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 [...]
Spinning Wheel
Morning Summary: The US president’s friends and political allies in the petroleum industry, including Vlad the Invader, had a good night last night. Thanks to Secretary of State Rubio’s well-timed [...]
Technically Speaking Turnaround Tuesday
Afternoon Summary: As I settled in to write today’s Afternoon Commentary, I was in a bit of a quandary[i]. Having checked on the various markets over the course of the [...]
Evolution in Progress
Morning Summary: It wasn’t all that long ago when overnight markets were easy to figure out. For example, if a look at the pre-dawn quote screen showed the Energies sector [...]
Times Have Changed
Afternoon Summary: After I posted Monday’s Morning Commentary, a friend from southwest Kansas called and asked what today’s weather forecast was. It was at that moment I realized I had [...]
Brought To You By the Letter ‘W’
Morning Summary: What a Way to start the Week. As I ran the traps of the various sectors of the commodity complex pre-dawn Monday, the first thing that jumped out [...]
The Cattle Conundrum
As Forrest Gump told us, “Shrimping is tough.” The same could be said for the US cattle/beef industry, particularly after it fell into the crosshairs of the US president late [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, July 14 (Legacy, Futures Only) Corn: Net-long 131,463 contracts (an increase of 30,483 contracts) HRW Wheat: Net-long 1,769 contracts (a switch of 7,782 contracts) Soybeans: [...]
It Ain’t Easy Being Green
Afternoon Summary: As Kermit the Frog told us long, long ago, “It ain’t easy being green”. However, given recent developments, maybe it is. If we dig past all the headlines [...]
Have Another Cup
Morning Summary: If you haven’t already, help yourself to a second cup of coffee this morning. A look at the quote screen pre-dawn Friday tells us all things are possible, [...]
A Real Throwaway Thursday
Afternoon Summary: After Thursday’s close, I visited with my good friend Tony St. James on the Rural Radio Commodity Wrap program. He asked me how I would describe Thursday’s activity, [...]
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 2,876 mb (blue column) through Thursday, July 09, a point in the [...]