
Grain Markets and Other Stuff
Joe Vaclavik and Mackenzie Johnston discuss the grain markets, the business of farming, news related to agriculture, and a variety of other topics.
Grain Markets and Other Stuff
This Weather Market is Boring AF
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Futures and options trading involves risk of loss and is not suitable for everyone.
0:00 Boring Weather Market
3:28 US/China Update
6:30 "The Funds"
7:41 China Pathogen Smugglers
8:40 Fake Screwworm Investigation
π§οΈ Rain Falls, Markets Stir, and Trade Talks Heat Up! βοΈπ½
π Weekend Weather Recap
Rain favored southern and eastern Corn Belt states including Missouri, IL, IN, OH, KY, TN β plus parts of KS, OK & north TX. While the west looks drier, both the Euro and GFS models suggest near-average rainfall over the next two weeks. π¦οΈ Temps stay near-normal this week, with warmer weather possible 8β14 days out. Overall? A benign weather setup to start the week. π
π Rare Earths, EVs, and US-China Trade Talks
China just approved rare earth mineral exports following a call between Trump and Xi. π Trade talks kick off today in London as demand surges for key materials used in robotics and EVs. βοΈπ
π Money Moves: COT Report Highlights
"The Funds" slashed their net short in corn by 44k contracts β largest short since Sept! π½ They also trimmed soybean and spring wheat positions.
π§ͺ Fungal Pathogen Fears Debunked
Experts downplay the threat of a crop-damaging pathogen smuggled into the US, saying itβs already here, manageable, and not a major food safety risk. πΎπ§¬
π Market Manipulation? Screwworm Rumor Sparks Probe
Missouri investigates a fake press release claiming New World screwworm was detected. π The false alarm crashed cattle futures and now R-CALF USA wants the CFTC to dig deeper. π΅οΈββοΈ
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