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August 1, 2025 β€’ 22 mins

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0:00 Corn Yield Bet
3:31 Export Sales
10:41 Flash Sales
11:50 Wet July
15:26 Cattle Selloff
20:11 US Dollar Rally

🎯 US Export Sales Slide While New Crop Corn Surges πŸš€ | Drought Relief & Cattle Market Shakeup 🌽πŸ’₯

πŸ“‰ Grains in Motion!
US corn export sales dropped 47% from last week, landing at just 340,900mt (13 mil bushels). But don’t panicβ€”new crop corn crushed expectations with 1.9mmt (74 mil bushels) in sales! πŸ™Œ
🌱 Soybean bulls got a boost too! Net sales hit 349,200mt, exceeding estimates and climbing from last week. New crop beans came in strong at 429,500mt (16 mil bushels).
🌾 Wheat took a step backβ€”592,100mt in sales, down 17%, but still matching the 4-week average.

🚨 Flash Sales Frenzy!
The USDA reported a wave of flash sales Thursday:
πŸ‡¨πŸ‡΄ 100k mt corn to Colombia
πŸ‡°πŸ‡· 140k mt corn to South Korea
❓ 136k mt corn to unknown destinations
πŸ‡³πŸ‡¬ 100k mt of hard red winter wheat to Nigeria
πŸ“¦ All for 2025/26 delivery!

🌧️ Corn Belt Drought Fades
The latest USDA Drought Monitor brought good news:
βœ… Conditions improved in MN, IA, IL & IN
πŸ“‰ Drought in the Corn Belt is now at just 2.4%β€”down from 32% earlier this year!
πŸ“Œ National Drought Stats:
β€’ Corn: 7% 🌽
β€’ Soybeans: 5% 🌱
β€’ Winter Wheat: 30% ❄️
β€’ Spring Wheat: 38% 🌾
β€’ Cattle: 14% πŸ„

πŸ“‰ Cattle Collapse or Just a Blip?
πŸ‚ After new all-time highs, cattle futures got clobbered Thursdayβ€”feeder contracts hit limit down πŸ“‰
Some fear the top is in, but remember: this market has bounced back before. With tight supplies & strong beef demand, fundamentals still look solid πŸ’ͺ

πŸ’΅ Dollar Roars in July
The US Dollar Index posted a 5% gain in Julyβ€”its best month since Dec 2024! πŸ’Ή
βœ… Resilient economy
βœ… Hawkish Fed
βœ… Easing trade tensions
But beware: tariffs & political pressure could shake things up soon...

πŸ‘ Like, subscribe & comment your take on export trends, cattle futures, or the dollar’s next move!

#Corn #Soybeans #Wheat #Cattle #USDollar #DroughtUpdate #USDA #AgMarkets #GrainMarketing #FarmNews πŸŒ½πŸ“‰πŸ“ˆ

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