The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 263 mb (blue column) through Thursday, December 1, a point in the marketing year when a 5-year average of 18% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 778 mb (blue column) through Thursday, December 1, a point in the marketing year when a 5-year average of 40% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybean meal at 1,755 thousand metric tons (blue columns) through Thursday, December 1, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at 3.417 million bales (blue column) through Thursday, December 1, a point in the marketing year when a 5-year average of 22% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 358 mb (blue column) through Thursday, December 1, a point in the marketing year when a 5-year average of 49% of [...]

The weekly Export Inspections report for the week ending Thursday, November 24 was released Monday morning. Corn inspections came in at 20.6 mt (20.6 mb), up 68% from the previous week’s revised 311,658 mt (12.3 mb). Total marketing year inspections [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 227 mb (blue column) through Thursday, November 24, a point in the marketing year when a 5-year average of 17% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 701 mb (blue column) through Thursday, November 24, a point in the marketing year when a 5-year average of 36% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybean meal at 1,495 thousand metric tons (blue columns) through Thursday, November 24, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at 3.269 million bales (blue column) through Thursday, November 24, a point in the marketing year when a 5-year average of 20% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 366 mb (blue column) through Thursday, November 24, a point in the marketing year when a 5-year average of 48% of [...]

The weekly Export Inspections report for the week ending Thursday, November 24 was released Monday morning. Corn inspections came in at 302,350 mt (11.9 mb), down 39% from the previous week’s revised 499,068 mt (19.6 mb). Total marketing year inspections [...]

USDA/NASS released its Cold Storage report for October 31, 2022 on Tuesday. Given all the talk about inflation and the US Thanksgiving Holiday, let's start by looking at poultry Total poultry stocks were down 9% from last month  but up [...]

The weekly Export Inspections report for the week ending Thursday, November 17 was released Monday morning. Corn inspections came in at 495,395 mt (19.5 mb), down 7% from the previous week’s revised 535,416 mt (21.1 mb). Total marketing year inspections [...]

The November 1 Cattle on Feed numbers, including September placements and marketings, were released Friday afternoon. When a baseball player goes to the plate three times in a game and strikes out each time, it's called a hat trick. That [...]

The November Cattle on Feed report is set for release at 14:00 (CT) Friday afternoon. As usual, this report will provide data on the number of head of cattle on feed as of November 1, the number of cattle placed [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 196 mb (blue column) through Thursday, November 10, a point in the marketing year when a 5-year average of 14% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 536 mb (blue column) through Thursday, November 10, a point in the marketing year when a 5-year average of 29% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybean meal at 1,033 thousand metric tons (blue columns) through Thursday, November 10, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at 2.798 million bales (blue column) through Thursday, November 10, a point in the marketing year when a 5-year average of 18% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 334 mb (blue column) through Thursday, November 10, a point in the marketing year when a 5-year average of 45% of [...]

The weekly Export Inspections report for the week ending Thursday, November 10 was released Monday morning. Corn inspections came in at 484,001 mt (19 mb), up 108% from the previous week’s revised 232,510 mt (9 mb). Total marketing year inspections [...]

Once again, I don't see much change in the latest 2-week comparison of US Drought Monitor maps. Splitting hairs, the situation across northeast Nebraska seems to have worsened slightly with more area now in exceptional drought. Otherwise, everything looks about [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 173 mb (blue column) through Thursday, November 3, a point in the marketing year when a 5-year average of 12% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 465 mb (blue column) through Thursday, November 3, a point in the marketing year when a 5-year average of 25% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybean meal at 819 thousand metric tons (blue columns) through Thursday, November 3, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at 2.798 million bales (blue column) through Thursday, November 3, a point in the marketing year when a 5-year average of 17% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 330 mb (blue column) through Thursday, November 3, a point in the marketing year when a 5-year average of 43% of [...]

The weekly Export Inspections report for the week ending Thursday, November 3 was released Monday morning. Corn inspections came in at 231,458 mt (9 mb), down 48% from the previous week’s revised 445,693 mt (17.5 mb). Total marketing year inspections [...]

