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!

Spring Wheat RALLY + New AI Weather Model

20:27
 
Share
 

Manage episode 485770056 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 Spring Wheat Rally
3:13 Drought and AI Weather Model
7:43 More Tariff News
10:04 SRE News, Biofuel
12:12 Higher Biofuel Mandates?
15:24 Ethanol Production
16:48 Flash Sales
17:53 Russia Wheat
🌾 Spring Wheat Soars + Drought Moves + Biofuel Battles! ⚖️🔥
🚀 Markets on the Move:
Spring wheat futures surged to multi-week highs overnight! Jul25 hit its best level since April 17 📈 after the USDA rated the crop just 45% good-to-excellent — the worst start since 2021. Funds are still holding a record net short! 👀
🌧️ Drought Monitor Drama:
Rain boosted MN & WI, but dry pockets worsened in parts of IL, IN, MO & IA. The High Plains saw improvement thanks to rain + cool temps. Here’s where drought is hitting hardest:
🌽 Corn – 23%
🌱 Soybeans – 17%
🌾 Spring Wheat – 29%
🐄 Cattle – 23%
🧾 Tariff Twist!
Trump’s global tariffs are back on... for now. A federal court reinstated them temporarily while legal battles continue ⚖️. Could this be peak tariff fatigue in the markets?
⛽ Biofuel Backlash:
Trump's administration may approve backlogged refinery waivers — some dating to 2016. Analysts warn this could undercut ethanol & corn prices, setting a dangerous precedent for farmers. Meanwhile, new 2026 biofuel mandates are coming — industry insiders are pushing for 5.25 billion gallons to help grain demand.
🍻 Ethanol Update:
Production ticked up 1.9% last week to 1.06M bpd. Stocks fell slightly but remain above last year. Margins? Flat. 📊
🚢 Corn Flash Sales:
The US sold 8M bushels of corn — half to Mexico, half to “unknown.” Export demand showing signs of life!
🌍 Russian Wheat Outlook:
Sovecon bumped Russia’s export forecast to 40.8mmt 📦 and raised its crop estimate to 81mmt 🌾—still below recent highs, offering some global price support.
👉 Don't forget to LIKE, SUBSCRIBE, and drop your thoughts in the comments!
📲 Stay informed — markets move fast!

  continue reading

1462 episodes

Artwork
iconShare
 
Manage episode 485770056 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 Spring Wheat Rally
3:13 Drought and AI Weather Model
7:43 More Tariff News
10:04 SRE News, Biofuel
12:12 Higher Biofuel Mandates?
15:24 Ethanol Production
16:48 Flash Sales
17:53 Russia Wheat
🌾 Spring Wheat Soars + Drought Moves + Biofuel Battles! ⚖️🔥
🚀 Markets on the Move:
Spring wheat futures surged to multi-week highs overnight! Jul25 hit its best level since April 17 📈 after the USDA rated the crop just 45% good-to-excellent — the worst start since 2021. Funds are still holding a record net short! 👀
🌧️ Drought Monitor Drama:
Rain boosted MN & WI, but dry pockets worsened in parts of IL, IN, MO & IA. The High Plains saw improvement thanks to rain + cool temps. Here’s where drought is hitting hardest:
🌽 Corn – 23%
🌱 Soybeans – 17%
🌾 Spring Wheat – 29%
🐄 Cattle – 23%
🧾 Tariff Twist!
Trump’s global tariffs are back on... for now. A federal court reinstated them temporarily while legal battles continue ⚖️. Could this be peak tariff fatigue in the markets?
⛽ Biofuel Backlash:
Trump's administration may approve backlogged refinery waivers — some dating to 2016. Analysts warn this could undercut ethanol & corn prices, setting a dangerous precedent for farmers. Meanwhile, new 2026 biofuel mandates are coming — industry insiders are pushing for 5.25 billion gallons to help grain demand.
🍻 Ethanol Update:
Production ticked up 1.9% last week to 1.06M bpd. Stocks fell slightly but remain above last year. Margins? Flat. 📊
🚢 Corn Flash Sales:
The US sold 8M bushels of corn — half to Mexico, half to “unknown.” Export demand showing signs of life!
🌍 Russian Wheat Outlook:
Sovecon bumped Russia’s export forecast to 40.8mmt 📦 and raised its crop estimate to 81mmt 🌾—still below recent highs, offering some global price support.
👉 Don't forget to LIKE, SUBSCRIBE, and drop your thoughts in the comments!
📲 Stay informed — markets move fast!

  continue reading

1462 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