Free Fallin’
Afternoon Summary: As I sat down to write Afternoon Commentary this first day of meteorological fall, Tom Petty’s Free Fallin’ came up randomly on my playlist. Perfect timing, as I [...]
Summer is Over
How is my fall going this first day of meteorological autumn? While I was able to avoid anything and everything pumpkin spiced (as of this writing), my first television appearance [...]
New Season, Same Markets
Morning Summary: The turn of the calendar page from August to September brought with it a new season – meteorological autumn – but the markets remain the same. A pre-dawn [...]
Market Meteorological Musing Monday
Afternoon Summary: The final closing bells of August are ringing out across the commodity complex, the melancholy peals allowing us a moment of Market Meteorological Musing this Monday afternoon. What [...]
More of the Same Monday
Morning Summary: After Sunday afternoon’s headlines broke, those similar to Monday morning’s (slide 2) talking about, “U.S., Iran exchange strikes for first times since July as (the US president) threatens [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, August 25 (Legacy, Futures Only) Corn: Net-long 440,915 contracts (an increase of 138,773 contracts) HRW Wheat: Net-long 22,145 contracts (an increase of 6,071 contracts) Soybeans: [...]
What a Week
Afternoon Summary: A young friend in the analysis industry asked me if I had ever seen a week like this. I’m sure somewhere along the road of the past 40-some [...]
A Frantic Friday Dead Ahead
Morning Summary: I took a look at the social media site LinkedIn Thursday afternoon, and Susan Stroud had posted the perfect description of markets these days: “Start with a trade [...]
Stupid Is as Stupid Does
Afternoon Summary: I keep telling myself to talk about something else. Constantly pointing out the deepening stupidity doesn’t do anyone any good. Outside of my latest Weekly Column, I have [...]
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 3,287 mb (blue column) through Thursday, August 20, 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 1,486 mb (blue column) through Thursday, August 20, 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 17,151.67 (1,000 st) (blue column) through Thursday, August 20, 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 358.5 (1,000 mt) (blue column) through Thursday, August 20, a point [...]
Cotton Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. upland cotton at 543.5 (1,000 running bales) (blue column) through Thursday, August 20, a [...]
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 196 mb (blue column) through Thursday, August 20, a point in the [...]
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 163 mb (blue column) through Thursday, August 20, a point in [...]
Beef Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026 calendar-year export shipments of U.S. beef at 427.8 1,000 MT (blue column) through Thursday, August 20, 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 1,137.6 1,000 MT (blue column) through Thursday, August 20, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, August 25 (slide 1) showed little change from the previous week (slide 2). The latest map continued to [...]