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Home Trading News Commodities

Politics, the USDA, and a big wet blanket

August 18, 2025
in Commodities
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Politics, the USDA, and a big wet blanket
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First, President Trump posted on Fact Social that “China would possible quadruple its U.S. soybean imports.” The remark, extra hopeful than factual, was sufficient to ship the soybean market sharply increased. The very subsequent day, China slapped a 75.8% import tariff on Canadian canola seed, successfully closing the Chinese language market to Canadian exporters. Canola futures promptly hit restrict down. A stark show of politically fueled volatility.

Maybe the most important information to emerge this week was the surprisingly bearish USDA report. The report was, in truth pretty impartial for wheat, though the minimize to world ending shares would give the bulls some encouragement. It was the corn story that acted like a moist blanket throughout most ag commodities. Yield was raised by 7 bu/acre to 188 bu/ac, above pre-report estimates and an all-time document. Space was additionally elevated by practically 2 million acres, with the online end result a steadily constructing US carryout place that’s going to require a good bit to shift. The rise in corn space got here on the expense of soybeans, which noticed a shock discount. This added to a few of the current power in soybeans following the President’s speculative social media submit.

Including to corn’s malaise is the truth that Brazil’s corn crop is edging in direction of 140 mmt. Corn now beneath $4/bu goes to be shopping for its means into feed ration concerns, and wheat can have little alternative however to comply with it if it has any likelihood of fulfilling forecast SE Asian demand.

This week’s wheat market has been influenced by surging new crop provide and export actions within the Black Sea and the US. Black Sea FOB costs have continued to drop after a quick rally as harvest strikes into higher yielding areas. The USDA has Ukraine at 22 mmt, whereas a non-public analyst just lately posted a 19.7 mmt wheat crop. It’s not sure if the discrepancy between the 2 units of information is due to Russia’s current exercise of delivery extra wheat out of the occupied territories.

It will be fascinating watching the result of the ‘ceasefire’ discussions between Trump and Putin. It appears each events are inclined to cede Ukrainian land so as to get the ceasefire over the road. Understandably, Ukraine will not be that proud of that association, given they don’t seem to be invited to this preliminary dialogue. If the ceasefire deal will get over the road, count on the wheat market to loosen up a bit (it doesn’t have that rather more room to go decrease!). But when Zelenskyy says ‘no deal,’ I think we’re in for extra of the identical uncertainty.

Harvest is quickly progressing within the Northern Hemisphere. US winter wheat is usually full, Ukraine wheat harvest is 60%, French delicate wheat crop is all however completed, however high quality points are hovering over German, Polish, and Romanian wheat high quality.

Good rains in Canada and Australia have revived hopes of better-than-average crops. I wrote every week or two in the past that the Southern Prairies had been dry and crops had been possible under common. Nevertheless, since then, rains (35–75 mm) throughout SW and NE Saskatchewan and SE Alberta will possible maintain manufacturing from dropping additional on later sown crops, however the timing will not be nice for high quality on swathed canola and ripe wheat and lentil crops.



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Tags: bigblanketPoliticsUSDAwet
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