Claim OwnershipGrain Markets and Other Stuff
Subscribed: 252Played: 67,858
Subscribe
© 2026 Grain Markets and Other Stuff
Description
Joe Vaclavik and Mackenzie Johnston discuss the grain markets, the business of farming, news related to agriculture, and a variety of other topics.
1655 Episodes
Reverse
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...
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. 🌱 Brazil Soybean Export Disruption Cargill has paused Brazilian soybean exports to China after Brazil implemented stricter pest and weed inspections at China’s request. Some shipments have failed the new standards, forcing exporters to halt purchases from farmers and causing local soy...
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. 🌾 Ag Markets Lag the Commodity Boom Agricultural markets have badly underperformed the broader commodity complex. The Bloomberg Commodity Index has surged past its 2022 peak and is up more than 19% so far in 2026, while the Bloomberg Ag Subindex (grains, softs, and livestock) has gain...
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 signals easing: Donald Trump suggested the conflict with Iran could be short-lived and nearing an end. He is also considering taking control of the Strait of Hormuz. Oil markets cooled, with crude dropping below $90 after earlier surging above $119. 🌍⛽ 🛢️🤝 Global response: Gro...
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 escalated over the weekend as Iran named the son of Ali Khamenei as its new supreme leader. Israel struck oil facilities near Tehran, while Iran threatened attacks on regional energy infrastructure. The Strait of Hormuz remains largely shut due to missile and dr...
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. 🌽 Grains Higher as Oil Surges Rising crude oil prices supported grain futures Thursday. May corn gained nearly 10¢ to ~$4.54, soybeans climbed nearly 10¢ to ~$11.79, and Chicago wheat rallied about 16¢ to ~$5.84. WTI crude jumped more than 8%, helping lift ag markets. Fresh highs were...
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. 🌧️ Rain Hits the Corn Belt Rain has returned to the drought-stricken Corn Belt. Over the last 72 hours, a wide band dropped 1–3 inches across parts of Missouri, Illinois, Indiana, and Ohio. Radar remains active this morning, with a strong system stretching from southeast Missouri into...
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. 🌍 Iran Conflict & Fertilizer Markets The war in Iran has led to a partial pause in fertilizer bidding as production curtailments and Gulf shipping disruptions slow movement. The Middle East accounts for about 25% of global urea exports, and US inventories were already tight. If ni...
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. The war in Iran poses risks to global fertilizer production and supply chains 🌍. The Gulf region hosts some of the world’s largest fertilizer plants, and roughly one-third of global crop nutrients pass through the Strait of Hormuz. While the US imports little fertilizer directly from ...
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. 🌍 Geopolitics & Middle East Developments Iran’s Supreme Leader, Ayatollah Ali Khamenei, was killed over the weekend following a US-Israeli strike on Saturday that also eliminated several senior Iranian officials. Authorities reported that the attacks killed and wounded hundreds of...
Joe's Premium Subscription: https://standardgrain.com/ Apple Podcasts https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095 Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links — Apple Podcasts Spotify TikTok YouTube 🇺🇸🇧🇷 US vs Brazil Soybean Profitability This week, the University of Illinois farmdoc team broke down a critical difference between US and Brazilian soybean economics. Brazil’s costs are heavily tied to direct inputs like fertilizer, while US producers face far larger overhead expenses driven by elevated farmland values. Brazilian production costs surged from 2020–20...
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. Trade drama is back in the headlines. President Trump is threatening higher tariffs on countries that fail to honor trade agreements. Following last week’s Supreme Court ruling, the EU announced it would pause ratification of its agreement, while India is deferring talks on its own de...
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. Soybean markets started the week wrestling with fresh tariff drama. The Supreme Court struck down the administration’s prior global tariffs, ruling that the use of emergency powers was unlawful. Shortly afterward, the White House announced a new blanket tariff approach, creating anoth...
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 🌾 Wheat futures pushed sharply higher on Thursday, fueled largely by short covering as traders reacted to drought and high winds across the US Southern Plains. Weather risks remain front and center, with ongoing concerns about potential crop stress in key HRW regions. Th...
Download from Google Play
Download from App Store
United States
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!
do you get these messages?