Grain Analysis

Corn & Wheat 2025: Market Breakouts & ETF Strategies | Sal Gilbertie

In this Name Confidential episode, Sal Gilbertie, CEO of Teucrium, joins host Kai Hoffmann to decode 2025’s agricultural commodity trends. Recorded on February 5, 2025, they dissect: 👉 Corn’s $4 breakout potential – tripling 3x since 2008 👉 Wheat’s geopolitical squeeze – Russia/Ukraine tensions & global shortages 👉 Agricultural ETFs as portfolio stabilizers (CORN +20%, WEAT +25% YTD) 👉 Leveraged ETFs: Risks vs. rewards (CORN2, WEAT2) Key Highlights: 17-year corn cycle: $4 acts like “oil at $40” – 100%+ upside potential 156 USDA reports: Global corn carryout down 15% since July 2024 15 AI vs. weather: Farming tech meets climate volatility 145 5% portfolio rule: Balance diversification & alpha 144 Key Takeaways: Agricultural commodities outperformed S&P 500 in 7/7 recent pullbacks Trump-era tariffs reshaped soybean flows (U.S. → Brazil → China) 246 Inflation’s grip: Fertilizer (natural gas) + diesel costs prop up corn floor 144 Leverage warning: 2x ETFs demand daily discipline – not for buy-and-hold 145 Related Searches: 🔎 Corn price forecast 2025 🔎 Best agricultural ETFs 🔎 Wheat supply crisis 2025 🔎 USDA WASDE report analysis 🔎 Teucrium ETF performance

3/10/25 Tariff War with China: Impact on Grain Prices & Market Outlook

In today’s video (3/10/25), I break down the escalating tariff war with China and its potential impact on grain prices. With global trade tensions rising, agricultural markets could see increased volatility as tariffs disrupt supply chains, exports, and pricing structures.

🔍 Key Takeaways:
✔️ How tariffs on China could directly impact grain futures
✔️ Potential price movements and volatility in corn, wheat, and soybeans
✔️ What traders should watch for in response to geopolitical uncertainty
✔️ How institutional money may react to changing trade policies

🌾 The grain markets are at a critical juncture—understanding these macroeconomic factors is essential for making informed trading decisions.

Close the deal

Give customers a reason to do business with you.

Grain Analysis

Corn & Wheat 2025: Market Breakouts & ETF Strategies | Sal Gilbertie

3/10/25 Tariff War with China: Impact on Grain Prices & Market Outlook

Close the deal

This website uses cookies.