Grain Markets and Other Stuff

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Joe Vaclavik discusses the grain markets, the business of farming, news related to agriculture, and a variety of other topics.

Joe Vaclavik


    • Jun 4, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 10m AVG DURATION
    • 1,462 EPISODES

    Ivy Insights

    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.



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    Latest episodes from Grain Markets and Other Stuff

    One Weather Model is Bullish...For Now

    Play Episode Listen Later Jun 4, 2025 11:32


    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.0:00 GFS Turns Dry3:13 Wildfire Smoke6:38 Ag Barometer8:59 Ukraine Grain Update10:20 White House and Trade

    These Rains are Not Bullish

    Play Episode Listen Later Jun 3, 2025 16:10


    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.0:00 Rain on the Radar2:58 Monday Selloff4:38 Crop Progress & Conditions11:11 Weaker US Dollar?13:02 Crude Rally14:21 Grain Shipments

    This is Not a Bullish Weather Forecast

    Play Episode Listen Later Jun 2, 2025 12:54


    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.0:00 Weather3:39 "Mr. NICE GUY"8:11 Export Sales9:24 Brazil Corn Harvest10:26 The Funds11:27 Flash Sales

    Spring Wheat RALLY + New AI Weather Model

    Play Episode Listen Later May 30, 2025 20:27


    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.0:00 Spring Wheat Rally3:13 Drought and AI Weather Model7:43 More Tariff News10:04 SRE News, Biofuel12:12 Higher Biofuel Mandates?15:24 Ethanol Production16:48 Flash Sales17:53 Russia Wheat

    US Court Deems Trump Tariffs Illegal, Market Impact?? + US Weather

    Play Episode Listen Later May 29, 2025 14:33


    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.0:00 Tariffs Ruled Illegal2:55 Row Crop Selloff4:19 US Weather8:28 US/China Chip Tensions9:42 India Won't Import Wheat10:55 Screwworm and Cattle Impact

    Ohio, We Have a Problem - Planting Delays, Acreage Switching??

    Play Episode Listen Later May 28, 2025 13:10


    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.0:00 Corn/Soybean Conditions and Progress1:37 Ohio Problems4:06 Wheat Progress and Conditions5:27 Wheat Price Action8:18 China Wheat Update9:26 Corn Shipments are Strong10:53 Trump CFTC Pick

    Trump Tariff Delay + Euro vs. GFS Battle

    Play Episode Listen Later May 27, 2025 15:13


    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.0:00 Trump Tariff Delay3:05 US Weather6:21 The Funds9:36 Cattle on Feed12:48 Deere and Drone Tech

    Corn Market WINNING Streak! What's the Deal??

    Play Episode Listen Later May 23, 2025 22:57


    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.0:00 Corn Winning Streak5:22 US Weather / Drought10:01 SRE Rumors11:26 Tax Bill and Bonds14:59 Export Sales19:30 India Wheat

    What Does the Bond Selloff Have to do with Corn Prices??

    Play Episode Listen Later May 22, 2025 15:57


    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.0:00 Bond Selloff1:46 Tax Bill Concerns5:44 Corn and Bonds9:14 Extended Commodity Trading Hours?11:20 Ethanol Production12:21 Argentina Update13:56 Bitcoin ATH

    Direct Farm Payments: BILLIONS Already Paid, What's Missing??

    Play Episode Listen Later May 21, 2025 13:56


    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.0:00 Direct Payment Update4:30 Wheat Rally6:13 Russia Wheat Weather7:24 Corn Belt Rains9:53 China Soybean Imports11:35 China Buys More Gold

    Planting is Ahead of Schedule - Western Corn Belt to Remain Dry??

    Play Episode Listen Later May 20, 2025 14:15


    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.0:00 US Weather Update2:25 US Crop Progress6:51 Argentina Flooding10:09 China is Chirping11:21 Corn Shipments are Strong13:07 Meal Flash Sale

    "Sell America" Trade is Back After Credit Downgrade - Grain Implications?

