Grain Markets and Other Stuff
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Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Monday morning sees a mixed sentiment in the grain markets as US farmers announce intentions to plant fewer corn acres but increase soybean plantings. USDAs Prospective Plantings report reveals a significant decline in total principal crop acres, triggering market reactions. US corn, soybean, and wheat stocks show notable increases compared to last year, with corn stocks slightly below expectations. Despite improved drought conditions in some regions, concerns persist in areas experiencing dry spells. 🌧️📉🌾 In financial markets, the S&P 500 hits record highs, reflecting robust economic performance as GDP growth surpasses expectations. The stock markets bullish trend continues, with consecutive monthly gains across major indexes. 📊📈💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Bloombergs report highlights soybeans potential ascent to Americas top crop, fueled by soaring demand for soybean oil driven by President Bidens green energy agenda. This shift threatens corns dominance as EV adoption reduces ethanol demand. Todays USDA Prospective Plantings report unveils projections of decreased corn acreage and increased soybean acreage, alongside larger stockpiles of corn, soybeans, and wheat. 📊🌽📈 Agroconsult raises its estimate for Brazils soybean production to 156.5mmt, citing increased planted acres. However, concerns arise over Chinas soybean import data accuracy, with discrepancies between Chinese and US/Brazilian figures. Meanwhile, US ethanol production edges up slightly, indicating modest growth amidst fluctuating gasoline demand. 🇧🇷🌾📉
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. The collapse of the Francis Scott Key Bridge in Baltimore disrupts shipping routes, rerouting thousands of trucks daily and increasing shipping costs. This setback, coupled with recent rainfall across the US Corn Belt, brings relief to drought-plagued regions but raises concerns for wheat growers amidst below-freezing temperatures. Meanwhile, anticipation builds for the USDAs Prospective Plantings report, projecting a decline in US corn acreage and a rise in soybean acreage, alongside larger stockpiles. 🌉🚛🌽 Russian wheat export prices surge as global demand rises, supported by projected record-setting exports and increased crop yields. However, the Federal Reserve records its largest operating loss ever in 2023, driven by increased interest expenses amidst rising rates, highlighting the complexities of monetary policy in a shifting economic landscape. 💰🌾📉
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. The US and UK have leveled accusations against Chinese government-linked hackers for launching malicious cyberattacks targeting political officials and voters records. The unsealing of indictments and subsequent sanctions signals heightened tensions, likely straining Chinas already tense relations with both nations. 🇨🇳💻🌐 Anticipation brews for the USDAs annual Prospective Plantings report, with traders forecasting a decline in US corn acreage but a significant rise in soybean acreage. Despite larger stockpiles of corn, soybeans, and wheat, the market awaits Thursdays release for concrete insights into planting intentions. 🌱📈🌽 Brazils soybean harvest progresses steadily, although concerns persist over a lack of rainfall, potentially impacting yields. Meanwhile, Chinas increasing investments in gold amid economic uncertainties, evidenced by heightened central bank purchases and surging consumer demand, reflect a trend toward secure assets amidst global economic volatility. 🌾🚜🇧🇷
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 https://www.youtube.com/watch?v=6xtXGqubSOw&t=0s Intro 0:39 https://www.youtube.com/watch?v=6xtXGqubSOw&t=39s Weekend Rain/Snow Event 2:21 https://www.youtube.com/watch?v=6xtXGqubSOw&t=141s "The Funds" 6:11 https://www.youtube.com/watch?v=6xtXGqubSOw&t=371s Black Sea Tensions 7:22 https://www.youtube.com/watch?v=6xtXGqubSOw&t=442s Reduced Brazil Soybean Estimate 8:24 https://www.youtube.com/watch?v=6xtXGqubSOw&t=504s Biofuel Lobby Pushed Govt 9:48 https://www.youtube.com/watch?v=6xtXGqubSOw&t=588s Flash Sale to Mexico 10:24 https://www.youtube.com/watch?v=6xtXGqubSOw&t=624s Cattle on Feed Update Recent rainfall and snowfall offered relief to portions of the drought-stricken Corn Belt, particularly in Iowa and Minnesota, although challenges persist. Fund traders have modestly reduced their net short positions in the corn market, while soybean market dynamics remain influenced by speculative activity. 🌧️🌨️📉 In Ukraine, Russias aggressive aerial assault on critical infrastructure, including power facilities, has intensified geopolitical tensions, resulting in widespread damage and power outages. Meanwhile, USDAs Brazil attaché office revised down its soybean crop estimate, citing lower yield expectations compared to official forecasts. 🇺🇦🚀🌱 Calls for increased sustainable aviation fuel (SAF) production have grown louder, with biofuel and farm organizations urging the Biden administration to adopt the GREET model for calculating SAF tax credits. However, delays in decision-making, fueled by concerns over agricultural land use and climate considerations, have stalled progress. Advocates emphasize the importance of avoiding changes that could negatively impact the ethanol industry. 🛢️🌱📈 USDA reported a flash sale of corn to Mexico, signaling continued demand for US grain exports. However, the latest Cattle on Feed report, with placements surpassing expectations, weighed on the cattle market, viewed as bearish due to higher-than-anticipated numbers. 🌽🐄📉
