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0:00 Too Much Rain??
4:03 USDA Report
8:15 Tariff News
9:54 The Funds
10:45 Flash Sale

🎯 WEEKEND GRAIN WRAP-UP: Big Rains, Lower Stocks & New Tariffs! 🌽☔📉

🔥 What a weekend! Here’s what’s moving the markets:

🌧️ Weather Watch
Substantial rainfall soaked much of the US Corn Belt this weekend!
💦 Best totals: Iowa, Illinois, northeast Missouri & southern Wisconsin
🌦️ Scattered rains: Eastern Corn Belt
📅 Forecast: More rain over the next 5–10 days
🌡️ Temps: Near-normal now, but above-normal coming in the 8–14 day outlook

📉 USDA Report Recap
Corn futures fell Friday… despite a friendly USDA update:
📦 Ending stocks cut to 1.34B bu—lowest in 4 years!
🚢 Record export forecast at 2.75B bu
🌽 2025/26 corn production trimmed to 15.7B bu (still record high)
🌱 Soybean crop adjusted to 4.34B bu
📏 Yields? Still unchanged... but the market might be pricing in much higher yields already 🤔

🇺🇸 Tariff Trouble
President Trump is back with more tariffs:
📆 Starting August 1: 30% tariff on goods from Mexico & EU
⚙️ Possible exemptions for companies that move manufacturing to the US
⚠️ Retaliation? Trump says any response tariffs will be added on top
🌍 EU & Mexico = 1/3 of total US imports
🇲🇽 Mexico = #1 buyer of US corn
🇪🇺 The EU is the #2 buyer of US soybeans and #5 of US corn

💰 Money Flow: Fund Activity
🟢 Corn: Funds net buyers of 10k contracts (1st time in 6 weeks!)
🔴 Soybeans: Net sellers of 7k
🟢 SRW Wheat: Net buyers of 6k
📊 Check out the Fund Tracker charts below!

🫘 Flash Sale Alert!
🇲🇽 Mexico booked 219,900mt (8M bu) of new crop soybeans for 2025/26
📈 New crop soybean sales are already 4% ahead of USDA’s target!

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💬 Drop your thoughts in the comments—are we underestimating this corn yield?