Podcast:Grain Markets and Other Stuff Published On: Mon Oct 20 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.🚜 ADM Deferred Pricing OfferADM is now offering deferred pricing at its Decatur, IL facility — a move aimed at jumpstarting soybean deliveries. Farmers can deliver soybeans now, transfer ownership, and set a final price anytime before September 2026.🟡 No storage fees🟡 Immediate ADM ownership🟡 Unusual timing — normally seen after the new yearSlow farmer sales due to weak prices are tightening processor supplies, prompting ADM’s rare “free DP” incentive.🇺🇸🇨🇳 U.S.–China Trade TalksTreasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng meet in Malaysia this week. The session sets the stage for a Trump–Xi meeting later this month.👉 Trump hinted he’s open to lowering tariffs if China resumes soybean purchases “like before.”👉 The trade truce expires in November, keeping markets on edge.🌽🫘 Futures UpdateCorn and soybeans both ended the week higher:🌽 Dec ’25 Corn – around $4.23, supported by slow sales and lower yields🫘 Nov ’25 Soybeans – near $10.20, boosted by domestic demand and trade optimismOvernight gains continued after Trump’s weekend remarks.🇧🇷 Brazil Planting ProgressBrazilian soybean planting is racing ahead — 23% complete vs. 9% last year.🌧️ Well-distributed rain + warm temps are ideal.📊 Conab projects 177.7 MMT, while USDA is at 175 MMT.🐄 Cattle Market MovesCattle futures tumbled Friday after Trump hinted at potential steps to lower beef prices.💬 Analyst Brad Kooima says inflation-adjusted prices remain stable, but political pressure could spark a Brazil beef import deal, worrying U.S. producers.