Export Sales Announcement
USDA announced sales of 218,600 mt of Corn to Mexico 173,800 mt for 2026-27 22,400 mt for 2027-28 22,400 mt for 2028-29 This is likely what lifted the corn market [...]
More of the Same
Morning Summary: The mistake I made pre-dawn Friday was turning to financial news for an update on overnight headlines. I’m old enough to know better. In fact I’m so old, [...]
Soybean Crush: August 2026
The August 2026 Oilseed Crushings report from USDA/NASS was released on Thursday, September 1. 210 mb (6.29 million tons) of soybeans were reportedly crushed during August (31 days) as compared [...]
Return to Normal
Afternoon Summary: If nothing else., this first day of October saw a return to normal for a number of markets in the commodity complex. After posting a bullish September, the [...]
Corn Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. Corn at 228 mb (blue column) through Thursday, September 24, a point in the [...]
Soybean Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybeans at 94 mb (blue column) through Thursday, September 24, a point in the [...]
Soybean Meal Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybean meal at 18,687.57 (1,000 st) (blue column) through Thursday, September 24, a point [...]
Soybean Oil Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybean oil at 365.7 (1,000 mt) (blue column) through Thursday, September 24, a point [...]
Cotton Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. upland cotton at 1,367.1 (1,000 running bales) (blue column) through Thursday, September 24, a [...]
Sorghum Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. sorghum at 1 mb (blue column) through Thursday, September 24, a point in the [...]
Wheat Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of all U.S. Wheat at 243 mb (blue column) through Thursday, September 24, a point in [...]
Beef Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. beef at 485.9 1,000 MT (blue column) through Thursday, September 24, a point in the [...]
Pork Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. pork at 1,292.2 1,000 MT (blue column) through Thursday, September 24, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, September 29 (slide 1) showed little change from the previous week (slide 2), though northeast Kansas and northwest [...]
Wake-Up Call
Morning Summary: After the dust had settled on Wednesday’s session, my friend in the brokerage industry gave me a call. While his voice was subdued, his humor was still there [...]
Long-Term Investment Summary Table
What stood out to me at the end of September? Grains Most of the long-term monthly charts showed bearish reversals during September, despite the fact reads on real fundamentals didn't [...]
Mexican Peso Monthly
I want to put a spotlight on the Mexican peso (^MXNUSD) after the currency posted a sharp selloff during September. Much of this was due to the firming US dollar, [...]