Another Morning
Morning Summary: If you are keeping track, we are down to the final four mornings of meteorological winter, meaning the spring season is growing larger on the horizon. As I [...]
January 2026: Cold Storage
The USDA/NASS Cold Storage report for January 31, 2026 was released Tuesday afternoon. Total red meat stocks were up 3% for the month but down 2% from last year Total [...]
A Less Than Electrifying Day
Afternoon Summary: If you lost interest in Tuesday’s session somewhere around midday, you weren’t alone. However, I checked out shortly after the open, challenging myself to adhere to the Wilhelmi [...]
Classic Tales
I was reminded by my friend Jesse Allen, host of the Agriculture of America talk show, that this week brings the 2026 edition of Commodity Classic, once again being held [...]
That Tuesday Thing
Morning Summary: As you know, I’ve been mentioning my late friend and mentor Gary Wilhelmi often recently, mostly in regard to one of the things he taught me, something I [...]
Does Anybody Really Know What Time It Is?
Afternoon Summary: I was reminded of the classic Chicago song, “Does Anybody Really Know What Time It Is?” as I watched markets play out Monday. My interpretation of the song [...]
The World Still Turns
Morning Summary: It’s pre-dawn Monday morning. Over the weekend the Winter Olympic torch was passed from Italy to France before being extinguished for four years, and as far as I [...]
The Tension Builds
Afternoon Summary: As I said in Friday’s Morning Commentary, we needed to watch markets closely heading into the weekend to see what country the self-proclaimed President of Venezuela might use [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, February 17 (Legacy, Futures Only) Corn: Net-short 7,835 contracts (a decrease of 10,495 contracts) HRW Wheat: Net-short 7,163 contracts (a decrease of 12,790 contracts) Soybeans: [...]
2026: February 1 Cattle on Feed
USDA released its Cattle on Feed numbers for February 1, 2026 Friday afternoon. On Feed as of February 1: 11.505 million head (mh) Fractionally higher than the January 1 number [...]
Soybeans Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. soybeans at 895 mb (blue column) through Thursday, February 12, 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 1,431 mb (blue column) through Thursday, February 12, 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 7,186.69 (1,000 st) (blue column) through Thursday, February 12, 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 221.8 (1,000 mt) (blue column) through Thursday, February 12, 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 4,183.8 (1,000 running bales) (blue column) through Thursday, February 12, 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 68 mb (blue column) through Thursday, February 12, 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 640 mb (blue column) through Thursday, February 12, 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 78.4 1,000 MT (blue column) through Thursday, February 12, 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 226.5 1,000 MT (blue column) through Thursday, February 12, a point in the [...]