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. The Biden administration finalizes rule to accelerate transition to zero-emission vehicles 🚗⚡, requiring automakers to increase EV sales and reduce carbon emissions from gas-powered cars between 2027 and 2032. Options provided for automakers to meet targets, raising concerns from ethanol and oil industries about affordability and availability of gas-powered vehicles. USDA to release prospective plantings report 🌱 next week. AgMarkets projections are showing a decline in corn acres, an increase in soybean acres, and a significant decline in wheat acres due to pricing and USDAs acreage adjustments. US corn export sales decline 🌽, while soybean sales increase, with notable cancellations from China and other countries impacting wheat sales. Louis Dreyfus reports over $1 billion in profit for 2023, reflecting market volatility and investments in new assets, including domestic ethanol operations. Weekly drought monitor data shows mostly unchanged conditions in the Corn Belt, with slight improvements in some areas, while drought persists across the High Plains. Cattle on feed report expected later today, with projections indicating increases in placements due to weather disruptions, to be released at 2:00 p.m. CST. 📊🌧️🐄
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Brazil dominates Chinas corn and soybean market 🇧🇷🌽🌱, with imports surging. Brazilian corn imports skyrocketed by 178%, accounting for 66% of Chinas total, while US imports plummeted by 67% to 12%. Similarly, Brazilian soybean imports soared 211%, making up 53% of Chinas total, while US imports fell 51% to 38%. Excessive rainfall threatens Argentine crop yields 🇦🇷🌧️, potentially damaging corn and soybean crops. Despite alleviating drought in some areas, oversaturation poses risks to harvests, with estimates of soybean production at 50 million tons and corn at 57 million tons likely impacted. USDA reports flash sale of soybeans 🛒, with 120,000mt sold for delivery during the 2024/2025 marketing year. US ethanol production rises 📈, reaching 1.05 million barrels last week, up 2.1% from the previous week and 3.2% year-over-year. Stocks remain stable, with gasoline demand showing mixed trends. Federal Reserve maintains rates and monetary outlook 🏦, signaling three rate cuts this year despite inflation uptick. Market response is positive, with S&P 500, Dow Jones, and Nasdaq all reaching new highs. Probability of rate cuts starting in June rises to 75%. 📉📈🇺🇸
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. US agriculture groups seek millions in aid to regain global markets 🌎🌾. Last year, USDA launched a $1.3 billion program aiming to expand US crop markets over five years, focusing on southeast Asia, the Middle East, and Africa. Applications for aid exceeded $900 million this round. Brazil and Russia have surpassed the US in soybean, corn, and wheat exports. Rain forecast across US Corn Belt offers relief 🌧️. Prolonged drought affects Missouri, Wisconsin, Minnesota, Iowa, and parts of other states. Widespread precipitation expected Sunday to Tuesday could bring up to three inches of rain, though weather forecasts may change rapidly. Brazilian soybean export outlook improves 🇧🇷🌱. Anec projects March soybean exports at 14 million tons, up 2.1%, but soymeal exports decrease. Corn exports dip 8.2%, while wheat exports rise nearly 3%. EU plans tariffs on Russian and Belarusian grain imports 🇪🇺🌾, symbolically responding to farmer demands amid Green Deal rules. Russian imports minimal compared to Ukrainian imports. EU imports 1.8 million tons of Russian grain, 19.1 million from Ukraine. Tariffs unlikely to impact trade or prices significantly. Federal Reserve likely to maintain current policy outlook 🏦. Expected to reaffirm three rate cuts this year, with no immediate reduction. Investors await updated dot plot, revealing future rate projections. S&P 500 sets new record high, with Wall Street monitoring Feds policy announcement for inflation concerns impact on rate cut expectations. 📈💵
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Widespread rainfall forecasts bring hope to drought-stricken regions across the US Corn Belt, potentially alleviating dry conditions in Iowa, Minnesota, and other key agricultural areas. Meanwhile, Brazils soybean harvest advances steadily, but concerns loom over hot, dry weather impacting the second corn crop. 🇺🇸🇧🇷 Russian wheat export prices ticked up as spring planting accelerates amid insufficient precipitation, raising worries for future crop yields. In the US, corn shipments surged, while soybean shipments softened, reflecting ongoing dynamics in global grain trade. 🌾🚢 Oil prices surged to four-month highs, buoyed by unexpected increases in Chinese industrial activity and geopolitical tensions fueled by Ukrainian drone strikes on Russian refineries. Concerns over a potential supply deficit, coupled with bullish trends in gasoline futures, contributed to the rally in crude prices. 🛢️⛽💰 US Treasury yields edged higher ahead of the Federal Reserves March meeting, with investors awaiting insights into the central banks stance on interest rates. Expectations for rate cuts later this year persist amid economic uncertainties, with markets closely monitoring the Feds guidance for future monetary policy decisions. 💵📈🏦 Stay informed about weather developments, harvest progress, commodity market shifts, and geopolitical tensions to navigate evolving agricultural and financial landscapes effectively. Monitor forecasts, trade data, and central bank announcements for timely insights into market trends and potential investment opportunities. 🌐📊🔍
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Fund traders made notable adjustments in commodity markets, reducing their net short position in corn while maintaining a significant position in soybeans, according to the latest CFTC data. Meanwhile, the National Oilseed Processors Association (NOPA) reported a record soybean crush for February, surpassing expectations and contributing to increased soybean oil stocks. 📉🌽📈 Former President Trumps rhetoric on trade escalated over the weekend, as he threatened to impose 100% tariffs on cars built by Chinese companies in Mexico if reelected. This follows earlier threats of tariffs on Chinese goods, highlighting ongoing tensions in global trade dynamics. 🚗🇨🇳 USDA reported a flash sale of corn to unknown destinations, adding to robust export activity in the commodity. However, geopolitical tensions escalated with reports of a Russian drone attack damaging agribusinesses in Odesa, Ukraine, underscoring the broader impact of regional conflicts on agricultural operations. 🌐💥 Stay informed about market fluctuations, trade developments, and geopolitical risks as they influence investment strategies and commodity prices. Monitor CFTC data, industry reports, and geopolitical news to navigate evolving market conditions effectively. 📊🌍💡