The latest 2-week comparison of US Drought Monitor maps shows not much changed over the past week (Tuesday to Tuesday), though drought conditions did worsen across the US Northern Plains. much of North Dakota moved into the sever category while [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 163 mb (blue column) through Thursday, October 27, a point in the marketing year when a 5-year average of 11% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 363 mb (blue column) through Thursday, October 27, a point in the marketing year when a 5-year average of 21% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybean meal at 653 thousand metric tons (blue columns) through Thursday, October 27, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at 2.686 million bales (blue column) through Thursday, October 27, a point in the marketing year when a 5-year average of 16% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 324 mb (blue column) through Thursday, October 27, a point in the marketing year when a 5-year average of 42% of [...]

The weekly Export Inspections report for the week ending Thursday, October 27 was released Monday morning. Corn inspections came in at 422,288 mt (17 mb), down 11% from the previous week’s revised 472,594 mt (19 mb). Total marketing year inspections [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 146 mb (blue column) through Thursday, October 20, a point in the marketing year when a 5-year average of 10% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 269 mb (blue column) through Thursday, October 20, a point in the marketing year when a 5-year average of 16% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybean meal at 410 thousand metric tons (blue columns) through Thursday, October 20, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at 2.567 million bales (blue column) through Thursday, October 20, a point in the marketing year when a 5-year average of 15% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 320 mb (blue column) through Thursday, October 20, a point in the marketing year when a 5-year average of 40% of [...]

The latest 2-week comparison of US Drought Monitor maps shows not much changed over the past week (Tuesday to Tuesday), though drought conditions did worsen a bit east of the Mississippi River. Notice how Illinois filled in, fitting with what [...]

USDA/NASS released its Cold Storage report for September 30, 2022 on Monday, October 24. There were some interesting numbers in this month's data dump: Total beef was up 2% from the previous month and up 19% from 2021 This fits [...]

The weekly Export Inspections report for the week ending Thursday, October 20 was released Monday morning. Corn inspections came in at 470,623 mt (18.5 mb), up 2% from the previous week’s revised 459,696 mt (18 mb). Total marketing year inspections [...]

The October 1 Cattle on Feed numbers, including September placements and marketings, were released Friday afternoon. Reportedly the US had 11.449 million head (mh) on feed as of October 1, down 1% from the previous September and the third largest [...]

The latest 2-week comparison of US Drought Monitor maps shows the situation across the western Corn Belt, basically west of the Mississippi River, continues to worsen. The corridor from Minnesota to Louisiana moved from mostly yellow (abnormally dry) to various [...]

The weekly Export Inspections report for the week ending Thursday, October 6 was released Monday morning. Corn inspections came in at 448,423 mt (18 mb), down 2% from the previous week’s revised 457,366 mt (18 mb). Total marketing year inspections [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. corn at 105 mb (blue column) through Thursday, October 6, a point in the marketing year when a 5-year average of 7% of what [...]

A look at these US Drought Monitor maps shows drought readings worsening the week ending Tuesday, October 11 (left-hand side). A close inspection shows the area west of the Mississippi River filling in and darkening, meaning drought conditions continue to [...]

Corn US Supply and Demand 2021-2022 USDA achieved its 2021-2022 ending stocks figure of 1.377 bb by Decreasing 2021 production by 41 mb And increasing demand by 106 mb Including 115 mb increase in feed demand This should surprise nobody [...]

The weekly Export Inspections report for the week ending Thursday, October 6 was released Tuesday morning. Corn inspections came in at 457,366 mt (18 mb), down 32% from the previous week’s revised 672,835 mt (27 mb). Total marketing year inspections [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. soybeans at 67 mb (blue column) through Thursday, September 29, a point in the marketing year when a 5-year average of 7% of what [...]

My Blink reaction to the latest US Drought Monitor map, for the week ending Tuesday, October 4 (left hand side map) tells me conditions across the western two-thirds of the United States worsened from the previous week (right hand side [...]

The weekly Export Inspections report for the week ending Thursday, September 29 was released Monday morning. Corn inspections came in at 661,658 mt (26 mb), up 20% from the previous week’s revised 549,608 mt (22 mb). Total marketing year inspections [...]

