OnlyFarms.Gov, White House Ag Celebration, RVOs, The Funds

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.Welcome back! Let’s break down the biggest ag market movers right now 🌽📉🌱 Biofuel Mandates JumpEPA sets record 25.82B gallons70% of waived volumes reassignedForeign feedstocks penalized after 2028Supportive long-term, not bullish today🏛️ Trump’s Farmer PushPushing additional aid 💰New SBA loan guaranteesTargeting DEF rollback + lower equipment costsTrade talk strong… but soybean exports lag📊 Funds Get ActiveCorn: +49k contracts (big long build)Beans: slight sellingWheat: shorts trimmed significantly🌧️ Weather WatchHeavy Corn Belt rains incomingCould slow early planting progressHRW wheat may miss key moisture🌽➡️🌱 Acreage Shift BrewingCorn acres seen down ~4–5%Soybeans up ~5%Fertilizer costs exploding (urea +40%)War impact not fully in USDA data yet🚢 Export CheckFlash sale: 105k mt soybeansTotal sales still down ~18% YoY👉 Bottom line: supportive policy + tighter inputs, but market already priced it in.