Wiesemeyer's Perspectives | How A Hot USDA Report Could Reprice Corn | More farmer aid needed!
We set the table for a high-stakes USDA report that could reset corn’s balance sheet while we track the real levers of demand: E15, ethanol octane, and 45Z. Along the way, we unpack rates, USMCA, trade rulings, cattle supply constraints, and new dietary guidelines that tilt toward protein.
• Corn yield revisions and feed use as key price drivers
• Soybeans steady, wheat following corn rather than leading
• Fertilizer costs and tighter credit squeezing margins
• Ethanol as fastest demand lever with year-round E15
• 45Z timing for sustainable aviation fuel tax credits
• USMCA’s role in corn exports to Canada and Mexico
• Interest rate outlook, CPI data, and FSA loan options
• SCOTUS trade authority case and tariff alternatives
• Venezuela, Iran, Cuba, Russia risks and sanctions spillovers
• Screw worm, border constraints, and firm beef prices
• Dietary guidelines favoring protein and full-fat dairy
• Minnesota politics, fraud concerns, and budget strain
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