USDA released its quarterly September 1 Grain Stocks report Friday, September 30. Corn: The US supposedly had 1.377 bb on hand as of September 1. This was 12% larger than a year ago but down from USDA's latest Supply and [...]

USDA/NASS released its Quarterly Hogs and Pigs report for September 1, 2022, with the U.S. inventory number coming in at 73.8 million head (mh). This was down 1% from the previous September 1 number of 74.9 mh but up 2% [...]

I don't see much change in the latest 2-week comparison of US Drought Monitor maps. If under a microscope, we can see some worsening of the extreme readings across Oklahoma with most of the key HRW growing areas, including Kansas, [...]

The weekly Export Inspections report for the week ending Thursday, September 22 was released Monday morning. Corn inspections came in at 459,420 mt (18 mb), down 16% from the previous week’s revised 549,476 mt (22 mb). Total marketing year inspections [...]

The September 1 Cattle on Feed numbers, including August placements and marketings, were released Friday afternoon. Reportedly the US had 11.279 million head (mh) on feed as of September 1, up slightly from the previous September and reportedly “the second [...]

USDA/NASS released its Cold Storage report for August 31, 2022 Wednesday afternoon. Total cheese was down 3% from last month but up 4% from 2021 Total butter was down 10% for the month and down 22% from last year This [...]

The drought situation across the US Southern Plains continues to worsen, with extreme readings intensifying across much of Kansas and Oklahoma. This at a time when the 2023 HRW crop is being planted, with the latest weekly made-up crop progress [...]

The weekly Export Inspections report for the week ending Thursday, September 15 was released Monday morning. Corn inspections came in at 549,354 mt (22 mb), up 16% from the previous week’s revised 474,388 mt (19 mb). Total marketing year inspections [...]

The news from Bikini Bottom is in, meaning USDA's September Supply and Demand report was released Monday. US Supply and Demand Wheat 21-22 ending stocks ~ 660 mb vs. August 660 mb 22-23 ending stocks ~ 610 mb vs. August [...]

The weekly Export Inspections report for the week ending Thursday, September 8 was released Monday morning. Corn inspections came in at 446,620 mt (18 mb), down 16% from the previous week’s revised 531,667 mt (21 mb). Total marketing year inspections [...]

Another week has come and gone and again I don't see much improvement in this weekly comparison of US Drought Monitor maps. The only area where drought conditions lightened a bit is across central and southern Texas, though Oklahoma and [...]

The weekly Export Inspections report for the week ending Thursday, September 1 was released Tuesday morning. Corn inspections came in at 518,373 mt (20.4 mb), down 25% from the previous week’s revised 689,451 mt (27.1 mb). Total marketing year inspections [...]

You might have better eyes than me, but my study of the latest US Drought Monitor maps shows only a couple changes from last week. The latest map (left hand side) shows the drought situation worsened across the southern tier [...]

The weekly Export Inspections report for the week ending Thursday, August 25 was released Monday morning. Corn inspections came in at 689,052 mt (27.1 mb), down 16% from the previous week’s revised 821,533 mt (32.3 mb). Total marketing year inspections [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long corn futures position by 43,114 contracts, putting it at a total of 263,243 contracts as of Tuesday, August 23. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long soybean futures position (blue line) by 4,653 contracts, putting it at 87,836 contracts as of Tuesday, August 23. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders held a Chicago (SRW) net-short futures position of 8,256 contracts as of Tuesday, August 23, an increase of 6,348 contracts. Included in this was a decrease in [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their crude oil net-long futures position by 31,280 contracts, putting it at a total of 246,220 contracts as of Tuesday, August 23. Included in this was a [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long cotton futures position (blue line) by 7,277 contracts, putting it at 51,485 contracts as of Tuesday, August 23. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long feeder cattle futures position (blue line) by 1,456 contracts, putting it at 576 contracts as of Tuesday, August 23. Included in this was an [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long live cattle futures position (blue line) by 689 contracts, putting it at 62,077 contracts as of Tuesday, August 23. Included in this was an [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long lean hog futures position (blue line) by 6,603 contracts, putting it at 51,403 contracts as of Tuesday, August 23. Included in this was a [...]

