Grain Markets and Other Stuff

This Weather Market is Boring AF

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0:00 Boring Weather Market
3:28 US/China Update
6:30 "The Funds"
7:41 China Pathogen Smugglers
8:40 Fake Screwworm Investigation

🌧️ Rain Falls, Markets Stir, and Trade Talks Heat Up! βš–οΈπŸŒ½

πŸ“ 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. 🌦️ Temps stay near-normal this week, with warmer weather possible 8–14 days out. Overall? A benign weather setup to start the week. πŸ“‰

🌐 Rare Earths, EVs, and US-China Trade Talks
China just approved rare earth mineral exports following a call between Trump and Xi. 🌍 Trade talks kick off today in London as demand surges for key materials used in robotics and EVs. βš™οΈπŸ”‹

πŸ“Š Money Moves: COT Report Highlights
"The Funds" slashed their net short in corn by 44k contracts β€” largest short since Sept! 🌽 They also trimmed soybean and spring wheat positions. 

πŸ§ͺ Fungal Pathogen Fears Debunked
Experts downplay the threat of a crop-damaging pathogen smuggled into the US, saying it’s already here, manageable, and not a major food safety risk. 🌾🧬

πŸ„ Market Manipulation? Screwworm Rumor Sparks Probe
Missouri investigates a fake press release claiming New World screwworm was detected. πŸ“‰ The false alarm crashed cattle futures and now R-CALF USA wants the CFTC to dig deeper. πŸ•΅οΈβ€β™‚οΈ

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