Connecting the Dots = Phase 2 China-U S Trade Deal by Mid Nov + Drought in Ontario!

[ForumAdmin]

Ag Commodity Corner+ Podcast

If we read between the lines and connect the dots Trump may have a Phase 2 trade deal in his back pocket.

2025 Pro Framer crop tour results and 2025 Great Ontario Yield Tour drought. EPA announcement on lower biofuel waivers is bullish demand, RIN prices and soy oil futures.

Talk of a U.S. interest rate cut in September will add more fuel to the fire in stocks.

Scott Moe will visit China next week but the Feds need in on the action to remove Chinese tariffs on canola. The finish looks poor and dry for crops.

USDA acknowledged a PRS problem in U.S. hogs. The EU/US trade deal included another investment in the U.S. U.S. corn demand is off the charts and Ontario old crop 24/25 basis also on fire!

[MoeAgostino]

Do you think a U.S./China trade deal is in the works? Pro Farmer crop tour is worried about diseases? Is it that widespread? and Canadian Western Prairies how's your harvest better or worst than expected?


Reply

[furrowtickler]

It’s very very interesting that the major pulse area in western Canada is in now harvesting and zero being said
what is happening in western Sask Dave ?
I am kinda curious is all

[fcr]

Peas and lentils in our area are good to excellent, most will be finished next week.

[sumdumguy]

When looking down from the air, pulses are a mixed bag around us. Some fields are dark brown with disease, others are way too green to think about harvest

[ajl]

China's vassal canuckistan has been enlisted to help prop up a faltering china. That is why nothing is being said about the paying of a little tariff.