Biofuel policy is constantly evolving, and the EPA’s latest announcement brings another important development for the industry. EPA Proposes Two Options for Reallocation of SRE RINs
World Perspectives

Market Commentary: Perceptions of Production Change as Harvest Advances

What You Need to Know Today: Harvest pressure in the U.S. sent corn and soybeans lower as supplies increased and there were signs USDA’s upward revisions to yields in the October WASDE could be close to right. The conflict between Russia and Ukraine escalated over the weekend, with Ukrai...

Today’s Top insights
feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.67/bushel, down $0.0725 from yesterday's close.  Dec 26 Wheat closed at $6.5525/bushel, down $0.0525 from yesterday's close.  Nov 26 Soybeans closed at $12.535/bushel, down $0.0775 from yesterday's close.  Dec 26 Soymeal closed at $354.8/short ton, down $...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 19 October)

Developer's Note 24 August 2026:  WPI recently completed an exercise that updated the codebase for this app and solved some of the discrepancies between our five-year average calculation and USDA's. There are a few lingering cases where early (late) starts (finishes) to the crop cycle resu...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Sunflower Sunflower remains one of the most attractive crops in Argentina, supported by strong demand and favorable prices that currently offer some of the best projected production margins among summer crops. Planted area is estimated at 3.0-3.1 Mha, with around 42 percent already se...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.67/bushel, down $0.0725 from yesterday's close.  Dec 26 Wheat closed at $6.5525/bushel, down $0.0525 from yesterday's close.  Nov 26 Soybeans closed at $12.535/bushel, down $0.0775 from yesterday's close.  Dec 26 Soymeal closed at $354.8/short ton, down $...

feed-grains soy-oilseeds wheat

WPI Crop Progress and Conditions App (Updated 19 October)

Developer's Note 24 August 2026:  WPI recently completed an exercise that updated the codebase for this app and solved some of the discrepancies between our five-year average calculation and USDA's. There are a few lingering cases where early (late) starts (finishes) to the crop cycle resu...

feed-grains soy-oilseeds wheat

Mercosur Regional Analysis

Argentina Sunflower Sunflower remains one of the most attractive crops in Argentina, supported by strong demand and favorable prices that currently offer some of the best projected production margins among summer crops. Planted area is estimated at 3.0-3.1 Mha, with around 42 percent already se...

equities energy

CPI and PPI Reports: Supply-Side Inflation Pressure

Last week, September inflation reports showed that the Producer Price Index rose 1.3 percent, far ahead of the 0.6 percent consensus expectation, while the Consumer Price Index (CPI) rose 0.6 percent, in line with expectations. However, September also marked the 66th consecutive month that both...

India’s Changing Sugar Policies Have Implications for an Evolving Corn Market

Key Takeaways: India is excluding sugarcane juice, sugar syrup, and B-heavy molasses from its 2026/27 fuel ethanol procurement program to protect domestic sugar supplies, potentially shifting additional demand toward corn and rice. India’s corn consumption for ethanol has surged from jus...

equities energy

CPI and PPI Reports: Supply-Side Inflation Pressure

Last week, September inflation reports showed that the Producer Price Index rose 1.3 percent, far ahead of the 0.6 percent consensus expectation, while the Consumer Price Index (CPI) rose 0.6 percent, in line with expectations. However, September also marked the 66th consecutive month that both...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.7425/bushel, down $0.0375 from yesterday's close.  Dec 26 Wheat closed at $6.605/bushel, down $0.095 from yesterday's close.  Nov 26 Soybeans closed at $12.6125/bushel, down $0.0175 from yesterday's close.  Dec 26 Soymeal closed at $357.1/short ton, down...

feed-grains soy-oilseeds wheat

Market Commentary: Another Big Soybean Purchase from China This Week

What You Need to Know Today: Chinese purchases of U.S. soybeans continued to accelerate, with USDA reporting another 558 KMT sold to China and 236 KMT to unknown destinations. Combined with sales announced Wednesday and Thursday, the latest purchases bring the three-day total to approximately...

livestock

First Look at Realized 2026 Cow-Calf Profits

Key Takeaways:  With the fall calf run now upon us, producers are finally getting a glimpse of what their realized profits will be for 2026. Some producers may have already obtained a strong estimate of 2026 revenues, especially if calves were forward sold in, for example, the mid-summer...

livestock

The Dynamics of the HPAI Vaccine Plan

As fall begins, wild migratory birds are starting their seasonal migration. That has the industry and government officials worried about the potential spread, again, of highly pathogenic avian influenza (HPAI). Some members of Congress have called for the United States to be prepared for a pote...

feed-grains soy-oilseeds wheat

CFTC COT Report Analysis

Managed money was a net seller across agricultural markets for the fourth straight week, selling a net 119,000 contracts through Tuesday’s reporting deadline and reducing the combined net-long position by 13.1 percent. Corn accounted for 70 percent of the weekly selling, while funds also...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.78/bushel, down $0.0275 from yesterday's close.  Dec 26 Wheat closed at $6.7/bushel, down $0.0325 from yesterday's close.  Nov 26 Soybeans closed at $12.63/bushel, down $0.1425 from yesterday's close.  Dec 26 Soymeal closed at $359.8/short ton, down $4.7...

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