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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. 🌐🛰️

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#Soybeans #Corn #Wheat #Biofuels #Starlink #Ozempic #Farmers #AgNews #Commodities 🌽📈🛰️

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0:00 Soybean Rally
1:18 EPA and Bean Oil Selloff
3:36 Kansas Wheat Tour
6:28 Russia Wheat Update
8:14 Tyson CEO and Cattle
11:22 Ethanol Production

🌱 Soybeans Rally Again!
Soybean futures climbed for the fifth straight day on Wednesday! 📈 The July25 contract edged up near $10.78/bu, fueled by:
🔹 A 90-day tariff truce between 🇺🇸 and 🇨🇳
🔹 A House proposal to extend the 45Z tax credit
🔹 Hopes for renewed Phase One-style trade with China

But... 🌧️ storm clouds rolled in Thursday morning with lower prices amid EPA uncertainty and crashing crude. Full story below 👇

⚙️ EPA & Renewable Fuel Standard
EPA Chief Lee Zeldin 🏛️ says new RVOs are coming soon!
🔸 Final rule expected in months
🔸 Public comment period ahead
🔸 Push for higher volume levels already underway

Still, soybean oil futures are diving this morning 💥, possibly due to RVO delays and weak crude oil prices.

🌾 Wheat Tour Surprises
Kansas wheat tour is off to a strong start! 🌾
📍 Northern KS: 50.5 bpa (above 5-yr avg)
📍 SW Kansas: 53.3 bpa 😲
USDA now rates 48% of Kansas wheat as good to excellent vs. 31% on average. But issues like drought and wheat streak mosaic still linger.

❄️ Russian Crop Weather Update
Minimal damage from May frosts ❄️
📉 Only 247K acres affected (10% of last year’s loss)
But dry soils now pose the biggest risk. 🌵

🥩 Cattle Market Tension
Tyson says herd rebuilding has started. 🐄
…but challenges remain:
⚠️ Drought
⚠️ High prices
⚠️ Limited capital
Tyson reported a $149M beef loss last week. Live Cattle futures just posted a downside key reversal 📉

🚜 Ethanol Production Slips
🔻 Weekly output: 1 million bpd (down 2.6% WoW)
📈 Stocks: 25.45 million barrels (still high historically)
Margins are improving in the eastern Corn Belt 💵 — see full ethanol charts below!

📊 Don’t forget to like, comment, and subscribe to stay ahead of the grain game! 🌽📈

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0:00 US Weather
3:42 Biofuel and Tax Bill
5:41 Iowa Eminent Domain
8:54 US Loses Soy Market Share
10:54 China Soybean Import Forecast
12:13 Inflation Update

🌽☔ Widespread Rain in the Corn Belt + Biofuels Shakeup, China Trade Jitters & Inflation Update! 📉🛢️🌍

🌧️ Weather Watch:
A major rain event is unfolding across the US Corn Belt! Western ND/SD are already getting soaked, with more rain arriving in the eastern Corn Belt by Friday. The next 5-16 days could bring showers to even the driest spots! 💧🌽 

🛢️ 45Z Tax Credit Overhaul:
Big news from Washington! Proposed changes to the 45Z credit could boost rural jobs and spark biofuel innovation 🚜⚡—but also shake up feedstock sourcing 🌎. Chinese used cooking oil may be out, and soybean oil markets are reacting! 📈

🛣️ Iowa Battles Carbon Pipelines:
The Iowa Senate passed a bill tightening rules on eminent domain for carbon pipelines 🚫🛢️. It could slow down Summit Carbon’s $8.9B project. The bill now heads to Governor Reynolds’ desk. 🖊️

🇨🇳 Brazil Soybean Advantage Continues:
Despite US-China tariff cuts, Brazil stays king 👑 in China’s soybean market thanks to no tariffs and a monster crop. US beans still face a 10% tariff, and farmers say the trade truce doesn’t fix long-term problems. 

📉 China Soybean Imports Falling:
China expects soybean imports to drop 2.8% next season, with domestic production climbing 🐖🌱. Reduced soymeal use in livestock feed is driving the shift. 📉

📊 Inflation Hits 4-Year Low!
CPI rose just 2.3% YoY in April—the lowest since Feb 2021! 🙌 Markets rallied, and Treasury traders now expect two Fed rate cuts in 2025. 

