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Grain Markets and Other Stuff

Author: Joe Vaclavik

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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.

1334ย Episodes
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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.๐Ÿ“ˆ John Deere Surges Despite Lower Earnings ๐ŸšœJohn Deere's stock soared 8% on Thursday, following better-than-expected earnings for the fiscal fourth quarter. Despite adjusted earnings per share coming in at $4.55 (higher than the expected $3.87), they were still down significantly from last year...
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 Brazil/China Agreement3:00 Corn Futures are Resilient6:09 Ethanol Production is STRONG7:25 Russia Wheat8:43 Deere Earnings9:45 Flash Sales๐Ÿ‡จ๐Ÿ‡ณ China Opens Door to Brazilian Sorghum Exports China has agreed to accept Brazilian sorghum exports, which could significantly impact the US sorg...
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 New Tariff Man3:05 Xi, Brazil, Farm Trade4:55 Brazil Crop Estimates8:23 Russia Update9:59 US Ethanol Exports๐Ÿšจ Major Shifts in Global Trade and Leadership ๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ Donald Trump Appoints Howard Lutnick to Lead Commerce DepartmentDonald Trump has selected Howard Lutnick, the Chairman and CEO of Ca...
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.๐ŸŒ Global Tensions Rise as US Approves Long-Range Weapons for Ukraine ๐ŸšจIn a significant escalation, Moscow has issued a warning after President Joe Biden's approval of Ukraineโ€™s use of US-supplied long-range missiles. The decision comes amid heightened global tensions, as North Korea joins Russi...
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.๐Ÿ“Š Funds Expand Net-Long Positions in CornLast week, large money managers substantially increased their net-long positions in corn: Net buyers of 97k corn contracts, with a total net long of 100k contractsโ€”the largest since February 2023.Despite the buying spree, the Dec24 corn contract gai...
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.๐ŸŒพ Soybean and Wheat Futures WeakeningSoybean futures are moving closer to August lows, with the Jan24 soybean contract dropping 20 cents per bushel on Thursday, hovering around 20 cents from its August low. Factors such as a massive Brazilian crop, the US/China trade tension, and global supply ...
*Correction at the top of the episode- Today's date is Thursday, November 14th.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.๐Ÿ›๏ธ Impact of Trump's Trade Policies on US AgricultureUS farmers are unsure about the effects of Donald Trump's trade policies on soybean exports and biodiesel production. While tariffs may limit soybean exports to Ch...
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.๐ŸŒฟ Lee Zeldin Nominated for EPA HeadPresident-Elect Trump's choice to lead the EPA has sparked controversy. Lee Zeldin, former New York congressman, will focus on deregulation to boost American business and energy dominance. Critics, including environmental groups, argue that Zeldin is unqualifi...
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 South American Crop Prospects5:55 Drought in Cattle Country7:48 US Dollar and Commodities9:41 Bitcoin and Mystery Buyer(s)๐ŸŒฑ Brazilian Soybean and Corn Planting Ahead of Last Year's PaceSoybean planting in Brazil is progressing faster than last year. By last Thursday, 67% of the soybean are...
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.Here's a summary of the latest developments affecting agriculture and commodities markets:๐ŸŒพ USDA Cuts Corn and Soybean Production EstimatesUSDA reduced its soybean yield estimate to 51.7 bpa from 53.1 bpa, cutting production by 121 million bushels. This was a surprise to the market. Demand esti...
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.๐ŸŒฑ Soybean Market RallySoybean oil futures have played a significant role in a recent rally in the soybean market. The December bean oil contract gained 4.3% on Thursday after a 3% increase on Wednesday. This surge is attributed to expected policies from a Trump administration that may lead to g...
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 Election and Grain Markets3:04 SD Voters Shoot Down Pipeline4:34 US Dollar / Bitcoin8:06 Stock Market / Fed9:34 Ethanol ProductionHere's the latest update on the agricultural landscape and market reactions following Donald Trump's return to the presidency! ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“ˆ๐ŸŒพ Uncertainty in Agricultural ...
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 Trump, Markets, Soybeans3:28 China and Other Commodities5:44 Farmer Sentiment7:27 ADM is in Trouble8:29 Who is Unknown?Here's the latest on the market and agricultural landscape following Donald Trump's election victory! ๐Ÿ—ณ๏ธ๐Ÿ“Š๐Ÿ‡บ๐Ÿ‡ธ Trump Secures the PresidencyDonald Trump has won the U.S. presi...
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 Election Volatility?2:39 Lower Soybean Yield Estimate6:38 US Harvest Update9:22 Brazil Planting Update10:54 US Grain Shipments11:51 Flash SalesHereโ€™s the latest update on the agricultural market and economic dynamics!Dollar and Treasury Yield MovementsIncreased skepticism regarding a Trump...
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.Hereโ€™s the latest on the agricultural markets and trade dynamics! ๐ŸŒพ๐Ÿ“Š๐ŸŒ Trade Tensions and China's PositionWith the possibility of a trade war on the horizon, China is strategically positioned to impose tariffs on U.S. farm products.Since 2018, when China enacted a 25% tariff on U.S. soybeans, co...
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.๐Ÿ“‰๐Ÿ“ˆ Soybean Futures Rebound After DeclineSoybean futures have closed higher for two straight sessions following declines ahead of November First Notice Day:Farmers have been weighing whether to price or roll their November basis contracts, leading to some market volatility.A bounce after First N...
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 RFK Jr USDA Overhaul5:17 MF Global Anniversary9:04 Rains are Back11:45 Ethanol Production is STRONG12:59 China, Russia, Soybeans13:48 Biofuel Money14:34 Flash Sales๐Ÿšœ Potential Role of Robert F. Kennedy Jr. in USDARobert F. Kennedy Jr. has stated that if Donald Trump is elected president, h...
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 CME is an FCM4:05 Soybeans and FND6:30 Corn Belt Rains Return7:36 China Stimulus Details8:39 Gold ATH10:00 Bitcoin RallyHere's the latest update on the CME's new futures commission merchant, market conditions, and key economic developments! ๐Ÿ“ˆ๐ŸŒพ๐Ÿ“Š CME's New Futures Commission Merchant (FCM)Th...
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.Here's the latest update on soybean purchases, harvest progress, winter wheat conditions, and export sales! ๐ŸŒพ๐Ÿ“‰๐Ÿฅœ Soybean Purchases DeclineMajor grain traders like Cargill and Bunge have scaled back soybean purchases due to uncertainty surrounding the 45Z tax credit.Biodiesel producers, who typic...
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.Hereโ€™s a rundown of the latest developments regarding the Summit Carbon Solutions pipeline, weather conditions in the Corn Belt, crude oil prices, export sales, and cattle on feed reports! ๐ŸŒฝ๐Ÿ’ง๐Ÿ“œ South Dakota Pipeline Law VoteSouth Dakota voters will decide on Referred Law 21 next week.Support for...
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Commentsย (4)

Kyle Xiong

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!

Feb 16th
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Steve Pigg

Joe, Love the podcast, timely, relevant information.

Apr 22nd
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Grant Petersen

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!

Apr 22nd
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tommy whitley

do you get these messages?

Oct 13th
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