KC > OJ
I’ve been asked about my recent comments regarding John Dickinson. Recall Mr. Dickinson was an American Founding Father from Pennsylvania. As a member of both the First and Second Continental [...]
Flash! Bang!
Afternoon Summary: As I sit down to write Thursday’s Afternoon Commentary, closing bells have been ringing across the various market sectors marking the start of another US 3-day holiday weekend. [...]
Corn Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. Corn at 2,741 mb (blue column) through Thursday, June 25, a point in the [...]
Soybean Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybeans at 1,365 mb (blue column) through Thursday, June 25, a point in the [...]
Soybean Meal 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 14,480.15 (1,000 st) (blue column) through Thursday, June 25, a point [...]
Soybean Oil 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 348.4 (1,000 mt) (blue column) through Thursday, June 25, a point [...]
Cotton Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. upland cotton at 9,952.6 (1,000 running bales) (blue column) through Thursday, June 25, a [...]
Wheat 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 52 mb (blue column) through Thursday, June 25, a point in [...]
Sorghum Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. sorghum at 184 mb (blue column) through Thursday, June 25, a point in the [...]
Beef Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. beef at 443.7 1,000 MT (blue column) through Thursday, June 25, a point in the [...]
Pork Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. pork at 904.1 1,000 MT (blue column) through Thursday, June 25, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, June 30 (slide 1) showed slight improvement over the US Plains this past week. Readings from North Dakota [...]
Soybean Crush: May 2026
The May 2026 Oilseed Crushings report from USDA/NASS was released on Wednesday, July 1. 213 mb of soybeans were reportedly crushed during May (31 days) as compared to 218 mb [...]
Independence Day
Morning Summary: I’ve used Barchart’s stock photo titled “The White House at Sunset” a number of times, usually to depict fury coming from the inhabitant at the domestic or global [...]
Softs Continue to Firm
Afternoon Summary: I can’t say my attention was glued to the commodity complex Wednesday, after all there was the Monthly Investment Newsletter to put together. But when I did check [...]
A New Month
Morning Summary: It’s time to see if the “corn’s as high as an elephant’s eye by the fourth of July”. Or maybe that’s just if one is in Oklahoma. It’s [...]
Abstract Analysis
Afternoon Summary: Why did the Grains sector rally to close out the month? I looked over USDA’s numbers again, and the only one I found remotely bullish was the all-wheat [...]
2026: Quarterly Grain Stocks and Acreage
Acreage Update (slide 1) Corn was estimated at 95.3 million acres (ma) on par with the March Prospective Plantings guess and up 1.3 ma ma from USDA’s annual Outlook Forum [...]
Quarter Time
Morning Summary: Is it just me, or did June fly by? As we begin the last trading day of the month, financial interests are approaching the last day of the [...]