Grain Markets and Other Stuff

Joe's Premium Subscription: www.standardgrain.com [https://standardgrain.com/] Grain Markets and Other Stuff Links- Apple Podcasts [https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095]Spotify [https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG] TikTok [https://www.tiktok.com/@grainmarketsandotherstuf] YouTube [https://www.youtube.com/@GrainMarketsandOtherStuff/videos] Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 [https://www.youtube.com/watch?v=KfY8-ubFAww] Mixed Messaging 3:13 [https://www.youtube.com/watch?v=KfY8-ubFAww&t=193s] Japan and South Korea Talks 4:06 [https://www.youtube.com/watch?v=KfY8-ubFAww&t=246s] US Weather and Rains 8:06 [https://www.youtube.com/watch?v=KfY8-ubFAww&t=486s] Fund Positions 9:21 [https://www.youtube.com/watch?v=KfY8-ubFAww&t=561s] Panama Canal 10:44 [https://www.youtube.com/watch?v=KfY8-ubFAww&t=644s] Another Screwworm/Cattle Headline 11:54 [https://www.youtube.com/watch?v=KfY8-ubFAww&t=714s] Flash Sale 🇺🇸🌎 Trade Talks...or No Talks? 🇨🇳❓ Big moves (and some big confusion) on the global trade front! President Trump says China wants a deal, but Beijing denies any talks 🤔. Treasury Secretary Scott Bessent isn't sure if Trump spoke to Xi Jinping directly, though USDA's Brooke Rollins says daily tariff conversations are happening 📞. Meanwhile, soybean futures are feeling the pressure early this morning 🌱📉. 🗺️ Weekend Trade Updates: ✅ Productive talks with Japan and South Korea ✅ New focus on currency policy with South Korea ✅ More rain on the way for the US Corn Belt ☔—see maps below! 📊 Fund Tracker Highlights: Funds net buyers of soybeans for a 4th week! 🚀 Largest net-long soybean position since February! Funds sold corn but bought some SRW wheat 🌽🌾. 🚢 Trump's Shipping Push: Demanding free US passage through the Panama and Suez Canals! 🌍 Reviving US shipbuilding as China tensions rise 🔥. 🐂 Border Watch: USDA threatens new cattle import restrictions from Mexico. 🐄🚫 Screwworm outbreak grows—action deadline looms April 30! 🌽 Flash Corn Sale: 235,000mt sold to Mexico! 🇲🇽 US remains the top corn supplier with Brazil out of the game (for now). ⚡ 👇 Stay tuned, like & subscribe for the latest on trade, markets, and agriculture! Let's talk about it in the comments! 💬👇

Joe's Premium Subscription: www.standardgrain.com [https://standardgrain.com/] Grain Markets and Other Stuff Links- Apple Podcasts [https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095]Spotify [https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG] TikTok [https://www.tiktok.com/@grainmarketsandotherstuf] YouTube [https://www.youtube.com/@GrainMarketsandOtherStuff/videos] Futures and options trading involves risk of loss and is not suitable for everyone. 🇨🇳 China’s Trade Shift? Beijing may exempt some US goods from tariffs! A task force led by China’s Ministry of Commerce is compiling a list—rumored to include 131 product categories—but no official word yet. This could signal growing concern about trade war impacts. Bloomberg & Reuters both confirm the buzz 📊 🌱 Soybean Prices Surge Soybean futures climbed for the 4th day in a row, hitting $10.62/bu on July25! Traders are hopeful about rising global demand and easing US-China tensions. Japan is reportedly eyeing more US soybeans, and soybean oil gains added support 🚀 🐖 China Cancels Pork Orders China just made its largest US pork cancellation since 2020—pulling 20,000mt! Tariffs on pork are now a staggering 172%, and beef faces a 147% rate. 🇺🇸🇨🇳 Meat exports are definitely in the crosshairs of the trade fight 🥩 🌽 Brazil’s Corn Crunch Brazil’s ethanol output from corn is exploding—set to hit 8.25 billion liters this year and more next! That’s tightening domestic corn supplies and may reduce Brazil’s exports… a potential win for US corn competitiveness 💪 📉 Grain Exports Slump US corn sales dropped 26% on the week, soybeans fell 50%, and wheat saw net reductions 😬. Buyers were Japan (corn), Mexico (soybeans), and Vietnam (wheat). The export scene’s getting tougher. 🔥 Drought Update Some relief! 🌧️ Drought eased in Missouri, Iowa, and parts of Illinois and Minnesota. But corn, soybeans, and wheat still face stress across big portions of the US 🌾 Corn: 26% in drought Soybeans: 21% Winter Wheat: 33% Spring Wheat: 49% Cattle areas: 37% 📊 Stock Market Rebounds Markets popped Thursday as Trump’s softer trade tone gave investors hope. But China says talks haven’t started, so stay tuned… 📉 The S&P 500 is still down 3.3% since April 2. 👉 Like, comment, and subscribe for more timely grain market updates. Stay informed. Stay ahead. 💡

