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Futures and options trading involves risk of loss and is not suitable for everyone.

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.

OnlyFarms.Gov, White House Ag Celebration, RVOs, The Funds