Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.
0:00 NCGA Asks for Help
3:45 Soybean Rally
5:44 Green Plains and Blackrock
8:41 Ethanol Production
9:48 US Beef Prices
🌽 Corn Growers Plead for Action — But Are They Asking for the Wrong Thing? 🚜
The National Corn Growers Association (NCGA) is urging lawmakers to boost corn demand through market-based solutions. Their push comes as farmers face rock-bottom prices and a USDA forecast for a record-smashing crop — 16.74 billion bushels, 9% above the 2023 record. NCGA wants Congress to approve year-round E15 sales (potentially adding 457M bushels of demand) and for the Trump administration to fast-track trade deals. But here’s my take — E15 probably won’t move the demand needle much. What we really need? A solid biofuel policy for sustainable aviation fuel — something missing from NCGA’s plan.
🌱 Soybeans on a Tear
Soybean futures rallied for the third day in a row, hitting the highest price since early July. USDA projects soybean acreage down 7% year-over-year, pushing 2025/26 ending stocks to a three-year low.
🏭 Green Plains in Deep Debt
Green Plains has pledged nine of its ten ethanol plants to BlackRock for a debt extension. The company faces oversupply issues, weaker demand, and failed diversification. Their new hope? Carbon capture + updated 45Z tax credits.
⛽ Ethanol Production Rising
Output hit 1.09M barrels/day last week, while stocks fell to the lowest point this year. Efficiency is improving — more than 3 gallons of ethanol per bushel of corn today compared to 2.8 in 2015.
🥩 Beef Prices to Climb in 2026
USDA sees beef supplies dropping to the lowest since 2019, with herd rebuilding and tariffs on Brazil tightening supplies further.
👍 Like, 💬 comment, and subscribe to stay ahead on the markets!
Popular Podcasts
New Heights with Jason & Travis Kelce
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!