BREAKING: US and China Agree to Tariff Reduction, Soybeans Rally
BREAKING: US and China Agree to Tariff Reduction, Soybeans Rally ย 
Podcast: Grain Markets and Other Stuff
Published On: Mon May 12 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 US/China Tariffs Reduced3:55 Trade War Impact?6:16 USDA Preview9:32 US Weather Update11:36 The Funds12:35 China Soybean Imports Slow13:53 Flash Sales๐Ÿ“ข Tariff Truce & Trade Shifts: Big News for Ag & Markets! ๐ŸŒŽ๐ŸŒฝ๐Ÿ“ˆ๐Ÿงพ ๐Ÿ“‰ Tariffs Slashed!The US and China have agreed to lower tariffs for 90 days. ๐Ÿ‡บ๐Ÿ‡ธโžก๏ธ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ”น US drops from 145% โžก๏ธ 30%๐Ÿ”น China drops from 125% โžก๏ธ 10%Talks included fentanyl policy and potential purchase agreements from China. ๐Ÿค๐ŸŒฑ ๐Ÿงช Trade War Fallout in AgTariffs have disrupted grain flows, fertilizer imports, and ag input costs.Farmers face delays, higher prices, and uncertainty. ๐Ÿšœ๐Ÿ’ธBrazil benefits as China shifts some demand south. ๐Ÿ‡ง๐Ÿ‡ท๐ŸŒพ๐Ÿ“Š ๐Ÿ”ฅ Soybeans Near 3-Month HighsMarkets are moving!๐Ÿ”น Soybeans โฌ†๏ธ๐Ÿ”น S&P 500 โฌ†๏ธ 2%๐Ÿ”น US Dollar ๐Ÿš€๐Ÿ“… ๐ŸŒฝ New USDA WASDE Report Today!At 11am CST, get your first look at 25/26 corn & soybean balance sheets.Expect bearish corn news with trend yields + March acreage. ๐Ÿงฎ๐ŸŒฆ๏ธ Corn Belt Weather UpdateDry weekend, but moisture is on the wayโ€ฆ๐ŸŒง๏ธ Missouri, Illinois, Kentucky today๐ŸŒง๏ธ ND, SD, MN & east Corn Belt later this weekWatch for dry pockets in Nebraska & western Iowa. โ˜€๏ธ๐Ÿ’ฐ Fund Flows & Flash Sales"The Funds" sold 57k corn contracts last week.๐ŸŸข 288k MT corn sold to Mexico๐ŸŸข 120k MT soybeans sold to PakistanGet the full breakdown + CFTC & Fund Tracker charts. ๐Ÿ“‰๐Ÿ“Š๐Ÿ›ข๏ธ China Soy Imports Drop 29%!Only 6.1mmt in April โ€”the lowest in 10 years.Customs delays & longer Brazil transit times are to blame. โฑ๏ธ๐ŸšขRebound expected in May/June. ๐Ÿ“ˆ๐Ÿ‘‡ Donโ€™t miss this critical update on trade, tariffs, weather & global grain flows. Like, subscribe, and drop your thoughts in the comments!๐Ÿ“Œ Stay informed. Stay ready. ๐Ÿ’ฌ๐ŸŒŽ