Grain Markets and Other Stuff

Rug Pull: ADM Slashes Cash Soybean Bid


Listen Later

Joe's Premium Subscription: www.standardgrain.com

Grain Markets and Other Stuff Links-

Apple Podcasts
Spotify
TikTok
YouTube

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

0:00 ADM Rug Pull
3:17 Kim Reynolds and Eminent Domain
4:39 US Weather
5:53 USDA Preview
8:46 Record Ethanol Production
10:00 Weaker Dollar?
11:30 US/China

🌱 Soybean Bids Crash in the Midwest!
Cash soybean prices took a nosedive in Illinois. 😳 ADM’s Decatur location slashed bids by 65¢ and flipped from July25 to Nov25 futures with a negative basis. Other processors quickly followed. ADM says they’ve got plenty of beans and expect a big crop 🌾. 

🚫 Iowa Eminent Domain Bill Vetoed
Gov. Kim Reynolds vetoed a bill limiting eminent domain for carbon pipelines. Critics say she sided with big donors over landowners 💰🚜. The move angered Republicans and sparked calls for a special session. Will it happen? 🤔

🌧️ Corn Belt Weather Whiplash
The GFS outlook just flipped again! Wetter in the short term, but drier in the 8-14 day range ⛅. CropProphet pegs corn belt rain at 116% of normal early, then just 72% next week. Market? Still yawning 😴. 

📊 USDA Report Incoming
Today’s WASDE 📉 drops at 11am CST. Traders expect lower US corn ending stocks due to higher exports. No big moves expected for soybeans or wheat. Watch for Brazil corn surprises 🌽👀. 

🍻 Ethanol Production Hits Record High
US ethanol output surged to an all-time high last week 🚀. Stocks dropped to late-December levels, and margins improved 💵. Could this support corn prices? 

💵 Paul Tudor Jones: USD to Slide?
Legendary investor Paul Tudor Jones sees the US dollar falling 10% over the next year 📉. He cites a steeper yield curve and a possible dovish Fed under Trump’s next pick. The dollar index is already down nearly 8% YTD 😬.

🤝 New US-China Trade Deal
China will ship more rare earths & magnets ⚙️. In return, the US will ease some export controls and allow more Chinese students. But Trump’s 55% tariff on Chinese goods stays in place 📦🇨🇳. Final approval still pending!

👇 Don’t forget to like, subscribe, and drop your thoughts in the comments!
📢 Stay tuned for WASDE updates and more market analysis!

...more
View all episodesView all episodes
Download on the App Store

Grain Markets and Other StuffBy Joe Vaclavik

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

293 ratings


More shows like Grain Markets and Other Stuff

View all
AgriTalk by AgriTalk

AgriTalk

145 Listeners

AgriTalk PM by Farm Journal Media

AgriTalk PM

132 Listeners

Boots In The Field Report by Ken Ferrie

Boots In The Field Report

40 Listeners

Ag PhD Radio on SiriusXM 147 by Ag PhD

Ag PhD Radio on SiriusXM 147

232 Listeners

Grains & Oilseeds with Craig Turner by Craig Turner and StoneX

Grains & Oilseeds with Craig Turner

32 Listeners

SharkFarmer Podcast by Rob Sharkey

SharkFarmer Podcast

365 Listeners

Future of Agriculture by Tim Hammerich

Future of Agriculture

257 Listeners

The Business of Agriculture Podcast by Damian Mason

The Business of Agriculture Podcast

116 Listeners

A Better Way To Farm Podcast by Rod Livesay

A Better Way To Farm Podcast

115 Listeners

The Ag View Pitch by The Ag View Pitch

The Ag View Pitch

49 Listeners

Farm4Profit Podcast by David Whitaker, Corey Hillebo, Tanner Winterhof

Farm4Profit Podcast

370 Listeners

Working Ranch Radio Show by Justin Mills

Working Ranch Radio Show

71 Listeners

Straight Forward Farming by Growincorn2020

Straight Forward Farming

953 Listeners

Barn Talk by This'll Do Farm

Barn Talk

1,567 Listeners

XtremeAg: Cutting The Curve Podcast by XtremeAg

XtremeAg: Cutting The Curve Podcast

24 Listeners