Joe's Premium Subscription: www.standardgrain.com [https://standardgrain.com/] Grain Markets and Other Stuff Links- Apple Podcasts [https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095]Spotify [https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG] TikTok [https://www.tiktok.com/@grainmarketsandotherstuf] YouTube [https://www.youtube.com/@GrainMarketsandOtherStuff/videos] Futures and options trading involves risk of loss and is not suitable for everyone. 🌱 Soybeans Pop, Corn Slips, Wheat Hits New Lows 🚜 📈 Markets on the Move! Soybean futures climbed 📊—with July ‘25 beans hitting their highest level in 2️⃣ months! The boost came after President Trump reassured markets he won’t fire Fed Chair Powell and suggested tariff relief for China 🇨🇳. Technical buying added fuel to the rally 🔥 🌽 Corn & Wheat Down Corn dipped as dry weather forecasts may speed up planting in the Corn Belt 🌾. Wheat futures fell, pressured by weak global demand and rain across the U.S. Plains 🌧️. Jul’25 HRW wheat made contract lows overnight ⚠️ 🇨🇳 China Crop Trouble Drought in China’s wheat & corn belts and soggy conditions up north are hitting yields and delaying soybean planting 🚨. At the same time, tensions remain high in the trade war, with China demanding the U.S. scrap all tariffs 🚫📦 ⛽ Ethanol Update U.S. ethanol stocks sank to their lowest since January 🛢️. Weekly output rose, but margins remain tight 🤏. Could tightening supplies lift prices? 🇦🇷 Argentina Harvest Lags Dry weather will speed up soybean harvest in Argentina 🌞—but March floods already cut into yields. Only 23% of the crop has been sold, the lowest in a decade 📉 🛢️ Crude Oil Drops WTI fell 2.2% as OPEC+ weighs another output boost 💧. Eight members meet May 5 to decide on June volumes 🗓️ 👇 See the latest maps & charts below! 💬 Don’t forget to like, subscribe, and drop your thoughts in the comments! Let’s talk grain! 🌾📉📈

