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Derecho potential inbound… According to Bret Walts from BAM WX, the northern plains and part of the eastern Corn Belt could see some potentially damaging weather this evening into tonight. Earlier this morning Walts told AgriTalk the storms of concern had not yet formed (as of 10:30am CT).
Walts noted, key to predicting the severity of the ensuing storms will be how quickly storms in North Dakota form and coalesce. The more quickly the storm forms, the more dangerous. The northern Plains may see formation as early as 3 or 4:00pm CT. The highest intensities will likely arrive sometime between 6 and 7:00pm with the potential for 75 mph winds scattered around the central and northern plains, into the eastern Belt later on, according to Walts.
To the good, Walts affirmed, in a day or two, the heat dome currently baking the central U.S. is set to cool for a few days. But Walts warned there is likely more heat in the forecast, similar to what we are currently experiencing, beginning in early August. Hello Crop Tour!
USDA reported Export Inspections for the week ended July 24, 2025:
- Corn inspections totaled 1.522 million metric tons, exceeding prereport expectations. Export inspections rose 537,273 MT from the previous week’s tally. Inspections are running 29.3% ahead of a year ago, compared to 28.9% ahead last week. USDA projects exports in 2024-25 at 2.750 billion bu., 22.0% above the previous marketing year.
- Soybean inspections tallied 409,714 metric tons, at the high end of the range of expectations. Export inspections rose 32,694 MT from the previous week’s tally. Inspections are running 10.4% ahead of a year ago, compared to 10.4% ahead last week. USDA’s 2024-25 export forecast of 1.865 billion bu., up 9.7% from 2023-24.
- Wheat export inspections totaled 288,793, near the low end of the range of trade guesses. Export inspections fell 443,497 MT from the previous week’s figure. Shipments are running 5.9% ahead of year-ago. USDA projects exports in 2025-26 at 850 million bu., up 3.0% from the previous marketing year.
Congressmen urge EIA on SAF reporting… Representatives Mike Flood, R-Neb., and Troy A. Carter, Sr., D-La., have reintroduced the Sustainable Aviation Fuel (SAF) Information Act. The SAF Information Act directs the EIA to include data on SAF in its Petroleum Supply Month report and its Weekly Petroleum Status Report, including data related to the type, origin and volume of feedstock used in the production of SAF, along with the total amount of SAF produced domestically and imported.
FDA to define key terms… The Food and Drug Administration is working to create a uniform definition of ultra-processed foods, opening the door to regulating one of the main targets of Health and Human Services Secretary Robert F. Kennedy Jr.’s “Make America Healthy Again” movement. Currently there is no single authoritative definition for ultra-processed foods for the U.S. food supply, the FDA said. Ultra-processed foods such as chips, sodas and packaged bread make up more than half of the total dietary energy consumed in high-income countries, including the U.S., according to the National Institutes of Health.
Other Items of note…
- The United States and the European Union over the weekend agreed on a trade deal that will see the EU face 15% tariffs on most of its exports to the U.S., including automobiles. The EU agreed to purchase $750 billion in U.S. energy products and invest $600 billion in the U.S., among other commitments, as part of the deal.
- The U.S. and China are expected to extend their tariff truce by another three months, reported the South China Morning Post over the weekend. The world’s two largest economies will not impose additional tariffs on each other during the extension.
- The Federal Reserve’s Open Market Committee (FOMC) meeting begins Tuesday morning and ends Wednesday afternoon with a statement and press conference from Fed Chairman Jerome Powell. Bloomberg reports Fed officials “are determined to hold interest rates steady.