Grain Markets and Other Stuff

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. 🌎 Geopolitics & Oil The U.S. removal of Nicolás Maduro could significantly complicate **China’s oil and investment ties with Venezuela. For years, China has been Venezuela’s larges...

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. 🌍 Geopolitics & Energy The US captured Venezuelan President Nicolás Maduro and his wife over the weekend. Both have been indicted on multiple charges, including narco-terrorism con...

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. 🌏 China Grain & Soybean Strategy Update China is pushing to reduce its reliance on grain and soybean imports in the name of food security. State media says Beijing plans to boost d...

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. 🌱 Soybean Export Inspections US soybean shipments disappointed again last week. Export inspections came in near the low end of expectations, with shipments well below both last week an...

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. 🪙 Precious Metals Silver prices surged last week, hitting a new all-time high above $78.50 per ounce on Friday. Silver is now up sharply this year, supported by a structural market def...

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. 🚁 Drone Industry Shock A new ban on Chinese-made drones is sending shockwaves through the U.S. drone industry. On Monday, the FCC banned drones and critical components manufactured in...

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. 🏛️ USDA Workforce Cuts & Data Quality The US Department of Agriculture saw a massive workforce reduction in the first half of the year. Between January and June, more than 20,000 em...

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. 🌾 USDA Farm Aid Update The USDA confirmed it has no plans for additional farm assistance beyond the recently announced $12 billion aid package. Farmers continue to face weak markets, h...

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. 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...

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. 🌱 China Soybean Buying—What’s Really Going On? Bloomberg reported overnight that China has quietly bought at least half of its 12mmt US soybean commitment. Anonymous sources say Sinogr...

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. 🏥 ACA Health Insurance & Farmers Enhanced premium tax credits under the Affordable Care Act are scheduled to expire in 2026, which could lead to huge increases in health insurance...

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. 🌱 NOPA Soybean Crush NOPA released its November crush report on Monday US soybean crush hit an all-time November record Crush was lower than October’s record, but well above last year...

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. 🌱 Soybean, Corn & Wheat Markets Soybean futures plunged on Friday, with the Jan ’26 contract falling nearly 17 cents to around $10.77 — the lowest level since late October. The pre...

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. 🌱 Fertilizer Markets Fertilizer stocks surged Thursday after Ukrainian drones struck two fertilizer plants in western Russia. While the facilities represent a small share of global cap...

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. 🏦 Fed Cuts Rates for the Third Straight Meeting The Federal Reserve lowered interest rates another quarter point on Wednesday, bringing the fed funds rate down to 3.5%–3.75%, the lowes...

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. 🇨🇳 Soybean Purchase Deadline Confusion Questions remain over China’s commitment to buy 12mmt of US soybeans. On Tuesday, US Trade Representative Jamieson Greer said the deadline isn’t y...

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. 🚜 Farm Aid & Tractor Prices President Trump announced a $12 billion farm aid package on Monday and urged ag equipment makers to lower tractor prices — blaming environmental regulat...

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. 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 billi...

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. 🌽 Grain Export Demand Still 🔥 USDA reported multiple flash corn sales on Thursday: • 100,800mt to Colombia • 392,500mt to Mexico ➡️ Both for 2025/26 MY Corn demand remains fantastic —...

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. 🚜 China Soybeans: Goalposts Moving? China is expected to fulfill its US soybean purchase agreement… eventually. On Wednesday, Treasury Secretary Scott Bessent said China will meet its...

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. 🇷🇺 Black Sea Threats Push Grain Higher Tensions escalated again this week after Russia warned it may retaliate for a recent surge in Ukrainian attacks on its tanker fleet. Vladimir Puti...

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. 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 th...

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. Welcome back! Today we’re breaking down export sales, flash deals, China/Brazil soybean news, ethanol margins, and record-setting Black Friday spending. 👇 📦 Weekly Export Sales (Backd...

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. 🇨🇳 China Steps Up US Soybean Buying China made major purchases of US soybeans this week. Since Tuesday, Chinese buyers have booked an estimated 10–15 cargoes — roughly $300 million in v...

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. 🇨🇳🚢 China to Resume Shipments of US Soybeans & Sorghum Two Chinese vessels are scheduled to arrive at grain terminals near New Orleans this week to load US soybeans—the first such...