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0:00 "Flash Drought"
3:50 Price Action and Charts
5:24 US/China Trade Talks
8:59 Renewable Investments
10:21 Russia's Wheat Crop Keeps Getting Bigger
🌽 Welcome back! Today we’re breaking down the latest on crop weather, grain markets, trade talks, energy policy, and global wheat supplies.
☀️ Weather & Crops
Dryness is intensifying across the southern & eastern Corn Belt and the Delta. Ohio is experiencing its driest August in 133 years. Flash drought concerns are building in parts of southern IL, MO, western TN, AR, and LA. Forecasts show very little rain ahead, keeping stress high for corn & soybeans. 🌵
📉 Grain Markets
Corn futures slipped back toward $4.10, soybeans ticked higher to $10.50, and wheat was mixed. Traders are balancing record crop expectations against the risk of weather stress. Holiday-weekend trade + month-end positioning = extra volatility. 📊
🇺🇸🇨🇳 US–China Trade Talks
Talks resume in Washington, D.C. this week with Li Chenggang meeting U.S. trade & Treasury officials. Soybeans are front and center—but China wants tariff relief tied to fentanyl trade before making major purchases. Farmers are watching closely for export sales. 🚢
⚡ Renewable Energy
U.S. renewable investments fell 36% in the first half of the year. Wind & solar projects dropped sharply after Trump’s subsidy rollbacks. Last week, he said his administration will no longer approve new wind & solar projects. Big shakeup for the energy sector. 🌬️☀️
🌾 Russia Wheat Outlook
Consultancy IKAR raised Russia’s wheat crop forecast to 86mmt and boosted export expectations to 43mmt. Despite a slight rebound, Chicago wheat remains near four-year lows, with Russia set to dominate exports again in 25/26. 🌍
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