New Season Same (Fill in the Blank) Show
Morning Summary: Welcome to the first trading day of the spring season. This past weekend could’ve been made even more difficult if it included the annual “Spring Forward” event of [...]
When Dogs Pass In the Night
Friday night into early Saturday morning, as the final hours of the Dog Days of Winter, also known as February, were set to wind down, the US president reportedly cried [...]
Green Into Spring
Afternoon Summary: It was an interesting last trading day of meteorological winter for the commodity complex. Before I took a closer look, I had the feeling most sectors would be [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, February 24 (Legacy, Futures Only) Corn: Net-long 8,828 contracts (a switch of 16,663 contracts) HRW Wheat: Net-long 8,266 contracts (a switch of 15,429 contracts) Soybeans: [...]
More Lasagna
Morning Summary: It is indeed Friday morning, the last trading day of the week and month, and in the Grains sector, the quarter. More than that, though, once we clear [...]
Soybean Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybeans at 920 mb (blue column) through Thursday, February 19, 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 1,509 mb (blue column) through Thursday, February 19, 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 7,699.63 (1,000 st) (blue column) through Thursday, February 19, 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 230.6 (1,000 mt) (blue column) through Thursday, February 19, 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 4,376.8 (1,000 running bales) (blue column) through Thursday, February 19, 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 74 mb (blue column) through Thursday, February 19, 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 660 mb (blue column) through Thursday, February 19, 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 91.7 1,000 MT (blue column) through Thursday, February 19, 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 267.6 1,000 MT (blue column) through Thursday, February 19, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, February 24 (slide 1) showed drought readings were generally unchanged over the US Plains and Midwest this past [...]
A Different “DAI”
Morning Summary: As I scanned financial news headlines early Thursday morning, there was something different about the day. The name that won’t be mentioned here, the one designed to be [...]
