BREAKING: US and China Agree to Tariff Reduction, Soybeans Rally
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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 Sales๐ข Tariff Truce & Trade Shifts: Big News for Ag & Markets! ๐๐ฝ๐๐งพ ๐ Tariffs Slashed!The US and China have agreed to lower tariffs for 90 days. ๐บ๐ธโก๏ธ๐จ๐ณ๐น US drops from 145% โก๏ธ 30%๐น China drops from 125% โก๏ธ 10%Talks included fentanyl policy and potential purchase agreements from China. ๐ค๐ฑ ๐งช Trade War Fallout in AgTariffs have disrupted grain flows, fertilizer imports, and ag input costs.Farmers face delays, higher prices, and uncertainty. ๐๐ธBrazil benefits as China shifts some demand south. ๐ง๐ท๐พ๐ ๐ฅ Soybeans Near 3-Month HighsMarkets are moving!๐น Soybeans โฌ๏ธ๐น S&P 500 โฌ๏ธ 2%๐น US Dollar ๐๐ ๐ฝ 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. ๐งฎ๐ฆ๏ธ Corn Belt Weather UpdateDry weekend, but moisture is on the wayโฆ๐ง๏ธ Missouri, Illinois, Kentucky today๐ง๏ธ ND, SD, MN & east Corn Belt later this weekWatch for dry pockets in Nebraska & western Iowa. โ๏ธ๐ฐ Fund Flows & Flash Sales"The Funds" sold 57k corn contracts last week.๐ข 288k MT corn sold to Mexico๐ข 120k MT soybeans sold to PakistanGet the full breakdown + CFTC & Fund Tracker charts. ๐๐๐ข๏ธ China Soy Imports Drop 29%!Only 6.1mmt in April โthe lowest in 10 years.Customs delays & longer Brazil transit times are to blame. โฑ๏ธ๐ขRebound expected in May/June. ๐๐ Donโt miss this critical update on trade, tariffs, weather & global grain flows. Like, subscribe, and drop your thoughts in the comments!๐ Stay informed. Stay ready. ๐ฌ๐