Japan Trade Deal = Win for Farmers + Black Swan in 2025 US Yields + Start of 89-Year Drought Cycle in 2026?

Try our Ag marketing program for free: https://riskmanagement.farms.com/?returnurl=%2Flogged_in_user_area #USDA #China #Japan #tariffs #canola #Trump #Blackswan #corn #soybeans #Southernrust #tarspot #89yeardrought #fungicide #Iowa #frost #ears #pods #brookerollins #goldenage #Arkansas #biofuel #canola $8 billion trade deal with Japan to but U.S. corn, soybeans and ethanol was a WIN for farmers. The U.S. courts ruling that made Trumps reciprocal tariffs illegal is a short-term set back for future investments and trade deals? Southern rust in Iowa is so severe that it has covered 60-70% of the corn real estate leaving very little room for tarpot! 84% of the Iowa corn crop is still good-excellent, 3% poor – very poor? If U.S. farmers did not apply fungicide only 20% because of low grain prices and took a risk, we have a problem, Houston! Is this the start of the 89-year drought cycle that was delayed by a year? The lows are in for corn. History often repeats but not necessarily rhyme. OPEC+ is looking to unwind a 1.65 million barrel per day voluntary cut at Sundays next meeting bearish WTI crude oil as the summer driving season comes to an end.Frost is early in 2025 and a concern, but it will not kill the growing season.Next Friday's USDA crop report is about record ears and pods so we would not be surprised to see 190 and 54 bpa in the U.S. corn and soybean crops respectively. U.S. cotton/rice farmers are struggling with 1/3 looking to go out of business as Ag Secretary Brooke Rollins says the “Golden Age” is coming. Canadian government unveils new measures to help Canadian prairies canola growers with a $370 million biofuel production incentive. Soy oil futures closed the gap up from June of 25 now we can resume the uptrend.