    Play Episode Listen Later May 19, 2025 13:43


    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.0:00 US Downgrade2:53 Corn Price Action4:42 US Weather7:48 Argentina Flooding9:14 The Funds11:04 India and Ethanol

    Soybean Oil Drops 9% on EPA Rumors + Ozempic and Beef Demand

    Play Episode Listen Later May 16, 2025 22:14


    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.0:00 Soybean Oil Crash2:16 US Weather / Drought6:39 Meat Demand and Ozempic9:44 NOPA Crush Report12:00 Export Sales15:10 Kansas Wheat Tour16:53 CONAB Estimates19:25 SpaceX and Farming

    Soybean Oil Drops 6%, Drags Soybeans Lower, Why??

    Play Episode Listen Later May 15, 2025 13:01


    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.0:00 Soybean Rally1:18 EPA and Bean Oil Selloff3:36 Kansas Wheat Tour6:28 Russia Wheat Update8:14 Tyson CEO and Cattle11:22 Ethanol Production

    Western Corn Belt Rain Expected: Bearish Grain Prices??

    Play Episode Listen Later May 14, 2025 15:25


    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.0:00 US Weather3:42 Biofuel and Tax Bill5:41 Iowa Eminent Domain8:54 US Loses Soy Market Share10:54 China Soybean Import Forecast12:13 Inflation Update

    Friendly USDA Report: Why Can't Corn Rally??

    Play Episode Listen Later May 13, 2025 18:06


    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.0:00 Corn Struggles4:43 Soybeans Rally6:08 Wheat Sucks9:08 Planting Progress11:25 Wheat Ratings12:46 Mexican Feeder Cattle Suspension13:54 Stock Market Rally15:50 Shipments16:59 Flash Sale

    BREAKING: US and China Agree to Tariff Reduction, Soybeans Rally

    Play Episode Listen Later May 12, 2025 15:49


    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.0:00 US/China Tariffs Reduced3:55 Trade War Impact?6:16 USDA Preview9:32 US Weather Update11:36 The Funds12:35 China Soybean Imports Slow13:53 Flash Sales

    Monday's USDA Report: Super Bearish or Already Discounted??

    Play Episode Listen Later May 9, 2025 24:46


    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.0:00 Da Pope1:03 Charts4:58 USDA Preview9:55 US/UK Deal12:21 Trump China Thoughts16:21 Drought/Weather Update20:28 Export Sales21:38 Flash Sales

    Trump Throws Cold Water on US/China Optimism, Back to Trading Weather

    Play Episode Listen Later May 8, 2025 14:39


    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.0:00 Corn Selloff4:32 Trump Comments, US/UK Deal5:45 Podcast News9:06 Bunge and Andersons10:39 Corteva11:51 Ethaonl Production/Stocks12:44 Fed Rates

    Grains RALLY on US/China Optimism

    Play Episode Listen Later May 7, 2025 15:19


    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.0:00 US/China3:16 New Trade Agreements?4:33 China Wheat Problems6:49 Transition Planning8:35 Farmer Sentiment10:29 Ethanol Exports are Strong11:49 SAF News13:17 Problems at ADM

    Why Did Corn Prices TANK on Monday??

    Play Episode Listen Later May 6, 2025 13:04


    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.0:00 Corn Selloff3:00 Corn and Soybean Planting Pace7:04 Wheat Progress / Conditions8:13 Russian Wheat Pricing9:09 Tyson Slump11:24 Grain Shipments

    "Wide Open" US Planting Window + "Perfect" Brazil Weather

    Play Episode Listen Later May 5, 2025 12:52


    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.0:00 US Planting Window2:49 "Perfect" Brazil Weather4:51 Tariff Exemptions8:26 USDA Budget Cuts9:44 The Funds10:45 Black Sea Drone Attack

    US/China Tensions Cool + Farm Machinery Slump

    Play Episode Listen Later May 2, 2025 16:35


    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.0:00 China Assessing Talks2:30 Hassett Comments3:00 Soybean Stuff4:59 Farm Machinery Slump7:52 Drought Monitor10:58 Export Sales13:01 California Gas Ban?

