On Monday, the Trump Administration suspended the countervailing duties (CVDs) on phosphate fertilizer imports from Morocco via Executive Order. The CVDs w...
Articles
High Oleic Soybeans: Premium Demand Growing, But Adoption Remains Limited
Key Takeaways: High oleic soybeans produce oil containing 70–80 percent oleic acid, improving stability and eliminating the need for partial hydroge...
Middle East, Mediterranean, and Africa Regional Analysis
Mediterranean/Middle East/North Africa/Africa – MEA Region Oman Flour Mills has begun its 2026 purchases of locally produced wheat. The mill runs a g...
Livestock Industry Margins
Beef packer margins deteriorated to -$261/head last week, down $19 from the prior week as weaker beef values (especially the Choice cutout) were offset by...
Summary of Futures
Jul 26 Corn closed at $4.02/bushel, down $0.1075 from yesterday's close. Sep 26 Wheat closed at $5.7975/bushel, down $0.1 from yesterday's close.&nbs...
Market Commentary: CBOT Downside Risks Rise as Funds Pad Bearish Bets, Corn Hits New Lows
What You Need to Know Today: The U.S. and Iran reportedly agreed to pause hostilities to allow vessels to transit the Strait of Hormuz this week (theoreti...
Senate Farm Bill, Prop 12, and NWS Update
Proposition 12: The National Pork Producers Council (NPPC) has advocated for a fix to Proposition 12, the California animal welfare law, in the Senate farm...
Indonesia’s B50 Mandate Reshapes Global Vegetable Oil Markets
Key Takeaways: Indonesia will raise its biodiesel mandate from B40 to B50 on 1 July, increasing palm oil–based diesel blending to 50 percent. The po...
Mercosur Regional Analysis
Corn Argentina Argentina's corn harvest continued to advance at a moderate-to-slow pace, constrained by high moisture levels in both the grain and the fiel...
CFTC COT Report Analysis
Bearish sentiment continues to dominate CBOT trade, which last week resulted in the ag markets seeing another period consecutive net liquidation. Managed m...
Summary of Futures
Jul 26 Corn closed at $4.1275/bushel, down $0.02 from yesterday's close. Sep 26 Wheat closed at $5.8975/bushel, down $0.1175 from yesterday's close.&...
Market Commentary: Acreage Report Takes Center Stage
What You Need to Know Today: Crude oil prices dropped sharply with traffic flowing through the Strait of Hormuz. There were reports that Iran was behind a...
Senate Farm Bill and $11 Billion Supplemental Appropriation Request
On Wednesday, the White House submitted a national security supplemental spending request for $87.6 billion. The majority of the request includes funding f...
The Credibility Gap: Administrative Optimism Meets Commodity Agriculture
Can we really expect a bushel of corn to carry an environmental passport throughout the entire food system? One that reliably documents its carbon footprin...
Summary of Futures
Jul 26 Corn closed at $4.1475/bushel, up $0.0775 from yesterday's close. Sep 26 Wheat closed at $6.015/bushel, up $0.055 from yesterday's close. ...
Market Commentary: Focus Turns to New Crop Export Sales
What You Need to Know Today: The Personal Consumption Expenditures Index (PCE) rose 4.1 percent year-over-year, in line with expectations. Core PCE, which...
Livestock Round Up: Hogs and Pigs Report
USDA released its Quarterly Hogs and Pigs report for 1 June today. There were 73.7 million head, which was down slightly from 1 June 2025, as well as from...
Mid-Year Cow-Calf Profitability Projections
Key Takeaways: Despite rising cost pressures — including the recent run-up in fuel and energy costs — U.S. cow-calf producers are facing...
Transportation Perspectives - 25 June
Key Takeaways: Despite little progress in a U.S.-Iran framework for a peace deal or an agreement itself, vessel transits are picking up in the Strait of H...
Summary of Futures
Jul 26 Corn closed at $4.07/bushel, down $0.0275 from yesterday's close. Sep 26 Wheat closed at $5.96/bushel, down $0.01 from yesterday's close. ...
Market Commentary: The Battle for Support
Key Market Insights Outside markets dominated today’s session. Crude oil traded below $70 per barrel, the U.S. dollar climbed to a 13-month high, and...
Changing Dynamics of U.S. Farm Ownership and Succession
Key Takeaways: An aging farmer population and fewer younger successors are creating growing farm succession challenges, leaving many operations without a...
Soybean Crush Margin Forecast
What You Need to Know Today… Crush margins are set to pull back after their recent rallies, though U.S. markets will fare better than others. U.S...
Black Sea Regional Analysis
Russian Grain Markets: 15-19 June 2026 The Russian grain market moved lower this week as prices declined across all grain categories ahead of the end of th...