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🇷🇺 Putin Signals Openness to Peace Deal – Putin said early this morning that several countries, including the US and China, are ready to support a peace agreement, though he stressed Russia and Ukraine must ultimately resolve it themselves. He also repeated prior warnings about potential attacks on airplanes in Russian airspace.
🌾 EU Scrambles to Keep Ukrainian Grain Moving – The EU is working with Ukraine and neighboring countries on alternative export routes as low water levels on the Danube complicate "solidarity lane" efforts, with Ukrainian grain exports down roughly 58% year-over-year in August. The bloc is also weighing extra financial support for farmers hit by this summer's heat and drought.
⛽ US Ethanol Production Dips but Stays Seasonally Strong – Weekly ethanol output slipped to 1.11 million barrels per day, down slightly week-over-week but up 3.7% versus last year, while stocks fell 1% week-over-week to 25.04 million barrels. Corn Belt margins weakened, ranging from 25 cents negative to 10 cents positive per Reuters data.
🌽 Arkansas Harvest Running Well Ahead of Schedule – Arkansas' soybean harvest sits at 4% complete, above the five-year average of 2%, while corn harvest is 42% done versus last year's 31% and the five-year average of 19%. Hot, dry conditions and early planting have sped things along, with corn harvest expected wrapped in two to three weeks.
🇨🇳 Another Soybean Flash Sale to China – USDA confirmed a fresh sale of 202,000mt (7 million bushels) of soybeans to China for 2026/2027 delivery. See the China soybean purchase tracker below.
🥩 DOJ Widens Beef Antitrust Probe to Retailers – The investigation now covers eight major retailers, including Amazon, Costco, and Walmart, building on the probe Trump launched last November over alleged meatpacker collusion. Beef prices remain stubbornly high as the US cattle herd sits at its lowest level in over 70 years amid drought and rising input costs.
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