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0:00 Corn Struggles
4:43 Soybeans Rally
6:08 Wheat Sucks
9:08 Planting Progress
11:25 Wheat Ratings
12:46 Mexican Feeder Cattle Suspension
13:54 Stock Market Rally
15:50 Shipments
16:59 Flash Sale

📊 USDA Report Recap + Tariff Talk + Market Reactions 🌽📈

🚨 Monday's USDA report brought friendly corn news, a soybean rally, and wheat pressure — but markets didn’t act like it. Here's what happened:

🌽 Corn Check-In
USDA cut ending stocks for the current year thanks to higher exports ✅
New crop balance sheet came in tighter than expected 📉
But corn still traded lower this morning 🤷

🫘 Soybean Surge
July ‘25 beans jumped nearly 20¢ 🚀
Support from US-China tariff reduction & tighter supply estimates 📉
Ending stocks now the 2nd lowest since ‘12/’13 🔥

🌾 Wheat Woes
Chicago wheat hit a new contract low ❌
USDA boosted both US & global ending stocks 📈
Rain across the Plains = improving crop conditions 🌧️

🌱 Planting Progress
Corn: 62% planted nationally 🌽
Beans: 48% planted 🫘
Several states moving fast, others still behind ⏱️

🪲 Feeder Cattle Suspension
USDA halts Mexican feeder cattle imports due to New World screwworm 🚫🐛
Cattle futures 🚀 on the news
Mexico calls move “unfair” 🇲🇽

📉 Export Update
Corn exports dipped but still solid 📦
Soybean and wheat shipments mixed 📬
USDA also announced a flash soybean sale to Mexico 🇲🇽

💼 Market Rally!
S&P 500, Nasdaq, and Dow all jumped 📈
US-China slash tariffs for 90 days 🛃
Traders now see fewer Fed rate cuts this year 💰

💬 Drop your thoughts in the comments & don’t forget to subscribe for more ag market updates! 📲

#USDA #Corn #Soybeans #Wheat #Tariffs #GrainMarkets #FarmNews #Cattle #AgTrade #MarketUpdate #CropProgress #Commodities #Farming #AgNews

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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

📢 Tariff Truce & Trade Shifts: Big News for Ag & Markets! 🌎🌽📈

🧾 📉 Tariffs Slashed!
The US and China have agreed to lower tariffs for 90 days. 🇺🇸➡️🇨🇳
🔹 US drops from 145% ➡️ 30%
🔹 China drops from 125% ➡️ 10%
Talks included fentanyl policy and potential purchase agreements from China. 🤝

🌱 🧪 Trade War Fallout in Ag
Tariffs have disrupted grain flows, fertilizer imports, and ag input costs.
Farmers face delays, higher prices, and uncertainty. 🚜💸
Brazil benefits as China shifts some demand south. 🇧🇷🌾

📊 🔥 Soybeans Near 3-Month Highs
Markets are moving!
🔹 Soybeans ⬆️
🔹 S&P 500 ⬆️ 2%
🔹 US Dollar 🚀

📅 🌽 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. 🧮

🌦️ Corn Belt Weather Update
Dry weekend, but moisture is on the way…
🌧️ Missouri, Illinois, Kentucky today
🌧️ ND, SD, MN & east Corn Belt later this week
Watch for dry pockets in Nebraska & western Iowa. ☀️

💰 Fund Flows & Flash Sales
"The Funds" sold 57k corn contracts last week.
🟢 288k MT corn sold to Mexico
🟢 120k MT soybeans sold to Pakistan
Get the full breakdown + CFTC & Fund Tracker charts. 📉📊

🛢️ China Soy Imports Drop 29%!
Only 6.1mmt in April —the lowest in 10 years.
Customs delays & longer Brazil transit times are to blame. ⏱️🚢
Rebound expected in May/June. 📈

👇 Don’t miss this critical update on trade, tariffs, weather & global grain flows. Like, subscribe, and drop your thoughts in the comments!
📌 Stay informed. Stay ready. 💬🌎

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0:00 Da Pope
1:03 Charts
4:58 USDA Preview
9:55 US/UK Deal
12:21 Trump China Thoughts
16:21 Drought/Weather Update
20:28 Export Sales
21:38 Flash Sales

📊 USDA Report Monday + Big Trade News! 🌍🌽

📅 Mark your calendar! USDA drops its monthly Crop Production & WASDE report Monday at 11am CST. We'll get our first look at 25/26 corn & soybean balance sheets, with trend yields and March acreage in focus. 📉 Early expectations suggest bearish new crop corn vs. the current year. Pre-report estimates 👇

🇺🇸🇬🇧 US–UK Strike Ag Deal!
The UK will eliminate its 19% ethanol tariff, giving a major boost to the US ethanol industry 🚀 ($535M in exports last year). The deal also expands beef trade, but UK food safety rules will still apply. For context: the UK = 🇬🇧 68 million people, with 36 lbs of beef consumption per person vs. 59 lbs in the US. 🍖📉

