HUGE Corn Export Sales - What If the Crop Isn't There??

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 Brian's Charts3:15 Big Corn Sales7:50 US Ag Trade Deficit9:42 Drought Monitor / Weather / Crop13:49 China Pig Plan15:57 Nutrien18:22 BOE Rate Cut, US Next🎯 Big Corn Sales, Global Trade Shifts & Drought Watch! 🌽📉🌍🔥 MASSIVE Corn Sales!US new crop corn export sales came in at 3.163 MMT (125 mil bu) — the 3rd best weekly number ever and the best without China in the mix!👉 Soybean sales (old + new crop) both beat expectations👉 Wheat sales strong too — up 25% from last week🚨 Record Ag Trade DeficitFor the first 6 months of 2025, the US posted a $28.6B ag trade deficit, the worst on record... June alone: $4.1B shortfall📌 Long-running surpluses have turned into consistent deficits since 2019📌 Brazil & Argentina crops still undercutting US grain globallyDrought Monitor UpdateUSDA's weekly drought map is out:Spotty rains helped parts of IN & the High PlainsNew drought popped up in MO, IA, WI, and KY📉 Current drought by crop:Corn: 3%Soybeans: 3%Winter Wheat: 30%Spring Wheat: 35%Cattle: 13%🇨🇳 China to Cut Hog HerdChina plans to reduce its sow herd by 1 million headCash hog prices are down 30% YoY📦 This could mean lower soymeal demand moving forward — big implications for soybean exporters🧠 Trade tensions also play a role here🌱 Fertilizer Demand Still StrongNutrien says fall demand is booming, even with grain prices under pressure🌽 Higher US corn acres = more potash demand📈 Nutrien raised its 2025 potash forecast after record H1 sales📊 Expect a busy fall fertilizer season🇬🇧 Bank of England Cuts RatesThe BOE cut interest rates to 4.00%, lowest in over 2 years📉 Down from 5.25% in 2024⚖️ Vote was close: 5-4 split📈 Inflation still high (4%)📉 Labor market softening🧭 Forward guidance? Cautious & slowDrop your thoughts in the comments! Are US ag exports turning a corner… or just getting squeezed out globally?👇 Don't forget to like, subscribe, and hit that bell 🔔 for weekly market insights that cut through the noise.#GrainMarkets #CornExports #USDA #DroughtMonitor #TradeDeficit #Soybeans #Fertilizer #BOE #China #AgNews #FarmEconomics