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HUGE Corn Export Sales - What If the Crop Isn't There??

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Manage episode 499036135 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 Brian's Charts
3:15 Big Corn Sales
7:50 US Ag Trade Deficit
9:42 Drought Monitor / Weather / Crop
13:49 China Pig Plan
15:57 Nutrien
18:22 BOE Rate Cut, US Next
🎯 Big Corn Sales, Global Trade Shifts & Drought Watch! 🌽📉🌍
🔥 MASSIVE Corn Sales!
US new crop corn export sales came in at 3.163 MMT (125 mil bu) — the 3rd best weekly number ever and the best without China in the mix!
👉 Soybean sales (old + new crop) both beat expectations
👉 Wheat sales strong too — up 25% from last week
🚨 Record Ag Trade Deficit
For the first 6 months of 2025, the US posted a $28.6B ag trade deficit, the worst on record... June alone: $4.1B shortfall
📌 Long-running surpluses have turned into consistent deficits since 2019
📌 Brazil & Argentina crops still undercutting US grain globally
Drought Monitor Update
USDA's weekly drought map is out:

Spotty rains helped parts of IN & the High Plains
New drought popped up in MO, IA, WI, and KY
📉 Current drought by crop:
Corn: 3%
Soybeans: 3%
Winter Wheat: 30%
Spring Wheat: 35%
Cattle: 13%
🇨🇳 China to Cut Hog Herd
China plans to reduce its sow herd by 1 million head
Cash hog prices are down 30% YoY
📦 This could mean lower soymeal demand moving forward — big implications for soybean exporters
🧠 Trade tensions also play a role here
🌱 Fertilizer Demand Still Strong
Nutrien says fall demand is booming, even with grain prices under pressure
🌽 Higher US corn acres = more potash demand
📈 Nutrien raised its 2025 potash forecast after record H1 sales
📊 Expect a busy fall fertilizer season
🇬🇧 Bank of England Cuts Rates
The BOE cut interest rates to 4.00%, lowest in over 2 years
📉 Down from 5.25% in 2024
⚖️ Vote was close: 5-4 split
📈 Inflation still high (4%)
📉 Labor market softening
🧭 Forward guidance? Cautious & slow
Drop your thoughts in the comments! Are US ag exports turning a corner… or just getting squeezed out globally?
👇 Don't forget to like, subscribe, and hit that bell 🔔 for weekly market insights that cut through the noise.
#GrainMarkets #CornExports #USDA #DroughtMonitor #TradeDeficit #Soybeans #Fertilizer #BOE #China #AgNews #FarmEcono

  continue reading

1531 episodes

Artwork
iconShare
 
Manage episode 499036135 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 Brian's Charts
3:15 Big Corn Sales
7:50 US Ag Trade Deficit
9:42 Drought Monitor / Weather / Crop
13:49 China Pig Plan
15:57 Nutrien
18:22 BOE Rate Cut, US Next
🎯 Big Corn Sales, Global Trade Shifts & Drought Watch! 🌽📉🌍
🔥 MASSIVE Corn Sales!
US new crop corn export sales came in at 3.163 MMT (125 mil bu) — the 3rd best weekly number ever and the best without China in the mix!
👉 Soybean sales (old + new crop) both beat expectations
👉 Wheat sales strong too — up 25% from last week
🚨 Record Ag Trade Deficit
For the first 6 months of 2025, the US posted a $28.6B ag trade deficit, the worst on record... June alone: $4.1B shortfall
📌 Long-running surpluses have turned into consistent deficits since 2019
📌 Brazil & Argentina crops still undercutting US grain globally
Drought Monitor Update
USDA's weekly drought map is out:

Spotty rains helped parts of IN & the High Plains
New drought popped up in MO, IA, WI, and KY
📉 Current drought by crop:
Corn: 3%
Soybeans: 3%
Winter Wheat: 30%
Spring Wheat: 35%
Cattle: 13%
🇨🇳 China to Cut Hog Herd
China plans to reduce its sow herd by 1 million head
Cash hog prices are down 30% YoY
📦 This could mean lower soymeal demand moving forward — big implications for soybean exporters
🧠 Trade tensions also play a role here
🌱 Fertilizer Demand Still Strong
Nutrien says fall demand is booming, even with grain prices under pressure
🌽 Higher US corn acres = more potash demand
📈 Nutrien raised its 2025 potash forecast after record H1 sales
📊 Expect a busy fall fertilizer season
🇬🇧 Bank of England Cuts Rates
The BOE cut interest rates to 4.00%, lowest in over 2 years
📉 Down from 5.25% in 2024
⚖️ Vote was close: 5-4 split
📈 Inflation still high (4%)
📉 Labor market softening
🧭 Forward guidance? Cautious & slow
Drop your thoughts in the comments! Are US ag exports turning a corner… or just getting squeezed out globally?
👇 Don't forget to like, subscribe, and hit that bell 🔔 for weekly market insights that cut through the noise.
#GrainMarkets #CornExports #USDA #DroughtMonitor #TradeDeficit #Soybeans #Fertilizer #BOE #China #AgNews #FarmEcono

  continue reading

1531 episodes

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