Grain Markets and Other Stuff - podcast cover

Grain Markets and Other Stuff

Joe Vaclavikβ€’www.standardgrain.com

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

Episodes

Spring Wheat RALLY + New AI Weather Model

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Spring Wheat Rally 3:13 Drought and AI Weather Model 7:43 More Tariff News 10:04 SRE News, Biofuel 12:12 Higher Biofuel Mandates? 15:24 Ethanol Production 16:48 Flash Sales 17:53 Russia Wheat 🌾 Spring Wheat Soars + Drought Moves + Biofuel Battles! βš–οΈπŸ”₯ πŸš€ Markets on the Move: Spring w...

May 30, 2025β€’20 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Tariffs Ruled Illegal 2:55 Row Crop Selloff 4:19 US Weather 8:28 US/China Chip Tensions 9:42 India Won't Import Wheat 10:55 Screwworm and Cattle Impact πŸ‡ΊπŸ‡ΈπŸ“‰ Trump’s Tariffs BLOCKED by U.S. Court! Markets React! πŸ“ˆπŸŒΎ A U.S. trade court just delivered a major blow to President Trump’s ...

May 29, 2025β€’15 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Corn/Soybean Conditions and Progress 1:37 Ohio Problems 4:06 Wheat Progress and Conditions 5:27 Wheat Price Action 8:18 China Wheat Update 9:26 Corn Shipments are Strong 10:53 Trump CFTC Pick 🌽 Crop Ratings Drop! Corn & Wheat Disappoint πŸ“‰ Welcome back! This week's USDA report bro...

May 28, 2025β€’13 min

Trump Tariff Delay + Euro vs. GFS Battle

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Trump Tariff Delay 3:05 US Weather 6:21 The Funds 9:36 Cattle on Feed 12:48 Deere and Drone Tech πŸ“’ Trump Extends EU Tariff Deadline + Market Reactions, Weather, & Ag Tech News! πŸŒ½πŸ“ˆ 🚨 Tariff Talk Heats Up President Trump has extended the EU tariff deadline to July 9 following a c...

May 27, 2025β€’15 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Corn Winning Streak 5:22 US Weather / Drought 10:01 SRE Rumors 11:26 Tax Bill and Bonds 14:59 Export Sales 19:30 India Wheat 🌽 Corn Climbs Again! + Biofuel Buzz & Drought Data πŸ”₯ πŸ“ˆ The CBOT corn market kept up the momentum Thursday! July25 corn closed higher for the 4th straight ...

May 23, 2025β€’23 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Bond Selloff 1:46 Tax Bill Concerns 5:44 Corn and Bonds 9:14 Extended Commodity Trading Hours? 11:20 Ethanol Production 12:21 Argentina Update 13:56 Bitcoin ATH πŸ”Ή πŸ“‰ Bond Market Sell-Off Intensifies Yields are surging as debt concerns mount. The 30-year hits 5.089%β€”a rare level not se...

May 22, 2025β€’16 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Direct Payment Update 4:30 Wheat Rally 6:13 Russia Wheat Weather 7:24 Corn Belt Rains 9:53 China Soybean Imports 11:35 China Buys More Gold 🌾 USDA Sends Billions to Farmers + Wheat Rally & China Trade Moves! πŸ’΅πŸŒ 🚨 Big USDA Payments Rolling Out! As of Monday, $7.6B in ECAP paymen...

May 21, 2025β€’14 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 US Weather Update 2:25 US Crop Progress 6:51 Argentina Flooding 10:09 China is Chirping 11:21 Corn Shipments are Strong 13:07 Meal Flash Sale 🌽 Storms, Planting Progress & Global Trade Tensions! πŸŒ§οΈπŸ“ˆπŸŒŽ Radar is lit up across the 🌽 Corn Belt this morning! A large storm system is ...

May 20, 2025β€’14 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 US Downgrade 2:53 Corn Price Action 4:42 US Weather 7:48 Argentina Flooding 9:14 The Funds 11:04 India and Ethanol πŸ“‰ US Credit Downgrade Sparks Market Jitters πŸ‡ΊπŸ‡ΈπŸ’₯ Moody's has officially downgraded the US credit rating to Aa1, stripping the nation of its final triple-A from any majo...

May 19, 2025β€’14 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Soybean Oil Crash 2:16 US Weather / Drought 6:39 Meat Demand and Ozempic 9:44 NOPA Crush Report 12:00 Export Sales 15:10 Kansas Wheat Tour 16:53 CONAB Estimates 19:25 SpaceX and Farming 🌱 Big Moves in Biofuels, Drought, and Meat Demand! 🚜πŸ”₯ πŸ›’οΈ EPA Biofuel Blend Drama The EPA just se...

