Grain Markets and Other Stuff
@grainmarketsandotherstuff·35K subscribers·1.5K videos
MONSTER US Corn Crop?? Traders Think So
Posted
July 8, 2025
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📉 Corn & Soybeans Slide on Weather & Trade Letdown 🌽🌦️
Monday brought a sharp sell-off in grain futures, with Dec25 corn falling 🌽 16¢ to ~$4.21 and Nov25 soybeans plunging 🌱 29¢ to ~$10.21. Why the drop? 🌤️ Ideal Midwest weather continues, and traders were let down by no new trade deals from President Trump’s Iowa speech last week. 📉📊
💼 Trump Turns Up the Heat on Tariffs 🇺🇸📑
The President sent tariff warning letters to key trade partners. 📬 Japan & South Korea—major US corn buyers—now face potential 25% tariffs if no deal is reached by August 1. 🌏 Countries aligning with BRICS policies (like 🇨🇳 China and 🇧🇷 Brazil) could face an extra 10% tariff.
🌽 Crop Conditions Shine ☀️
• Corn: 74% good-to-excellent, best early July rating since 2018
• Soybeans: 66% good-to-excellent, best since 2020 (excl. 2023)
Analysts eye above-trend corn yields — potentially 184.6 to 188.2 bpa based on strong early ratings 📈
🌾 Wheat Update
• Spring wheat slips for the 3rd week ➡️ 50% G/E (below avg)
• Winter wheat harvest hits 53%, just under average
💰 Money Flow & Export Buzz 💸
• Funds increased their short in corn (net short: 190k contracts)
• Corn exports: Up 8% week-over-week, +46% YoY 🚢
• Soybean & wheat shipments: Strong, near top end of expectations
• Flash sale: 135,000mt corn to Mexico, spanning two crop years 🇲🇽
📊 Charts & analysis below! Don’t miss our breakdown of fund flows, export sales, crop conditions, and price action.
👇 Drop your thoughts in the comments!
✅ Subscribe for more grain market insights!
#Corn #Soybeans #Trump #Tariffs #GrainMarkets #Wheat #FarmingNews #CropConditions #Exports #USDA #Commodities #GrainFutures #Agriculture 🌽🌎📈
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