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More "Mailbox Money" Headed to US Farm Country
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 More Government Cash3:34 "Ideal" Weather?7:11 Soybean Selloff8:18 Brazil Tariffs9:46 Strong Ethanol Production🇺🇸💰 USDA ROLLS OUT $16 BILLION IN DISASTER AID! | Market Moves, Weather Boost & New Tariff Drama 🇧🇷🌽🌪️ USDA Disaster Aid Incoming!The USDA just announced $16 BILLION in disaster aid for farmers hit by natural disasters in 2023 and 2024 🌾💵. This Supplemental Disaster Relief Program rolls out in two stages:✅ Stage 1: Available NOW for producers who already received insurance or NAP payments. Prefilled apps are in the mail ✉️.🍂 Stage 2: Launches early fall for shallow or uninsured losses.This is part of $30 billion total in 2024 farm and ranch relief 🐄🌽. Don’t miss your chance—talk to your FSA office today!🌧️ Perfect Timing: Corn Belt Gets a Soaker!A widespread rain system is soaking key states: Iowa, Minnesota, Nebraska, and Missouri, and moving east. Even fringe acres in OK and KS get a drink 🌧️🌱. Cooler temps on deck = big win for crop health!📉 Soybeans Slide AgainNov25 beans dropped another 10¢ to $10.07. Traders are nervous 😬:Ongoing tariff concerns with China 🇨🇳Trump vows to enforce reciprocal tariff policy Aug 1 ⏳Fund selling + great weather = bearish setup📉 This could be a technical breakdown after weeks of sideways chop.🇧🇷 Brazil Hit With 50% Tariff!Trump targets Brazil with his biggest tariff yet—50% on imports starting Aug 1 🔥He calls it a message to BRICS and a defense of the US dollar 💵⚔️. This hit soybean sentiment hard, and the USD surged 2% on the real. 📈🛢️ Ethanol Bump!🚀 Production up 1% WoW, 3% YoY📉 Stocks dipped slightly but still high💰 Margins looking better for producers👉 Like, comment, and SUBSCRIBE for daily ag & market updates!📬 Tap the 🔔 to never miss an alert—especially when billions are on the table!
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11:22
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11:22
"China, Get the Hell Out of American Agriculture!!" - US Senator
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 China, Get the Hell Out!3:58 Tuesday Selloff7:52 Brazil Export Problems9:09 Tariff Update10:38 Wheat Purchase Agreements11:47 Flash Sales🎯 US Cracks Down on Foreign Farmland Ownership + Grain Market Movers! 🌽📉🌎🚨 National Farm Security Alert!The Trump administration is taking major steps to restrict foreign ownership of U.S. farmland—especially from China 🇨🇳. Under the new National Farm Security Action Plan, the USDA will team up with state leaders and the Treasury Department to review land purchases more closely. Fines for false or late filings will jump to 25% 💰. In 2023, foreign ownership rose to 45 million acres—but less than 1% is held by China. 🌽 Corn Futures Slide AgainCorn prices dropped for the second day as the Dec25 contract settled near $4.14/bu. The USDA crop report showed 74% of corn is rated good-to-excellent—the best for this week since 2018! A mild forecast with scattered rains is keeping crop stress low and boosting yield outlooks 📊.🇧🇷 Brazilian Corn Faces Export JamsBrazil's corn exports are up 📈, but soybeans may clog the ports. China is buying big on beans, but is pulling back on corn after a strong domestic crop. Brazil will have to turn to Iran, Egypt, and Vietnam to make up the gap—but those markets won’t match China’s demand.📦 Trump's Tariff Clock Is TickingTrump says no more extensions—his reciprocal tariffs hit Aug 1. Copper will face a 50% tariff, causing a historic price spike 📈🪙. Imported drugs could see 200% tariffs unless production shifts to the US. More sectors may follow: semiconductors, metals, and more.🌾 Indonesia Locks in US Wheat DealTo secure a trade agreement, Indonesia will purchase $1.25B in US wheat through 2030. This year’s target: 800,000mt—up 8% YoY 📄. Future annual buys will rise to 1mmt. Wheat still makes up a small portion of Indonesia’s total grain imports, but more deals on corn and soybeans could follow!🚢 Flash Sales!The USDA announced:• 📦 144,000mt soybean meal to 🇵🇭 Philippines• 🌽 112,776mt (4M bushels) of corn to 🇲🇽 MexicoDon’t forget to like, comment, and subscribe to stay on top of all the latest ag policy, weather, and market news! 📺✅
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13:04
MONSTER US Corn Crop?? Traders Think So
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Monday Selloff3:07 Trade Stuff4:33 Corn Yield Prospects9:23 The Funds10:21 Grain Shipments11:15 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 🌽🌎📈
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12:20
