F.O.I.L.-ed Again
Afternoon Summary: Around midday, my friend in the brokerage industry called with a simple question, “What is happening?” A couple things: First, I appreciate he applied Rule #5, It’s 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 961 mb (blue column) through Thursday, February 26, a point in the [...]
Corn Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. Corn at 1,576 mb (blue column) through Thursday, February 26, 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 7,987.88 (1,000 st) (blue column) through Thursday, February 26, 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 252.8 (1,000 mt) (blue column) through Thursday, February 26, 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 4,658.9 (1,000 running bales) (blue column) through Thursday, February 26, 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 86 mb (blue column) through Thursday, February 26, 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 673 mb (blue column) through Thursday, February 26, 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 106.6 1,000 MT (blue column) through Thursday, February 26, 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 305.4 1,000 MT (blue column) through Thursday, February 26, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, March 3 (slide 1) showed drought readings were generally unchanged over the US Plains and Midwest this past [...]
After the Horse has Left the Barn
Morning Summary: As usual, we can look at the markets to tell us what happened since we last visited. As Wednesday drew to a close there were a couple issues [...]
Some of Everything
Afternoon Summary: Where the first two days of this week were relatively one-sided across the commodity complex, Wednesday’s session had something for everyone. A number of markets trade both sides [...]
The New Pork Bellies
Morning Summary: There is nothing like the smell of bacon frying first thing in the morning. I have watched enough cooking shows to know that bacon comes from the underside [...]
One Above the Rest
Afternoon Summary: There are so many markets I could talk about Tuesday, with many of them easily worthy of filling the entire 800 words or so I use to populate [...]
Another Green Morning
Morning Summary: The commodity complex was strong, nearly across the board overnight through early Tuesday morning. With geopolitical instability ramping up – the US president warned the “war”[i] in Iran [...]
Soybean Crush: January 2026
The January 2026 Oilseed Crushings report from USDA/NASS was released on Monday, March 2. 228 mb of soybeans were reportedly crushed during January as compared to 230 mb during December [...]
A Few Surprises After All
Afternoon Summary: In a piece I posted for Barchart this morning, I asked if there were any market surprises coming out of the weekend. As a general rule there was [...]