Grains RALLY on US/China Optimism
Grains RALLY on US/China Optimism  
Podcast: Grain Markets and Other Stuff
Published On: Wed May 07 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/China3:16 New Trade Agreements?4:33 China Wheat Problems6:49 Transition Planning8:35 Farmer Sentiment10:29 Ethanol Exports are Strong11:49 SAF News13:17 Problems at ADM🇺🇸🇨🇳 US–China Trade Talks Begin This Weekend! 🌍Big moves on the global stage! US officials are heading to Switzerland for high-stakes trade talks with China. Treasury Secretary Scott Bessent says the goal is de-escalation, not a final deal—but with tariffs as high as 145%, the stakes are massive. 💥📉🌾 Meanwhile... Hot Weather Threatens China's Wheat CropA heatwave is scorching Henan, China's top wheat-producing province, with drought fears rising. Could this spark more wheat imports? 👀🌾 See charts below.🤝 Trump Eyes New Trade DealsWhile China's negotiations stall, India 🇮🇳 and Japan 🇯🇵 may be first in line for new trade agreements. Stay tuned. 📋🖊️🚜 Farmer Sentiment ReboundsDespite tariff headaches, farmers are feeling a bit better about the road ahead, says Purdue’s Ag Economy Barometer. But many still worry about input costs and long-term impact. 🌱📊⛽ Biofuel Boom: Ethanol & SAF on the Rise!Ethanol exports surged 41% in March. 🚢SAF production has 15x’d since January! ✈️🌿All thanks to federal & state incentives pushing the clean fuel agenda. 🔋🌎📉 ADM Feels the PressureUncertainty in biofuel policy and weak crushing margins are weighing on profits. ADM expects earnings at the low end of forecasts—see why in the charts. 📉📦💬 Drop your thoughts in the comments & don’t forget to LIKE & SUBSCRIBE for more ag market updates! 🌽📈#USChinaTrade #Tariffs #Ethanol #SAF #AgNews #FarmEconomy #WheatCrop #Biofuels #ADM #Farmers #TrumpTradePolicy