Grain Markets and Other Stuff

Soybean Oil Drops 9% on EPA Rumors + Ozempic and Beef Demand


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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! 🚜πŸ”₯

πŸ›’οΈ EPA Biofuel Blend Drama
The EPA just sent a new rule to the White House. πŸ‘€ Rumors suggest 2026 diesel blending targets may come in way below industry hopes β€” and soybean oil futures reacted hard, falling limit down. πŸ“‰

🌾 USDA Drought Monitor Update
Drought is creeping across key crop states. 😬
Corn: 22% 🌽 | Soybeans: 17% 🌱 | Winter Wheat: 23% 🌾

πŸ— Ozempic Boosting Meat Demand?
Weight-loss meds like Ozempic πŸ’‰ are driving higher chicken and beef consumption, says JBS β€” folks on GLP-1s want more protein! πŸ”πŸ₯©

🧼 NOPA Crush Report
April soybean crush dipped from March but still hit a record for the month πŸ“Š. Soybean oil stocks rose slightly but remain the lowest for April since 2015.

🌍 Strong US Corn Exports
Corn export sales beat expectations! 🌽πŸ’ͺ
Soybeans and wheat? A bit more sluggish πŸ’πŸ“‰

🌾 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 β€” but things are looking up! ☁️➑️🌧️

πŸ‡§πŸ‡· Brazil Crop Outlook Raised
Conab raised Brazil’s corn and soybean forecasts πŸŒ½πŸ‡§πŸ‡· Favorable rains, big second corn crop, and rising ethanol demand are all supporting the boom. πŸ“ˆ

πŸš€ 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. πŸŒπŸ›°οΈ

Like, comment, and subscribe to stay updated with real ag news that matters πŸ‘‡
#Soybeans #Corn #Wheat #Biofuels #Starlink #Ozempic #Farmers #AgNews #Commodities πŸŒ½πŸ“ˆπŸ›°οΈ

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Grain Markets and Other StuffBy Joe Vaclavik

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