Key Takeaways:
The U.S. maintains a significant storage advantage, with a much larger share of grain storage located on farms, giving producers greater flexibility to manage timing, basis, and pricing decisions. Brazil's storage deficit increases harvest-time pressure on logistics and exports, as limited storage capacity forces more grain into the supply chain immediately after production. Extensive on-farm storage allows U.S. producers to separate harvest from sales decisions, improving their ability to manage basis risk, capture carry opportunities, and enhance grain marketing outcomes. Expanding on-farm storage remains a priority for Brazil, but significant capital requirements and long investment payback periods have slowed adoption de...
What You Need to Know Today: Rising hostilities and an end to any semblance of a ceasefire between the U.S. and Iran created geopolitical risk-off trade in macroeconomic markets, though the CBOT seemed immune. President Trump announced the U.S. military would resume its naval blockade on Iran...