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Soybean futures underwent a downside reversal after early gains on Thursday, with the most traded May24 contract peaking near $12.17 per bushel before succumbing to selling pressure. The day ended with a lower close, reflecting uncertainties in the market amidst debates over Brazils soybean crop size, especially given the significant disparity between USDA and CONAB estimates. 🌾💹 In the US, the latest weekly drought monitor data from USDA highlighted above-average temperatures across the Corn Belt, leading to improved drought conditions in some regions but expansion in others. The majority of the High Plains also experienced warm temperatures, impacting drought conditions. Check out the USDAs drought report for detailed insights. 🌱🌧️ Russias grain production is forecasted to rise in the upcoming season, with wheat production estimated to reach 93 million tons, contributing to a total grain production of 147 million tons. This projection reflects a 2.1% increase from the current seasons forecast, suggesting continued significance in global grain markets. 🇷🇺🌾 Meanwhile, Chinas recent cancellation and postponement of Australian wheat purchases, totaling about one million tons, come amidst a backdrop of global market dynamics influenced by Russias increased wheat exports. The cancellations indicate a strategic move by China to leverage market conditions for more favorable pricing. 🇨🇳🌾 US export sales saw mixed results, with improved corn sales but a decline in soybean sales compared to the previous week. Notably, a flash sale of corn to Mexico was reported, underscoring ongoing trade dynamics. Additionally, Februarys producer-price index reflected significant increases, signaling ongoing inflationary pressures that may impact the Federal Reserves upcoming meeting decisions. 💼📈 Stay informed about the evolving landscape of agricultural markets, global trade dynamics, and economic indicators as they continue to shape investment strategies and market sentiment. 🌍💡
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 https://www.youtube.com/watch?v=_AWnpZyORyY&t=0s Dryness in Brazil 2:29 https://www.youtube.com/watch?v=_AWnpZyORyY&t=149s Cheap Russian Wheat 5:26 https://www.youtube.com/watch?v=_AWnpZyORyY&t=326s Ethanol Production Update 6:52 https://www.youtube.com/watch?v=_AWnpZyORyY&t=412s Soybean Crush Update 8:29 https://www.youtube.com/watch?v=_AWnpZyORyY&t=509s More ADM Problems Key Brazilian 🇧🇷 corn-growing regions, particularly in southern Mato Grosso and Mato Grosso do Sul, are facing substantial moisture deficits due to limited rainfall since February 1st. While some relief is forecasted, additional rains will be crucial during April and May to mitigate the deficits. See maps below for detailed regional insights. 🗺️☔ Meanwhile, a surplus of Russian 🇷🇺 wheat has flooded the global market, driving down prices significantly. Russias record wheat exports, expected to reach 51 million tons this season, have led to the lowest prices for Russian wheat exports since August 2020. Consequently, US 🇺🇸 and European 🇪🇺 wheat prices have plummeted to their lowest levels in three and a half years, with global prices likely to remain under pressure due to sizable crops in the US and Russia. 📉🌾 In the US, ethanol production declined last week, with weekly output down 3.1% compared to the previous week and 1.4% lower than the same week last year. However, ethanol stocks remained relatively stable, with implied gasoline demand showing a marginal increase compared to the previous week. ⛽📉 On Friday, NOPA will release February crush data, with traders estimating a crush of 178.06 million bushels of soybeans, marking a slight decrease from January but a notable increase from February 2023. Additionally, soybean oil stocks are forecasted to be at their highest since June, reflecting a 5.6% increase from January but a 12.1% decrease from February 2023. 🌱📊 Amid challenges in its nutrition segment, ADM is working to rebuild, following an internal investigation into accounting practices that caused shares to plummet. Despite spending billions to expand its nutrition sector, ADM saw a 36% decline in operating profit in 2023. While the company is taking aggressive steps to repair the sector, investor confidence remains uncertain. 💼💡 Stay tuned for updates on weather patterns, global market dynamics, and corporate strategies as these factors continue to shape agricultural and economic landscapes worldwide. 🌍🌱📉
