ethanol Update:
Production ticked up 1.9% last week to 1.06M bpd. Stocks fell slightly but remain above last year. Margins? Flat. 📊

🚢 Corn Flash Sales:
The US sold 8M bushels of corn — half to Mexico, half to “unknown.” Export demand showing signs of life!

🌍 Russian Wheat Outlook:
Sovecon bumped Russia’s export forecast to 40.8mmt 📦 and raised its crop estimate to 81mmt 🌾—still below recent highs, offering some global price support.

👉 Don't forget to LIKE, SUBSCRIBE, and drop your thoughts in the comments!
📲 Stay informed — markets move fast!

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0:00 Tariffs Ruled Illegal
2:55 Row Crop Selloff
4:19 US Weather
8:28 US/China Chip Tensions
9:42 India Won't Import Wheat
10:55 Screwworm and Cattle Impact

🇺🇸📉 Trump’s Tariffs BLOCKED by U.S. Court! Markets React! 📈🌾

A U.S. trade court just delivered a major blow to President Trump’s global tariff strategy. 🧑‍⚖️📜 On Wednesday, the Court of International Trade ruled that Trump illegally used emergency powers to impose tariffs — a setback for his economic agenda. The Trump team has already filed an appeal. Meanwhile, the markets are on the move! 📊

📈 Market Reaction & Futures Update
👉 S&P 500 futures surged 1.5% early this morning!
👉 Corn and soybean futures? Mixed bag! 🌽📉
➡️ Corn dropped 9¢ to $4.51
➡️ Soybeans fell 14¢ to $10.49
🌾 Wheat futures ticked higher as crop ratings disappointed.

☔ Weather Wildcards in the Corn Belt
Rainfall outlooks from the Euro 🌍 and GFS 🌎 models remain all over the map! The West may turn drier per GFS, while the East could see reduced rain per the Euro. Iowa, Nebraska, and SD are key watch areas! 🌧️❓

💻 New US-China Chip Tensions
The Commerce Dept. is now blocking high-tech chip design tools from reaching China 🇨🇳💥— a direct hit on AI ambitions. Could this unravel the current tariff truce?

🌾 India’s Wheat Surprise
India says “no thanks” to wheat imports this year with a record harvest of 115.4 MMT! 🌾✅ Strong prices, great weather, and improved seeds have made all the difference.

🐮 Feeder Cattle Imports May Resume
USDA plans to restart Mexican cattle imports 🐂 by year’s end—halted due to screwworm threats. A false scare in Missouri briefly rattled markets earlier this week! 🚨

👇 Don’t forget to **like, subscribe, and drop your thoughts in the comments!**👇

#Tariffs #GrainMarkets #WeatherOutlook #ChipWar #Wheat #Cattle #TrumpTariffs #FarmNews #MarketUpdate 🌽📉📈

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0:00 Corn/Soybean Conditions and Progress
1:37 Ohio Problems
4:06 Wheat Progress and Conditions
5:27 Wheat Price Action
8:18 China Wheat Update
9:26 Corn Shipments are Strong
10:53 Trump CFTC Pick

🌽 Crop Ratings Drop! Corn & Wheat Disappoint 📉

Welcome back! This week's USDA report brought mixed news for US crops — with corn and spring wheat ratings falling below expectations. Here’s what’s happening in the markets, in the fields, and around the globe 🌎👇

🌾 Crop Conditions Update
📉 Corn rated 68% G/E—below last year & forecast
🌽 Top-rated states: IN, IA, KY, MO, NE, NC, PA
🌱 Corn planting: 87% done
🫘 Soybeans: 76% planted (ahead of average!)
🌾 Winter wheat: 50% G/E—highest for week since 2020
🌱 Spring wheat: 45% G/E—lowest since 2021

📊 Grain Market Moves
💥 Chicago wheat falls 14¢ to $5.29—rainfall relief hits prices
🌧️ Moisture in US Plains, EU & Black Sea = pressure
🌽 Corn flat, 🫘 soybeans inch higher

