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US/Taiwan Negotiations Continue: How Much US Grain Will They Buy??

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Manage episode 509327524 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 What Will Taiwan Buy?
3:20 Grain Stocks Report Today
4:33 Harvest Update
8:24 Soybean Shipment Problem
10:25 Better Demand for Russian Wheat
11:40 Flash Sales

🌎 Welcome back! Today’s focus: US–Taiwan trade talks, USDA’s Grain Stocks report, and fresh updates on harvest & exports.
🇹🇼 US–Taiwan Trade Spotlight
USDA’s Luke Lindberg is in Taiwan this week for trade negotiations.
Meetings include the Agribusiness Trade Mission and a roundtable with US ag reps.
Taiwan is the 8th largest market for US ag exports; the US is its top supplier.
Taiwan committed to $6.4B in US corn & soybeans over 4 years and $10B in total ag buys—but this is only in line with past purchases (~$3.8B last year).
Current tariffs on Taiwanese exports to the US sit at 20%.
📊 Grain Stocks Report (Sept 1)
Corn stocks are expected to be down 24% YoY.
Soybean stocks are estimated to be down 5.6%.
Wheat stocks seen up 2.6%.
Traders eye discrepancies between pre-report estimates and USDA’s prior carryout numbers.
🌽 Crop Progress & Conditions
Corn: 66% good-to-excellent (best since 2018), 18% harvested (avg: 19%).
Soybeans: 62% good-to-excellent, 19% harvested (avg: 20%).
Winter Wheat: 34% planted (avg: 36%), the slowest pace since 2016.
🚢 US Export Inspections
Corn: 1.5mmt (60M bu) → +10% WoW, +33% YoY.
Soybeans: 594k mt (22M bu) → +5% WoW, -13% YoY.
Wheat: 739k mt (27M bu) → -21% WoW, +34% YoY.
🌾 Global Wheat Watch
Russian wheat export prices rising for 2nd week.
Exports down 29% YoY (Jul–Sep).
Harvest nearly complete at ~87mmt. Forecast trimmed to 43.4mmt exports.
📢 Flash Sales
135,660mt corn → Mexico.
110,668mt corn → Unknown (2025/26 delivery).

  continue reading

1551 episodes

Artwork
iconShare
 
Manage episode 509327524 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 What Will Taiwan Buy?
3:20 Grain Stocks Report Today
4:33 Harvest Update
8:24 Soybean Shipment Problem
10:25 Better Demand for Russian Wheat
11:40 Flash Sales

🌎 Welcome back! Today’s focus: US–Taiwan trade talks, USDA’s Grain Stocks report, and fresh updates on harvest & exports.
🇹🇼 US–Taiwan Trade Spotlight
USDA’s Luke Lindberg is in Taiwan this week for trade negotiations.
Meetings include the Agribusiness Trade Mission and a roundtable with US ag reps.
Taiwan is the 8th largest market for US ag exports; the US is its top supplier.
Taiwan committed to $6.4B in US corn & soybeans over 4 years and $10B in total ag buys—but this is only in line with past purchases (~$3.8B last year).
Current tariffs on Taiwanese exports to the US sit at 20%.
📊 Grain Stocks Report (Sept 1)
Corn stocks are expected to be down 24% YoY.
Soybean stocks are estimated to be down 5.6%.
Wheat stocks seen up 2.6%.
Traders eye discrepancies between pre-report estimates and USDA’s prior carryout numbers.
🌽 Crop Progress & Conditions
Corn: 66% good-to-excellent (best since 2018), 18% harvested (avg: 19%).
Soybeans: 62% good-to-excellent, 19% harvested (avg: 20%).
Winter Wheat: 34% planted (avg: 36%), the slowest pace since 2016.
🚢 US Export Inspections
Corn: 1.5mmt (60M bu) → +10% WoW, +33% YoY.
Soybeans: 594k mt (22M bu) → +5% WoW, -13% YoY.
Wheat: 739k mt (27M bu) → -21% WoW, +34% YoY.
🌾 Global Wheat Watch
Russian wheat export prices rising for 2nd week.
Exports down 29% YoY (Jul–Sep).
Harvest nearly complete at ~87mmt. Forecast trimmed to 43.4mmt exports.
📢 Flash Sales
135,660mt corn → Mexico.
110,668mt corn → Unknown (2025/26 delivery).

  continue reading

1551 episodes

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