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"Make America Healthy Again" - Farm Groups Want Input
Manage episode 489473441 series 2864038
Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
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Futures and options trading involves risk of loss and is not suitable for everyone.
0:00 Housekeeping
1:06 MAHA and Farm Groups
3:45 45Z News and Tax Package
5:56 US Weather Forecasts
9:11 Brazil Currency
10:48 Meal Flash Sale
š„ Big Moves in DC, Weather, and the Dollar! š½š„
š± šØ MAHA Report Pushback!
Over 250 ag groupsālike the Farm Bureauāare calling out the MAHA report for misleading claims about pesticides š. Theyāve urged the commission to open up for public comment and include real voices from the field šØāš¾. The next report drops in August!
šø Tax Talk: 45Z Gets a Twist!
The Senateās version of Trumpās āOne Big Beautiful Billā just landed. It extends the 45Z tax credit but slaps a 20% penalty on foreign feedstocks š. Plus, corn ethanol gets a win with the removal of land use penalties, and livestock manure-based fuels get the green light šā”. EPA vs. Congress? Mixed signals abound š¤·āāļø.
š§ļø Weather Wobbles & Crop Outlook
Forecasts turned slightly drier, with GFS data now calling for 84% of normal rainfall this week. Temps look š„ above average across the Corn Belt over the next two weeks. But donāt count out more rain during the extended outlook.
šµ Dollar Drops = Soybean Boost
The US dollar just hit a 7-month low vs. the Brazilian Real š. Why? Investors chasing higher returns in Brazil, where interest rates are sky-high š. A stronger Real = less selling by Brazilian farmers, which helps US soybeans shine on the global market šš±.
š¢ Flash Sale Alert!
US exporters just sold 120,000mt of soybean cake & meal to unknown destinations š. That makes 400,000mt sold via flash sales this yearādemand is alive and well! š«
š Stay tuned for more updatesāand donāt forget to like, comment, and subscribe for the latest grain market insights! š²š¬
1476 episodes
Manage episode 489473441 series 2864038
Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.
0:00 Housekeeping
1:06 MAHA and Farm Groups
3:45 45Z News and Tax Package
5:56 US Weather Forecasts
9:11 Brazil Currency
10:48 Meal Flash Sale
š„ Big Moves in DC, Weather, and the Dollar! š½š„
š± šØ MAHA Report Pushback!
Over 250 ag groupsālike the Farm Bureauāare calling out the MAHA report for misleading claims about pesticides š. Theyāve urged the commission to open up for public comment and include real voices from the field šØāš¾. The next report drops in August!
šø Tax Talk: 45Z Gets a Twist!
The Senateās version of Trumpās āOne Big Beautiful Billā just landed. It extends the 45Z tax credit but slaps a 20% penalty on foreign feedstocks š. Plus, corn ethanol gets a win with the removal of land use penalties, and livestock manure-based fuels get the green light šā”. EPA vs. Congress? Mixed signals abound š¤·āāļø.
š§ļø Weather Wobbles & Crop Outlook
Forecasts turned slightly drier, with GFS data now calling for 84% of normal rainfall this week. Temps look š„ above average across the Corn Belt over the next two weeks. But donāt count out more rain during the extended outlook.
šµ Dollar Drops = Soybean Boost
The US dollar just hit a 7-month low vs. the Brazilian Real š. Why? Investors chasing higher returns in Brazil, where interest rates are sky-high š. A stronger Real = less selling by Brazilian farmers, which helps US soybeans shine on the global market šš±.
š¢ Flash Sale Alert!
US exporters just sold 120,000mt of soybean cake & meal to unknown destinations š. That makes 400,000mt sold via flash sales this yearādemand is alive and well! š«
š Stay tuned for more updatesāand donāt forget to like, comment, and subscribe for the latest grain market insights! š²š¬
1476 episodes
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