June 2026: Cold Storage
The USDA/NASS Cold Storage report for June 30, 2026 was released Friday afternoon. And there is a lot to unpack. Total red meat stocks were down 1% from the previous [...]
2026: July 1 Cattle on Feed
USDA released its Cattle on Feed numbers for July 1, 2026 Friday afternoon. On Feed as of July 1: 11.37 million head (mh) Down 3% from the June 1 number [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, July 21 (Legacy, Futures Only) Corn: Net-long 186,650 contracts (an increase of 55,187 contracts) HRW Wheat: Net-long 14,300 contracts (an increase of 12,531 contracts) Soybeans: [...]
July 2026 Cattle Inventory
The July 1 Cattle Inventory numbers from NASS were released Friday afternoon. The all cattle and calves number of 94.2 million head (mh) was up slightly from July 1, 2025’s [...]
A Little of This, A Little of That
Afternoon Summary: Friday’s commodity complex session had a little something for everyone. If one is bearish, then the Energies sector was for you today. Of course there was the obligatory [...]
Any Minute Now
Afternoon Summary: Let me share some numbers with you, then you can tell me what the next news headline will be. Are you ready? Let’s go: The S&P 500 is [...]
Corn Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. Corn at 2,946 mb (blue column) through Thursday, July 16, a point in the [...]
Soybean Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybeans at 1,414 mb (blue column) through Thursday, July 16, 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 15,414.77 (1,000 st) (blue column) through Thursday, July 16, 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 352.5 (1,000 mt) (blue column) through Thursday, July 16, a point [...]
Cotton Weekly 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 10,673.9 (1,000 running bales) (blue column) through Thursday, July 16, a [...]
Sorghum Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. sorghum at 187 mb (blue column) through Thursday, July 16, 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 83 mb (blue column) through Thursday, July 16, 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 367.1 1,000 MT (blue column) through Thursday, July 16, 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 989.0 1,000 MT (blue column) through Thursday, July 16, a point in the [...]
Let’s Talk About Corn
A look at the quote screen Thursday morning and we find the Corn market in the green, most likely on the latest 6-to-10-day forecast, for July 28 to August 1, [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, July 21 (slide 1) showed little change from the previous week (slide 2). The latest map continued to [...]
Checking the Checklist
Morning Summary: Let’s go through the pre-dawn commodity complex checklist. Energies sector higher? Check. The headlines are more of the same starting with, “U.S. oil tops $90, Brent above $98 [...]
Follow the Money
Afternoon Summary: This being a Wednesday, it was the first day of the new noncommercial positioning week, and what a way to start. A look at the Barchart Futures Market [...]