Joe Vaclavik discusses the grain markets, the business of farming, news related to agriculture, and a variety of other topics.
The Grain Markets and Other Stuff podcast, hosted by Joe, is a must-listen for anyone looking to stay informed about grain markets and the agriculture industry. Joe does an exceptional job of delivering timely and relevant information in a concise and accessible manner. His ability to break down complex data into bite-sized pieces makes it easier for listeners to understand. Additionally, Joe's non-biased perspective is refreshing compared to other media outlets, providing a balanced view of the market. The podcast is highly informative and keeps the audience engaged, capturing their attention effectively.
One of the best aspects of this podcast is Joe's skillful presentation of information. He has a gift for digesting current events and educating his audience without overwhelming them. His straightforward and unbiased approach makes it easy for listeners to follow along and absorb the content. Furthermore, Joe's use of visual aids on his YouTube channel adds another dimension to understanding the topics discussed.
While there are many positive aspects to The Grain Markets and Other Stuff podcast, one potential drawback is the timing of its availability on Apple podcasts. The episodes are recorded live at 6:30 central time but sometimes take until 5 pm to be available on Apple podcasts. This delay can be frustrating for listeners who rely on timely notifications for new episodes. However, this issue is beyond Joe's control as it depends on Apple's release schedule.
In conclusion, The Grain Markets and Other Stuff podcast hosted by Joe offers invaluable insights into grain markets and agriculture worldwide. Joe's ability to deliver timely information with clarity sets this podcast apart from others in the business. Whether you are a farmer looking to make informed decisions or simply interested in staying up-to-date with market trends, this podcast is highly recommended. With its informative content presented in a concise format, The Grain Markets and Other Stuff provides a valuable resource for anyone involved in or curious about grain markets and agriculture.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Farm Aid & Policy UpdateAdditional farm aid was not included in the current government funding package, catching many lawmakers and farm groups off guard. Senate Republicans had pushed just last week to add up to $15B in aid, but that language was left out.With aid excluded for now, supporters say relief may need to come via supplemental appropriations or future legislation.Congress must pass the funding package by January 30 to avoid another government shutdown.It was also reported yesterday that nationwide E15 language was again dropped, though GOP leaders are discussing a possible supplemental bill that could allow year-round E15 sales.Major Winter Storm RiskA major winter storm is forecast to impact the Southern US this weekend. While the exact track remains uncertain, over 70 million people from Dallas to Little Rock to Nashville are currently under a winter storm watch.Snow, ice, dangerous travel conditions, and power outages are possible. Snow cover remains limited across key HRW wheat areas in the Southern Plains. Temperatures in western Kansas and surrounding regions could fall into the single digits, raising the risk of winter kill depending on snow totals and duration. Livestock stress is also a concern.US–China Trade WatchUS and Chinese officials may soon hold another round of trade talks ahead of the planned April meeting between Donald Trump and Xi Jinping.According to the US Trade Representative, negotiations would focus on common goods and services, avoiding sensitive areas like tech and national security.China has already fulfilled its commitment to purchase 12 mmt of US soybeans. Treasury Secretary Scott Bessent said both sides are now looking ahead to China's pledge to buy 25 mmt annually through 2028, though Trump continues to push for larger volumes.Europe, Greenland & TariffsPresident Trump announced he will refrain from imposing new tariffs on European countries, following meetings at the World Economic Forum.He stated that a framework for a future deal involving Greenland has been reached, marking a major shift from prior tariff threats. While details remain limited, Denmark continues to oppose any US takeover.Grain Market RecapSoybean futures rebounded Wednesday, with the most-active Mar26 contract gaining roughly 12 cents, settling near $10.65.Support came from a slow start to Brazil's soybean harvest due to rainfall in northern regions, along with comments from Treasury Secretary Bessent pointing to ongoing Chinese demand for US soybeans.Global Protein TradeChina has reopened its market to Canadian beef imports, ending a ban that had been in place since 2021. Initial shipments are expected to be small, but the move is a positive long-term opportunity for Canada's cattle industry.Meanwhile, US beef exports to China have declined sharply over the past year amid ongoing trade tensions.India & Wheat ExportsIndia has approved the export of 500,000 tons of wheat flour and related products. Wheat exports had been restricted since May 2022, but a strong monsoon is expected to boost domestic supplies.India is typically self-sufficient in wheat and is sometimes a net exporter. Its re-entry into the export market is considered a bearish factor for global wheat prices.