    EU Deforestation Laws and Grain Exports + Corn Belt Rains

    Play Episode Listen Later May 1, 2025 12:03


    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.0:00 EU Deforestation Law Impact2:56 Corn Belt Rains4:48 GDP Contraction8:46 China PMI9:46 Ethanol Production10:50 Flash Sale

    Why Did Corn Futures COLLAPSE on Tuesday??

    Play Episode Listen Later Apr 30, 2025 12:42


    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.0:00 Tuesday Selloff3:34 China to Reduce Grain/Meal Use6:04 Transition Planning7:38 China Comments8:48 Russia Wheat Update10:04 Amazon Tariff Charges?11:33 Flash Sales

    Wheat Futures Tumble + Summer E15 Ethanol

    Play Episode Listen Later Apr 29, 2025 14:07


    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.0:00 Wheat Futures Fall3:50 Summer E157:36 Corn and Soybean Planting9:15 US Wheat Update10:03 China Comments11:32 Grain Shipments are Strong12:19 Screwworm Update

    Mixed Messaging: Is the US Talking to China? + US Weather

    Play Episode Listen Later Apr 28, 2025 13:12


    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.0:00 Mixed Messaging3:13 Japan and South Korea Talks4:06 US Weather and Rains8:06 Fund Positions9:21 Panama Canal10:44 Another Screwworm/Cattle Headline11:54 Flash Sale

    China Blinks: Tariff Exemptions on Some US Imports

    Play Episode Listen Later Apr 25, 2025 21:23


    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.

    Early Season Floods in China + Soybean Bounce

    Play Episode Listen Later Apr 24, 2025 13:07


    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.

    Trump Will "Be Nice" to China - Markets React

    Play Episode Listen Later Apr 23, 2025 13:19


    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.0:00 21k Subs! Thanks!0:51 Trump to Ease on China?3:02 Markets React5:16 Ethanol Push6:50 Summit Pipeline Setback8:05 Another Spring Wheat Contract?9:33 IMF Forecast11:16 Trade and Logistics Impact

    Trump / Powell Feud + Trade War = Bullish Grain Prices??

    Play Episode Listen Later Apr 22, 2025 15:06


    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.0:00 Subscribe!0:45 Dollar, Trump, Powell, Commodities4:06 US / India Talks8:15 US Planting Update11:27 SA Countries Benefit from Trade War13:19 Corn Shipments are Strong

    Vessel Fee News: Are Grain Shipments at Risk? + 3-Month Weather Outlook

    Play Episode Listen Later Apr 21, 2025 13:50


    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.

    Possible US/Japan Deal, Corn Bounce, Weak Dollar

    Play Episode Listen Later Apr 17, 2025 13:41


    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.0:00 Happy Easter0:35 US/Japan Talks2:04 Corn Bounce3:31 Joe is a Cry Baby6:11 US Dollar Declines9:29 Ethanol Production10:25 Montana Renewables11:42 Gold Surges

    Trump Talks MFP and Farmers, Are More Direct Farm Payments Inevitable??

    Play Episode Listen Later Apr 16, 2025 14:02


    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.0:00 Farm Payments and Trump3:40 Trump Urges China to Negotiate5:59 Soy Crush Report9:22 COFCO Expands in Brazil10:53 Sorghum Trade War Impact12:46 Corn Flash

    China Digs in its Heels, Axes Purchases from Boeing

    Play Episode Listen Later Apr 15, 2025 13:59


    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.0:00 China Digs In2:27 US Crop Progress5:05 Futures Industry Consolidation9:12 Bayer to Ditch Roundup?10:37 Russian Wheat Prices Dip11:36 Grain Shipments12:41 Corn Sale to JapanChina Orders Halt on US Aircraft Purchases ✈️

    Tariff Exemptions + Weak Dollar and Commodity Rally

    Play Episode Listen Later Apr 14, 2025 11:59


    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.US Exempts Electronics from Tariffs

