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Corn Growers to DC: HELP! Prices in Freefall

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Manage episode 500215865 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://podcastplayer.com/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 NCGA Asks for Help
3:45 Soybean Rally
5:44 Green Plains and Blackrock
8:41 Ethanol Production
9:48 US Beef Prices
🌽 Corn Growers Plead for Action — But Are They Asking for the Wrong Thing? 🚜
The National Corn Growers Association (NCGA) is urging lawmakers to boost corn demand through market-based solutions. Their push comes as farmers face rock-bottom prices and a USDA forecast for a record-smashing crop — 16.74 billion bushels, 9% above the 2023 record. NCGA wants Congress to approve year-round E15 sales (potentially adding 457M bushels of demand) and for the Trump administration to fast-track trade deals. But here’s my take — E15 probably won’t move the demand needle much. What we really need? A solid biofuel policy for sustainable aviation fuel — something missing from NCGA’s plan.
🌱 Soybeans on a Tear
Soybean futures rallied for the third day in a row, hitting the highest price since early July. USDA projects soybean acreage down 7% year-over-year, pushing 2025/26 ending stocks to a three-year low.
🏭 Green Plains in Deep Debt
Green Plains has pledged nine of its ten ethanol plants to BlackRock for a debt extension. The company faces oversupply issues, weaker demand, and failed diversification. Their new hope? Carbon capture + updated 45Z tax credits.
⛽ Ethanol Production Rising
Output hit 1.09M barrels/day last week, while stocks fell to the lowest point this year. Efficiency is improving — more than 3 gallons of ethanol per bushel of corn today compared to 2.8 in 2015.
🥩 Beef Prices to Climb in 2026
USDA sees beef supplies dropping to the lowest since 2019, with herd rebuilding and tariffs on Brazil tightening supplies further.
👍 Like, 💬 comment, and subscribe to stay ahead on the markets!

  continue reading

1526 episodes

Artwork
iconShare
 
Manage episode 500215865 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://podcastplayer.com/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 NCGA Asks for Help
3:45 Soybean Rally
5:44 Green Plains and Blackrock
8:41 Ethanol Production
9:48 US Beef Prices
🌽 Corn Growers Plead for Action — But Are They Asking for the Wrong Thing? 🚜
The National Corn Growers Association (NCGA) is urging lawmakers to boost corn demand through market-based solutions. Their push comes as farmers face rock-bottom prices and a USDA forecast for a record-smashing crop — 16.74 billion bushels, 9% above the 2023 record. NCGA wants Congress to approve year-round E15 sales (potentially adding 457M bushels of demand) and for the Trump administration to fast-track trade deals. But here’s my take — E15 probably won’t move the demand needle much. What we really need? A solid biofuel policy for sustainable aviation fuel — something missing from NCGA’s plan.
🌱 Soybeans on a Tear
Soybean futures rallied for the third day in a row, hitting the highest price since early July. USDA projects soybean acreage down 7% year-over-year, pushing 2025/26 ending stocks to a three-year low.
🏭 Green Plains in Deep Debt
Green Plains has pledged nine of its ten ethanol plants to BlackRock for a debt extension. The company faces oversupply issues, weaker demand, and failed diversification. Their new hope? Carbon capture + updated 45Z tax credits.
⛽ Ethanol Production Rising
Output hit 1.09M barrels/day last week, while stocks fell to the lowest point this year. Efficiency is improving — more than 3 gallons of ethanol per bushel of corn today compared to 2.8 in 2015.
🥩 Beef Prices to Climb in 2026
USDA sees beef supplies dropping to the lowest since 2019, with herd rebuilding and tariffs on Brazil tightening supplies further.
👍 Like, 💬 comment, and subscribe to stay ahead on the markets!

  continue reading

1526 episodes

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