Grain Markets and Other Stuff

Grains RALLY on US/China Optimism

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0:00 US/China
3:16 New Trade Agreements?
4:33 China Wheat Problems
6:49 Transition Planning
8:35 Farmer Sentiment
10:29 Ethanol Exports are Strong
11:49 SAF News
13:17 Problems at ADM

๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡จ๐Ÿ‡ณ USโ€“China Trade Talks Begin This Weekend! ๐ŸŒ

Big moves on the global stage! US officials are heading to Switzerland for high-stakes trade talks with China. Treasury Secretary Scott Bessent says the goal is de-escalation, not a final dealโ€”but with tariffs as high as 145%, the stakes are massive. ๐Ÿ’ฅ๐Ÿ“‰

๐ŸŒพ Meanwhile... Hot Weather Threatens China's Wheat Crop
A heatwave is scorching Henan, China's top wheat-producing province, with drought fears rising. Could this spark more wheat imports? ๐Ÿ‘€๐ŸŒพ See charts below.

๐Ÿค Trump Eyes New Trade Deals
While China's negotiations stall, India ๐Ÿ‡ฎ๐Ÿ‡ณ and Japan ๐Ÿ‡ฏ๐Ÿ‡ต may be first in line for new trade agreements. Stay tuned. ๐Ÿ“‹๐Ÿ–Š๏ธ

๐Ÿšœ Farmer Sentiment Rebounds
Despite tariff headaches, farmers are feeling a bit better about the road ahead, says Purdueโ€™s Ag Economy Barometer. But many still worry about input costs and long-term impact. ๐ŸŒฑ๐Ÿ“Š

โ›ฝ Biofuel Boom: Ethanol & SAF on the Rise!

Ethanol exports surged 41% in March. ๐Ÿšข

SAF production has 15xโ€™d since January! โœˆ๏ธ๐ŸŒฟ
All thanks to federal & state incentives pushing the clean fuel agenda. ๐Ÿ”‹๐ŸŒŽ

๐Ÿ“‰ ADM Feels the Pressure
Uncertainty in biofuel policy and weak crushing margins are weighing on profits. ADM expects earnings at the low end of forecastsโ€”see why in the charts. ๐Ÿ“‰๐Ÿ“ฆ

๐Ÿ’ฌ Drop your thoughts in the comments & donโ€™t forget to LIKE & SUBSCRIBE for more ag market updates! ๐ŸŒฝ๐Ÿ“ˆ

#USChinaTrade #Tariffs #Ethanol #SAF #AgNews #FarmEconomy #WheatCrop #Biofuels #ADM #Farmers #TrumpTradePolicy