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120 MILLION Acres of Soybeans in Brazil

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Manage episode 497533526 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 120mil Soybean Acres
3:38 Soybean Selloff
4:51 Excessive Rain?
7:50 Ethanol Production
8:58 GDP and the Haters
🌱 Brazil's Monster Soy Crop & Market Fallout! 🌎💥
🚨 Big headlines this week from Brazil! DATAGRO pegs their next soybean crop at a jaw-dropping 182.9 MMT 🤯—well above USDA’s 175 MMT estimate. That’s +8.2% from last year’s record. 🇧🇷🌱 Meanwhile, Brazilian farmers are expected to harvest 120+ million soybean acres, dwarfing the 82.5 million in the U.S. Corn crop? Also record-setting at 140.9 MMT, says DATAGRO. 📈🌽
📉 Soybean futures keep sliding for a fourth straight day. November 2025 dropped nearly 14 cents to $9.96, the lowest since April. Why? 👉 Favorable weather 🌧️, weak Chinese demand 🇨🇳, and bearish momentum across the soy complex. Even soybean meal hit contract lows. Ouch. 🛑
🌧️ Rain, rain, and more rain in parts of the Corn Belt! Iowa, Missouri, Minnesota, and Illinois have been soaked—over 4 inches in just 7 days. Some Iowa counties have seen 12+ inches in the past month! Drier days are expected, but more rain may return next week. ☁️🌦️
⛽ Ethanol update: Weekly U.S. production hit 1.1 million barrels/day, +1.7% on the week. Stocks rose to 24.7 million barrels, staying well above seasonal norms. Margins? Still solid, per Reuters. 💵🛢️
📊 The U.S. economy is on fire 🔥! Q2 GDP came in at +3.0%, smashing expectations. The big driver? Imports plunged 30% year-over-year—thanks, tariffs. 🏛️ Fed held rates steady, but the dollar surged, notching its biggest 5-day rally since 2022! 💸🇺🇸
👇 Drop your thoughts in the comments & don’t forget to like, subscribe, and share if you enjoy staying ahead of the ag game! 🌽📰💬

  continue reading

1518 episodes

Artwork
iconShare
 
Manage episode 497533526 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 120mil Soybean Acres
3:38 Soybean Selloff
4:51 Excessive Rain?
7:50 Ethanol Production
8:58 GDP and the Haters
🌱 Brazil's Monster Soy Crop & Market Fallout! 🌎💥
🚨 Big headlines this week from Brazil! DATAGRO pegs their next soybean crop at a jaw-dropping 182.9 MMT 🤯—well above USDA’s 175 MMT estimate. That’s +8.2% from last year’s record. 🇧🇷🌱 Meanwhile, Brazilian farmers are expected to harvest 120+ million soybean acres, dwarfing the 82.5 million in the U.S. Corn crop? Also record-setting at 140.9 MMT, says DATAGRO. 📈🌽
📉 Soybean futures keep sliding for a fourth straight day. November 2025 dropped nearly 14 cents to $9.96, the lowest since April. Why? 👉 Favorable weather 🌧️, weak Chinese demand 🇨🇳, and bearish momentum across the soy complex. Even soybean meal hit contract lows. Ouch. 🛑
🌧️ Rain, rain, and more rain in parts of the Corn Belt! Iowa, Missouri, Minnesota, and Illinois have been soaked—over 4 inches in just 7 days. Some Iowa counties have seen 12+ inches in the past month! Drier days are expected, but more rain may return next week. ☁️🌦️
⛽ Ethanol update: Weekly U.S. production hit 1.1 million barrels/day, +1.7% on the week. Stocks rose to 24.7 million barrels, staying well above seasonal norms. Margins? Still solid, per Reuters. 💵🛢️
📊 The U.S. economy is on fire 🔥! Q2 GDP came in at +3.0%, smashing expectations. The big driver? Imports plunged 30% year-over-year—thanks, tariffs. 🏛️ Fed held rates steady, but the dollar surged, notching its biggest 5-day rally since 2022! 💸🇺🇸
👇 Drop your thoughts in the comments & don’t forget to like, subscribe, and share if you enjoy staying ahead of the ag game! 🌽📰💬

  continue reading

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