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 https://www.youtube.com/watch?v=1num0oVByLg&t=0s Row Crop Rally 3:13 https://www.youtube.com/watch?v=1num0oVByLg&t=193s CONAB Cuts Estimates 6:52 https://www.youtube.com/watch?v=1num0oVByLg&t=412s Brazilian Farmers are Undersold 8:08 https://www.youtube.com/watch?v=1num0oVByLg&t=488s Panama Canal Update 9:22 https://www.youtube.com/watch?v=1num0oVByLg&t=562s Inflation Progress Stalls Soybean futures saw a significant rally, marking their best close in a month, fueled by lower-than-expected Brazilian production estimates from CONAB and short-covering activities. The May24 contract gained nearly 17 cents, closing at $11.96 per bushel. Conversely, the May24 corn contract closed unchanged, matching its best close since mid-February. Brazils crop production estimates were revised downward by CONAB, citing unfavorable weather conditions. Soybean production forecasts were lowered by almost 2% to 146.9 million metric tons (mmt), while total corn production estimates decreased by nearly 1% to 112.8 mmt. The reduction in corn production was attributed to decreased planting acreage. Despite Brazilian soybean sales reaching 36.6% of estimated production, lagging behind the historical average, farmers are holding onto crops in anticipation of price rebounds. Safras and Mercado projected this seasons soybean crop to reach 149.1 mmt. In other news, the Panama Canal Authority announced a 12% increase in daily transits later this month, aiming to alleviate restrictions implemented due to low water levels caused by reduced rainfall. However, transit through larger Neopanamax locks will remain restricted. Meanwhile, Februarys inflation rose faster than expected, with a 0.4% increase for the month and a 3.2% rise compared to last year. Energy costs contributed significantly to the uptick, with food costs remaining flat, shelter costs rising, and gasoline prices surging. Stay tuned for evolving market trends, as global production estimates and inflationary pressures continue to influence agricultural and economic landscapes. 🌾📉📊
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Former President Donald Trump announced plans to reinstate tariffs on foreign goods if reelected, citing a strategy to regain leverage for the US. Trumps previous administration implemented tariffs on several countries, a move continued under the Biden administration, with most tariffs on China remaining in effect. Critics argue tariffs raise import costs and are ineffective. Meanwhile, bankruptcies are on the rise in Brazils agriculture sector due to declining corn and soybean prices from bumper crops. Last year saw a notable increase in bankruptcies and applications for bankruptcy protection, signaling financial strain among Brazilian farmers and agricultural investment funds. In the US, soybean shipments declined last week, while corn and wheat shipments saw mixed trends. Notably, there were further "flash cancellations" of US SRW wheat to China, marking the third cancellation in a week, indicating shifting trade dynamics. Brazils soybean harvest pace has slowed due to recent rainfall, with 55% of the crop harvested as of last Thursday. Additionally, planting progress for Brazils second corn crop is ahead of last year, reaching 93%. Stay tuned for updates on trade policies, agricultural market dynamics, and global harvest progress as these factors continue to shape the agricultural landscape. 🌾📉💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Fridays USDA report brought few surprises, with old crop US balance sheets for corn and soybeans remaining unchanged, while the US wheat export projection saw a 15 million bushel cut. A small downward revision to Brazils soybean crop estimate was made, although it remains above consensus. Notably, the report highlighted upward demand revisions for Chinese soybeans across multiple marketing years, with an upward revision to this years Chinese soybean import forecast. In market movements, fund traders maintain historically large net short positions across the corn and soybean complex, with net buying observed for corn contracts but continued selling for soybeans and SRW wheat contracts. Additionally, USDA reported another "flash cancellation" of US SRW wheat to China, marking the second cancellation in two days. On the global front, the United Nations food price index has reached its lowest level since February 2021, attributed to expectations of a significant South American corn crop and competitive prices from Ukraine. Vegetable oil prices also declined due to abundant supplies from South America, reflecting in a 22.3% year-over-year drop in the agencys cereal index. Despite market fluctuations, job growth exceeded expectations last month, with nonfarm payrolls increasing by 275,000, surpassing economists projections. However, revisions to December and January job growth figures were downward, with the unemployment rate increasing slightly to 3.9% in February. As agricultural and economic landscapes continue to evolve, stay informed with updates on market trends and their broader implications. 🔄🌱💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. As farmers navigate lower grain prices and rising input costs, many are turning to solar development as a lucrative alternative revenue stream. With farmer income projected to decline by 26% this year, leasing land to solar developers offers a promising solution to offset financial pressures. The surge in solar adoption is further fueled by President Joe Bidens Inflation Reduction Act, which provides tax incentives for solar projects. Despite the potential benefits, concerns loom regarding the accelerated loss of farmland, with the US witnessing a significant decrease of 20 million acres of agricultural land between 2017 and 2022. Today marks the release of the USDAs monthly Crop Production and WASDE report, anticipated to shed light on the latest agricultural outlook. While no major changes are expected in the US balance sheets, traders await potential revisions, especially concerning Brazilian soybean production estimates, which may see a substantial reduction compared to previous forecasts. In market developments, a "flash cancellation" of US corn to China was reported on Thursday, impacting the wheat market sentiment. Despite this, US soybean export sales showed improvement, with China emerging as the largest buyer for the week. However, concerns persist over cancellations of previous soybean purchases by unknown destinations. Net corn sales remained steady, with Japan leading in purchases, while net wheat sales witnessed a decline, notably to the Philippines. The USDAs weekly drought monitor highlighted mixed conditions across key agricultural regions, with improvements seen in parts of the Midwest but exacerbations in others, particularly in Iowa and parts of the High Plains. These dynamics continue to influence market sentiments amidst evolving weather patterns. Furthermore, the dollar weakened on Thursday as markets speculated on potential rate cuts by the Federal Reserve, with Chair Jerome Powell hinting at a shift in monetary policy. Meanwhile, labor market data suggested ongoing stabilization, with the Labor Department set to release Februarys employment report today, providing further insights into economic trends. Stay tuned for updates on agricultural market trends and their broader economic implications. 