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"Make America Healthy Again" - Farm Groups Want Input

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Manage episode 489473441 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 Housekeeping
1:06 MAHA and Farm Groups
3:45 45Z News and Tax Package
5:56 US Weather Forecasts
9:11 Brazil Currency
10:48 Meal Flash Sale
🔥 Big Moves in DC, Weather, and the Dollar! 🌽💥
🌱 🚨 MAHA Report Pushback!
Over 250 ag groups—like the Farm Bureau—are calling out the MAHA report for misleading claims about pesticides 🚜. They’ve urged the commission to open up for public comment and include real voices from the field 👨‍🌾. The next report drops in August!
💸 Tax Talk: 45Z Gets a Twist!
The Senate’s version of Trump’s “One Big Beautiful Bill” just landed. It extends the 45Z tax credit but slaps a 20% penalty on foreign feedstocks 🌍. Plus, corn ethanol gets a win with the removal of land use penalties, and livestock manure-based fuels get the green light 🐄⚡. EPA vs. Congress? Mixed signals abound 🤷‍♂️.
🌧️ Weather Wobbles & Crop Outlook
Forecasts turned slightly drier, with GFS data now calling for 84% of normal rainfall this week. Temps look 🔥 above average across the Corn Belt over the next two weeks. But don’t count out more rain during the extended outlook.
💵 Dollar Drops = Soybean Boost
The US dollar just hit a 7-month low vs. the Brazilian Real 📉. Why? Investors chasing higher returns in Brazil, where interest rates are sky-high 📈. A stronger Real = less selling by Brazilian farmers, which helps US soybeans shine on the global market 🌎🌱.
🚢 Flash Sale Alert!
US exporters just sold 120,000mt of soybean cake & meal to unknown destinations 🌟. That makes 400,000mt sold via flash sales this year—demand is alive and well! 🫘
👉 Stay tuned for more updates—and don’t forget to like, comment, and subscribe for the latest grain market insights! 📲💬

  continue reading

1479 episodes

Artwork
iconShare
 
Manage episode 489473441 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 Housekeeping
1:06 MAHA and Farm Groups
3:45 45Z News and Tax Package
5:56 US Weather Forecasts
9:11 Brazil Currency
10:48 Meal Flash Sale
🔥 Big Moves in DC, Weather, and the Dollar! 🌽💥
🌱 🚨 MAHA Report Pushback!
Over 250 ag groups—like the Farm Bureau—are calling out the MAHA report for misleading claims about pesticides 🚜. They’ve urged the commission to open up for public comment and include real voices from the field 👨‍🌾. The next report drops in August!
💸 Tax Talk: 45Z Gets a Twist!
The Senate’s version of Trump’s “One Big Beautiful Bill” just landed. It extends the 45Z tax credit but slaps a 20% penalty on foreign feedstocks 🌍. Plus, corn ethanol gets a win with the removal of land use penalties, and livestock manure-based fuels get the green light 🐄⚡. EPA vs. Congress? Mixed signals abound 🤷‍♂️.
🌧️ Weather Wobbles & Crop Outlook
Forecasts turned slightly drier, with GFS data now calling for 84% of normal rainfall this week. Temps look 🔥 above average across the Corn Belt over the next two weeks. But don’t count out more rain during the extended outlook.
💵 Dollar Drops = Soybean Boost
The US dollar just hit a 7-month low vs. the Brazilian Real 📉. Why? Investors chasing higher returns in Brazil, where interest rates are sky-high 📈. A stronger Real = less selling by Brazilian farmers, which helps US soybeans shine on the global market 🌎🌱.
🚢 Flash Sale Alert!
US exporters just sold 120,000mt of soybean cake & meal to unknown destinations 🌟. That makes 400,000mt sold via flash sales this year—demand is alive and well! 🫘
👉 Stay tuned for more updates—and don’t forget to like, comment, and subscribe for the latest grain market insights! 📲💬

  continue reading

1479 episodes

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