Soybean Meal Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybean meal at 1,192.80 (1,000 st) (blue column) through Thursday, October 22, a point [...]
Soybean Oil Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybean oil at 5.8 (1,000 mt) (blue column) through Thursday, October 22, a point [...]
Cotton Weekly 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 2,026.3 (1,000 running bales) (blue column) through Thursday, October 22, a [...]
Sorghum Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. sorghum at 1 mb (blue column) through Thursday, October 22, 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 218 mb (blue column) through Thursday, October 22, a point in [...]
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 1,427.7 1,000 MT (blue column) through Thursday, October 22, a point in the [...]
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 534.6 1,000 MT (blue column) through Thursday, October 22, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, October 27 (slide 1) was little changed from the previous week (slide 2). That being said, the latest [...]
Things to Think About Thursday
Morning Summary: I ran the traps of the various sectors of the commodity complex early Thursday morning; “not once, not twice, but thrice!”[i]. When all was said and done, I [...]
Ding-Dong-Ditched
Afternoon Summary: The smell of a paper bag filled with – well, you know – coming from 1600 Pennsylvania isn’t emanating from the front step, but rather inside the head [...]
With Baited Breath
Morning Summary: Yes, we’ve reached Wednesday morning, meaning later this afternoon Fed Chairman Warsh will announce the Fed’s latest decision on interest rates. As I talked about in a Chart [...]
Just Another Day
Afternoon Summary: I had to think about today’s Afternoon Commentary title before coming up with the benign “Just Another Day”. I want to emphasize it was not just another Tuesday, [...]
Sign of the Times
We watched Monday as a number of markets overreacted to this past weekend’s presidential election in Brazil. Depending on who you talk to, the incumbent Luiz Inacio Lula da Silva [...]
Turn the Page
Morning Summary: A look at the quote screen early Tuesday morning and it seems markets have moved on from this past weekend’s presidential election in Brazil, turning the page to [...]
All About Brazil
Afternoon Summary: Today’s Afternoon Commentary is brought to you by the Brazilian voters who took part in this past weekend’s presidential election. Recall from Monday’s Morning Commentary that the incumbent [...]
Morning News Over Coffee
Morning Summary: For most of our lives we are told water is a necessity for life. And while that is likely true – after all, science is generally helpful, despite [...]
September 2026: Cold Storage
The USDA/NASS Cold Storage report for September 30, 2026 was released Friday afternoon. I could still make the argument there is a switch from higher priced protein (beef) to lower [...]
2026: October 1 Cattle on Feed
USDA released its Cattle on Feed numbers for October 1, 2026 Friday afternoon. On Feed as of October 1: 11.372 million head (mh) Up 2% from the September 1 number [...]