Darin Newsom

Diesel Fuel

Diesel Fuel

Darin Newsom2026-11-14T07:31:58-06:00November 14th, 2026|Energies, Weekly Analysis|

Theoretical Positions End-Users may have gone long the futures market last winter near $2.2180. Investors may have also gone long near $2.2180. Fundamentally, diesel fuel remains bullish (see below). Investors [...]

Cotton

Cotton

Darin Newsom2026-11-14T07:20:40-06:00November 14th, 2026|Softs, Weekly Analysis|

Theoretical Positions Hedgers: Remaining 2026 production could’ve been sold near the recent weekly close of 86.33 based on both trend and seasonal analysis (see below). If holding 2026 production, additional [...]

Sugar

Sugar

Darin Newsom2026-11-14T07:14:59-06:00November 14th, 2026|Softs, Weekly Analysis|

Theoretical Positions Previous long March futures positions could’ve been liquidated near the recent weekly close of 20.24. New short March positions could’ve been established at the same time, based on [...]

Live Cattle

Live Cattle

Darin Newsom2026-11-14T07:07:43-06:00November 14th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. Investors are likely on the sidelines at this time. I do not have a strong [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2026-11-14T06:59:59-06:00November 14th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers have likely been sellers in both cash and futures. Investors could be on the sidelines at this time. However, if still long based on the idea of [...]

Lean Hogs

Lean Hogs

Darin Newsom2026-11-14T06:52:00-06:00November 14th, 2026|Livestock and Dairy, Weekly Analysis|

Bottom Line The hog and pork markets are sharply oversold. However, the collapse of the Pork Cutout Index (see below) is an indicator US consumer demand is moving away from [...]

SRW Wheat

SRW Wheat

Darin Newsom2026-11-14T06:15:18-06:00November 14th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Most of 2026 production has been sold. Small sales of 2027 production were made during the previous uptrend. Investors Long December futures positions could’ve been liquidated near [...]

HRW Wheat

HRW Wheat

Darin Newsom2026-11-14T06:16:06-06:00November 14th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Most of 2026 production has been sold. Small sales of expected 2027 production were made during the previous uptrend. Hold off on additional sales for now. Investors [...]

HRS Wheat

HRS Wheat

Darin Newsom2026-11-14T05:50:57-06:00November 14th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Most of 2026 production has likely been sold at this time. Investors Based on the completion of a bullish key reversal, investors could cover short December or [...]

Soybeans

Soybeans

Darin Newsom2026-11-14T05:26:58-06:00November 14th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions Hedgers No new sales need to be made at this time. Let's see if the secondary trend has turned up. (See Trend Analysis below) Investors May have gone [...]

Soybean Oil

Soybean Oil

Darin Newsom2026-11-14T05:11:47-06:00November 14th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions End-Users Could cover winter quarter needs (Dec-Jan-Feb) near last Friday's close of the March futures contract at 64.56 Investors Could buy near last Friday's close. January at 64.05 [...]

Soybean Meal

Soybean Meal

Darin Newsom2026-11-14T04:59:12-06:00November 14th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions End-Users Would still be long the cash market. Coverage for the next year will be added when the market shows a bullish reversal. Investors Would’ve gone long Dec [...]

March Corn

March Corn

Darin Newsom2026-11-14T04:18:57-06:00November 14th, 2026|Seasonal Analysis|

As discussed in Weekly Analysis: Grain, the March 2027 Corn futures contract completed a bullish key reversal last week, confirming a move to a new secondary (intermediate-term) uptrend. Fundamentally, the [...]

Corn

Corn

Darin Newsom2026-11-14T04:59:45-06:00November 14th, 2026|Grain, Weekly Analysis|

Theoretical Positions Producers Cash sales were made during the previous uptrend due to high price distribution Dec26 hedges could be bought back near last Friday's close based on the completion [...]

Feed Corn

Feed Corn

Darin Newsom2026-11-14T03:46:31-06:00November 14th, 2026|Grain, Weekly Analysis|

Theoretical Positions End Users Cash needs for the 2026-2027 marketing year (September 2026 through August 2027) might’ve been covered when the National Corn Index posted a new 4-week high weekly [...]

Corn

Corn

Darin Newsom2026-11-14T03:15:18-06:00November 14th, 2026|Basis|

Corn national average basis firmed last week but remains weak. Last week’s calculation came in at 32.0 cents under December futures (solid green line). as compared to the previous week’s [...]

Soybeans

Soybeans

Darin Newsom2026-11-14T03:07:30-06:00November 14th, 2026|Basis|

The soybean national average basis market remains neutral. Last week’s calculation came in at 58.75 cents under the January contract (solid green line) as compared to the previous week’s figure [...]

HRW Wheat

HRW Wheat

Darin Newsom2026-11-14T02:52:48-06:00November 14th, 2026|Basis|

The HRW wheat national average basis market remains neutral-to-weak. Last week’s calculation came in at 62.75 cents under December futures (solid green line) as compared to the previous week’s 63.0 [...]

SRW Wheat

SRW Wheat

Darin Newsom2026-11-14T02:49:41-06:00November 14th, 2026|Basis|

SRW wheat national average basis continues its seasonal firming but remains weak. Last week’s calculation came in at 61.5 cents under December futures (solid green line) as compared to the [...]

HRS Wheat

HRS Wheat

Darin Newsom2026-11-14T02:47:00-06:00November 14th, 2026|Basis|

The HRS wheat basis market weakened last week, but remains neutral-to-weak. Last week’s calculation came in near 33.5 cents under December futures (solid green line) as compared to the previous [...]

Live Cattle

Live Cattle

Darin Newsom2026-11-14T02:35:09-06:00November 14th, 2026|Basis|

According to sources, "No sales were reported in the south leaving any reported sales to occur on Saturday (November 14). One small group sold online in Texas at $220." For [...]

PM Commentary: Ring the Bell

Darin Newsom2026-11-13T14:41:26-06:00November 13th, 2026|Commentary, Spoken Commentary|

Ring the Bell

Ring the Bell

Darin Newsom2026-11-13T14:32:28-06:00November 13th, 2026|Afternoon Commentary, Commentary|

Afternoon Summary: The end of another week has arrived, this one wearing the hockey mask and carrying a machete, as is tradition for a Friday the 13th. As the dust [...]

Nov Soybean/Dec Corn 2027: Week 11

Nov Soybean/Dec Corn 2027: Week 11

Darin Newsom2026-11-13T13:46:56-06:00November 13th, 2026|Seasonal Analysis|

Week 11 of the 26-week (6-month) tracking period for the 2027 edition of the November soybean/December corn futures spread is in the books. Those of you who have been with [...]

Corn Weekly Export Sales and Shipments

Corn Weekly Export Sales and Shipments

Darin Newsom2026-11-13T11:25:46-06:00November 13th, 2026|Commentary, Report Commentary|

The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. Corn at 472 mb (blue column) through Thursday, November 05, a point in the [...]

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