China Corn Drought + Ag "Disruptors"

Рет қаралды 8,563

Күн бұрын

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0:00 Like and Subscribe!
0:56 China Corn Drought
3:01 USDA Non-Event
6:10 US Weather
7:28 Ethanol Production
8:18 Another Soybean Sale to China
9:04 Ag Disruptors Fail
11:41 Renewable Diesel Update
13:09 Fed Keeps Rates Steady
🌾📈 Comprehensive Agricultural and Economic Update 🌍📉
Welcome back to our channel, where we delve into significant updates across agricultural markets, weather impacts, and economic conditions affecting global agriculture.
🇨🇳 Dry Weather Impacting China's Corn Crop:
China is facing challenges with its corn crop development due to prolonged dry weather and high temperatures, which have significantly reduced rainfall across major corn-growing regions since May 1st. With China projected to be the world’s second-largest corn producer this year, any impact on its crop development could have substantial implications for global corn supply.
📊 USDA Report Overview:
The latest USDA report left US corn and soybean production estimates unchanged, aligning with market expectations. However, the report adjusted Brazil's soybean production slightly downwards and significantly reduced the Russian wheat production forecast, which could influence global grain markets.
🌧️ US Corn Belt Weather Forecast:
Rain is expected to return to the US Corn Belt, potentially benefiting parts such as Nebraska, northern Iowa, and southern Minnesota with significant rainfall expected this weekend. However, regions like Missouri and Ohio might see drier conditions, which could impact crop moisture levels amid slightly above-normal temperatures forecasted for the next 10 days.
🚜 US Ethanol Production and Soybean Sales:
Ethanol production in the US saw a decrease last week, with output and stocks experiencing slight fluctuations. Meanwhile, the USDA reported another significant flash sale of soybeans to China, marking continued interest and procurement from one of the largest global soybean markets.
🌱 Challenges for High-Tech Agricultural Startups:
Emerging agricultural technology startups aiming to digitalize traditional farming practices are facing difficulties in connecting with farmers and adapting to a changing financial landscape. With a drop in investment and challenges in implementation, these startups are struggling to compete with established agribusiness giants like Cargill and ADM.
🌻 Shift in US Renewable Diesel Production:
The transition from a blenders credit to a producer credit in the US, starting January 2025, is expected to impact global vegetable oil imports and domestic soybean oil supply. This policy change could lead to a surplus in soybean meal and a shortage in soybean oil, significantly affecting feedstock supplies for renewable diesel production.
📉 Economic Indicators and Federal Reserve Decisions:
Inflation rates have eased slightly, with the CPI showing a smaller increase than anticipated. This development, along with the Federal Reserve's cautious stance on rate cuts, underscores the complex economic landscape that policymakers are navigating.
🔔 Stay Updated:
For detailed analyses and updates on these topics, make sure to subscribe to our channel. We bring you the latest information to help you understand the dynamics affecting global agriculture and markets.

Пікірлер: 33

@beercatphil Ай бұрын

Also hit like and leave comments, this is the best free ag-market content on the internet, least we can do to say thanks.

@GrainMarketsandOtherStuff Ай бұрын

Thank you!

@lilblackduc7312 Ай бұрын

Quote: "You know, farming looks mighty easy when your plow is a pencil, and you're a thousand miles from the corn field." -President Eisenhower.🤔 😳

@johnpflum4481 Ай бұрын

I feel disrupted constantly, weather, prices, government, foreign issues to name a few!

@lilblackduc7312 Ай бұрын

I used to be disturbed by things like that, too. But, I take a pill for that, now.

@microsoilenhancersinspirey5750 Ай бұрын

As in the days of Noah!. It’s only gonna continue to get worse till Yehoshua returns!. Too far gone and people can’t understand why they feel like you do but it’s because we live in a lawless world except for the remnant He has set apart!. But they too feel the pressure!! May Abba show us ALL mercy!. This is just the birth pains!. Shalom!.

@SatYield Ай бұрын

It's about time that Netflix create a new documentary show "Farm to Survive"

@don66hotrod94 Ай бұрын

Promised rain did not happen again....time to cut hay, finally. Need to be careful not to get stuck in low spots.

@codygriffin4225 Ай бұрын

Agriculture can sure be disrupted

@olepedersen2795 Ай бұрын

Was guessing 50%. 1.7 inches yesterday and hailed out plus .5 in the night.

@debi5292 Ай бұрын

$4.83 old crop corn and $11.52 for cash beans in WC Iowa. Matt Carstens CEO of Landus is really looking outside the box. Very innovative in his field. We wish him well.

@huskerforlife5111 Ай бұрын

Love how Mackenzie always sporting her husker gear👍

@billgallagher2797 Ай бұрын

Shaking up ADM and Cargill 😂

@ryanmarkey5012 Ай бұрын

It onlt takes a couple 90 degree days to dry things out. This time next week we will be talking about drought damage in the eastern corn belt.

@SpiritWind1957 3 күн бұрын

North West Mo. We've had good rainfall this spring so our subsoil is very adequate. Crops look excellent. Could we use a rain? Yes, but not in a drought. Lawns are still very green. Beans like hot and dry. Would like to have an inch of rain in the next 10 days but it's July and August and this is very normal for this time of year.

@markwolf8153 Ай бұрын

Up 10 inches of rain in mn this week .

@wadepregitzer2532 Ай бұрын

As a small size farmer, Fbn as been a great item to level playing field, and provide an option to the old retail places, many may not agree but this type of disruption happens in all industry when in good times, the long game is going to be the story here to see who makes it.

@GrainMarketsandOtherStuff Ай бұрын

I hear mostly positive things.

@darrylpaulhus3069 Ай бұрын

FBN is a train wreck they wholesale to a lot of co-ops in the USA otherwise they would be bankrupt already. Their big plans in Australia went up in flames.

@jackbarry9469 Ай бұрын

FBN is probably more leveraged than the old players but do hope they succeed to instill more competition

@GrainMarketsandOtherStuff Ай бұрын

Good morning! Can agriculture be "disrupted?"

@ttanne7838 Ай бұрын

count the ways

@jimmyglen Ай бұрын

Good morning

@scottsmith6631 Ай бұрын

Had heard southern China had been persistently wet this spring, but that is not their big crop growing area.

@mikew617 Ай бұрын

You should consider offering a premium subscription

@GrainMarketsandOtherStuff Ай бұрын

lol

@jasonroberge6336 Ай бұрын

If you're going to talk about subscription stats and want people to join, you should totally put it into a spreadsheet and talk about it as if it were grain numbers. Your listeners/ watchers would probably be right into that.

@MrDumbfarmer Ай бұрын

Wow 40% you guys are raking it in need help hauling all that money to the bank?? 😂

@GrainMarketsandOtherStuff Ай бұрын

Lol. KZfaq pays us next to nothing.

@michaelmills7006 Ай бұрын

Sounds like farming for a living 😂

@agrofinanceirabourbonbrown3657 Ай бұрын

The "cityboys" are just the same in Brazil. Brazilian finance companies entered the ag credit market thinking they new all about the market, and they are hurted at least in U$ 1 billion of credit operations not being payed. LOL.