🔄🌾💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Wheat futures plunged to their lowest level in over three years on Wednesday, with SRW futures reaching a nadir near $5.20 per bushel, driven by concerns over oversupply and potential cancellations of US SRW wheat purchases by China. The market also grappled with the persistent pressure of competitively priced wheat from Russia, further dampening global prices. Amidst this backdrop, trade chatter highlighted the volatility and uncertainty in wheat markets. 🌾💔 In a move towards renewable energy, Bunge Global and Chevron have joined forces to establish Bunge Chevron Ag Renewables LLC, focusing on renewable fuel feedstocks. The partnership aims to construct an oilseed processing facility in Louisiana, near the Gulf Coast, capable of processing soybeans and softseeds like winter canola. Anticipated to commence operations in 2026, the facility will also contribute to the feed and protein sectors by producing meal products. 🌱⚡🛢️ Meanwhile, US ethanol production witnessed a decline last week, reflecting a weekly output of 1.06 million barrels, down 2% from the previous week but up 5.4% compared to the same period last year. Despite marginal increases in ethanol stocks and gasoline demand, the sector faces challenges amid fluctuating market dynamics and regulatory uncertainties. 🇺🇸⛽ In South America, Argentina braces for reduced precipitation this fall, following the waning of El Nino. The shift in weather patterns raises concerns over drier conditions, potentially impacting the countrys soybean and corn crops. The Buenos Aires Grains Exchange forecasts Argentinas soybean crop at 52.5 million tons and the corn crop at 56.5 million tons amidst evolving climate conditions. 🌧️🇦🇷🌽 Amidst inflation concerns, the Federal Reserve maintains its stance on interest rate cuts later this year, despite robust inflation and hiring data in January. Fed Chair Jerome Powell emphasizes the need for more evidence of easing inflation before implementing rate cuts, despite previous plans for multiple cuts in 2024. The market awaits further insights into the Feds policy decisions amidst evolving economic indicators. 📈💵🏦 Stay tuned for updates on shifting market trends and their impact on global economies. 🔄🌍💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Chevron, the second-largest US oil producer, has closed two biodiesel plants located in Ralston, IA, and Madison, WI, citing deteriorating economics for renewable fuels. With a combined capacity of processing 50 million gallons of biodiesel annually, these closures highlight challenges facing the renewable fuels sector, including declining values of renewable credits and increased supplies, leading to decreased biodiesel prices. Interestingly, this decision comes merely two years after Chevrons acquisition of biodiesel maker Renewable Energy Group for $3.15 billion, signaling a shift in strategic focus amidst evolving market dynamics. 🔄📉 In other agricultural news, USDA is set to release its monthly Crop Production and WASDE report on Friday, with traders anticipating minor demand revisions but a substantial reduction in the Brazilian soybean production estimate. Meanwhile, Australian wheat production is projected to rebound by 9% to 28.4 million tons in the 2024/2025 season, following challenges in the previous season due to adverse weather conditions. Despite an increase in production, Australian grain exports may decline as domestic reserves are replenished and grain is directed towards animal feed. 🌾📉 In the financial markets, both gold and Bitcoin reached significant milestones this week. Gold surged to a fresh all-time high, reaching $2,141.79 an ounce, driven by geopolitical concerns, expectations of monetary easing, and rising risk in the stock market. Conversely, Bitcoin set a new all-time high, briefly surpassing $68,800, propelled by the recent approval of bitcoin ETFs by the SEC and anticipation surrounding the upcoming halving in April, which is expected to limit the cryptocurrencys supply. 📈💰💡 Stay tuned for updates on shifting market dynamics and their impact on commodities and digital assets. 📊🌍💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. In recent weeks, China has ramped up its grain purchases, acquiring over 1.2 million tons of corn, sorghum, and barley from various sources including the US and Ukraine. These purchases, comprising more than 20 cargoes, reflect Chinas efforts to bolster its grain reserves amidst sluggish global prices and to support domestic prices by stockpiling ahead of the planting season. Additionally, China has allocated significant funds, totaling $19.54 billion, to expand its grain and oilseed stockpiles, marking an 8.1% increase from the previous year. This investment underscores Chinas commitment to ensuring food security and increasing domestic production to meet the needs of its vast population. Meanwhile, USDA reported multiple flash sales on Monday, including corn sales to Taiwan and soybean cake and meal sales to unknown destinations, indicating continued demand for US agricultural products in global markets. Despite these developments, US soybean shipments declined last week, while Brazils soybean harvest is progressing steadily, with 48% of the crop already harvested according to AgRural. Moreover, Brazils second corn crop planting is advancing rapidly, with 86% planted compared to 70% during the same period last year. In the renewable energy sector, Valero, the nations second-largest ethanol producer, has partnered with Summit Carbon Solutions to transport carbon from eight of its facilities through Summits proposed pipeline. This partnership aims to facilitate carbon transportation across the Corn Belt, with the pipeline expected to carry 18.5 million metric tons of carbon annually and involve more than half of the US corn ethanol industry. Stay tuned as global grain markets evolve amidst changing demand dynamics and strategic investments aimed at enhancing food security and sustainability. 🌾📈🌍