🌎 Global Weather Watch
🌧️ Heavy rains forecast for Southern China
🌾 Wheat belt moisture improving, but flooding risk looms

🚢 Export Snapshot
🇺🇸 Corn exports: 1.4 mmt—strong YoY, but down WoW
🫘 Soybeans: near low end of expectations
🌾 Wheat: exceeds forecast with big YoY gain

⚖️ Crypto & CFTC in the Spotlight
🚨 Trump’s CFTC nominee under fire for crypto ties
💼 Brian Quintez pledges to cut crypto links if confirmed
📜 Congress weighs expanding CFTC’s crypto authority

📺 Don’t miss the full breakdown!
👍 Like, subscribe & drop a comment below with your market take!
📡 Stay tuned for charts, maps & data visuals throughout the video!

#Corn #Soybeans #Wheat #USDA #GrainMarkets #CryptoNews #FarmReport #AgNews #CommodityMarkets #WeatherWatch

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0:00 Trump Tariff Delay
3:05 US Weather
6:21 The Funds
9:36 Cattle on Feed
12:48 Deere and Drone Tech

📢 Trump Extends EU Tariff Deadline + Market Reactions, Weather, & Ag Tech News! 🌽📈

🚨 Tariff Talk Heats Up
President Trump has extended the EU tariff deadline to July 9 following a call with EU Commission President Ursula von der Leyen. The move delays a proposed 50% tariff on EU goods 😳 — part of Trump’s reciprocal tariff strategy. Markets are breathing a sigh of relief today after a volatile Friday 📉➡️📈. The S&P 500 is up 1.6%!
📱 Meanwhile, Trump also proposed a 25% tariff on foreign-made smartphones, including Apple and Samsung devices. 📲💸

🌦️ Weekend Weather Update
Rain favored the Plains & Mid-South, hitting NE, KS, OK, TX, AR, & the Gulf 🌧️. The Corn Belt stayed mostly dry, though scattered showers are seen in SD, MN, NE, & IA this morning. Divergence between the Euro & GFS models creates some forecast uncertainty this week. 🤔🌀

📊 Money Moves in the Corn Market
"The Funds" are getting bearish! 🐻 Last week, money managers increased their net short corn position to 95k contracts — the biggest since Oct ‘24. Also:
• Soybeans: net sellers of 24k
• SRW Wheat: net buyers of 20k

🐮 Cattle on Feed Report = Bullish?
• On Feed: 11.4M head (⬇️ 2%)
• April Placements: Lowest since 2020
• Beef in Cold Storage: Lowest for April since 2014
This tight supply setup could fuel further gains in cattle prices. 🚀🥩

🚁 John Deere Goes Airborne!
Big green is making moves! 💚 John Deere just acquired Sentera, a drone and ag tech firm helping farmers spot weeds and monitor crops from the sky. This supports Deere’s automation push in response to labor shortages and adds to their strong 2025 — the stock is up 22% YTD 📈🌾

👇 Drop your thoughts below and don’t forget to like & subscribe for more ag market insights! 👇
#Tariffs #CornMarket #AgTech #JohnDeere #CattlePrices #GrainMarkets #WeatherWatch #TrumpTariffs #FarmNews 🌽📊🐄💼

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0:00 Corn Winning Streak
5:22 US Weather / Drought
10:01 SRE Rumors
11:26 Tax Bill and Bonds
14:59 Export Sales
19:30 India Wheat

🌽 Corn Climbs Again! + Biofuel Buzz & Drought Data 🔥

📈 The CBOT corn market kept up the momentum Thursday! July25 corn closed higher for the 4th straight session, settling at $4.63/bu, thanks to technical support. But... deferred months slipped on a strong US dollar and weaker oil. Rain is on the way for the Corn Belt 🌧️—a good sign for crop development! 🌎 The International Grains Council also raised its 25/26 global corn production forecast by 3 MMT to 1.3B tons. 

