This is Not a Bullish Weather Forecast
This is Not a Bullish Weather Forecast  
Podcast: Grain Markets and Other Stuff
Published On: Mon Jun 02 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 Weather3:39 "Mr. NICE GUY"8:11 Export Sales9:24 Brazil Corn Harvest10:26 The Funds11:27 Flash Sales📉 Rain Returns, Trade Tensions Rise & Export Sales Slide 🌽🌧️🌎👀 Here's what you need to know this week in the grain markets:🌦️ Weekend Rain Recap & Forecast OutlookRainfall was limited to the southeastern Corn Belt with up to 1.5" in parts of IL, IN, OH, and KY. The rest of the region stayed dry, but buckle up — forecasts show widespread rain this week! CropProphet expects 1.8" average rain across US corn areas. 🌧️ 🇨🇳 Trump vs. China: Trade Tensions Back OnTrump accused China of violating a trade deal and vowed not to be “Mr. NICE GUY” anymore. Visa revocations, chip export controls, and stalled talks sent a chill through markets. 🤝📉📉 US Export Sales FallCorn: Down 23% W/W – 🇯🇵 Japan tops the listSoybeans: Missed expectations – 🇲🇽 Mexico leadsWheat: Weak but improved – 🇻🇪 Venezuela steps in🇧🇷 Brazil Corn Harvest LaggingOnly 1.05% harvested vs. 2.7% LY. But crop size is up sharply:Safrinha corn: 99.8 MMT (+11%)Total corn: 126.9 MMT (+10%)💰 Funds Shift PositionsThe Funds trimmed corn shorts and went long in soybeans:+5K corn 🟢+30K soybeans (largest net long since Feb!) 🫘+7K SRW wheat 🌾🚢 Flash Corn Sale!US exporters sold 210K mt to unknown destinations.145K for '24/25 📅65K for '25/26 🚢📈 Stay informed, subscribe for updates, and drop your thoughts in the comments! 💬👇