Wait for It
Afternoon Summary: I was having a conversation this past weekend, and the other gentleman asked me what I thought of energy prices. I summarized what I said in last Friday’s [...]
Heating Up
Morning Summary: The commodity complex was interesting coming out of the weekend with some sectors showing surprises, some not. Regarding the latter, given the headlines of the US president ramping [...]
An Interview with CARL
*I posted this piece to Barchart this past week but thought it would also work for the Weekly Column on our website. I had a conversation with my friend Kyle [...]
CFTC Commitments of Traders
Net Positions as of Tuesday, June 23 (Legacy, Futures Only) Corn: Net-long 58,333 contracts (a decrease of 19,511 contracts) HRW Wheat: Net-short 15,127 contracts (an increase of 5,889 contracts) Soybeans: [...]
The Weekend Awaits
Afternoon Summary: As you might’ve noticed, I used a picture of a sandy beach for Friday’s Afternoon Commentary illustration. It occurred to me, like most everything else, sand is a [...]
Spinning Wheel
Morning Summary: Back in 1968 the band Blood, Sweat, and Tears had the hit song “Spinning Wheel” that opened with the line, “What goes up must come down…”. I thought [...]
June 2026 Quarterly Hogs and Pigs
USDA/NASS released its Quarterly Hogs and Pigs report for June 1, 2026 with the U.S. inventory number coming in at 73.664 million head (mh). This was: on par with the [...]
May 2026: Cold Storage
The USDA/NASS Cold Storage report for May 31, 2026 was released Thursday afternoon. Total red meat stocks were on par with the previous month but down 1% from May 31, [...]
Riding the Storm Out
Afternoon Summary: I was going to title today’s Afternoon Commentary “A Wild Weather Ride” but given the oldies radio station always playing in my mind I went with REO Speedwagon’s [...]
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 2,670 mb (blue column) through Thursday, June 18, 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 1,351 mb (blue column) through Thursday, June 18, 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 13,999.50 (1,000 st) (blue column) through Thursday, June 18, 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 347.5 (1,000 mt) (blue column) through Thursday, June 18, a point [...]
Cotton Export Sales and Shipments
The latest weekly export sales and shipment update showed 2025-2026 marketing year export shipments of U.S. upland cotton at 9,733.9 (1,000 running bales) (blue column) through Thursday, June 18, 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 178 mb (blue column) through Thursday, June 18, 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 39 mb (blue column) through Thursday, June 18, 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 314.7 1,000 MT (blue column) through Thursday, June 18, 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 872.3 1,000 MT (blue column) through Thursday, June 18, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, June 23 (slide 1) showed showed not much changed over the US Plains and Midwest this past week. [...]