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0:00 Housekeeping
1:06 MAHA and Farm Groups
3:45 45Z News and Tax Package
5:56 US Weather Forecasts
9:11 Brazil Currency
10:48 Meal Flash Sale

🔥 Big Moves in DC, Weather, and the Dollar! 🌽💥

🌱 🚨 MAHA Report Pushback!
Over 250 ag groups—like the Farm Bureau—are calling out the MAHA report for misleading claims about pesticides 🚜. They’ve urged the commission to open up for public comment and include real voices from the field 👨‍🌾. The next report drops in August!

💸 Tax Talk: 45Z Gets a Twist!
The Senate’s version of Trump’s “One Big Beautiful Bill” just landed. It extends the 45Z tax credit but slaps a 20% penalty on foreign feedstocks 🌍. Plus, corn ethanol gets a win with the removal of land use penalties, and livestock manure-based fuels get the green light 🐄⚡. EPA vs. Congress? Mixed signals abound 🤷‍♂️.

🌧️ Weather Wobbles & Crop Outlook
Forecasts turned slightly drier, with GFS data now calling for 84% of normal rainfall this week. Temps look 🔥 above average across the Corn Belt over the next two weeks. But don’t count out more rain during the extended outlook.

💵 Dollar Drops = Soybean Boost
The US dollar just hit a 7-month low vs. the Brazilian Real 📉. Why? Investors chasing higher returns in Brazil, where interest rates are sky-high 📈. A stronger Real = less selling by Brazilian farmers, which helps US soybeans shine on the global market 🌎🌱.

🚢 Flash Sale Alert!
US exporters just sold 120,000mt of soybean cake & meal to unknown destinations 🌟. That makes 400,000mt sold via flash sales this year—demand is alive and well! 🫘

👉 Stay tuned for more updates—and don’t forget to like, comment, and subscribe for the latest grain market insights! 📲💬