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12:20
"Trade Deal Rumors" were Wrong - Grain Markets Tumble
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 No Trade Deals, Markets Tumble2:07 OBBB and Farmers3:42 Tariff Deadlines6:38 Drought/Weather Update8:23 Record Corn Export Program Possible?9:50 Russia Slashes Wheat Export Tax10:57 Flash Sales🇺🇸 President Trump’s Rally in Iowa: “One Big Beautiful Bill” Signed Into Law! 🚜📉🔥President Trump took the stage in Des Moines on Thursday, celebrating the passage of his massive new tax and spending bill — claiming it will “Make America Great Again” 🇺🇸💵. While no new trade deals were announced (despite trader hopes), he highlighted 🔻 egg prices, 🔥 US military action in Iran, and ⬇️ border crossings. He also reassured farmers their labor force is safe, though details were thin. 🌽🚫 Corn & soybean futures are sharply lower this morning as trade rumors fizzled out.📜 What’s in the “Big Beautiful Bill”?✅ $68.3B in new farm program funding✅ Higher PLC & ARC reference prices for this crop year✅ Increased payment limits & lifted income caps✅ Up to 30M new base acres allowed (2019–2023 history)✅ $6.3B for crop insurance over 10 years✅ Expanded premium support for beginning farmers✅ 🇺🇸 US-only feedstock rule for biofuel tax credits (2026)✅ 🔁 Extension of 45Z through 2029✅ ✂️ SAF credit cut from $1.75 ➡️ $1.00/gal✅ ⛽️ Boost to biomass-based diesel🛃 Tariff Deadline Extended?Originally set for July 9, the tariff deadline may be pushed to August 1 for countries still negotiating 🤝. Sec. Bessent says talks with 18 major partners are ongoing — with frameworks announced for 🇬🇧 UK, 🇨🇳 China, and 🇻🇳 Vietnam. Still pending: 🇯🇵 Japan, 🇮🇳 India, 🇰🇷 South Korea, 🇪🇺 EU.🌧️ Drought Update: Big Improvement!Thanks to recent rains, drought conditions dropped sharply across the 🌽 Corn Belt and 🌾 High Plains!🔹 Corn: 12% in drought🔹 Soybeans: 8%🔹 Winter wheat: 24%🔹 Spring wheat: 29%🔹 Cattle areas: 18%📦 Export Sales Recap:🔹 Corn: 532,700mt ➡️ ⬇️ 28% vs. last week🔹 Soybeans: 462,400mt ➡️ ⬆️ 15% vs. last week🔹 Wheat: 586,000mt ➡️ ⬆️ strong sales led by 🇵🇭 Philippines📢 Flash Sales Alert:✔️ 150,000mt corn✔️ 226,000mt soybeans✔️ 195,000mt soymeal (spread across 24/25 & 25/26)🌍 Russia Cuts Wheat Export Tax to Zero!🇷🇺 In a surprise move, Russia slashed its wheat export tax to zero for July 9–15 to boost weak overseas demand. June wheat exports were just 1.1mmt — a fraction of last year’s volume. Expect volatility in global wheat markets to continue.📊 See all charts below & don’t miss today’s premium breakdown with Paul Neiffer!👍 Like, 💬 comment, and 🔔 subscribe for more critical ag market updates!
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12:36
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12:36
Grain Prices SURGE: Trump to Announce Trade Deals in Iowa Tonight???
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Trump, Iowa and Trade Deals4:45 Vietnam/US Trade Deal6:50 US Weather Update8:33 Ethanol Production11:45 Stock Market Records🎤🇺🇸 President Trump Visits Iowa: Big Trade Talk & Market Moves! 🌽📈📍 LIVE from the Iowa State Fairgrounds!President Trump takes the stage tonight at 7:30pm CST as part of the America250 Kick-Off Celebration. In a recent Truth Social post, he thanked Iowans for their strong support over the past three elections and teased major updates on ag trade 👀🚜🌎 🌾 Global Trade BuzzRumors are flying about possible new trade deals with China & India 📈Speculation alone sent grain markets soaring yesterdayTrump’s Iowa visit may bring 🔥 announcements🇻🇳 Vietnam Deal Announced!Trump revealed a new US-Vietnam agreement:✅ $2B in American ag purchases✅ Tariff-free entry for US goods⛔ 20% tariff on Vietnamese exports + 40% on transshipped goodsVietnam may not be a game-changer like China, but it’s a solid win for US ag 💪☀️🌧️ Corn Belt Weather OutlookNear-normal rainfall expected next 7 daysDry in central/eastern Corn Belt short termWetter pattern shifts eastward 8–14 day rangeTemps staying 1–4°F above normal = continued heat risk 🌡️🍻 Ethanol SnapshotWeekly production: 1.08M bpd (down slightly but still strong)Stocks high at 24.12M barrelsMargins improved over the past week 💵📊 Markets React to Trade News📈 S&P 500 hit record high (+0.5%)💻 Nasdaq also set new record (+1%)📉 Dow dipped slightlyInvestors eye more trade deals before the July 9 tariff deadline⚠️ ADP data shows surprise job losses — watch today’s jobs report for Fed rate clues!👇 Drop your thoughts in the comments! Will Trump drop trade bombshells tonight?🔔 Don’t forget to subscribe for daily updates on grain, trade, and markets!
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