    "It's become a joke." - China Hikes Tariffs + Bullish Corn Situation

    Play Episode Listen Later Apr 11, 2025 21:15


    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.0:00 China Hikes Tariff Rate4:24 Corn is Friendly11:15 Export Sales13:34 Drought Monitor16:43 South America UpdateChina Announces Tariff Hike to 125%

    THIS IS A GREAT TIME TO BUY!!! DJT

    Play Episode Listen Later Apr 10, 2025 13:46


    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.Trump's Trade Moves Spark Market Rally

    Where is the Selling? Grains Hold Together Despite Trade War Escalation

    Play Episode Listen Later Apr 9, 2025 12:33


    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.0:00 104% Tariff Takes Effect2:55 Stocks and Crude Fall5:17 Corn Futures Rise8:07 Biofuel News9:08 AGCO10:05 Russia Wheat Damage11:07 Corn FlashTrump Administration's 104% Tariff on Chinese Goods Takes Effect The Trump administration's 104% tariff on Chinese goods officially went into effect early this morning, escalating trade tensions. China has rejected the move as "blackmail," making a near-term resolution unlikely. Meanwhile, the U.S. also implemented reciprocal tariffs on about 60 countries. Equities and Oil Prices See Sharp Declines The U.S. stock market experienced a major drop on Tuesday, with the Dow Jones, S&P 500, and Nasdaq all retreating sharply. The S&P 500 entered "bear market" territory, having fallen more than 19% from its all-time highs. WTI crude oil also fell nearly 2%, reaching its lowest level since April 2021.Corn Futures Rise on Weather Concerns U.S. corn futures saw a 4-cent increase on Tuesday, reaching $4.69 per bushel. The rally was driven by expectations surrounding Thursday's USDA report and concerns about planting delays due to historic rainfall in the Midwest and southern U.S. Analysts expect U.S. corn ending stocks to decline by 2% from March estimates. The USDA's Crop Production and WASDE reports are due Thursday at 11 a.m. CST. US Oil & Biofuel Groups Push for Higher Biomass Diesel Mandates U.S. oil and biofuel groups are advocating for an increase in biomass diesel mandates, proposing a 5.25 billion gallon mandate for 2026. While the suggestion falls short of previous proposals for 5.5-5.75 billion gallons, it highlights the sector's desire for a more robust advanced biofuel market. AGCO Suspends Some Agricultural Equipment Shipments AGCO, known for brands like Massey Ferguson and Hesston, has announced it will suspend certain agricultural equipment shipments into the U.S. due to the impact of tariffs. Although the company will continue importing parts, this move reflects the growing concern over the toll that tariffs are taking on agricultural machinery sales. Russia's Wheat Crop Faces Extreme Weather Threats Russia's wheat crop is under threat from extreme weather, including a hailstorm in Stavropol, a major wheat-producing region, and recent snowstorms with sub-zero temperatures. Despite these challenges, the Russian agriculture ministry claims that crop losses are under 3%, and the overall situation remains stable. However, authorities have warned that they may implement export restrictions if crop production falls short of expectations. Flash Sale of U.S. Corn U.S. exporters sold 240,000mt (9 million bushels) of corn to Spain for the 2024/2025 marketing year, according to USDA. This sale highlights the competitiveness of U.S. corn in the global market. 

    US/China Tensions Escalate + Possible BULLISH Trade War Impact

    Play Episode Listen Later Apr 8, 2025 12:36


    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.0:00 US/China2:49 EU Proposes "Zero for Zero"5:33 Fake News7:08 Corn is Strong9:27 Crop Progress10:37 Strong Corn/Soybean ShipmentsPresident Trump Escalates Trade Tensions with New Tariffs

    Dissecting the Tariff Chaos: How Much Does China Matter to the US Soybean Market??

