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Joe Vaclavik and Mackenzie Johnston discuss the grain markets, the business of farming, news related to agriculture, and a variety of other topics.
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Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌽 Corn is drifting lower despite a strong crude oil market, with funds trimming their net long position from recent highs. Ample old crop stocks and sufficient 2026 acreage estimates are keeping the bears in control. 🌾 Wheat tumbled to its lowest level since early March after a beari...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Markets on edge as the US-Iran ceasefire hangs by a thread 🚨 Iran is already alleging violations before talks have formally begun. Peace negotiations are tentatively set for Pakistan this Saturday, but the Strait of Hormuz remains largely closed. Crude cratered 16% to settle near $94 ...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🚨 BREAKING: US-Iran Ceasefire SHOCKS Markets | Oil Crashes $22, Grains Tumble & What It Means for Farmers Just hours before planned US strikes on Iranian infrastructure, a last-minute two-week ceasefire deal brokered by Pakistan sent shockwaves through global commodity markets. O...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌾 Crop Markets Update | Wheat Ratings Sink, Cotton Surges & Iran Tensions Rattle Markets Winter wheat is struggling — rated just 35% good-to-excellent, the lowest since 2023 and well below the 5-year average. 🌧️ Rainfall is on the way for parts of the Plains, but the west remains ...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Oil prices exploded Thursday with WTI crude jumping 11% to $111.54/barrel—the biggest single-day gain in 6 YEARS! 😱 Gas prices are already feeling the heat at $4.11/gallon nationally, and the Iran situation is FAR from over. Trump has given Iran until Tuesday to open the Strait of Hor...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🚨 MARKETS IN CHAOS: Trump's Iran War Warning Sends Oil Soaring & Stocks Plunging President Trump dropped a bombshell in a primetime address—warning of intensified strikes on Iran over the next 2-3 weeks. Markets responded instantly: WTI crude surges past $107/barrel (+$7) while st...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌽 US farmers are slashing corn plantings by 3.5% as the Iran war chokes off fertilizer supplies — but the USDA's own data may be nearly worthless with a record-low survey response rate of just 37.6%! Soybean acres are actually rising 4.3%, and grain stocks are up big—so the full pictu...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌱 Farmers Ditch Corn for Soybeans — Here's Why It Matters The Iran war is reshaping American agriculture. With urea prices up 40% and fuel costs surging, US farmers are pivoting—corn acreage is set to fall 4.5% while soybeans climb 5.2%. Spring wheat? On track for its lowest plantings...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Welcome back! Let’s break down the biggest ag market movers right now 🌽📉 🌱 Biofuel Mandates Jump EPA sets record 25.82B gallons 70% of waived volumes reassigned Foreign feedstocks penalized after 2028 Supportive long-term, not bullish today 🏛️ Trump’s Farmer Push Pushing additiona...
Joe's Premium Subscription: www.standardgrain.com 🌎 Markets & Macro Grains, oil, and global headlines all moving fast—stay sharp. 🌽 Grain Update Corn, soybeans, and wheat action you need to know. ⛽ Energy & Biofuels Ethanol, crude oil, and policy shifts impacting demand. 📈 What It Means Key takeaways to help you stay ahead of the market.
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. President Trump is headed to China 🇨🇳 for a high-stakes meeting with Xi, and markets are already reacting. Soybeans surged on the news, while corn and wheat followed higher amid fertilizer and acreage concerns. The EPA also issued another E15 summer waiver ⛽🌽, keeping ethanol demand ...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌽 E15 Decision Coming? Another summer waiver may drop today, allowing E15 sales and supporting ethanol demand—not permanent, but still bullish short-term. 🛢️ Oil Still Wild Crude jumped, then pulled back as war headlines flip hourly. No real clarity yet—volatility remains high ⚡ 🌾 F...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Welcome back! Today we’re breaking down a wild mix of geopolitics 🌍, energy markets 🛢️, biofuels policy 🌽, and key ag fundamentals 🌾👇 🛢️ Oil Market Whiplash Oil prices dropped sharply Monday as optimism grew that the Iran conflict could cool off. WTI crude plunged more than 10%, hit...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. ⚠️ Middle East tensions are escalating fast… and markets are watching closely. 🌍 Geopolitics Trump issues a 48-hour ultimatum to Iran over the Strait of Hormuz—threatening strikes on power infrastructure if it’s not reopened. Iran pushes back, raising fears of broader conflict and lo...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌍 War & Bullish Setup Bank of America says ag markets may be underpricing the Iran war. Prolonged conflict could tighten fertilizer supplies and spark a new grain bull cycle 🌽📈 ⛽ Energy Shock = Fertilizer Risk Damage to Qatar LNG + soaring nat gas prices = major nitrogen concerns...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌾 Wheat Leads the Rally Wheat futures surged on weather concerns across the Plains—winter damage risk + hot/dry forecasts gave bulls a reason to step in. 🌽 Corn & Beans Follow + Funds Active Corn and soybeans moved higher alongside crude oil 📈 Funds were aggressive buyers again—c...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌽 White House Biofuels Event & RVO Decision President Trump is hosting a major ag event next week with farmers and biofuel producers 🇺🇸 Comes just ahead of the 2026–2027 blending mandate decision Potential increase in mandates = stronger demand for ethanol & biodiesel ⚠️ Refin...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌾 Grain markets got slammed Monday, with soybeans limit down after President Trump suggested he may delay his meeting with Xi Jinping. Corn and wheat also moved sharply lower, while expanded soybean limits point to more volatility ahead. 🚛 Brazil’s soybean freight costs are rising fa...
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 🌾 Grain Markets & Policy Update President Trump told the Financial Times he “may delay” a summit with Xi Jinping amid the Strait of Hormuz closure. Trade talks between U.S. and Chinese officials continued this weekend, and China reiterated its commitment to 25 mmt of U.S. soybean...
🧪 Fertilizer Stocks Surge Shares of CF Industries hit a record high Thursday, jumping as much as 14% intraday—its biggest one-day gain since 2020. CF controls roughly 40% of the North American nitrogen fertilizer market. Profit margins are likely expanding as nitrogen prices surge while the company benefits from cheap North American natural gas. Many global competitors are facing much higher gas costs or supply disruptions. Speculative buying may also be contributing. Shares of Nutrien, which...
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I'm in the poultry business. once the flu Is spotted in wild bird, it most likely will cross contaminate due to feed and dropping. Thank you for the video!
Joe, Love the podcast, timely, relevant information.
Joe, Love the show. Thanks for hitting the main points right away and data that is relevant. Enjoy your day off fishing. Would like to hear a brief podcast on your fishing tournament experience. Good luck!
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