🗺️ USDA Drought Monitor: Mixed Bag
The latest drought monitor shows:

🌽 Corn in drought: 20%
🌱 Soybeans: 17%
🌾 Winter Wheat: 23%
🌾 Spring Wheat: 38%
🐄 Cattle: 29%

Big gains in Nebraska & the Dakotas due to massive rainfall, but worsening in Indiana, Illinois, and Minnesota. 

🛢️ Soybean Oil Swings on Biofuel Rumors!
A wild day for soybean oil! 🌀 Rumors of Trump’s EPA approving backlogged Small Refinery Exemptions (SREs) spooked the market — until the EPA denied it. Was someone trying to manipulate RIN prices? 🤔

🏛️ Trump's Domestic Package Passes House
The House passed Trump's multi-trillion dollar bill (215-214)—now it heads to the Senate 🚨. Key items for agriculture and energy:
🌱 45Z extended through 2031
🌎 Foreign feedstocks banned
🛬 Still no language on Sustainable Aviation Fuel

🌐 Export Sales Snapshot
🌽 Corn: 1.2mmt — Japan 🇯🇵 leads
🌱 Soybeans: 308kmt — Mexico 🇲🇽 leads
🌾 Wheat: -13kmt — Colombia 🇨🇴 leads

🇮🇳 India Eyes Record Wheat Crop
India could harvest a record 117mmt wheat crop! Favorable weather + strong seeds = BIG yields 🌾. Flour millers are pressuring for export bans to be lifted as stockpiles grow 📦.

#CornMarket #GrainPrices #DroughtUpdate #BiofuelNews #USDA #TrumpBill #AgPolicy #SoybeanOil #ExportSales #IndiaWheat #FarmEconomy #5MinuteFriday 🌽📊💼

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0:00 Bond Selloff
1:46 Tax Bill Concerns
5:44 Corn and Bonds
9:14 Extended Commodity Trading Hours?
11:20 Ethanol Production
12:21 Argentina Update
13:56 Bitcoin ATH

🔹 📉 Bond Market Sell-Off Intensifies
Yields are surging as debt concerns mount. The 30-year hits 5.089%—a rare level not seen since 2023—and the 10-year busts through 4.5%. Weak auctions and global pressure (hello, Japan 🇯🇵) are shaking confidence in US debt. What’s it mean for YOU? 📊

🔹 🇺🇸 Trump’s Policy Package Stirs the House
A multitrillion-dollar bill with tax cuts, spending hikes, and big changes to energy, immigration, and Medicaid. But it’s facing resistance from both sides of the GOP aisle.

🔹 🌾 Corn Futures Catch a Bid
Corn prices move higher on short-covering, slow farmer sales, and a softer dollar. Wheat strength provides a boost. 

🔹 🕒 24/7 Futures Trading? NGFA Says No!
The CFTC is considering round-the-clock trading for grains and livestock. The NGFA pushes back hard. Will extended hours help or hurt the market? ⏰

🔹 🚜 US Ethanol Output Rises
Production climbs 4.3% on the week—but margins are softening. Stocks tick lower. 

🔹 🇦🇷 Argentina Crop Weather Update
Rainfall finally lets up after major delays in the soybean harvest. Dry weather returns, helping ease pressure on the crop forecast. 🌤️

🔹 🪙 Bitcoin Hits Record High
Yes, again. BTC tops $109K on hopes for stablecoin legislation and a Trump-fueled regulatory shift. Options traders are betting BIG.

💬 Got thoughts on 24/7 grain trading? Drop a comment and join the conversation!

