Stop, Hammer Time! Corn Futures Shrug Off the 3 Handle

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Futures and options trading involves risk of loss and is not suitable for everyone.

🌽 Corn Cracks $4! Rain, Record Yields & Farmer Selling 🌧️📉

Welcome back to Grain Markets & Other Stuff — this week’s update is packed with price moves, trade chatter, and market-moving headlines! Let’s dig in👇

🌦️ 🌽 Corn Futures Dip Below $4!

The Dec '25 corn contract dipped under $4 for the first time 😬

➡️ Rains across the Corn Belt 🌧️

➡️ Lofty private yield estimates 📈

➡️ Weak Sep/Dec spread 😵‍💫 (farmer "puke" anyone?)

➡️ Record Brazil crop weighs on global values 🇧🇷

⚠️ USDA report on deck Tuesday — average guess is 184.2bpa vs 181

🌾 Wheat & Soybeans Stay Weak

🟤 Sep ’25 SRW wheat hit $5.04, lowest since May

🟡 Nov ’25 soybeans near $9.85 after meal-led selloff

🌎 Big global supplies + soft demand = headwinds 🚫

🦠 New COVID Variant… Again?

A new strain (XFG) is spreading.

➡️ Third most common in the US

➡️ No big red flags 🚫

💭 Worth watching…remember 2020?

🧪 Fertilizer Falters: Mosaic Slides 13%

Mosaic missed earnings and shares tanked 💥

🇺🇸 Tariffs + delayed maintenance + lower crop prices = 💸

📉 US phosphate/potash imports down 20% YTD

📢 StoneX’s Josh Linville: “No real alternative to Chinese supply”

🍺 Ethanol Update: More Efficient Than Ever

🛢️ Weekly output: 1.08mil bpd

📉 Stocks fell to 23.76mil barrels

💰 Margins improved

🌽 One bushel = 3+ gallons of ethanol today vs 2.8 in 2015!

📊 🖼️ See all the charts below:

• Monthly SRW Wheat 📉

• Stocks/Use Ratios

• Ethanol Efficiency Gains

👍 Don’t forget to like, subscribe, and drop your take in the comments!

📬 Stay tuned — Tuesday’s USDA report could move markets in a big way!

#corn #soybeans #wheat #ethanol #fertilizer #covid #usda #grainmarkets #trading #farming #agriculture #commodities #mosaic #StoneX #JoshLinville