📈 Trump Eyes China Tariff Cuts
President Trump expressed hope for progress in this weekend’s trade talks with China 🇨🇳. A tariff reduction (currently at 145%) could be on the table. Markets responded: S&P +0.6%, Nasdaq +1.1% 💹

🌾 Drought Monitor Highlights
Most of the Corn Belt is drought-free, but dryness is growing in parts of MO, IL, IN & the High Plains. Here’s the USDA breakdown:

Corn: 20%
Soybeans: 15%
Winter Wheat: 22%
Spring Wheat: 37%
Cattle Areas: 30%

🚢 Export Sales Recap
Corn: 1.7mmt – 🌽 65M bu (+64% WoW) – Japan leads
Soybeans: 377k mt – 🫘 14M bu – Mexico leads
Wheat: 70k mt – 🌾 3M bu – Mexico leads

🌎 China Turns to Argentina
China signed a $900M non-binding grain deal with 🇦🇷 Argentina, aiming to sidestep Trump’s tariffs. Expect rising Argentine corn & soybean shipments to China.

📢 Flash Sales!
Mexico: 205k mt corn (2024/25 & 2025/26)
Unknown Dest.: 115k mt corn (2024/25)
Pakistan: 225k mt soybeans (largest since June 2022) 🛳️

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0:00 Corn Selloff
4:32 Trump Comments, US/UK Deal
5:45 Podcast News
9:06 Bunge and Andersons
10:39 Corteva
11:51 Ethaonl Production/Stocks
12:44 Fed Rates

📉 Corn Futures Slide Amid Trade Tensions & Weather Outlook 🌾
Corn prices dipped Wednesday as optimism over US–China trade talks gave way to fresh uncertainty. July25 corn futures settled near $4.49 per bushel, down 6 cents on the day. President Trump's refusal to lower tariffs ahead of upcoming negotiations with Beijing, combined with favorable US planting weather, pressured the market. Planting is already ahead of schedule—corn 40% and soybeans 30% complete.

🇨🇳 Tariff Talk Turns Tense
Trump made it clear: no tariff rollbacks before talks. With US and Chinese officials set to meet in Switzerland, the president doubled down on his hardline stance. Beijing isn't happy. Meanwhile, a US–UK trade deal could be announced today.

🎙️ Podcast Profits Soar
The podcasting industry is booming—$7.3 billion in 2024, more than double previous estimates! YouTube now dominates the space, with ad and subscription revenue leading the way.

📉 Grain Traders Feel the Heat
Bunge saw Q1 profits drop 40%, while Andersons posted disappointing revenue and a 10% stock dive. Ongoing tariff drama and unclear biofuel credits are taking a toll.

🌱 Corteva Sees Strong Seed Sales
Corteva beat earnings estimates with an $842M Q1 profit thanks to higher seed prices—especially in North America. However, global sales dipped 2% amid currency headwinds.
📊 Corteva financial chart below.

🛢️ Ethanol Production Slips Slightly
Weekly ethanol output came in at 1.02M barrels/day—down slightly from last week, but still strong year-over-year. Margins are improving, especially in the eastern Corn Belt.

🏦 Fed Holds Steady, Cites Uncertainty
The Federal Reserve left rates unchanged at 4.3%, resisting Trump’s calls for cuts. Powell cited rising inflation risks and economic fallout from trade tensions.
💸 Stagflation fears and rate outlook in the chart section.

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#CornMarket #Tariffs #USChinaTrade #Ethanol #Corteva #PodcastBoom #FedUpdate #GrainPrices #FarmEconomy #Commodities

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0:00 US/China
3:16 New Trade Agreements?
4:33 China Wheat Problems
6:49 Transition Planning
8:35 Farmer Sentiment
10:29 Ethanol Exports are Strong
11:49 SAF News
13:17 Problems at ADM

🇺🇸🇨🇳 US–China Trade Talks Begin This Weekend! 🌍

Big moves on the global stage! US officials are heading to Switzerland for high-stakes trade talks with China. Treasury Secretary Scott Bessent says the goal is de-escalation, not a final deal—but with tariffs as high as 145%, the stakes are massive. 💥📉

🌾 Meanwhile... Hot Weather Threatens China's Wheat Crop
A heatwave is scorching Henan, China's top wheat-producing province, with drought fears rising. Could this spark more wheat imports? 👀🌾 See charts below.

