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July 25, 2025 โ€ข 18 mins

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0:00 Sun's Out, Guns Out
0:30 Flash Sale Fiasco
2:08 USDA Cuts
5:32 US Weather
9:07 Export Sales
12:40 North Dakota Wheat

๐Ÿ“ข USDA FLASH SALES SHAKE UP THE CORN MARKET! ๐ŸŒฝ๐Ÿ“Š

๐Ÿ”ฅ Big news hit the wire Thursday as USDA reported multiple flash sales of US corn!
๐Ÿ’ฅ 135,000mt (5 mil bu) went to South Koreaโ€”after an initial (and incorrect) announcement that China was the buyer, sparking a brief rally.
๐ŸŒ Another 284,196mt (11 mil bu) of corn was sold to unknown destinations. Export action is heating up!

๐Ÿข USDA RELOCATION PLAN: BIG SHAKEUP IN DC! ๐Ÿ›๏ธโžก๏ธ๐Ÿž๏ธ
The USDA will relocate 2,600+ employees from Washington to cities like Raleigh, KC, Indy, Fort Collins & Salt Lake City.
๐Ÿ—๏ธ Several DC buildings will be vacated.
๐Ÿ“‰ Critics warn of reduced agency effectiveness, while supporters say itโ€™ll bring USDA closer to farmers.
๐Ÿ“Š This move includes a NASS consolidation, affecting reports on:
๐ŸŒฝ Crop production
๐Ÿ“ Acreage
๐Ÿฎ Cattle on feed
โ„๏ธ Cold storage
๐ŸŒพ Grain stocks & more!

๐ŸŒง๏ธ DROUGHT IMPROVEMENTS ACROSS THE CORN BELT! ๐ŸŒฝ๐Ÿ’ฆ
๐Ÿ’ง Missouri is now entirely drought-free!
๐ŸŒฆ๏ธ Heavy rains in IL, IN, KY, and MO improved conditions across much of the Midwest.
๐Ÿ“‰ Drought by crop area:
Corn: 9%
Soybeans: 8%
Winter Wheat: 31%
Spring Wheat: 43%
Cattle: 15%

๐ŸŒพ NORTH DAKOTA SPRING WHEAT YIELDS MISS USDA TARGETS! ๐Ÿ“‰
๐Ÿšœ After 3 days of field surveys, scouts peg ND yields at 49 bpa, far below the USDAโ€™s 59 bpa estimate.
๐ŸŒฆ๏ธ Rain helped some areas, but northern drought weighs on the average.
๐Ÿ“‰ Sep25 spring wheat contract hit new lows this week.

๐Ÿ“ˆ EXPORT SALES SNAPSHOT ๐ŸŒŽ
Corn: ๐Ÿ“ˆ 643,100mt (25 mil bu) โ€“ Rebound from last week!
Soybeans: ๐Ÿ“‰ 160,900mt (6 mil bu) โ€“ Down sharply from recent weeks
Wheat: ๐Ÿš€ 712,200mt (26 mil bu) โ€“ Blew past expectations!
Top Buyers:
๐Ÿ‡ฒ๐Ÿ‡ฝ Mexico (corn)
๐Ÿ‡ณ๐Ÿ‡ฑ Netherlands (soybeans)
๐Ÿ‡ฎ๐Ÿ‡ฉ Indonesia (wheat)

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