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...
Articles
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 pro...
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 spre...
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...
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.&nbs...
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...
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 infla...
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 Br...
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 p...
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...
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. ...
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 Chi...
European Market Analysis
Regional News European grocery stores have been targeted by cybersecurity attacks this week, with major retailers in France and the Netherlands affec...
EPA Proposes Two Options for Reallocation of SRE RINs
Key Takeaways: The EPA has proposed reallocating 770 million RINs associated with Small Refinery Exemptions (SREs), either splitting the volume equally be...
Black Sea Regional Analysis
Russian Grain Markets: 5–9 October 2026 During the week in review Russian grain market remained relatively stable. The market finally realized that B...
Market Commentary: Conflicting Ideas Abound
What You Need to Know Today: China’s state-run COFCO, in statements on Tuesday, implied that U.S. corn exports were currently uneconomical but hinte...
Summary of Futures
Dec 26 Corn closed at $4.8275/bushel, down $0.0025 from yesterday's close. Dec 26 Wheat closed at $6.6925/bushel, down $0.03 from yesterday's close.&...
Crude Shipments Out of the Gulf Lower than Thought, Diesel Import Plan Challenged
Tanker-tracking data shows a smaller recovery in oil flowing through the Strait of Hormuz than previously thought. Energy Secretary Chris Wright, speaking...
Premium Vegetable Oils Fill a Niche in the Market
Key Takeaways: While soybean, palm, sunflower, and rapeseed oils dominate global vegetable oil markets, premium oils such as olive, avocado, coconut, and...
Livestock Industry Margins
Beef packer margins declined to $190/head last week, down $32 from the prior week as the Choice cutout weakened while fed cattle prices remained steady. Th...
Middle East, Mediterranean, and Africa Regional Analysis
Mediterranean/Middle East/North Africa/Africa – MEA Region Egypt’s Ministry of Supply reports that it will begin the sale of imported wheat thr...
The Decline of U.S. Wheat Export Dominance
Key Takeaways: The United States has steadily lost global wheat export market share since the 1970s, falling from the world's leading exporter to a projec...
Market Commentary: CBOT Break Produces Flurry of Tenders; Markets Consolidate Amid Trader Debate
What You Need to Know Today: USDA reports are delayed until Tuesday due to the federal holiday on Monday. Over the weekend, President Trump announced a ce...
Summary of Futures
Dec 26 Corn closed at $4.83/bushel, up $0.0325 from yesterday's close. Dec 26 Wheat closed at $6.7225/bushel, up $0.0125 from yesterday's close. ...