Grain Markets and Other Stuff
@grainmarketsandotherstuff·35K subscribers·1.5K videos
US Exporters FINALLY Ship Grain to China + Direct Farm Payment News this Week??
Posted
December 2, 2025
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December 2, 2025
17,778
659
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10:44Now PlayingJoe on Damian Mason's podcast
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🌾 Trade Fights, Farm Aid & Sluggish Soybeans | Export Update + Brazil Weather Maps
Welcome back! Lawmakers are zeroed in on trade issues and a potential new farm-aid package as the year winds down. Agriculture Secretary Brooke Rollins is expected to release details this week — but many in D.C. and across farm country say it won’t be nearly enough. The American Farm Bureau notes that the rumored $12B is a fraction of the $50B+ in losses farmers have endured over the last three years. Deputy USDA Secretary Stephen Vaden added that recently negotiated trade deals could impact how much aid is ultimately distributed.
➡️ See the Direct Farm Payment chart below.
🚢 Export Inspections: Soybeans Still Dragging
Soybeans: 920,194mt (34M bu) — +14% vs last week, but -56% vs last year 😬
Corn: 1.4mmt (56M bu) — -16% vs last week, +50% vs last year 🚀
Wheat: 384,881mt (14M bu) — -20% vs last week, +29% vs last year
A small amount of sorghum headed to China. Expect more China-bound soybeans in the coming weeks.
🇧🇷 Brazil Planting Update
Private group AgRural pegs soybean planting at 89%, slightly behind last year’s 91%. Moisture issues exist in pockets, but it’s still too early to raise yield concerns.
Patria Agronegocios: 171.9mmt (+0.2%)
Conab: 177.6mmt
USDA: 175.0mmt
➡️ Weather maps from CropProphet below.
📈 Catch-Up Export Sales (Week Ending Oct 23)
Soybeans: 1.4mmt (53M bu), +31%, Mexico top buyer
Corn: 1.8mmt (71M bu), -36%, Mexico top buyer
Wheat: 499,800mt (18M bu), +46%, unknown destinations top buyer
➡️ Charts below.
🇦🇺 Massive Australian Wheat Crop Incoming
Australia’s Department of Agriculture raised its forecast to 35.6mmt — up 5.3%, and potentially the third-largest crop on record.
Timely spring rains + mild temps = big yields.
This adds to global supply pressure, with Chicago wheat recently hitting 5-year lows.
USDA expects Australia to account for 4.3% of global output this year.
➡️ Graphic below.
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