May 16, 2025β€’22 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Soybean Rally 1:18 EPA and Bean Oil Selloff 3:36 Kansas Wheat Tour 6:28 Russia Wheat Update 8:14 Tyson CEO and Cattle 11:22 Ethanol Production 🌱 Soybeans Rally Again! Soybean futures climbed for the fifth straight day on Wednesday! πŸ“ˆ The July25 contract edged up near $10.78/bu, fuele...

May 15, 2025β€’13 min

Western Corn Belt Rain Expected: Bearish Grain Prices??

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 US Weather 3:42 Biofuel and Tax Bill 5:41 Iowa Eminent Domain 8:54 US Loses Soy Market Share 10:54 China Soybean Import Forecast 12:13 Inflation Update πŸŒ½β˜” Widespread Rain in the Corn Belt + Biofuels Shakeup, China Trade Jitters & Inflation Update! πŸ“‰πŸ›’οΈπŸŒ 🌧️ Weather Watch: A majo...

May 14, 2025β€’15 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Corn Struggles 4:43 Soybeans Rally 6:08 Wheat Sucks 9:08 Planting Progress 11:25 Wheat Ratings 12:46 Mexican Feeder Cattle Suspension 13:54 Stock Market Rally 15:50 Shipments 16:59 Flash Sale πŸ“Š USDA Report Recap + Tariff Talk + Market Reactions πŸŒ½πŸ“ˆ 🚨 Monday's USDA report brought fri...

May 13, 2025β€’18 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 US/China Tariffs Reduced 3:55 Trade War Impact? 6:16 USDA Preview 9:32 US Weather Update 11:36 The Funds 12:35 China Soybean Imports Slow 13:53 Flash Sales πŸ“’ Tariff Truce & Trade Shifts: Big News for Ag & Markets! πŸŒŽπŸŒ½πŸ“ˆ 🧾 πŸ“‰ Tariffs Slashed! The US and China have agreed to l...

May 12, 2025β€’16 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Da Pope 1:03 Charts 4:58 USDA Preview 9:55 US/UK Deal 12:21 Trump China Thoughts 16:21 Drought/Weather Update 20:28 Export Sales 21:38 Flash Sales πŸ“Š USDA Report Monday + Big Trade News! 🌍🌽 πŸ“… Mark your calendar! USDA drops its monthly Crop Production & WASDE report Monday at 11a...

May 09, 2025β€’25 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Corn Selloff 4:32 Trump Comments, US/UK Deal 5:45 Podcast News 9:06 Bunge and Andersons 10:39 Corteva 11:51 Ethaonl Production/Stocks 12:44 Fed Rates πŸ“‰ Corn Futures Slide Amid Trade Tensions & Weather Outlook 🌾 Corn prices dipped Wednesday as optimism over US–China trade talks ga...

May 08, 2025β€’15 min

Grains RALLY on US/China Optimism

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 US/China 3:16 New Trade Agreements? 4:33 China Wheat Problems 6:49 Transition Planning 8:35 Farmer Sentiment 10:29 Ethanol Exports are Strong 11:49 SAF News 13:17 Problems at ADM πŸ‡ΊπŸ‡ΈπŸ‡¨πŸ‡³ US–China Trade Talks Begin This Weekend! 🌍 Big moves on the global stage! US officials are headin...

May 07, 2025β€’15 min

Why Did Corn Prices TANK on Monday??

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Corn Selloff 3:00 Corn and Soybean Planting Pace 7:04 Wheat Progress / Conditions 8:13 Russian Wheat Pricing 9:09 Tyson Slump 11:24 Grain Shipments πŸ“‰ Grain Markets Under Pressure! 🌽🌾πŸ’₯ Corn futures took a dive Monday as fast US planting progress and favorable weather set a bearish t...

May 06, 2025β€’13 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 US Planting Window 2:49 "Perfect" Brazil Weather 4:51 Tariff Exemptions 8:26 USDA Budget Cuts 9:44 The Funds 10:45 Black Sea Drone Attack πŸ“‰πŸŒΎ Grain Market Update | Rainfall, Brazil Crop Bump, China Tariff Moves & More! πŸ‡¨πŸ‡³πŸ‡§πŸ‡· 🌦️ Weekend Weather Recap Rain was spotty across the ...

May 05, 2025β€’13 min

US/China Tensions Cool + Farm Machinery Slump

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 China Assessing Talks 2:30 Hassett Comments 3:00 Soybean Stuff 4:59 Farm Machinery Slump 7:52 Drought Monitor 10:58 Export Sales 13:01 California Gas Ban? πŸ‡ΊπŸ‡ΈπŸ‡¨πŸ‡³ US–China Trade Talks? Signals from Beijing & Washington Big moves may be brewing in global trade! China says the US wa...

