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Soybean Oil Drops 9% on EPA Rumors + Ozempic and Beef Demand

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Manage episode 483104771 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 Soybean Oil Crash
2:16 US Weather / Drought
6:39 Meat Demand and Ozempic
9:44 NOPA Crush Report
12:00 Export Sales
15:10 Kansas Wheat Tour
16:53 CONAB Estimates
19:25 SpaceX and Farming
๐ŸŒฑ Big Moves in Biofuels, Drought, and Meat Demand! ๐Ÿšœ๐Ÿ”ฅ
๐Ÿ›ข๏ธ EPA Biofuel Blend Drama
The EPA just sent a new rule to the White House. ๐Ÿ‘€ Rumors suggest 2026 diesel blending targets may come in way below industry hopes โ€” and soybean oil futures reacted hard, falling limit down. ๐Ÿ“‰
๐ŸŒพ USDA Drought Monitor Update
Drought is creeping across key crop states. ๐Ÿ˜ฌ
Corn: 22% ๐ŸŒฝ | Soybeans: 17% ๐ŸŒฑ | Winter Wheat: 23% ๐ŸŒพ
๐Ÿ— Ozempic Boosting Meat Demand?
Weight-loss meds like Ozempic ๐Ÿ’‰ are driving higher chicken and beef consumption, says JBS โ€” folks on GLP-1s want more protein! ๐Ÿ”๐Ÿฅฉ
๐Ÿงผ NOPA Crush Report
April soybean crush dipped from March but still hit a record for the month ๐Ÿ“Š. Soybean oil stocks rose slightly but remain the lowest for April since 2015.
๐ŸŒ Strong US Corn Exports
Corn export sales beat expectations! ๐ŸŒฝ๐Ÿ’ช
Soybeans and wheat? A bit more sluggish ๐Ÿข๐Ÿ“‰
๐ŸŒพ Kansas Wheat Tour Surprise
Highest projected yield since 2021! Timely spring rains helped wheat scouts forecast 53 bpa vs the usual 44.3. USDA's still a bit more conservative โ€” but things are looking up! โ˜๏ธโžก๏ธ๐ŸŒง๏ธ
๐Ÿ‡ง๐Ÿ‡ท Brazil Crop Outlook Raised
Conab raised Brazilโ€™s corn and soybean forecasts ๐ŸŒฝ๐Ÿ‡ง๐Ÿ‡ท Favorable rains, big second corn crop, and rising ethanol demand are all supporting the boom. ๐Ÿ“ˆ
๐Ÿš€ Starlink x CNH = Farming Future
Precision ag just got a boost! CNH teams up with SpaceX to bring Starlink satellite internet to the most remote fields. ๐ŸŒ๐Ÿ›ฐ๏ธ
Like, comment, and subscribe to stay updated with real ag news that matters ๐Ÿ‘‡
#Soybeans #Corn #Wheat #Biofuels #Starlink #Ozempic #Farmers #AgNews #Commodities ๐ŸŒฝ๐Ÿ“ˆ๐Ÿ›ฐ๏ธ

  continue reading

1462 episodes

Artwork
iconShare
 
Manage episode 483104771 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 Soybean Oil Crash
2:16 US Weather / Drought
6:39 Meat Demand and Ozempic
9:44 NOPA Crush Report
12:00 Export Sales
15:10 Kansas Wheat Tour
16:53 CONAB Estimates
19:25 SpaceX and Farming
๐ŸŒฑ Big Moves in Biofuels, Drought, and Meat Demand! ๐Ÿšœ๐Ÿ”ฅ
๐Ÿ›ข๏ธ EPA Biofuel Blend Drama
The EPA just sent a new rule to the White House. ๐Ÿ‘€ Rumors suggest 2026 diesel blending targets may come in way below industry hopes โ€” and soybean oil futures reacted hard, falling limit down. ๐Ÿ“‰
๐ŸŒพ USDA Drought Monitor Update
Drought is creeping across key crop states. ๐Ÿ˜ฌ
Corn: 22% ๐ŸŒฝ | Soybeans: 17% ๐ŸŒฑ | Winter Wheat: 23% ๐ŸŒพ
๐Ÿ— Ozempic Boosting Meat Demand?
Weight-loss meds like Ozempic ๐Ÿ’‰ are driving higher chicken and beef consumption, says JBS โ€” folks on GLP-1s want more protein! ๐Ÿ”๐Ÿฅฉ
๐Ÿงผ NOPA Crush Report
April soybean crush dipped from March but still hit a record for the month ๐Ÿ“Š. Soybean oil stocks rose slightly but remain the lowest for April since 2015.
๐ŸŒ Strong US Corn Exports
Corn export sales beat expectations! ๐ŸŒฝ๐Ÿ’ช
Soybeans and wheat? A bit more sluggish ๐Ÿข๐Ÿ“‰
๐ŸŒพ Kansas Wheat Tour Surprise
Highest projected yield since 2021! Timely spring rains helped wheat scouts forecast 53 bpa vs the usual 44.3. USDA's still a bit more conservative โ€” but things are looking up! โ˜๏ธโžก๏ธ๐ŸŒง๏ธ
๐Ÿ‡ง๐Ÿ‡ท Brazil Crop Outlook Raised
Conab raised Brazilโ€™s corn and soybean forecasts ๐ŸŒฝ๐Ÿ‡ง๐Ÿ‡ท Favorable rains, big second corn crop, and rising ethanol demand are all supporting the boom. ๐Ÿ“ˆ
๐Ÿš€ Starlink x CNH = Farming Future
Precision ag just got a boost! CNH teams up with SpaceX to bring Starlink satellite internet to the most remote fields. ๐ŸŒ๐Ÿ›ฐ๏ธ
Like, comment, and subscribe to stay updated with real ag news that matters ๐Ÿ‘‡
#Soybeans #Corn #Wheat #Biofuels #Starlink #Ozempic #Farmers #AgNews #Commodities ๐ŸŒฝ๐Ÿ“ˆ๐Ÿ›ฐ๏ธ

  continue reading

1462 episodes

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