Today, we talk about how big this corn crop could get given these ideal conditions. We’ll also recap the Friday’s July WASDE report, what’s going on in dairy, and of course more tariff talk.

Rain makes grain, and crop conditions are looking pretty fancy! We also discuss Tariff Day (part 2) where the 10% broad tariffs are expiring and US reciprocal tariffs take effect, and Jay will take us through the big upcoming reports in Dairy.

USDA 6/30 Reports: Move along folks...nothing to see here (but we’ll still give you the rundown). We’ll also discuss crop conditions, better weather this past week, and what’s new in the dairy market with Jay.

Biofuel policy: now what? The SBO price rally has paused waiting for more information from the EPA. In the meantime, energy markets are tumbling despite the rising tensions in the Middle East, and U.S. planting is almost wrapped up…time for growing seasons!

KABOOM! The EPA released their RVO mandate proposals at MUCH higher levels than trade expectations and the market reacted accordingly – 2 limit-up trading days for soybean oil! We’ll also discuss the June WASDE, the NOPA May Crush report, and much more.

Chinese/US trade talks continue, planting progress is nearing the finish line and Jay updates dairy.

U.S. planting pace has slowed but still looking pretty good! Renewable Fuel Standard updates on hold again…

We’ll also give our weekly quick tariff update, discuss markets as usual, and more!

US plant 2025 remains ahead of average pace and conditions are mostly favorable.  Also…Biofuel policy? EU tariff policy? The last few weeks have brought more rumors and uncertainty but nothing definitive.

Lots to discuss today! US planting pace (good), early season weather (good), tariff deals (good), Wheat Quality Council Tour (good), RUS/UKR peace deal (maybe?), and RVO mandates (still TBD)

A LOT to cover this week! Malaysian Palm Oil Board report comes in bearish, we have a House version of the tax bill that includes changes to the 45Z AND we got the May WASDE from USDA on Monday.