Ag Commodity Corner+ podcast
The USDA June Crop Report was a non-event; U.S. weather remains wet through the end of June, and U.S.-China talks in London were a disappointment. All remain a headwind but higher 2026/27 U.S. biofuel mandates is bullish and a key catalyst for a 2025 summer grain market rally!
Tight stocks, strong demand and a pending drought in Western Canada has canola and spring wheat futures leading the grains complex. Strong cash, high cutouts, disease and lower weights/supplies causes the hog futures bullish momentum to accelerate.
The USDA June Crop Report was a non-event; U.S. weather remains wet through the end of June, and U.S.-China talks in London were a disappointment. All remain a headwind but higher 2026/27 U.S. biofuel mandates is bullish and a key catalyst for a 2025 summer grain market rally!
Tight stocks, strong demand and a pending drought in Western Canada has canola and spring wheat futures leading the grains complex. Strong cash, high cutouts, disease and lower weights/supplies causes the hog futures bullish momentum to accelerate.
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