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MONSTER US Corn Crop?? Traders Think So

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Manage episode 493317344 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 Monday Selloff
3:07 Trade Stuff
4:33 Corn Yield Prospects
9:23 The Funds
10:21 Grain Shipments
11:15 Flash Sale

📉 Corn & Soybeans Slide on Weather & Trade Letdown 🌽🌦️
Monday brought a sharp sell-off in grain futures, with Dec25 corn falling 🌽 16¢ to ~$4.21 and Nov25 soybeans plunging 🌱 29¢ to ~$10.21. Why the drop? 🌤️ Ideal Midwest weather continues, and traders were let down by no new trade deals from President Trump’s Iowa speech last week. 📉📊
💼 Trump Turns Up the Heat on Tariffs 🇺🇸📑
The President sent tariff warning letters to key trade partners. 📬 Japan & South Korea—major US corn buyers—now face potential 25% tariffs if no deal is reached by August 1. 🌏 Countries aligning with BRICS policies (like 🇨🇳 China and 🇧🇷 Brazil) could face an extra 10% tariff.
🌽 Crop Conditions Shine ☀️
• Corn: 74% good-to-excellent, best early July rating since 2018
• Soybeans: 66% good-to-excellent, best since 2020 (excl. 2023)
Analysts eye above-trend corn yields—potentially 184.6 to 188.2 bpa based on strong early ratings 📈
🌾 Wheat Update
• Spring wheat slips for the 3rd week ➡️ 50% G/E (below avg)
• Winter wheat harvest hits 53%, just under average
💰 Money Flow & Export Buzz 💸
• Funds increased their short in corn (net short: 190k contracts)
• Corn exports: Up 8% week-over-week, +46% YoY 🚢
• Soybean & wheat shipments: Strong, near top end of expectations
• Flash sale: 135,000mt corn to Mexico, spanning two crop years 🇲🇽
👇 Drop your thoughts in the comments!
✅ Subscribe for more grain market insights!
#Corn #Soybeans #Trump #Tariffs #GrainMarkets #Wheat #FarmingNews #CropConditions #Exports #USDA #Commodities #GrainFutures #Agriculture 🌽🌎📈

  continue reading

1484 episodes

Artwork
iconShare
 
Manage episode 493317344 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 Monday Selloff
3:07 Trade Stuff
4:33 Corn Yield Prospects
9:23 The Funds
10:21 Grain Shipments
11:15 Flash Sale

📉 Corn & Soybeans Slide on Weather & Trade Letdown 🌽🌦️
Monday brought a sharp sell-off in grain futures, with Dec25 corn falling 🌽 16¢ to ~$4.21 and Nov25 soybeans plunging 🌱 29¢ to ~$10.21. Why the drop? 🌤️ Ideal Midwest weather continues, and traders were let down by no new trade deals from President Trump’s Iowa speech last week. 📉📊
💼 Trump Turns Up the Heat on Tariffs 🇺🇸📑
The President sent tariff warning letters to key trade partners. 📬 Japan & South Korea—major US corn buyers—now face potential 25% tariffs if no deal is reached by August 1. 🌏 Countries aligning with BRICS policies (like 🇨🇳 China and 🇧🇷 Brazil) could face an extra 10% tariff.
🌽 Crop Conditions Shine ☀️
• Corn: 74% good-to-excellent, best early July rating since 2018
• Soybeans: 66% good-to-excellent, best since 2020 (excl. 2023)
Analysts eye above-trend corn yields—potentially 184.6 to 188.2 bpa based on strong early ratings 📈
🌾 Wheat Update
• Spring wheat slips for the 3rd week ➡️ 50% G/E (below avg)
• Winter wheat harvest hits 53%, just under average
💰 Money Flow & Export Buzz 💸
• Funds increased their short in corn (net short: 190k contracts)
• Corn exports: Up 8% week-over-week, +46% YoY 🚢
• Soybean & wheat shipments: Strong, near top end of expectations
• Flash sale: 135,000mt corn to Mexico, spanning two crop years 🇲🇽
👇 Drop your thoughts in the comments!
✅ Subscribe for more grain market insights!
#Corn #Soybeans #Trump #Tariffs #GrainMarkets #Wheat #FarmingNews #CropConditions #Exports #USDA #Commodities #GrainFutures #Agriculture 🌽🌎📈

  continue reading

1484 episodes

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