Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Is Trump Really to Blame for the Poor Farm Economy?? + Soybeans SURGE

17:12
 
Share
 

Manage episode 499608879 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 Trump Comments, Soybeans Surge
2:40 Trump and Farm Economy
7:47 StoneX Yield Conspiracy
10:11 The Funds and Corn
12:12 USDA Preview
14:24 Food Prices Rise

🌱 Soybeans Surge After Trump Comments 🇺🇸📈
Soybean futures are 🔥 this morning after President Donald Trump took to Truth Social Sunday night, saying he hopes China will quickly quadruple its soybean orders and is worried about a shortage. 📲 Traders are reading this as a possible hint that soybean purchases could be part of a new trade deal. The Nov25 contract spiked 📈 27¢ overnight!
📰 Trump & the Farm Economy
A recent Bloomberg piece looked at Trump's role in the farm economy. Since his first tariffs earlier this year, some farm input costs have climbed. Tariffs now average 15.2%—the highest since WWII 🇺🇸—but inflation, COVID money creation, direct farm payments 💵, and the Black Sea war ⚔️ have also fueled higher costs.
📉 New crop US soybean sales are the lowest in nearly 20 years—China hasn’t bought any yet. Meanwhile, US corn export sales are record high 🌽💪.
📊 Fund Tracker
Funds cut their net short in corn last week (👀 +15k contracts)
Net sellers of soybeans (-29k), pushing net shorts to the biggest since Dec 2024
Net sellers of SRW wheat (-16k)
📅 USDA Report Tomorrow – Big Changes Expected
Traders expect higher corn 🌽 and soybean 🌱 yield estimates, bigger US carryouts, and rising global stocks—except for wheat, which may tighten.
🌍 Global Food Prices Climb
The FAO Food Price Index hit 130.1 in July—the highest in 2+ years—driven by record-high meat prices 🥩 and surging vegetable oils 🌻🥥. Grain prices remain low despite high grocery costs.
🚨 Flash Corn Sale
US exporters sold 125,000mt (5mil bu) of corn to “unknown” buyers for 25/26. Next year’s sales are already up 102% vs last year.
👍 If you follow grain markets, subscribe for daily updates & drop your thoughts in the comments!

  continue reading

1519 episodes

Artwork
iconShare
 
Manage episode 499608879 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 Trump Comments, Soybeans Surge
2:40 Trump and Farm Economy
7:47 StoneX Yield Conspiracy
10:11 The Funds and Corn
12:12 USDA Preview
14:24 Food Prices Rise

🌱 Soybeans Surge After Trump Comments 🇺🇸📈
Soybean futures are 🔥 this morning after President Donald Trump took to Truth Social Sunday night, saying he hopes China will quickly quadruple its soybean orders and is worried about a shortage. 📲 Traders are reading this as a possible hint that soybean purchases could be part of a new trade deal. The Nov25 contract spiked 📈 27¢ overnight!
📰 Trump & the Farm Economy
A recent Bloomberg piece looked at Trump's role in the farm economy. Since his first tariffs earlier this year, some farm input costs have climbed. Tariffs now average 15.2%—the highest since WWII 🇺🇸—but inflation, COVID money creation, direct farm payments 💵, and the Black Sea war ⚔️ have also fueled higher costs.
📉 New crop US soybean sales are the lowest in nearly 20 years—China hasn’t bought any yet. Meanwhile, US corn export sales are record high 🌽💪.
📊 Fund Tracker
Funds cut their net short in corn last week (👀 +15k contracts)
Net sellers of soybeans (-29k), pushing net shorts to the biggest since Dec 2024
Net sellers of SRW wheat (-16k)
📅 USDA Report Tomorrow – Big Changes Expected
Traders expect higher corn 🌽 and soybean 🌱 yield estimates, bigger US carryouts, and rising global stocks—except for wheat, which may tighten.
🌍 Global Food Prices Climb
The FAO Food Price Index hit 130.1 in July—the highest in 2+ years—driven by record-high meat prices 🥩 and surging vegetable oils 🌻🥥. Grain prices remain low despite high grocery costs.
🚨 Flash Corn Sale
US exporters sold 125,000mt (5mil bu) of corn to “unknown” buyers for 25/26. Next year’s sales are already up 102% vs last year.
👍 If you follow grain markets, subscribe for daily updates & drop your thoughts in the comments!

  continue reading

1519 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play