With the Prospective Plantings and quarterly Grain Stocks reports behind us, the market’s attention now turns to Wednesday, April 2, when Trump’s imposed tariff deadline takes effect. Key factors to watch include potential tariff delays or new reciprocal measures.
Additionally, I’m keeping an eye on the July-to-December corn spread. Tariffs and possible demand revisions could impact the July leg, while increased 2025 acreage and spring planting weather may influence the December leg.
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