Worst Soybean Sales in 20 Years + Joe/Matt Corn Yield Bet
Worst Soybean Sales in 20 Years + Joe/Matt Corn Yield Bet  
Podcast: Grain Markets and Other Stuff
Published On: Fri Aug 01 2025
Description: Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Corn Yield Bet3:31 Export Sales10:41 Flash Sales11:50 Wet July15:26 Cattle Selloff20:11 US Dollar Rally🎯 US Export Sales Slide While New Crop Corn Surges 🚀 | Drought Relief & Cattle Market Shakeup 🌽💥📉 Grains in Motion!US corn export sales dropped 47% from last week, landing at just 340,900mt (13 mil bushels). But don’t panic—new crop corn crushed expectations with 1.9mmt (74 mil bushels) in sales! 🙌🌱 Soybean bulls got a boost too! Net sales hit 349,200mt, exceeding estimates and climbing from last week. New crop beans came in strong at 429,500mt (16 mil bushels).🌾 Wheat took a step back—592,100mt in sales, down 17%, but still matching the 4-week average.🚨 Flash Sales Frenzy!The USDA reported a wave of flash sales Thursday:🇨🇴 100k mt corn to Colombia🇰🇷 140k mt corn to South Korea❓ 136k mt corn to unknown destinations🇳🇬 100k mt of hard red winter wheat to Nigeria📦 All for 2025/26 delivery!🌧️ Corn Belt Drought FadesThe latest USDA Drought Monitor brought good news:✅ Conditions improved in MN, IA, IL & IN📉 Drought in the Corn Belt is now at just 2.4%—down from 32% earlier this year!📌 National Drought Stats:• Corn: 7% 🌽• Soybeans: 5% 🌱• Winter Wheat: 30% ❄️• Spring Wheat: 38% 🌾• Cattle: 14% 🐄📉 Cattle Collapse or Just a Blip?🐂 After new all-time highs, cattle futures got clobbered Thursday—feeder contracts hit limit down 📉Some fear the top is in, but remember: this market has bounced back before. With tight supplies & strong beef demand, fundamentals still look solid 💪💵 Dollar Roars in JulyThe US Dollar Index posted a 5% gain in July—its best month since Dec 2024! 💹✅ Resilient economy✅ Hawkish Fed✅ Easing trade tensionsBut beware: tariffs & political pressure could shake things up soon...👍 Like, subscribe & comment your take on export trends, cattle futures, or the dollar’s next move!#Corn #Soybeans #Wheat #Cattle #USDollar #DroughtUpdate #USDA #AgMarkets #GrainMarketing #FarmNews 🌽📉📈