Too Much Rain in July?? Is That Even Possible?? (Corn Crop)
Too Much Rain in July?? Is That Even Possible?? (Corn Crop)  
Podcast: Grain Markets and Other Stuff
Published On: Mon Jul 14 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 Too Much Rain??4:03 USDA Report8:15 Tariff News9:54 The Funds10:45 Flash Sale🎯 WEEKEND GRAIN WRAP-UP: Big Rains, Lower Stocks & New Tariffs! 🌽☔📉🔥 What a weekend! Here’s what’s moving the markets:🌧️ Weather WatchSubstantial rainfall soaked much of the US Corn Belt this weekend!💦 Best totals: Iowa, Illinois, northeast Missouri & southern Wisconsin🌦️ Scattered rains: Eastern Corn Belt📅 Forecast: More rain over the next 5–10 days🌡️ Temps: Near-normal now, but above-normal coming in the 8–14 day outlook📉 USDA Report RecapCorn futures fell Friday… despite a friendly USDA update:📦 Ending stocks cut to 1.34B bu—lowest in 4 years!🚢 Record export forecast at 2.75B bu🌽 2025/26 corn production trimmed to 15.7B bu (still record high)🌱 Soybean crop adjusted to 4.34B bu📏 Yields? Still unchanged... but the market might be pricing in much higher yields already 🤔🇺🇸 Tariff TroublePresident Trump is back with more tariffs:📆 Starting August 1: 30% tariff on goods from Mexico & EU⚙️ Possible exemptions for companies that move manufacturing to the US⚠️ Retaliation? Trump says any response tariffs will be added on top🌍 EU & Mexico = 1/3 of total US imports🇲🇽 Mexico = #1 buyer of US corn🇪🇺 The EU is the #2 buyer of US soybeans and #5 of US corn💰 Money Flow: Fund Activity🟢 Corn: Funds net buyers of 10k contracts (1st time in 6 weeks!)🔴 Soybeans: Net sellers of 7k🟢 SRW Wheat: Net buyers of 6k📊 Check out the Fund Tracker charts below!🫘 Flash Sale Alert!🇲🇽 Mexico booked 219,900mt (8M bu) of new crop soybeans for 2025/26📈 New crop soybean sales are already 4% ahead of USDA’s target!👇 Hit LIKE if you enjoy these updates, and don’t forget to SUBSCRIBE for more grain market insights!💬 Drop your thoughts in the comments—are we underestimating this corn yield?