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Futures and options trading involve risk and are not suited for everyone.

We walk through a bruising week in grains and ask what smart marketing looks like when funds bail, seasonal lows show up, and input costs still won’t cooperate. Then we shift to the real-world shocks and policy levers that could change demand fast, from screwworm in Texas to 45Z sustainable aviation fuel rules and the timing of U.S.-China trade moves.
• grain and soy complex correction tied to improved weather, weak China demand signals, and fund liquidation
• old-crop selling mistakes and why pairing cash sales with call options can manage risk
• key USDA dates ahead, including WASDE and crop production, June acreage, and grain stocks
• New World Screwworm cases in South Texas, the 12-mile containment focus, and what an expanded radius could mean
• border closure impacts on cattle supplies and the longer-run buildout of Mexico’s feeding industry
• 45Z rule progress, the GREET model, carbon intensity scoring, and why SAF demand could lift corn and soy
• U.S.-China board of trade timeline, comment deadlines, and how tariff modifications could affect ag competitiveness
• tough House hearing moments for Secretary Rollins, including glyphosate claims and a push to boost domestic cotton use
• India trade agreement optimism tempered by India’s history of protecting sensitive farm sectors
• Senate Farm Bill expectations, including SNAP cost share fights and what likely stays out of the bill
• year-round E15 hurdles, slow station adoption, and the role of SRE eligibility and reallocation
• primary election signals in Iowa and how podcasts are changing campaign strategy
• structural versus cyclical downturn debate with Brazil competition, China uncertainty, and margin pressure
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