CHINA DEAL GETS TEETH

AUDIO COMMENTARY

  • Monster day for grains

  • Best day in corn since July 2023

  • China agrees to buy $17 billion of ags

  • Wheat ratings drop yet again

  • China & Trump bought the dip

  • Comparing the China volume vs the price differences from today and 2021-22

  • Need to see some sale announcements

  • Weather just came more important

  • Take out recent highs & door is open higher

  • Fundamentally could justify higher prices

  • 2025 we had $8-9 billion of China business

  • Will we lose non-China corn business?

  • Corn belt is wet. Drought everywhere else

  • Need to see how China deal gets allocated

  • This deal should help add a floor

  • If you are someone who was uncomfortable and kicking yourself for not selling last week, we’re back near the highs

  • Headline markets give head fakes

  • The risk is a lack of follow-through with China. When the market starts thinking the deal won’t happen. But that’s also when China might come in and buy

  • Letting volatility add to your bottom line

Listen to today’s audio below

5-18-2026

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KC wheat sell signal & hedge alert.

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Feb 6th, 2026: 🌽 🌱 

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GRAINS BACK NEAR HIGHS

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CHINA COMMITS BUT NO DETAILS