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Grain Markets Anchored by the USDA, Weather & Trump Tariffs but NEW U.S. Biofuel Policy BULLISH

Jun 13, 2025

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Video: Grain Markets Anchored by the USDA, Weather & Trump Tariffs but NEW U.S. Biofuel Policy BULLISH


The USDA June Crop Report was a non-event, with wet U.S. weather and disappointing China talks adding headwinds. However, higher 2026/27 biofuel mandates could fuel a summer grain rally. Tight stocks, strong demand, and a looming drought in Western Canada have canola and spring wheat leading gains, while strong cash and lower supplies are boosting bullish momentum in hog futures.