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Spring crop insurance prices for Dec24 corn and Nov24 soybeans have been set, reflecting significant declines compared to the previous year. The average price for Dec24 corn in February was $4.66 per bushel, down sharply from last years $5.91, while the Nov24 soybean contract averaged $11.55 per bushel, a notable decrease from last years $13.76. These lower insurance levels pose challenges for many US row crop operations, as they now fall below the cost of production, unlike last years levels that mostly exceeded production costs. Meanwhile, the Biden administrations delay in climate modeling for Sustainable Aviation Fuel (SAF) feedstocks has raised concerns within the ethanol industry. The administrations decision to revise the climate modeling, particularly regarding verification methods for climate-smart agriculture practices, may impact the industrys eligibility for SAF tax credits. As a result, alternative methods such as solar energy and sustainable farming may need to be adopted to qualify. In the commodities market, fund traders maintain a historically large net short position across the corn and soybean complex. Weekly Commitment of Traders data released by the CFTC shows "the funds" holding a net short of 288k contracts in corn and 151k contracts in soybeans, reflecting significant bearish sentiment. However, fund traders were net buyers of 41k contracts of corn during the week ending February 27. Brazils soybean forecast witnessed opposing revisions last week, with StoneX raising its estimate to 151.5 million tons while AgResource significantly reduced its projection to 143.92 million tons. The adjustments were influenced by recent weather patterns and yield fluctuations. Both groups also lowered their outlook for Brazils corn crop, citing various factors impacting production. In the oil market, OPEC+ extended its voluntary oil supply cuts until the end of June, aiming to stabilize prices and prevent a global surplus. These measures, coupled with ongoing supply reductions, reflect efforts to counteract increased production from rivals like US shale drillers and maintain international oil prices around $80 a barrel. Stay informed on evolving market dynamics and geopolitical developments as stakeholders navigate challenges and opportunities in the agricultural and energy sectors. 🌱📉💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Corn futures have surged over the past four days, with the May24 contract climbing from a low near $4.09/bu on Monday to a peak at $4.32/bu on Thursday. The rally comes as hedge pressure likely diminishes following the pricing or rolling of March basis contracts. Speculation surrounding potential Chinese corn purchases from the US Pacific Northwest further fueled market chatter, contributing to the upward momentum. Fund traders, who were estimated to hold a net short of 330k contracts, may have also influenced the market dynamics. While corn futures exhibit strength, US soybean export sales remain lackluster, with net sales down 30% from the prior 4-week average. Despite notable purchases from China, cancellations from unknown destinations offset some of the gains. Conversely, net corn sales saw an increase of 32% from the previous week, with Mexico emerging as the largest buyer. Wheat sales also showed improvement, driven by substantial purchases from Japan. In other developments, US ethanol production and consumption witnessed a rise in 2023, reaching their highest levels since 2019. The growing popularity of E15 and E85 sales, coupled with an increased blend rate, contributed to this uptrend. Meanwhile, drought conditions persist across key agricultural regions, particularly in the Corn Belt and high plains, exacerbating concerns about crop yields. Geopolitically, Russias reluctance to renew the Black Sea grain deal raises tensions, with Ukraine wary of potential disruptions to its grain export routes. Additionally, Chinas rapid expansion of space-based military capabilities, as reported by the US Space Command, underscores growing concerns about global security dynamics. Amidst these developments, the Federal Reserve observes a continued easing of inflation, as reflected in the personal consumption expenditures price index. While expectations of rate cuts loom, recent inflation data, including a 2.4% yearly increase in PCE, present uncertainties regarding the timing of monetary policy adjustments. Stay informed on the latest market trends and geopolitical shifts shaping the agricultural and financial landscapes, as stakeholders navigate evolving challenges and opportunities. 🌾📉🚀
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Discover how Southwest Airlines and LanzaJet are collaborating to construct a cutting-edge US facility dedicated to producing Sustainable Aviation Fuel (SAF) from ethanol. With Southwests $30 million investment, the facility aims to be operational within the next three to four years, contributing to LanzaJets ambitious goal of producing one billion gallons of SAF annually by 2030. Meanwhile, IFM Investors, an Australian airport investor, plans to inject over $651 million into SAF production in Australia, with a vision to increase the percentage of SAF in Australias jet fuel consumption to 10% by 2030. This significant investment aligns with global efforts to reduce aviation emissions, supporting the Australian governments target of producing 3.7 billion gallons of SAF by 2050. Stay updated on US ethanol production trends, recent declines notwithstanding, and ongoing adjustments in Brazils soybean crop estimates due to adverse weather conditions affecting both northern and southern regions. In other news, New Yorks legal action against JBS SA underscores the growing scrutiny of environmental commitments within the meatpacking industry, while lawmakers agreement to avert a government shutdown provides temporary relief, funding government agencies until March 8 and March 22. Keep abreast of these developments shaping the aviation industry, agricultural sector, and governmental policies, as stakeholders navigate toward a more sustainable and resilient future. ✈️🌱🏢
