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0:00 US Planting Window
2:49 "Perfect" Brazil Weather
4:51 Tariff Exemptions
8:26 USDA Budget Cuts
9:44 The Funds
10:45 Black Sea Drone Attack

📉🌾 Grain Market Update | Rainfall, Brazil Crop Bump, China Tariff Moves & More! 🇨🇳🇧🇷

🌦️ Weekend Weather Recap
Rain was spotty across the eastern Corn Belt and Mid-South! Some parts of KY & OH got up to 2.7", but most areas saw less. The western Corn Belt stayed mostly dry. Planting weather looks favorable this week with minimal rain expected! 🌽

🇧🇷 Brazil Crop Surprise
StoneX bumped up its Brazil soybean estimate to 168.4 MMT and raised second corn crop projections to 104.3 MMT thanks to solid yields in Mato Grosso. One analyst even called the crop “nearly perfect”! 🚜☀️

🇺🇸🇨🇳 US-China Trade Watch
China just exempted $40B in US goods from tariffs—pharma, chemicals & more. The US has also lifted tariffs on $102B of Chinese goods. Rumors are swirling that talks may resume soon. Trump hinted that a deal could come this week. 📈🗣️

💰 Trump Budget Targets Ag
Trump’s proposed budget slashes over $4.5B from USDA funding. Cuts hit CRP, rural development, and renewable energy projects—but there's $100M added for food safety and rural housing aid. 🏡❌🌱

📊 Fund Moves
CFTC says "The Funds" sold off 46k corn contracts last week. Net short positions in SRW wheat are now the largest since Nov 2023! Soybeans saw a slight net buying trend. 📉💼

🔥 Black Sea Tensions
Ukrainian drones hit Russia’s biggest grain terminal at Novorossiysk. Damage was done, but operations resumed quickly. VP Vance says peace talks have been initiated, but Russia’s not ready for a truce yet. ⚠️🛩️🌾

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