Fill ‘Er Up
*I’m away from the studio Friday afternoon so there won’t be an audio version of Afternoon Commentary. Afternoon Summary: Sometimes after work, when the dust has settled across the market [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, October 20 (Legacy, Futures Only) Corn: Net-long 286,689 contracts (a decrease of 71,678 contracts) HRW Wheat: Net-long 2,327 contracts (a decrease of 7,474 contracts) Soybeans: [...]
A Lot of Week Left
*I’m away from the studio Friday afternoon so there won’t be an audio version of Afternoon Commentary. Morning Summary: Yes, there is a lot of week left today, but a [...]
The Club Has a New Member
Afternoon Summary: Where to begin this afternoon? How about with the Nasdaq, the Wild West Index of high-tech stocks. I’m thinking we can start grouping this Index with natural gas [...]
Corn Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. Corn at 376 mb (blue column) through Thursday, October 15, a point in the [...]
Soybean Weekly Export Sales and Shipments
The latest weekly export sales and shipment update showed 2026-2027 marketing year export shipments of U.S. soybeans at 261 mb (blue column) through Thursday, October 15, a point in the [...]
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 3.9 (1,000 mt) (blue column) through Thursday, October 15, a point [...]
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 740.18 (1,000 st) (blue column) through Thursday, October 15, 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 1,865.6 (1,000 running bales) (blue column) through Thursday, October 15, 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 15, 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 271 mb (blue column) through Thursday, October 15, a point in [...]
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 521.7 1,000 MT (blue column) through Thursday, October 15, a point in the [...]
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 1,390.0 1,000 MT (blue column) through Thursday, October 15, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, October 20 (slide 1) was little changed from the previous week, though there seemed to be some lessening [...]
Early Morning Energy
Morning Summary: As the old story goes, there are early birds and night owls, with every marriage tending to consist of one of each. The thing with early birds is [...]
Written in the Stars
Afternoon Summary: There are days writing Afternoon Commentary is difficult. I could take the safe path and shout loudly about how bullish corn is now and how diesel fuel has [...]
Diesel Driven
Morning Summary: One discussion I have with myself[i] more frequently these days is if Market Rule #6 still holds true. Do fundamentals still win in the end? Tuesday afternoon I [...]
The Best Laid Plans
Afternoon Summary: I was set to start today’s Afternoon Commentary off with another reference to the classic Rolling Stones song “Ruby Tuesday”. But just before diving in headfirst, I decided [...]