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 https://www.youtube.com/watch?v=i8LEV-dEdww&t=0s China Buys Cheap Ukraine Corn 3:21 https://www.youtube.com/watch?v=i8LEV-dEdww&t=201s Warm Temps Across Corn Belt 6:11 https://www.youtube.com/watch?v=i8LEV-dEdww&t=371s Soybean Flash Sale 7:11 https://www.youtube.com/watch?v=i8LEV-dEdww&t=431s European Farmers Arent Happy 8:35 https://www.youtube.com/watch?v=i8LEV-dEdww&t=515s Home Prices Remain High Explore the latest market dynamics as 🇨🇳 China makes significant corn purchases from 🇺🇦 Ukraine for livestock feed, overcoming transport disruptions caused by 🇷🇺 Russias exit from the Black Sea grain deal. Delve into the estimated purchase volume and its impact on global grain trade. Experience the unusual warmth that shattered temperature records across the 🇺🇸 United States earlier this week, followed by a sudden chill from a frigid high-pressure system in the Midwest. Learn about the forecasted return of record warmth this weekend, with projections suggesting one of the warmest winters and expectations for 2024 as the hottest year yet. Stay informed on USDAs flash sale of soybeans to unknown destinations, contributing to recent sales, and Polands considerations to widen bans on Ukrainian food imports amidst negotiations. Meanwhile, discover the housing markets resilience as home prices hit all-time highs in December, driven by a severe shortage of homes for sale despite slowing demand due to high-interest rates. Gain insights into experts forecasts for continued price increases and buyer eagerness as mortgage rates decline. Stay updated on these key developments shaping global trade, weather patterns, and the housing market. 🏡🌾📈
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 🌽 The corn market saw an upside reversal on Monday, with the May24 contract bouncing from lows near $4.09/bu to a 13-cent rally and higher daily close. 📈 Huge trading volumes were observed, possibly due to US farmers pricing most of their March basis contracts, alleviating some hedge pressure. 💰 Fund traders were estimated to be buyers of 5k contracts of corn on the day. 🌱 Estimates for Brazils soybean crop continue to shrink, with AgRural reducing its forecast to 147.7 million tons due to hot and dry weather. 🇧🇷 As of last Thursday, 40% of Brazils soybeans had been harvested. Additionally, 73% of Brazils second corn crop had been planted. 🌾 Russian wheat prices hit a three-year low, dropping to their lowest level since 2020. 🇷🇺 Analysts suggest further reductions to compete with European wheat. Russia exported 870,000 million tons of wheat last week, with Sovecon increasing its estimate for this seasons wheat crop to 93.6 million tons. 🚢 US soybean shipments declined, with 974,977mt inspected for export, down 25% from the previous week. 🌾 Corn shipments increased by 18%, while wheat shipments rose by 15% compared to the previous week. 💰 Bitcoin surged to its highest level in over two years on Monday, surpassing $54,000. 🪙 Interest in cryptocurrency has risen as traders position themselves ahead of Bitcoins halving in late April.
Joes Premium Subscription: https://standardgrain.com/ Apple Podcasts https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095 Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz Futures and options trading involves risk of loss and is not suitable for everyone. Attention traders! Large money managers are setting record short positions in the corn market, indicating significant bearish sentiment. Explore the implications of this trend and its potential impact on market dynamics. Get insights into recent soybean export sales, which plummeted to a marketing-year low, raising concerns about demand. In geopolitical news, the Biden administration imposes over 500 new sanctions on Russia, targeting individuals, financial sectors, and entities supporting Russias military efforts in Ukraine. Learn about the latest developments in Brazil, where a fire at an agricultural export terminal disrupts operations, impacting soybean, soymeal, and wheat shipments. Meanwhile, in Nebraska, a rural countys denial of a permit stands in the way of a proposed CO2 pipeline project, highlighting local resistance to large-scale infrastructure projects. In the cattle market, Fridays Cattle on Feed report is viewed as neutral to slightly bearish, with cattle on feed and marketings in line with expectations, but placements higher than anticipated. Stay informed on these critical developments and their implications for agricultural markets, geopolitics, and infrastructure projects. 🌍🌾
