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Davis Michaelsen & Jim Wiesemeyer Talk USDA
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We break down a market-moving USDA report with Jim Wiesmeyer, from a wheat rally driven by tight stocks to corn and soybeans leaning bullish on demand. We also zoom out to the next yield milestones, weather risk, and the policy headlines that could steer farm prices for months.
• wheat crop outlook tightest since 1970, Plains drought impacts, and falling ending stocks
• corn framed as a demand-pull market, lower ending stocks on feed use and exports
• soybeans supported by stronger export expectations, potential for tighter stocks if China buying accelerates
• Why does the August 12 survey-based yield report become the key event
• What farm leaders ask behind closed doors, from China commitments to drought monitor boundaries
• renewable fuel standard set three timing, 45Z, and sustainable aviation fuel demand implications
• Congress agenda: farm labor, year-round E15, farm aid, CCC borrowing authority, cost competitiveness versus Brazil
• rural health care pressures, ACA subsidy changes, and telehealth
• USDA modernization and scheduling tools, benefits, and adoption hurdles
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.