Wiesemeyer's Perspectives | Grain Markets Collapse
AG Bull
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<p>We walk through a bruising week in grains and ask what smart marketing looks like when funds bail, seasonal lows show up, and input costs still won’t cooperate. Then we shift to the real-world shocks and policy levers that could change demand fast, from screwworm in Texas to 45Z sustainable aviation fuel rules and the timing of U.S.-China trade moves. <br>• grain and soy complex correction tied to improved weather, weak China demand signals, and fund liquidation <br>• old-crop selling mistakes and why pairing cash sales with call options can manage risk <br>• key USDA dates ahead, including WASDE and crop production, June acreage, and grain stocks <br>• New World Screwworm cases in South Texas, the 12-mile containment focus, and what an expanded radius could mean <br>• border closure impacts on cattle supplies and the longer-run buildout of Mexico’s feeding industry <br>• 45Z rule progress, the GREET model, carbon intensity scoring, and why SAF demand could lift corn and soy <br>• U.S.-China board of trade timeline, comment deadlines, and how tariff modifications could affect ag competitiveness <br>• tough House hearing moments for Secretary Rollins, including glyphosate claims and a push to boost domestic cotton use <br>• India trade agreement optimism tempered by India’s history of protecting sensitive farm sectors <br>• Senate Farm Bill expectations, including SNAP cost share fights and what likely stays out of the bill <br>• year-round E15 hurdles, slow station adoption, and the role of SRE eligibility and reallocation <br>• primary election signals in Iowa and how podcasts are changing campaign strategy <br>• structural versus cyclical downturn debate with Brazil competition, China uncertainty, and margin pressure <br>If you’re not a subscriber, you should be, because all the really juicy stuff, excluding what we do here with Jim, is paid for by subscribers. To be a paid subscriber, $25 a month, $250 annually. You can sign up for Trade the News for a free trial. Go over to Trade the News, tell them the AgBull boy sent you. </p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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