Have Your Cake and…
Afternoon Summary: I’m not sure why, but as I sat down to write today’s Afternoon Commentary, the old phrase, “You can’t have your cake and eat it too” came to [...]
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 3,152 mb (blue column) through Thursday, August 06, 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 1,455 mb (blue column) through Thursday, August 06, 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 16,552.48 (1,000 st) (blue column) through Thursday, August 06, 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 355.4 (1,000 mt) (blue column) through Thursday, August 06, 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 140.5 (1,000 running bales) (blue column) through Thursday, August 06, 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 06, 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 128 mb (blue column) through Thursday, August 06, 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 403.3 1,000 MT (blue column) through Thursday, August 06, 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 1,079.9 1,000 MT (blue column) through Thursday, August 06, a point in the [...]
US Drought Monitor
The latest weekly US Drought Monitor update, for the week ending Tuesday, August 11 (slide 1) showed little change from the previous week (slide 2). The latest map continued to [...]
Still the Same
Morning Summary: I have a music playlist that I run most days while writing Morning Commentary. When I hit “Play” Thursday, the first song that came up was Bob Seger’s [...]
Freeze Frame
Afternoon Summary: Around mid-morning, my friend in the brokerage industry sent me a message that read, “After the nonsense at 11 we can go back to talking early freeze.” I [...]
WASDE: August 2026
Grains are all higher on the day falling back into their trading ranges after an initial spike following the release of USDA's August KENO numbers. Corn The 2026-27 US ending stocks [...]
A Couple of Karls
Morning Summary: Wednesday session is brought to you by a couple of Carls. First, as I mentioned earlier this week, today’s docket is filled with government numbers, “data” that is [...]
Soybean Crush: June 2026
The June 2026 Oilseed Crushings report from USDA/NASS was released on Monday, August 3. 218 mb of soybeans were reportedly crushed during June (30 days) as compared to 213 mb [...]
Rains Reign
Afternoon Summary: Yes, I know Wednesday brings with it the latest round of USDA WASDE nonsense, with the set of numbers hyped as “market moving”. (Note these reports are not [...]
Boiling Oil
Morning Summary: I reversed the order of my usual morning routine Tuesday, this time looking at the headlines (slide 2) before running the traps of the various sectors of the [...]