Darin Newsom

December Cotton Daily

December Cotton Daily

Darin Newsom2026-10-05T15:06:56-05:00October 5th, 2026|Charts|

I want to put the spotlight on a market that usually lurks in the shadows: Cotton. As mentioned in Monday's Afternoon Commentary, the December contract gained as much as 2.12 [...]

PM Commentary: Monday Monday

Darin Newsom2026-10-05T14:57:08-05:00October 5th, 2026|Commentary, Spoken Commentary|

Monday Monday

Monday Monday

Darin Newsom2026-10-05T14:56:05-05:00October 5th, 2026|Afternoon Commentary, Commentary|

Afternoon Summary: The classic song (Monday Monday) from The Mamas & the Papas said it well, “Monday, Monday, you can’t trust that day. Monday, Monday, sometimes it just turns out [...]

Export Sales Announcement

Export Sales Announcement

Darin Newsom2026-10-05T08:05:09-05:00October 5th, 2026|Quick Takes|

USDA announced export sales Monday morning: 123,540 mt of 2026-27 corn to Mexico 104,000 mt of 2026-27 soybeans to unknown destinations There is a strong likelihood this is some of [...]

AM Commentary: Another Monday Morning

Darin Newsom2026-10-05T06:30:56-05:00October 5th, 2026|Commentary, Spoken Commentary|

Another Monday Morning

Another Monday Morning

Darin Newsom2026-10-05T06:15:35-05:00October 5th, 2026|Commentary, Morning Commentary|

Morning Summary: Welcome to another week everyone, the first full week of October. A look at the quote screen and we see the commodity complex is – well – it’s [...]

Live Cattle

Live Cattle

Darin Newsom2026-10-04T07:13:42-05:00October 4th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers have likely been sellers in both cash and futures since mid-October 2025. National average basis remains strong, (see Basis Analysis), so cattle should be moved when ready. [...]

Feeder Cattle

Feeder Cattle

Darin Newsom2026-10-04T07:01:36-05:00October 4th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers have likely been sellers in both cash and futures. Investors are likely on the sidelines, waiting for a clear buy signal. Seasonal Analysis The November contract extended [...]

Lean Hogs

Lean Hogs

Darin Newsom2026-10-04T06:51:24-05:00October 4th, 2026|Livestock and Dairy, Weekly Analysis|

Theoretical Positions Producers Cash sales have likely been made and short hedges lifted, putting producers on the sidelines for now. Investors Investors could buy futures near last Friday's settlement based [...]

SRW Wheat

SRW Wheat

Darin Newsom2026-10-05T04:58:17-05:00October 4th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Most of 2026 production has likely been sold. Small sales of 2027 production were made during the previous uptrend. Investors Would’ve gone long the December issue near [...]

HRW Wheat

HRW Wheat

Darin Newsom2026-10-04T06:24:42-05:00October 4th, 2026|Weekly Analysis, Wheat|

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

HRS Wheat

HRS Wheat

Darin Newsom2026-10-04T06:12:58-05:00October 4th, 2026|Weekly Analysis, Wheat|

Theoretical Positions Producers Hold off on new sales of 2026 bushels, waiting to see if the December contract can find support near $6.8950. Investors Based on the completion of a [...]

Soybeans

Soybeans

Darin Newsom2026-10-04T05:39:12-05:00October 4th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions Hedgers Cash sales of expected 2026 and 2o27 production can continue to be made based on historically high Nov26 and Nov27 futures prices. Investors May have gone long [...]

Soybean Oil

Soybean Oil

Darin Newsom2026-10-04T05:20:40-05:00October 4th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions End-Users May be buying on an as-needed basis at this time. Investors Have likely moved to the sidelines until a clear trend develops. TrendAnalysis The December futures contract [...]

Soybean Meal

Soybean Meal

Darin Newsom2026-10-04T05:15:16-05:00October 4th, 2026|Oilseeds, Weekly Analysis|

Theoretical Positions End-Users Would still be long the cash market. No additional purchases should be made given the market looks to have rolled over into a downtrend (see below). Investors [...]

Diesel Fuel

Diesel Fuel

Darin Newsom2026-10-03T06:20:43-05:00October 3rd, 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). Trend [...]

Cotton

Cotton

Darin Newsom2026-10-03T05:53:42-05:00October 3rd, 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). Investors could’ve sold the December [...]

Corn

Corn

Darin Newsom2026-10-03T05:37:54-05:00October 3rd, 2026|Grain, Weekly Analysis|

Theoretical Positions Producers Cash sales were made during the previous uptrend due to high price distribution Based on seasonal, price distribution, volatility, and long-term technical analysis: December $5.00 calls could’ve [...]

Feed Corn

Feed Corn

Darin Newsom2026-10-03T05:17:29-05:00October 3rd, 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 Newsom2026-10-03T04:38:37-05:00October 3rd, 2026|Basis|

Corn national average basis remains weak. Last week’s calculation came in at 40.0 cents under December futures (solid green line). as compared to the previous week’s figure of 41.0 cents [...]

Soybeans

Soybeans

Darin Newsom2026-10-03T04:33:12-05:00October 3rd, 2026|Basis|

The soybean national average basis market remains neutral. Last week’s calculation came in at 55.75 cents under the November contract (solid green line) as compared to the previous week’s figure [...]

HRW Wheat

HRW Wheat

Darin Newsom2026-10-03T04:27:18-05:00October 3rd, 2026|Basis|

The HRW wheat national average basis market remains neutral-to-weak. Last week’s calculation came in at 66.5 cents under December futures (solid green line) as compared to the previous week’s 67.0 [...]

SRW Wheat

SRW Wheat

Darin Newsom2026-10-03T04:24:35-05:00October 3rd, 2026|Basis|

SRW wheat national average basis remains neutral. Last week’s calculation came in at 69.25 cents under December futures (solid green line) as compared to the previous week’s 71.0 cents under [...]

HRS Wheat

HRS Wheat

Darin Newsom2026-10-03T04:21:55-05:00October 3rd, 2026|Basis|

The HRS wheat basis market is neutral-to-weak. Last week’s calculation came in near 51.5 cents under December futures (solid green line) as compared to the previous week’s 59.25 cents under [...]

Live Cattle

Live Cattle

Darin Newsom2026-10-03T04:11:25-05:00October 3rd, 2026|Basis|

The Live Cattle national average basis market is strong. Cash was reported Friday afternoon at $226, unchanged from the previous week. October futures closed Friday at $218.85, down $0.025 for [...]

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