Joe's Premium Subscription: www.standardgrain.com [https://standardgrain.com/] Grain Markets and Other Stuff Links- Apple Podcasts [https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095]Spotify [https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG] TikTok [https://www.tiktok.com/@grainmarketsandotherstuf] YouTube [https://www.youtube.com/@GrainMarketsandOtherStuff/videos] Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 [https://www.youtube.com/watch?v=o5eB1Mt82EA] 21k Subs! Thanks! 0:51 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=51s] Trump to Ease on China? 3:02 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=182s] Markets React 5:16 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=316s] Ethanol Push 6:50 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=410s] Summit Pipeline Setback 8:05 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=485s] Another Spring Wheat Contract? 9:33 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=573s] IMF Forecast 11:16 [https://www.youtube.com/watch?v=o5eB1Mt82EA&t=676s] Trade and Logistics Impact 🇺🇸💼 Trump Signals Softer Tariffs in China Talks President Trump says tariffs on Chinese goods may be reduced but not eliminated. “We’re going to be very nice,” he added. As markets feel the pressure 📉 and rates stay high, trade talks could gain urgency. 📊 Treasury Talks & Market Reaction Treasury’s Scott Bessent says current tariffs aren’t sustainable — and that a new trade balance could emerge in 2-3 years. 📈 Stocks rallied on the optimism, with major indexes jumping nearly 3%. ⛽ Midwest Pushes for E15 Fuel Waivers Seven Midwest governors 🧑‍🌾 are urging the EPA to approve E10/E15 waivers for the summer driving season. They say it’ll boost fuel supply and bring prices down — especially important amid current shortages. 🛑 South Dakota Nixes Carbon Pipeline Summit Carbon’s pipeline plan got shut down ❌ as SD regulators voted 2–1 against it. The state’s eminent domain ban made land access nearly impossible. Summit plans a new route after investing $150M. 🌾 Spring Wheat Showdown: CME vs MIAX CME launched its own spring wheat contract to compete with MIAX 🌾. Traders worry the market may not support two. CME is slashing fees to win volume, but MIAX holds strong with historic data and momentum. 🌍 IMF Lowers Global Outlook The IMF just cut growth forecasts ✂️ for most major economies. For the U.S., 2025 growth is now seen at 1.8%—with inflation expected to hit 3%. The U.S.-China tariff battle is a key reason behind the slowdown 📉. 🚢 SoCal Trade at Risk The West Coast’s logistics hub may be in trouble 😬. Tariffs are slashing cargo volumes at LA and Long Beach ports. Imports & exports could drop 10% starting next month, though diverted traffic might cushion the blow. 👇 Stay tuned for the latest on trade, tariffs, and fuel markets 📌 Don’t forget to subscribe, drop a like, and leave your thoughts in the comments!

Joe's Premium Subscription: www.standardgrain.com [https://standardgrain.com/] Grain Markets and Other Stuff Links- Apple Podcasts [https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095]Spotify [https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG] TikTok [https://www.tiktok.com/@grainmarketsandotherstuf] YouTube [https://www.youtube.com/@GrainMarketsandOtherStuff/videos] Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 [https://www.youtube.com/watch?v=AgIRs7i-ve0] Subscribe! 0:45 [https://www.youtube.com/watch?v=AgIRs7i-ve0&t=45s] Dollar, Trump, Powell, Commodities 4:06 [https://www.youtube.com/watch?v=AgIRs7i-ve0&t=246s] US / India Talks 8:15 [https://www.youtube.com/watch?v=AgIRs7i-ve0&t=495s] US Planting Update 11:27 [https://www.youtube.com/watch?v=AgIRs7i-ve0&t=687s] SA Countries Benefit from Trade War 13:19 [https://www.youtube.com/watch?v=AgIRs7i-ve0&t=799s] Corn Shipments are Strong 📉 Dollar Drops to 3-Year Low | US-India Trade Talks | Crop Progress & Export Strength 💪 Welcome back to Grain Markets & Other Stuff! In today’s update, we cover big moves in currency, trade, and crops. 🌎🚜📊 💵 US Dollar Slides The greenback hit its lowest level since March 2022 😬 as Trump pressures the Fed to slash interest rates. Tensions rise as the White House reportedly explores removing Jerome Powell. 😮📉 🇺🇸🤝🇮🇳 US-India Trade Talks Advance Vice President JD Vance visits India and pushes for a fall trade deal 📆. India might slash tariffs on U.S. imports and open the door to ethanol discussions for the first time ever. 🔥 🌱 Corn & Soybean Planting Update Corn is 12% planted, soybeans 8% 🌽🫘, with some states flying ahead of schedule while others lag behind. Full breakdowns inside! 📈 🌾 Winter & Spring Wheat Snapshot Winter wheat ratings slip a bit but still beat the average. Spring wheat planting is moving quickly in the north! 🌾⚙️ 🌍 Brazil & Argentina Step Up South American ag exporters are cashing in on the US-China trade war. Chinese buyers pivot to Brazil for beef and beans. 🇧🇷🐄🥜 🚢 Export Inspections Beat Estimates Corn, soybeans, and wheat all showed strong demand last week — with corn topping 1.7mmt! 📦📦📦