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Ohio's Driest August Ever: "Flash Drought" Chatter Accelerates

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Manage episode 502730825 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://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 "Flash Drought"
3:50 Price Action and Charts
5:24 US/China Trade Talks
8:59 Renewable Investments
10:21 Russia's Wheat Crop Keeps Getting Bigger
🌽 Welcome back! Today we’re breaking down the latest on crop weather, grain markets, trade talks, energy policy, and global wheat supplies.
☀️ Weather & Crops
Dryness is intensifying across the southern & eastern Corn Belt and the Delta. Ohio is experiencing its driest August in 133 years. Flash drought concerns are building in parts of southern IL, MO, western TN, AR, and LA. Forecasts show very little rain ahead, keeping stress high for corn & soybeans. 🌵
📉 Grain Markets
Corn futures slipped back toward $4.10, soybeans ticked higher to $10.50, and wheat was mixed. Traders are balancing record crop expectations against the risk of weather stress. Holiday-weekend trade + month-end positioning = extra volatility. 📊
🇺🇸🇨🇳 US–China Trade Talks
Talks resume in Washington, D.C. this week with Li Chenggang meeting U.S. trade & Treasury officials. Soybeans are front and center—but China wants tariff relief tied to fentanyl trade before making major purchases. Farmers are watching closely for export sales. 🚢
⚡ Renewable Energy
U.S. renewable investments fell 36% in the first half of the year. Wind & solar projects dropped sharply after Trump’s subsidy rollbacks. Last week, he said his administration will no longer approve new wind & solar projects. Big shakeup for the energy sector. 🌬️☀️
🌾 Russia Wheat Outlook
Consultancy IKAR raised Russia’s wheat crop forecast to 86mmt and boosted export expectations to 43mmt. Despite a slight rebound, Chicago wheat remains near four-year lows, with Russia set to dominate exports again in 25/26. 🌍
👍 Don’t forget to subscribe for daily updates, drop your thoughts in the comments, and share with a fellow farmer or trader. Staying informed = staying ahead!

  continue reading

1521 episodes

Artwork
iconShare
 
Manage episode 502730825 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://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 "Flash Drought"
3:50 Price Action and Charts
5:24 US/China Trade Talks
8:59 Renewable Investments
10:21 Russia's Wheat Crop Keeps Getting Bigger
🌽 Welcome back! Today we’re breaking down the latest on crop weather, grain markets, trade talks, energy policy, and global wheat supplies.
☀️ Weather & Crops
Dryness is intensifying across the southern & eastern Corn Belt and the Delta. Ohio is experiencing its driest August in 133 years. Flash drought concerns are building in parts of southern IL, MO, western TN, AR, and LA. Forecasts show very little rain ahead, keeping stress high for corn & soybeans. 🌵
📉 Grain Markets
Corn futures slipped back toward $4.10, soybeans ticked higher to $10.50, and wheat was mixed. Traders are balancing record crop expectations against the risk of weather stress. Holiday-weekend trade + month-end positioning = extra volatility. 📊
🇺🇸🇨🇳 US–China Trade Talks
Talks resume in Washington, D.C. this week with Li Chenggang meeting U.S. trade & Treasury officials. Soybeans are front and center—but China wants tariff relief tied to fentanyl trade before making major purchases. Farmers are watching closely for export sales. 🚢
⚡ Renewable Energy
U.S. renewable investments fell 36% in the first half of the year. Wind & solar projects dropped sharply after Trump’s subsidy rollbacks. Last week, he said his administration will no longer approve new wind & solar projects. Big shakeup for the energy sector. 🌬️☀️
🌾 Russia Wheat Outlook
Consultancy IKAR raised Russia’s wheat crop forecast to 86mmt and boosted export expectations to 43mmt. Despite a slight rebound, Chicago wheat remains near four-year lows, with Russia set to dominate exports again in 25/26. 🌍
👍 Don’t forget to subscribe for daily updates, drop your thoughts in the comments, and share with a fellow farmer or trader. Staying informed = staying ahead!

  continue reading

1521 episodes

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