May 12, 2025
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📢 Tariff Truce & Trade Shifts: Big News for Ag & Markets! 🌎🌽📈
🧾 📉 Tariffs Slashed!
The US and China have agreed to lower tariffs for 90 days. 🇺🇸➡️🇨🇳
🔹 US drops from 145% ➡️ 30%
🔹 China drops from 125% ➡️ 10%
Talks included fentanyl policy and potential purchase agreements from China. 🤝
🌱 🧪 Trade War Fallout in Ag
Tariffs have disrupted grain flows, fertilizer imports, and ag input costs.
Farmers face delays, higher prices, and uncertainty. 🚜💸
Brazil benefits as China shifts some demand south. 🇧🇷🌾
📊 🔥 Soybeans Near 3-Month Highs
Markets are moving!
🔹 Soybeans ⬆️
🔹 S&P 500 ⬆️ 2%
🔹 US Dollar 🚀
Get the full update, plus insight on China’s record-low soybean imports. 📉
📅 🌽 New USDA WASDE Report Today!
At 11am CST, get your first look at 25/26 corn & soybean balance sheets.
Expect bearish corn news with trend yields + March acreage. 🧮
🌦️ Corn Belt Weather Update
Dry weekend, but moisture is on the way…
🌧️ Missouri, Illinois, Kentucky today
🌧️ ND, SD, MN & east Corn Belt later this week
Watch for dry pockets in Nebraska & western Iowa. ☀️
💰 Fund Flows & Flash Sales
"The Funds" sold 57k corn contracts last week.
🟢 288k MT corn sold to Mexico
🟢 120k MT soybeans sold to Pakistan
Get the full breakdown + CFTC & Fund Tracker charts. 📉📊
🛢️ China Soy Imports Drop 29%!
Only 6.1mmt in April — lowest in 10 years.
Customs delays & longer Brazil transit times are to blame. ⏱️🚢
Rebound expected in May/June. 📈
👇 Don’t miss this critical update on trade, tariffs, weather & global grain flows. Like, subscribe, and drop your thoughts in the comments!
📌 Stay informed. Stay ready. 💬🌎
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