    Play Episode Listen Later Apr 7, 2025 14:53


    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.Soybean Futures Drop After China's Retaliatory Tariffs

    China Retaliates, Grains Crash - 34% Tariffs on ALL Imports from US

    Play Episode Listen Later Apr 4, 2025 21:52


    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.0:00 China Retaliates1:49 More Direct Payments are Coming7:08 Stock Market Crash11:11 Mexico Won't Retaliate13:52 Severe Storms17:48 Drought Monitor20:06 Export SalesFarm Aid Package: Potential for Direct Payments

    Corn and Soybeans GAP Lower on Trump Tariff Announcement

    Play Episode Listen Later Apr 3, 2025 12:20


    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.0:00 Tariffs and Lower Markets5:10 Historic Corn Belt Flooding8:07 Ethanol Production9:00 China Ship Sales Decline10:43 Flash SaleTrump's Trade War Escalates: New Tariffs Imposed

    Will Biofuel FINALLY Save the Soybean Market?? + Liberation Day Jitters

    Play Episode Listen Later Apr 2, 2025 12:23


    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.0:00 Soybeans and Biofuel Push3:23 "Liberation Day"5:04 Heavy US Rainfall7:55 Farmer Sentiment Declines9:54 StoneX Cuts Brazil Crop EstimatesBiofuel Groups Push for Higher Diesel Mandates ⚡

    MORE "Trump Bucks" are Probably Headed to Farm Country

    Play Episode Listen Later Apr 1, 2025 13:41


    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.0:00 More Cash 4 Farmers5:11 USDA Report9:44 Heavy Rains11:00 Russia Wheat Update11:47 Strong Grain ShipmentsTrump Administration Considers Financial Aid Package for Farmers Amid Trade War

    How Reliable Are These USDA Acreage Numbers??

    Play Episode Listen Later Mar 31, 2025 13:03


    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.0:00 Acreage Report Reliability3:32 Wheat Collapse7:44 China Grain News9:24 China Cash Injection10:19 The Funds11:09 Trump/Canada TalksUSDA Report to Release Key Data on Plantings and Grain StocksThe USDA will release its highly anticipated Prospective Plantings and quarterly Grain Stocks report today. Traders expect to see a significant increase in U.S. corn plantings compared to last year, while a notable decline in soybean plantings is anticipated. U.S. corn stocks as of March 1st are expected to be down 2.4% from the same time last year, while soybean stocks are expected to be up by 3%. Wheat stocks are forecasted to rise by 11.6%.Chicago Wheat Futures Drop to 8-Month LowWheat futures on the Chicago Board of Trade dropped to their lowest level in nearly eight months on Friday, with the May25 contract losing almost 4 cents, closing near $5.28 per bushel. Prices have been pressured by ongoing peace talks between Russia and Ukraine, as well as ample global supplies. Weak export demand and beneficial rainfall across the U.S. Plains also contributed to the market's decline. Traders are positioning ahead of today's USDA reports.China's Focus on Agricultural Self-SufficiencyChina is investing heavily in improving agricultural land to strengthen national food security. The nation aims to transform 200 million acres into high-standard farmland by 2030, utilizing technology to improve soil quality, crop management, and disaster resilience. By 2035, all basic farmland is expected to meet high-standard criteria. China is prioritizing food self-sufficiency and diversifying its agricultural supply chains amidst rising geopolitical tensions.China Boosts Economy with Investment in State BanksChina has invested $69 billion into four state-owned banks to bolster their financial stability and support economic growth. The government's move will help these banks expand, strengthen their capital reserves, and invest in emerging industries. This investment also aims to address pressure from narrowing profit margins due to interest rate cuts.Funds Reduce Corn Market ExposureCFTC data shows that "The Funds" reduced their net-long position in the corn market last week, with large money managers selling 31k corn contracts. Since mid-February, the funds have slashed their net-long position by 286k contracts. The funds were also net sellers of soybean and SRW wheat contracts.President Trump and Canadian PM Discuss Tariffs and Trade FrameworkPresident Trump and Canadian Prime Minister Mark Carney held a productive phone call on Friday, though Canada remains set to impose retaliatory tariffs on the U.S. this week in response to Trump's planned reciprocal tariffs. Carney criticized the tariff threats as a betrayal of the USMCA agreement. Going forward, the two leaders plan to negotiate a new economic and security framework after Canada's upcoming election.

