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: 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...

Today’s Top insights
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

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...

feed-grains soy-oilseeds wheat

Market Commentary: Soybeans Slide Despite Renewed Chinese Buying as Crush Disappoints

What You Need to Know Today: After a period of limited activity, USDA reported a sizeable 613 KMT in soybean export sales, including 330 KMT to China and 283 KMT to unknown destinations, potentially also China. The purchases represent a meaningful pickup in demand and bring China closer to ful...

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

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...

feed-grains soy-oilseeds wheat

Market Commentary: Soybeans Slide Despite Renewed Chinese Buying as Crush Disappoints

What You Need to Know Today: After a period of limited activity, USDA reported a sizeable 613 KMT in soybean export sales, including 330 KMT to China and 283 KMT to unknown destinations, potentially also China. The purchases represent a meaningful pickup in demand and bring China closer to ful...

equities

Retail Sales Implications for Consumers and Stocks

Key Takeaways: Consumer spending is a key driver of the U.S. economy, and the latest retail sales data indicate that spending remains robust despite inflation. In September, total retail and food service sales rose more than 6 percent year-over-year, with food service spending up 7 percent and...

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...

equities

Retail Sales Implications for Consumers and Stocks

Key Takeaways: Consumer spending is a key driver of the U.S. economy, and the latest retail sales data indicate that spending remains robust despite inflation. In September, total retail and food service sales rose more than 6 percent year-over-year, with food service spending up 7 percent and...

livestock

Livestock Round Up

The Trump import plan for 300,000 MT of beef supplies used for ground beef, i.e., lean trim, from September through November has, according to Secretary Brooke Rollins, brought some relief to beef prices. The Executive Order states that the Secretary of Agriculture will analyze and review the m...

livestock

The Tale of Two Dairies under FMMO

Key Takeaways: Texas illustrates the assumptions underlying the 2025 FMMO reform; Idaho exposes their limitations. The Southwest order blend (roughly 27 percent Class I, 32 percent Class III and 31 percent Class IV) exposes Texas producers to every lever USDA adjusted, with a near-neutral proj...

Transportation Perspectives - 15 October

Key Takeaways: Dry bulk markets remain mixed with Capesize vessels seeing continued pressure from weaker demand while fixtures and rate strength gradually increases towards the smaller vessel classes.  Tanker markets are pulling back from their recent highs as tonnage moves out of the Mid...

feed-grains soy-oilseeds wheat

Summary of Futures

Dec 26 Corn closed at $4.8075/bushel, down $0.02 from yesterday's close.  Dec 26 Wheat closed at $6.7325/bushel, up $0.04 from yesterday's close.  Nov 26 Soybeans closed at $12.7725/bushel, down $0.065 from yesterday's close.  Dec 26 Soymeal closed at $364.5/short ton, up $1.3 fr...

feed-grains soy-oilseeds wheat

Market Commentary: A Strong Dollar & A Short Fuse

Inflation is back in the driver’s seat, and agriculture is getting pulled in two directions. A stronger dollar is pressuring grains despite fresh Chinese buying, while renewed Middle East attacks lift crude oil. Higher energy prices can support commodities, but they also raise expenses an...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  European grocery stores have been targeted by cybersecurity attacks this week, with major retailers in France and the Netherlands affected. In France, major grocers, including Carrefour, Intermarché, and Coopérative U, all suffered attacks in which freezer and...

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