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- Greg Johnson, TGM TotalGrainMarketing.com- How Much Soybean Demand will the RVO Create- Drew Lerner, WorldWeather.ccAg Markets with Greg JohnsonThe recent USDA prospective plantings and grain stocks reports were largely neutral for corn and slightly friendly for soybeans. Currently, the market is being driven by geopolitical headlines, with money flowing out of commodities and into equities due to expectations that Middle East tensions may ease. Significant damage to Middle Eastern infrastructure for crude oil and natural gas, a key fertilizer input, will take years to repair. This damage is expected to keep transportation and input costs elevated, contributing to inflation and likely delaying any interest rate cuts by the Federal Reserve. Because planted acreage is high enough to meet demand under normal yield conditions, future market movement will heavily depend on actual yields and the actions of investment funds, which are currently holding near-record long positions. Farmers are advised to consider pr