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Attention traders and farmers! Corn and soybean futures plummet to new lows, with March contracts hitting multi-year bottoms. Explore the implications of these price levels amidst March basis contract deadlines, potentially forcing sales at historic lows. Get insights into market dynamics and large money managers positions. 📉💰 US ethanol production sees a modest increase, with weekly output up 7% from last year. Dive into the latest ethanol market trends and their impact on energy markets and agriculture. 🌽⛽ Discover how American consumers are grappling with record-high food spending, driven by rising grocery and restaurant prices. Explore the factors contributing to this trend and its implications for the economy. 🍔💳 In other news, the Biden administration greenlights expanded E15 sales, aiming to balance farmer interests and climate goals. Delve into the implications of this decision for energy markets and political dynamics in key Corn Belt states. 🌽🚗 Meanwhile, in the tech sector, the AI craze sends the stock market soaring, fueled by Nvidias stellar quarterly results. Explore the market reaction and the implications of Nvidias performance for the broader technology sector. 📈💻 Stay informed on these developments and more, as we navigate the ever-changing landscape of agricultural markets, energy policies, consumer trends, and technology advancements! 🌍🌱
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 https://www.youtube.com/watch?v=kOClvaF4wzk&t=0s Intro + Basis Contract Mess 3:33 https://www.youtube.com/watch?v=kOClvaF4wzk&t=213s Brazil Crop Tour 6:01 https://www.youtube.com/watch?v=kOClvaF4wzk&t=361s Argentina Estimates Cut 7:07 https://www.youtube.com/watch?v=kOClvaF4wzk&t=427s Ukraine IMF Aid 8:15 https://www.youtube.com/watch?v=kOClvaF4wzk&t=495s Fed Minutes 9:33 https://www.youtube.com/watch?v=kOClvaF4wzk&t=573s Cattle and Outside Markets Attention farmers! Its decision time for March basis contracts as the deadline approaches. Find out how farmers are navigating pricing options amid multi-year low price levels and the impact of rolling contracts forward. Stay informed on market dynamics and pricing strategies. 📉💰 Get the latest on South American crops as Agroconsult and Argentinas Rosario grain exchange revise estimates. Learn how hot and dry weather is affecting soybean and corn production in Brazil and Argentina, shaping global supply dynamics. 🇧🇷🇦🇷 In other news, Ukraine secures IMF funding amidst ongoing conflict with Russia. Discover the implications of this financial aid for Ukraines economy and geopolitical landscape. 💵🌐 Meanwhile, insights from the Federal Reserves January meeting reveal cautious optimism about rate cuts amid concerns of inflation resurgence. Stay updated on monetary policy developments and their impact on the economy. 🏦💡 Stay tuned for more updates on agricultural markets, global geopolitics, and economic trends shaping the world around us! 🌍📈
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Discover why investment funds are pouring billions into US farmland and how this trend is reshaping rural communities. Meanwhile, get the latest insights on Brazils soybean harvest progress and its implications for global markets. 🌍📈 Learn about the White Houses anticipated approval of E15 sales expansion and its potential impact on the renewable fuels industry. Stay ahead of the curve with updates on key agricultural policies and developments. 🌽🛢️ In other news, US soybean shipments declined last week while corn shipments saw a modest increase. Dive into the latest export data and its significance for farmers and traders. 📉📦 Additionally, stay informed about the USs warning to allies regarding Russias potential deployment of a nuclear space weapon. Explore the geopolitical implications of this alarming development. 🚀☢️ Stay tuned for more updates on critical issues shaping the agricultural landscape and global economy! 💡💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=0s 13k Subscribers! 0:55 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=55s White House Ethanol Rumors 3:26 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=206s HUGE Fund Short 5:41 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=341s Big Brazil Inventories 7:17 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=437s EV Setback 8:18 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=498s Wholesale Inflation Hotter 10:18 https://www.youtube.com/watch?v=2V9O9rOmIKI&t=618s Cattle and Outside Markets Stay ahead of the curve with the latest updates impacting agricultural and energy markets! 🌱 Discover how the White Houses impending changes to ethanol policy could reshape the industry landscape, potentially impacting ethanol producers and climate-conscious farming practices. Meanwhile, Brazilian grain inventories soar, adding pressure to global grain prices amidst bumper crops and reduced sales. Get insights into Bidens re-election strategy and the potential delay in EV sales mandates, impacting automakers and consumer demand for electric vehicles. 📈🌎 Explore the implications of the January Producer Price Index (PPI) report, which surpassed expectations, signaling ongoing inflationary pressures in the economy. As market dynamics evolve, stay informed to make informed decisions and navigate the changing landscape. Dont miss out on crucial insights that could shape your investment strategies and business decisions! 💡💼
Joes Premium Subscription: www.standardgrain.com https://standardgrain.com/ Grain Markets and Other Stuff Links- Apple Podcasts Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz TikTok https://www.tiktok.com/@grainmarketsandotherstuf YouTube https://www.youtube.com/@GrainMarketsandOtherStuff/videos Futures and options trading involves risk of loss and is not suitable for everyone. Get the latest insights from the USDAs Ag Outlook Forum! 🌍 Discover how the newly released crop supply and demand projections confirm a bearish outlook for US corn and soybeans, setting the tone for market dynamics ahead. Explore the implications of NOPAs January crush data, soybean export sales, and the EPAs decision on dicamba herbicides. 📉🌱 Learn about the challenges facing farmers as drought conditions persist across key agricultural regions and how Deere & Co.s forecast reflects the impact of declining farmer income. Get comprehensive coverage of these crucial developments shaping the agricultural landscape. 📊🌧️ Stay informed with the latest updates on agricultural markets, policy changes, and industry forecasts. Dont miss out on valuable insights that could impact your agricultural investments and decisions! 🔍💡
