This is Not a Bullish Weather Forecast
June 2, 2025
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12:41Now PlayingThis is Not a Bullish Weather Forecast
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Futures and options trading involves risk of loss and is not suitable for everyone.
📉 Rain Returns, Trade Tensions Rise & Export Sales Slide 🌽🌧️🌎
👀 Here's what you need to know this week in the grain markets:
🌦️ Weekend Rain Recap & Forecast Outlook
Rainfall was limited to the southeastern Corn Belt with up to 1.5" in parts of IL, IN, OH, and KY. The rest of the region stayed dry, but buckle up — forecasts show widespread rain this week! CropProphet expects 1.8" average rain across US corn areas. 🌧️ See forecast maps below!
🇨🇳 Trump vs. China: Trade Tensions Back On
Trump accused China of violating a trade deal and vowed not to be “Mr. NICE GUY” anymore. Visa revocations, chip export controls, and stalled talks sent a chill through markets. 🤝📉
📉 US Export Sales Fall
Corn: Down 23% W/W – 🇯🇵 Japan tops the list
Soybeans: Missed expectations – 🇲🇽 Mexico leads
Wheat: Weak but improved – 🇻🇪 Venezuela steps in
📊 Check out the charts for all the details!
🇧🇷 Brazil Corn Harvest Lagging
Only 1.05% harvested vs. 2.7% LY. But crop size is up sharply:
Safrinha corn: 99.8 MMT (+11%)
Total corn: 126.9 MMT (+10%)
📉 Cheaper Brazilian corn will pressure US exports come July.
💰 Funds Shift Positions
The Funds trimmed corn shorts and went long in soybeans:
+5K corn 🟢
+30K soybeans (largest net long since Feb!) 🫘
+7K SRW wheat 🌾
💹 See our updated Fund Tracker!
🚢 Flash Corn Sale!
US exporters sold 210K mt to unknown destinations.
145K for '24/25 📅
65K for '25/26 🚢
📈 Stay informed, subscribe for updates, and drop your thoughts in the comments! 💬👇
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