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0:00 Direct Payment Update
4:30 Wheat Rally
6:13 Russia Wheat Weather
7:24 Corn Belt Rains
9:53 China Soybean Imports
11:35 China Buys More Gold

🌾 USDA Sends Billions to Farmers + Wheat Rally & China Trade Moves! 💵🌍

🚨 Big USDA Payments Rolling Out!
As of Monday, $7.6B in ECAP payments have been distributed to help farmers facing rising costs and lower crop prices. Corn growers have received $3.1B, soybeans $2B, and wheat $1B. Iowa leads the pack with nearly $700M! Over 500,000 farmers have already applied. 📝💰 Sign-up is open through August 15 — don’t miss it! 👇

🌾 Wheat Prices Surge
Chicago wheat futures jumped 📈 to their highest level since April, fueled by a weaker US dollar, falling US crop ratings, and weather concerns in China where temps could soar past 108°F! 🥵💨

🇷🇺 Russia Declares Grain Emergency
The Rostov region — Russia’s top grain producer — is under a state of emergency due to frost and expected drought. It's the third major region this season facing serious challenges. Crop damage may remain limited… but risk looms. ⚠️🌡️

🌧️ Corn Belt Soaked Again
Over 1.5" of rain fell across big chunks of the Midwest over the past 72 hours. More rain is expected in Missouri, Illinois, and across the Belt in the coming 2 weeks. 🌽☔️

🇨🇳 China Soybean Imports Plunge
China’s soybean imports from Brazil dropped 22% in April 📉 due to harvest and customs delays. US shipments also fell 44%. April imports were the lowest since 2015. Tariff tensions may be playing a role. 🛑🫘

🥇 Chinese Gold Demand Surges
Gold imports to China soared 73% last month despite record prices nearing $3,500/oz. The PBOC loosened restrictions to meet rising demand, driven by trade tension fears and investor hedging. 💹🔐

💬 Drop a comment with your market thoughts & don’t forget to LIKE & SUBSCRIBE for the latest ag and market updates!

#FarmingNews #Wheat #Soybeans #Corn #Gold #US

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0:00 US Weather Update
2:25 US Crop Progress
6:51 Argentina Flooding
10:09 China is Chirping
11:21 Corn Shipments are Strong
13:07 Meal Flash Sale

🌽 Storms, Planting Progress & Global Trade Tensions! 🌧️📈🌎

Radar is lit up across the 🌽 Corn Belt this morning! A large storm system is bringing rain to MN, IA, WI, IL, and IN, with more moisture expected over the next 16 days 🌧️🌀. Recent rainfall has favored parts of the Dakotas, NE, IA, and the mid-South. 

🌱 Planting Progress 🚜
Corn and soybean planting is flying ahead of the five-year average! Corn is 78% planted, while soybeans are 66% complete—the second-fastest pace in 10 years! 🏃‍♂️💨 Some states are nearly done, while others still lag behind. 

🌾 Wheat Ratings & Spring Progress 🌼
Winter wheat ratings slipped to 52% good-excellent—lower than expected but still better than last year. Spring wheat planting is surging ahead at 82%, beating both last week's and average pace! 📈

🇦🇷 Argentina Crop Concerns 🌧️
Heavy rains are threatening soybean yields in Argentina, the world’s top exporter of soybean meal and oil. With harvest delays and 1.8 million acres still in the field, losses could mount fast. So far, markets haven’t blinked 👀.

🇨🇳 China-US Trade Clash 💥
Tensions rise again: China accuses the US of derailing trade talks over AI chip sanctions tied to Huawei. The warning could undercut recent progress made in Switzerland. 🤖🚫🇺🇸

🚢 Weekly Exports Update 📦
📦 Corn: 1.7mmt shipped, up big from last week
📦 Soybeans: Missed expectations
📦 Wheat: Strong performance, +85% YoY!
Plus, a flash sale of 145,000mt of soybean cake & meal to the Philippines makes headlines. 📢

🔔 Subscribe for daily insights & drop a comment with your planting progress or market thoughts! Let’s talk grain! 🌽📊🗣️

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0:00 US Downgrade
2:53 Corn Price Action
4:42 US Weather
7:48 Argentina Flooding
9:14 The Funds
11:04 India and Ethanol

📉 US Credit Downgrade Sparks Market Jitters 🇺🇸💥
Moody's has officially downgraded the US credit rating to Aa1, stripping the nation of its final triple-A from any major agency. The move was driven by rising deficits, ballooning interest costs, and a lack of fiscal discipline. While not expected to spark immediate chaos, the downgrade could slowly increase borrowing costs.

