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Futures and options trading involves risk of loss and is not suitable for everyone.

🌾 Grain markets got slammed Monday, with soybeans limit down after President Trump suggested he may delay his meeting with Xi Jinping. Corn and wheat also moved sharply lower, while expanded soybean limits point to more volatility ahead.

🚛 Brazil’s soybean freight costs are rising fast as higher oil prices push diesel prices higher during peak export season. That’s creating logistical stress, hurting bids, and raising the risk that buyers shift demand to the US or Argentina.

🛢️ Crude oil pulled back Monday but bounced overnight as Middle East attacks continued and uncertainty around the Strait of Hormuz remained high. At the same time, China is tightening fertilizer exports, adding even more fuel to an already bullish global fertilizer story.

🫘 NOPA reported a record February soybean crush, while soybean oil stocks jumped to the highest level in years. Export inspections were solid overall, with soybean shipments beating expectations and China taking the majority of the load.

🥩 In the cattle market, a strike at JBS in Greeley adds another wrinkle to an already tight beef supply situation. Thanks for watching—subscribe, like this video, and drop your thoughts in the comments below.