Grain Markets and Other Stuff
@grainmarketsandotherstuff·35K subscribers·1.5K videos
Trump to Host Farmers for Big Party - Is He Losing Rural Support??
Posted
March 18, 2026
Views
21,615
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805
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March 18, 2026
21,615
805
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🌽 White House Biofuels Event & RVO Decision
President Trump is hosting a major ag event next week with farmers and biofuel producers 🇺🇸
Comes just ahead of the 2026–2027 blending mandate decision
Potential increase in mandates = stronger demand for ethanol & biodiesel
⚠️ Refiners pushing back, warning of higher fuel prices
Timing matters with Middle East conflict already pressuring energy markets
💸 Rising Farm Costs Becoming Political
War-driven input inflation is hitting farmers hard 🚜
Fertilizer + fuel costs surging right before planting
Margins already tight due to weak grain prices
Could impact rural sentiment ahead of midterms 🗳️
Higher farm costs = potential food inflation pressure 🍔
🌾 Wheat Market Update
Wheat futures slipped Tuesday 📉
Chicago wheat ~ $5.90, KC wheat ~ $6.07
Cold temps + ongoing dryness in the Plains
Forecast: hot + dry → then cooldown
Russia still undercutting U.S. on price 🌍
🌍 Trump Delays China Trip
Trade tensions stay in focus 🇺🇸🇨🇳
Visit pushed back 5–6 weeks
Trump ties trip to China helping reopen Hormuz
Treasury says delay is logistical
⏳ Delays progress on ag trade talks (soybeans!)
Meanwhile:
Strait of Hormuz effectively closed 🚢
Iranian attacks continue across the region
Energy markets remain on edge
🇧🇷 Brazil Soybean Export Problems
Brazil facing fresh export disruptions 🚫
China tightening inspection standards
Issues: insects, damage, treated beans
Cargill paused some shipments
Local soybean bids have collapsed in some areas
Officials heading to China to try and fix it 🤝
👉 This could shift demand back toward the U.S. if it drags on
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