💬 Meanwhile, the "Sell America" trade is back:
📉 Stocks ⬇️
📉 Bonds ⬇️ (rates ⬆️)
💵 Dollar ⬇️

🌎 Only 11 countries now hold a triple-A rating from Moody’s.

🌽 Corn Market Moves
Corn futures slid 5¢ on Friday, with good weather and fast planting keeping prices under pressure. Over 60% of US corn is in the ground, ahead of average. But exports are strong—second best in 10 years!

🌦️ Radar Watch
Storms are lighting up the Corn Belt! 🌩️ Rainfall expected in:
• ND, SD, IA, MO
• Heaviest rain: southern IA, northern MO, southern IL & IN, western KY
🌧️ Moisture could boost crop development in dry spots.

🇦🇷 Argentina Flooding
Too much of a good thing? Parts of Buenos Aires saw 6–10 inches of rain! 🌊 Soy harvest delays continue, and sales have dropped to decade-lows.
• Soybean meal ⬇️
• Soybean oil ⬆️ (after recent plunge)

📊 Fund Positioning
• Corn: Biggest short since Oct '24
• SRW Wheat: Most short since Nov '23
• Soybeans: Funds were light buyers last week

🌍 US-India Ethanol Talks
The US wants India to open its market to fuel-grade ethanol. But India’s pushing domestic production and is cautious of foreign suppliers flooding the market. 🇮🇳⛽

👉 Subscribe for daily ag + macro updates! Drop your thoughts in the comments 💬
#GrainMarkets #USCreditDowngrade #Corn #Soybeans #Moody's #Argentina #Ethanol #Commodities #AgNews 🌾💰📉

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0:00 Soybean Oil Crash
2:16 US Weather / Drought
6:39 Meat Demand and Ozempic
9:44 NOPA Crush Report
12:00 Export Sales
15:10 Kansas Wheat Tour
16:53 CONAB Estimates
19:25 SpaceX and Farming

🌱 Big Moves in Biofuels, Drought, and Meat Demand! 🚜🔥

🛢️ EPA Biofuel Blend Drama
The EPA just sent a new rule to the White House. 👀 Rumors suggest 2026 diesel blending targets may come in way below industry hopes — and soybean oil futures reacted hard, falling limit down. 📉

🌾 USDA Drought Monitor Update
Drought is creeping across key crop states. 😬
Corn: 22% 🌽 | Soybeans: 17% 🌱 | Winter Wheat: 23% 🌾

🍗 Ozempic Boosting Meat Demand?
Weight-loss meds like Ozempic 💉 are driving higher chicken and beef consumption, says JBS — folks on GLP-1s want more protein! 🐔🥩

🧼 NOPA Crush Report
April soybean crush dipped from March but still hit a record for the month 📊. Soybean oil stocks rose slightly but remain the lowest for April since 2015.

🌍 Strong US Corn Exports
Corn export sales beat expectations! 🌽💪
Soybeans and wheat? A bit more sluggish 🐢📉

🌾 Kansas Wheat Tour Surprise
Highest projected yield since 2021! Timely spring rains helped wheat scouts forecast 53 bpa vs the usual 44.3. USDA's still a bit more conservative — but things are looking up! ☁️➡️🌧️

🇧🇷 Brazil Crop Outlook Raised
Conab raised Brazil’s corn and soybean forecasts 🌽🇧🇷 Favorable rains, big second corn crop, and rising ethanol demand are all supporting the boom. 📈

🚀 Starlink x CNH = Farming Future
Precision ag just got a boost! CNH teams up with SpaceX to bring Starlink satellite internet to the most remote fields. 🌐🛰️

Like, comment, and subscribe to stay updated with real ag news that matters 👇
#Soybeans #Corn #Wheat #Biofuels #Starlink #Ozempic #Farmers #AgNews #Commodities 🌽📈🛰️