Grain Markets and Other Stuff
Grain Markets and Other Stuff
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More Direct Farm Payments are Coming - How Much?? $10Bil?? $15Bil?? Who Benefits?

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September 16, 2025

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🌾 Welcome back! Today we’re covering fresh updates on farm aid, trade talks, crop conditions, and global markets.

šŸ’° USDA Aid & Farm Support

USDA Secretary Brooke Rollins said the agency is weighing another round of farmer payments this fall. Rising input costs, weak markets, and stalled trade talks with China are driving the conversation. Past programs (MFP & ECAP) totaled more than $30B combined, and this round could land near $10B—or higher.

šŸŒ Trade & China Update

President Trump will speak with President Xi on Friday after trade meetings in Madrid. While talks were ā€œvery good,ā€ China has yet to book any US soybeans this marketing year. Trump may lean on direct payments to farmers unless a favorable deal emerges.

🌱 Brazil Planting & Production

Brazilian farmers are just starting soybean planting—0.12% complete vs. 0.06% last year. AgRural projects a record 176.7mmt soybean crop, while USDA pegs corn at 131mmt. Dry weather could slow progress.

🌽 US Crop Progress & Conditions

Corn: 67% G/E rating (highest since 2018 for the week), 7% harvested.

Soybeans: 63% G/E, 5% harvested—slightly behind LY but ahead of avg.

Wheat: Winter wheat planting 11% (vs. 13% avg), spring wheat harvest 94%.

šŸ­ Crush & Processing

NOPA August crush: 189.81M bu—record for August, +20% YoY, above trade expectations. Soybean oil stocks fell to 1.245B lbs, lowest since Dec 2024.

šŸ— Tyson & Corn Syrup

Tyson will phase out high-fructose corn syrup, sucralose, and dyes by year-end under the ā€œMake America Healthy Againā€ initiative. Corn syrup accounts for ~3% of US corn demand. One study suggests Tyson’s feed needs cover 10M acres of corn & soy.

🚢 Exports & Sales

US corn shipments: 1.5mmt (60M bu), +167% YoY. Soybeans: 804k mt (30M bu), +70% YoY. Wheat: 755k mt (28M bu), +28% YoY. Plus, USDA announced a flash sale of 6M bu corn to unknown buyers.

šŸ‘‰ Stay tuned, drop your thoughts in the comments, and don’t forget to subscribe for the latest ag market insights!

Guests & Subjects Covered

How Much?? $10Bil?? $15Bil?? Who Benefits?Strong Flash SaleUSDA AidChina Update President TrumpPresident XiMadrid WhileBrazil PlantingProduction Brazilian

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More Direct Farm Payments are Coming - How Much?? $10Bil?? $15Bil?? Who Benefits? Ā· Grain Markets and Other Stuff Ā· Sentinel