🤝 Trump Eyes New Trade Deals
While China's negotiations stall, India 🇮🇳 and Japan 🇯🇵 may be first in line for new trade agreements. Stay tuned. 📋🖊️

🚜 Farmer Sentiment Rebounds
Despite tariff headaches, farmers are feeling a bit better about the road ahead, says Purdue’s Ag Economy Barometer. But many still worry about input costs and long-term impact. 🌱📊

⛽ Biofuel Boom: Ethanol & SAF on the Rise!

Ethanol exports surged 41% in March. 🚢

SAF production has 15x’d since January! ✈️🌿
All thanks to federal & state incentives pushing the clean fuel agenda. 🔋🌎

📉 ADM Feels the Pressure
Uncertainty in biofuel policy and weak crushing margins are weighing on profits. ADM expects earnings at the low end of forecasts—see why in the charts. 📉📦

💬 Drop your thoughts in the comments & don’t forget to LIKE & SUBSCRIBE for more ag market updates! 🌽📈

#USChinaTrade #Tariffs #Ethanol #SAF #AgNews #FarmEconomy #WheatCrop #Biofuels #ADM #Farmers #TrumpTradePolicy

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0:00 Corn Selloff
3:00 Corn and Soybean Planting Pace
7:04 Wheat Progress / Conditions
8:13 Russian Wheat Pricing
9:09 Tyson Slump
11:24 Grain Shipments

📉 Grain Markets Under Pressure! 🌽🌾💥
Corn futures took a dive Monday as fast US planting progress and favorable weather set a bearish tone. Jul25 corn dropped nearly 15¢ to $4.54. Traders are eyeing next week’s USDA numbers and watching Brazil’s second crop flourish. 🇺🇸🌤️🇧🇷

🚜 US Planting Progress 🌱
Corn planting is 40% complete—slightly behind trade guesses but still ahead of average. Soybeans are at 30%, also ahead of normal pace. Drier weather this week should accelerate progress across the Corn Belt. 🌽🌿

🌾 Wheat Ratings & Progress 📈
Winter wheat condition improved to 51% good-excellent, beating expectations. Spring wheat planting also moved forward at 44% complete. Russia's new crop wheat offers are pressuring global markets as frost fears fade. 🇷🇺💧

🥩 Tyson Foods Tumbles 📉🐄
Tyson shares sank despite a strong Q2 report, as beef sector losses mount. The US cowherd is at its smallest since 1961, driving cattle costs sky-high. Ranchers may finally be turning the corner on herd rebuilding. 💸📉

🚢 Export Update 🚢
US corn inspections dipped to 1.6mmt but remain solid YoY. Soybean and wheat inspections missed expectations, with both down sharply from last week. 📊🌍

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0:00 US Planting Window
2:49 "Perfect" Brazil Weather
4:51 Tariff Exemptions
8:26 USDA Budget Cuts
9:44 The Funds
10:45 Black Sea Drone Attack

📉🌾 Grain Market Update | Rainfall, Brazil Crop Bump, China Tariff Moves & More! 🇨🇳🇧🇷

🌦️ Weekend Weather Recap
Rain was spotty across the eastern Corn Belt and Mid-South! Some parts of KY & OH got up to 2.7", but most areas saw less. The western Corn Belt stayed mostly dry. Planting weather looks favorable this week with minimal rain expected! 🌽

🇧🇷 Brazil Crop Surprise
StoneX bumped up its Brazil soybean estimate to 168.4 MMT and raised second corn crop projections to 104.3 MMT thanks to solid yields in Mato Grosso. One analyst even called the crop “nearly perfect”! 🚜☀️

🇺🇸🇨🇳 US-China Trade Watch
China just exempted $40B in US goods from tariffs—pharma, chemicals & more. The US has also lifted tariffs on $102B of Chinese goods. Rumors are swirling that talks may resume soon. Trump hinted that a deal could come this week. 📈🗣️

💰 Trump Budget Targets Ag
Trump’s proposed budget slashes over $4.5B from USDA funding. Cuts hit CRP, rural development, and renewable energy projects—but there's $100M added for food safety and rural housing aid. 🏡❌🌱

📊 Fund Moves
CFTC says "The Funds" sold off 46k corn contracts last week. Net short positions in SRW wheat are now the largest since Nov 2023! Soybeans saw a slight net buying trend. 📉💼

🔥 Black Sea Tensions
Ukrainian drones hit Russia’s biggest grain terminal at Novorossiysk. Damage was done, but operations resumed quickly. VP Vance says peace talks have been initiated, but Russia’s not ready for a truce yet. ⚠️🛩️🌾

👇 Don't forget to like, subscribe, and drop your thoughts in the comments! Stay informed — it matters more than ever! 💬📲