    Soybeans Rally on TikTok News. Wait...What??

    Play Episode Listen Later Mar 28, 2025 18:00


    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.President Trump Considering Lowering Tariffs on China for TikTok Agreement

    Corn Acreage "Whisper Number" - 96 Million??

    Play Episode Listen Later Mar 27, 2025 12:03


    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.0:00 Corn Acreage "Whisper Number"3:09 Auto Tariffs5:04 Black Sea Exports8:02 Nutrien Fertilizer Thoughts8:59 Why Are Ethanol Stocks So High?10:16 JBS NewsUS Corn Futures Fall Amid Increased Acreage Expectations-U.S. corn futures dropped on Wednesday, with the May25 contract falling nearly 7 cents to $4.51 per bushel. Traders are anticipating a significant rise in corn acreage this year, with analysts estimating 94.4 million acres, up 4.2% from last year. Soybean futures were mostly unchanged, with expectations for acreage totaling 83.8 million, a decrease of 3.8% from last season. Wheat futures were under pressure due to potential developments surrounding the Black Sea ceasefire agreement.President Trump to Impose 25% Tariff on Imported Vehicles-President Trump announced that a 25% tariff will be imposed on all imported vehicles starting April 2, 2025. This permanent tariff is expected to significantly raise vehicle costs, potentially adding up to $12,000 to certain models. The move comes despite initial opposition from U.S. automakers who warned that such tariffs would harm their businesses. This new tariff will likely affect Mexico, the largest exporter of automobiles to the U.S., and Japan, the second largest exporter. Both countries are also major buyers of U.S. corn.Russian and Ukrainian Agricultural Exports Near Pre-War Levels-Despite ongoing conflicts, Russian and Ukrainian agricultural exports are almost back to pre-war levels. Ukraine's Black Sea grain shipments are performing near pre-war figures, and Russia continues to dominate the global wheat market. If a ceasefire agreement is reached, it is expected to reduce shipping costs by lowering war-related insurance premiums, making trade in the region more efficient.Nutrien Believes Black Sea Ceasefire Won't Significantly Impact Global Supplies-Nutrien, a Canadian fertilizer company, believes the proposed Black Sea ceasefire deal will have minimal impact on global fertilizer or grain supplies this year. Russian fertilizer exports are operating near full capacity, and Ukraine continues strong exports through alternative routes.US Ethanol Production Declines-U.S. ethanol production saw a decline last week, with weekly output of 1.05 million barrels per day down 4.7% from the previous week and slightly lower than the same week last year. Ethanol stocks rose by 2.9% from the previous week and 4.8% year-over-year, staying at levels comparable to early COVID times.JBS Surpasses Earnings Expectations-JBS, the world's largest meatpacker, reported fourth-quarter earnings that exceeded expectations, more than double the prior year. Strong demand for chicken and pork boosted earnings as consumers turned to more affordable meat options. However, JBS faces challenges due to historically low U.S. cattle supplies, which have driven beef prices to all-time highs.

    Why is Brazil (probably) Buying US Corn??

    Play Episode Listen Later Mar 26, 2025 11:56


    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.0:00 Is Brazil Buying US Corn?3:15 Corn Futures Decline7:46 Black Sea News8:51 US Will Help Russia Ship Grain9:59 Black Sea Fertilizer ImpactRising Corn Prices in Brazil

    Farm Lobbies Plead with Trump for Shipping Fee Exemptions

    Play Episode Listen Later Mar 25, 2025 13:16


    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.Soybean Export Concerns and Proposed Shipping Fees

    Ag Secretary Teases "BIG Announcement" - SAF, Trade Deal, MFP???

    Play Episode Listen Later Mar 24, 2025 12:00


    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.0:00 Rollins BIG Announcement3:48 Trump and China5:19 The Funds7:39 Mexico Corn Imports9:02 Roundup Settlement10:26 Cattle on FeedSecretary Rollins on Long-Term Agricultural Prosperity

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