Podcast:Grain Markets and Other Stuff Published On: Tue Jul 08 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 Monday Selloff3:07 Trade Stuff4:33 Corn Yield Prospects9:23 The Funds10:21 Grain Shipments11:15 Flash Sale📉 Corn & Soybeans Slide on Weather & Trade Letdown 🌽🌦️Monday brought a sharp sell-off in grain futures, with Dec25 corn falling 🌽 16¢ to ~$4.21 and Nov25 soybeans plunging 🌱 29¢ to ~$10.21. Why the drop? 🌤️ Ideal Midwest weather continues, and traders were let down by no new trade deals from President Trump’s Iowa speech last week. 📉📊💼 Trump Turns Up the Heat on Tariffs 🇺🇸📑The President sent tariff warning letters to key trade partners. 📬 Japan & South Korea—major US corn buyers—now face potential 25% tariffs if no deal is reached by August 1. 🌏 Countries aligning with BRICS policies (like 🇨🇳 China and 🇧🇷 Brazil) could face an extra 10% tariff.🌽 Crop Conditions Shine ☀️• Corn: 74% good-to-excellent, best early July rating since 2018• Soybeans: 66% good-to-excellent, best since 2020 (excl. 2023)Analysts eye above-trend corn yields—potentially 184.6 to 188.2 bpa based on strong early ratings 📈🌾 Wheat Update• Spring wheat slips for the 3rd week ➡️ 50% G/E (below avg)• Winter wheat harvest hits 53%, just under average💰 Money Flow & Export Buzz 💸• Funds increased their short in corn (net short: 190k contracts)• Corn exports: Up 8% week-over-week, +46% YoY 🚢• Soybean & wheat shipments: Strong, near top end of expectations• Flash sale: 135,000mt corn to Mexico, spanning two crop years 🇲🇽👇 Drop your thoughts in the comments!✅ Subscribe for more grain market insights!#Corn #Soybeans #Trump #Tariffs #GrainMarkets #Wheat #FarmingNews #CropConditions #Exports #USDA #Commodities #GrainFutures #Agriculture 🌽🌎📈