CFTC Commitments of Traders
Net Positions as of Tuesday, May 05 (Legacy, Futures Only) Corn: Net-long 433,384 contracts (an increase of 92,644 contracts) HRW Wheat: Net-long 14,371 contracts (an increase of 1,731 contracts) Soybeans: [...]
And Another Thing
Afternoon Summary: Something I didn’t mention in Friday’s Morning Commentary, an item that may have played a role in how today’s session played out, is next week’s scheduled meeting between [...]
Another Weekend Awaits
Morning Summary: The fact it is pre-dawn Friday means another weekend awaits us at the end of today’s trading session. However, before we get there we have to, as Red [...]
The Wilhelmi Element
Afternoon Summary: As you know, I’ve been doing this for a while, but along the way I’ve had the opportunity to visit with, and learn from, others who were studying [...]
Corn Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. Corn at 2,210 mb (blue column) through Thursday, April 30, a point in the [...]
Soybean Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybeans at 1,222 mb (blue column) through Thursday, April 30, a point in the [...]
Soybean Meal Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybean meal at 11,728.32 (1,000 st) (blue column) through Thursday, April 30, a point [...]
Soybean Oil Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybean oil at 336.7 (1,000 mt) (blue column) through Thursday, April 30, a point [...]
Cotton Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. upland cotton at 7,716.5 (1,000 running bales) (blue column) through Thursday, April 30, a [...]
Sorghum Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. sorghum at 149 mb (blue column) through Thursday, April 30, a point in the [...]
Wheat Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of all U.S. Wheat at 805 mb (blue column) through Thursday, April 30, a point in [...]
Beef Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. beef at 225.9 1,000 MT (blue column) through Thursday, April 30, a point in the [...]
Pork Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. pork at 642.9 1,000 MT (blue column) through Thursday, April 30, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, May 5 (slide 1) showed drought readings were largely unchanged this past week (slide 2). Readings across the [...]
More of the Same
Morning Summary: As of the pre-dawn hours, Thursday is shaping up to be another day of more of the same. The quote screen shows us Energies and Grains are under [...]
Commodity Boom…Or Bust
Afternoon Summary: The new generation of trader recently introduced to the commodity complex, most notably natural gas and wheat, by way of the expanding universe of predictive market websites, got [...]
Stop Me If You’ve Heard This One
Morning Summary: Sometimes the job of providing analysis and commentary is easy. After firing up the quote screen early Wednesday morning, the first thing I saw was the Energies sector [...]