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Farm Economy Under PressureHeadlines this week focused squarely on the deteriorating US farm economy. The Wall Street Journal published an article detailing the challenges facing US soybean farmers, including high input costs, weak commodity prices, rising competition from Brazil, and sluggish export demand. The piece also referenced USDA's $12 billion Farmer Bridge Assistance (FBA) program, noting that while helpful in the short term, it does not address deeper structural issues.Reuters published similar coverage, emphasizing tighter bank lending standards, increasing financial stress, and a rise in farm bankruptcies. Together, the articles underscore mounting pressure on farmers and the broader ripple effects across rural America. Soybean Oil & BiofuelsSoybean oil futures surged on Thursday, gaining as much as 3.8% on expectations that the Trump administration will finalize US biofuel-blending quotas by March. Last June, the EPA proposed a sizable increase in biomass-based diesel targets, which would significantly boost soybean oil demand. There is optimism that stronger biofuel demand could help offset weak soybean export performance.NOPA Crush UpdateThe National Oilseed Processors Association released its December crush report, showing US soybean crush at its second-highest level on record. NOPA members processed 224.99 million bushels, up 4.1% from November and 8.9% from December 2024, slightly above trade expectations.For full-year 2025, crush totaled nearly 2.4 billion bushels—an 8% increase from 2024. End-of-month soybean oil stocks rose to 1.64 billion pounds, the highest level since May 2024, up sharply from both last month and last year, though just below average trade estimates.Brazil Soybean CropBrazil's soybean crop is shaping up to be record large. Agroconsult raised its estimate to 182.2 mmt, citing strong field conditions and limited widespread issues. Meanwhile, Conab trimmed its estimate slightly to 176.1 mmt due to marginally lower yield expectations. Even so, the crop remains record large and would exceed last season's production. Export SalesUS corn export sales impressed last week, with net sales of 1.1 mmt. While down from the prior four-week average, the number was a strong rebound from the previous week. Mexico was the top buyer.Soybean sales exceeded expectations at 2.1 mmt, up sharply week-over-week and well above the recent average. China was the largest buyer. Wheat sales came in near the low end of expectations at 156,300 mt, with unknown destinations leading purchases.USDA Flash SalesUSDA reported multiple flash sales on Thursday:Soybeans sold to China and unknown destinations for 2025/26 deliveryAdditional soybean sales for 2026/27 deliveryCorn sales to Japan and unknown destinations for 2025/26 deliveryDrought Monitor UpdateUSDA's latest drought data showed mixed but generally improving conditions across parts of the Corn Belt and High Plains. Above-normal precipitation helped reduce drought intensity in portions of Wisconsin, Iowa, Michigan, Nebraska, and Kansas, while conditions worsened slightly in southern Missouri.US Areas Experiencing DroughtCorn: 28%Soybeans: 34%Winter Wheat: 41%Spring Wheat: 10%Cattle: 34%
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Corn futures moved higher for a second straight session on Thursday. The Mar26 contract settled near $4.45, supported by strong export demand.Accumulated US corn sales through the end of November are running well ahead of last year.Wheat futures finished higher on short covering but remain near two-month lows.Soybean futures continued to slide, pressured by uncertainty around Chinese buying.There was chatter of possible Chinese purchases of US corn out of the PNW (several cargoes). A USDA flash sale today or Monday would confirm the business.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.The Trump administration is expected to announce a $12 billion aid package for farmers today. The announcement will take place around 2 this afternoon in Washington, DC. About $11 billion will go to crop farmers through the new Farmer Bridge Assistance program, with the rest going toward other commodities. The funds have been authorized under the Commodity Credit Corporation Charter Act and will be administered by the FSA.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Lawmakers are zeroed in on trade issues and a potential new farm-aid package as the year winds down. Agriculture Secretary Brooke Rollins is expected to release details this week—but many in D.C. and across farm country say it won't be nearly enough. The American Farm Bureau notes that the rumored $12B is a fraction of the $50B+ in losses farmers have endured over the last three years. Deputy USDA Secretary Stephen Vaden added that recently negotiated trade deals could impact how much aid is ultimately distributed.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Today we're breaking down export sales, flash deals, China/Brazil soybean news, ethanol margins, and record-setting Black Friday spending.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.✅ Today's Focus: Trump's $2,000 Tariff Dividend & Inflation Risks
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Here's what's moving the markets this week
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
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