Grain Markets and Other Stuff

Stop, Hammer Time! Corn Futures Shrug Off the 3 Handle

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 Hammer Time (Corn Pattern)
3:15 Wheat Update
5:03 Soybean Update
7:08 New COVID Strain
8:57 Mosaic and Fertilizer
11:02 Ethanol Production

🌽 Corn Cracks $4! Rain, Record Yields & Farmer Selling 🌧️📉
Welcome back to Grain Markets & Other Stuff — this week’s update is packed with price moves, trade chatter, and market-moving headlines! Let’s dig in👇

🌦️ 🌽 Corn Futures Dip Below $4!
The Dec '25 corn contract dipped under $4 for the first time 😬
➡️ Rains across the Corn Belt 🌧️
➡️ Lofty private yield estimates 📈
➡️ Weak Sep/Dec spread 😵‍💫 (farmer "puke" anyone?)
➡️ Record Brazil crop weighs on global values 🇧🇷
⚠️ USDA report on deck Tuesday — average guess is 184.2bpa vs 181

🌾 Wheat & Soybeans Stay Weak
🟤 Sep ’25 SRW wheat hit $5.04, lowest since May
🟡 Nov ’25 soybeans near $9.85 after meal-led selloff
🌎 Big global supplies + soft demand = headwinds 🚫

🦠 New COVID Variant… Again?
A new strain (XFG) is spreading.
➡️ Third most common in the US
➡️ No big red flags 🚫
💭 Worth watching… remember 2020?

🧪 Fertilizer Falters: Mosaic Slides 13%
Mosaic missed earnings and shares tanked 💥
🇺🇸 Tariffs + delayed maintenance + lower crop prices = 💸
📉 US phosphate/potash imports down 20% YTD

🍺 Ethanol Update: More Efficient Than Ever
🛢️ Weekly output: 1.08mil bpd
📉 Stocks fell to 23.76mil barrels
💰 Margins improved
🌽 One bushel = 3+ gallons of ethanol today vs. 2.8 in 2015!

📊 🖼️ See all the charts below:
• Monthly SRW Wheat 📉
• Stocks/Use Ratios
• Ethanol Efficiency Gains

👍 Don’t forget to like, subscribe, and drop your take in the comments!
📬 Stay tuned—Tuesday’s USDA report could move markets in a big way!

#corn #soybeans #wheat #ethanol #fertilizer #covid #usda #grainmarkets #trading #farming #agriculture #commodities #mosaic #StoneX #JoshLinville