Grain Markets and Other Stuff
@grainmarketsandotherstuff·35K subscribers·1.5K videos
OnlyFarms.gov, White House Ag Celebration, RVOs, The Funds
Posted
March 30, 2026
Views
19,759
Likes
767
Comments
278
Engagement
March 30, 2026
19,759
767
278
5.29%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
12:21Now PlayingJoe's Premium Subscription
Apple Podcasts
Welcome back! Let’s break down the biggest ag market movers right now 🌽📉
🌱 Biofuel Mandates Jump
EPA sets record 25.82B gallons
70% of waived volumes reassigned
Foreign feedstocks penalized after 2028
Supportive long-term, not bullish today
🏛️ Trump’s Farmer Push
Pushing additional aid 💰
New SBA loan guarantees
Targeting DEF rollback + lower equipment costs
Trade talk strong… but soybean exports lag
📊 Funds Get Active
Corn: +49k contracts (big long build)
Beans: slight selling
Wheat: shorts trimmed significantly
🌧️ Weather Watch
Heavy Corn Belt rains incoming
Could slow early planting progress
HRW wheat may miss key moisture
🌽➡️🌱 Acreage Shift Brewing
Corn acres seen down ~4–5%
Soybeans up ~5%
Fertilizer costs exploding (urea +40%)
War impact not fully in USDA data yet
🚢 Export Check
Flash sale: 105k mt soybeans
Total sales still down ~18% YoY
👉 Bottom line: supportive policy + tighter inputs, but market already priced it in.
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