May 02, 2025β€’17 min

EU Deforestation Laws and Grain Exports + Corn Belt Rains

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 EU Deforestation Law Impact 2:56 Corn Belt Rains 4:48 GDP Contraction 8:46 China PMI 9:46 Ethanol Production 10:50 Flash Sale πŸͺ΅ EU’s New Deforestation Law 🌍 The πŸ‡ͺπŸ‡Ί EU is set to label the πŸ‡ΊπŸ‡Έ US as low-risk under its deforestation law, easing concerns for American exporters of beef...

May 01, 2025β€’12 min

Why Did Corn Futures COLLAPSE on Tuesday??

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Tuesday Selloff 3:34 China to Reduce Grain/Meal Use 6:04 Transition Planning 7:38 China Comments 8:48 Russia Wheat Update 10:04 Amazon Tariff Charges? 11:33 Flash Sales πŸŒ½πŸ“‰ Corn & Soybeans Slide Sharply! Corn and soybean futures took a hit Tuesday as planting progress races ahead!...

Apr 30, 2025β€’13 min

Wheat Futures Tumble + Summer E15 Ethanol

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Wheat Futures Fall 3:50 Summer E15 7:36 Corn and Soybean Planting 9:15 US Wheat Update 10:03 China Comments 11:32 Grain Shipments are Strong 12:19 Screwworm Update 🌾 Wheat Futures Tumble Amid Plains Rainfall! 🌧️ Big moves in the grain markets to kick off the week! Here's what's happe...

Apr 29, 2025β€’14 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Mixed Messaging 3:13 Japan and South Korea Talks 4:06 US Weather and Rains 8:06 Fund Positions 9:21 Panama Canal 10:44 Another Screwworm/Cattle Headline 11:54 Flash Sale πŸ‡ΊπŸ‡ΈπŸŒŽ Trade Talks...or No Talks? πŸ‡¨πŸ‡³β“ Big moves (and some big confusion) on the global trade front! President Trum...

Apr 28, 2025β€’13 min

China Blinks: Tariff Exemptions on Some US Imports

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. πŸ‡¨πŸ‡³ China’s Trade Shift? Beijing may exempt some US goods from tariffs! A task force led by China’s Ministry of Commerce is compiling a listβ€”rumored to include 131 product categoriesβ€”but no official word yet. This could signal growing concern about trade war impacts. Bloomberg & Reuter...

Apr 25, 2025β€’21 min

Early Season Floods in China + Soybean Bounce

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌱 Soybeans Pop, Corn Slips, Wheat Hits New Lows 🚜 πŸ“ˆ Markets on the Move! Soybean futures climbed πŸ“Šβ€”with July β€˜25 beans hitting their highest level in 2️⃣ months! The boost came after President Trump reassured markets he won’t fire Fed Chair Powell and suggested tariff relief for China οΏ½...

Apr 24, 2025β€’13 min

Trump Will "Be Nice" to China - Markets React

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 21k Subs! Thanks! 0:51 Trump to Ease on China? 3:02 Markets React 5:16 Ethanol Push 6:50 Summit Pipeline Setback 8:05 Another Spring Wheat Contract? 9:33 IMF Forecast 11:16 Trade and Logistics Impact πŸ‡ΊπŸ‡ΈπŸ’Ό Trump Signals Softer Tariffs in China Talks President Trump says tariffs on Chi...

Apr 23, 2025β€’13 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Subscribe! 0:45 Dollar, Trump, Powell, Commodities 4:06 US / India Talks 8:15 US Planting Update 11:27 SA Countries Benefit from Trade War 13:19 Corn Shipments are Strong πŸ“‰ Dollar Drops to 3-Year Low | US-India Trade Talks | Crop Progress & Export Strength πŸ’ͺ Welcome back to Grain...

Apr 22, 2025β€’15 min

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

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🚒 Trump Scales Back Ship Tariffs The Trump administration has softened its stance on China-built ship fees. Instead of $1.5M per port call, vessels will now face fewer charges β€” and empty grain/coal ships are exempt! πŸŒΎβ›΄οΈ 🌧️ Rain in the Plains & Corn Belt Big weekend rains hit parts o...

Apr 21, 2025β€’14 min

Possible US/Japan Deal, Corn Bounce, Weak Dollar

Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Happy Easter 0:35 US/Japan Talks 2:04 Corn Bounce 3:31 Joe is a Cry Baby 6:11 US Dollar Declines 9:29 Ethanol Production 10:25 Montana Renewables 11:42 Gold Surges 🌐 Trade Discussions with Japan: The Trump administration made significant progress in trade talks with Japan. President T...

Apr 17, 2025β€’14 min
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