I found Friday morning’s grain and oilseed markets interesting. Disturbing, but interesting nonetheless. Why disturbing? I did an interview with RFD Radio Thursday afternoon and my friend Marlin Bohling quoted me what other analysts were saying about the selloff. The [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. corn at 2.289 bb (blue column) through Thursday, August 18, a point in the marketing year when a 5-year average of 98% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybeans at 2.052 bb (blue column) through Thursday, August 18, a point in the marketing year when a 5-year average of 97% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybean meal at 10,466 thousand metric tons (blue columns) through Thursday, August 18, a point in the marketing year when a 5-year average of [...]

he latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of U.S. cotton at  463,000 bales (blue column) through Thursday, August 18, a point in the marketing year when a 5-year average of 5% of what [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 132 mb (blue column) through Thursday, August 18, a point in the marketing year when a 5-year average of 22% of [...]

The Blink test tells me the drought readings across the US Plains lightened a bit this past week, though not by much. Most of the Southern Plains continue to show some shade of red, even southeast Texas that has seen [...]

USDA/NASS released its Cold Storage report for July 31, 2022 Monday afternoon. Total beef was down 1% from the previous month but up 23% from 2021 Recall from last Friday's August 1 Cattle on Feed report, July marketings came in [...]

The weekly Export Inspections report for the week ending Thursday, August 18 was released Monday morning. Corn inspections came in at 740,508 mt (29.2 mb), up 37% from the previous week’s revised 539,336 mt (21.2 mb). Total marketing year inspections [...]

The August 1 Cattle on Feed numbers, including placements and marketings, were released Friday afternoon. Reportedly the US had 11.224 million head (mh) on feed, up 1% from the previous August and reportedly "the second highest August 1 inventory since [...]

Do you remember those crop saving rains parts of the US Plains and Midwest saw this past weekend through early this week? I do too. It was nice listening to the patter of rain drops for a while. However, in [...]

The weekly Export Inspections report for the week ending Thursday, August 11 was released Monday morning. Corn inspections came in at 538,406 mt (21.2 mb), down 3% from the previous week’s 555,620 mt (21.9 mb). Total marketing year inspections of [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long corn futures position by 9,431 contracts, putting it at a total of 210,786 contracts as of Tuesday, August 9. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long soybean futures position (blue line) by 3,626 contracts, putting it at 88,901 contracts as of Tuesday, August 9. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders held a Chicago (SRW) net-short futures position of 3,426 contracts as of Tuesday, August 9, an increase of 2,701 contracts. Included in this was an increase in [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their crude oil net-long futures position by 43,101 contracts, putting it at a total of 210,651 contracts as of Tuesday, August 9. Included in this was a [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long cotton futures position (blue line) by 940 contracts, putting it at 36,223 contracts as of Tuesday, August 9. Included in this was a decrease [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders moved to a net-long feeder cattle futures position (blue line) of 184 contracts as of Tuesday, August 9, a switch of 253 contracts. Included in this was [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long live cattle futures position (blue line) by 11,693 contracts, putting it at 48,582 contracts as of Tuesday, August 9. Included in this was an [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long lean hog futures position (blue line) by 10,480 contracts, putting it at 50,197 contracts as of Tuesday, August 9. Included in this was an [...]

The Krusty Krab - I mean USDA - released its August round of imaginary supply and demand numbers Friday. US Supply and Demand Wheat 21-22 ending stocks ~ 660 mb vs. July 660 mb 22-23 ending stocks ~ 610 mb [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. corn at 2.249 bb (blue column) through Thursday, August 4, a point in the marketing year when a 5-year average of 94% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybeans at 2.013 bb (blue column) through Thursday, August 4, a point in the marketing year when a 5-year average of 95% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybean meal at 10,152 thousand metric tons (blue columns) through Thursday, August 4, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 114 mb (blue column) through Thursday, August 4, a point in the marketing year when a 5-year average of 18% of [...]

The latest US Drought Monitor, through Tuesday, August 9, showed the situation across the US Plains and Midwest has not improved. In fact, a close look at the most recent map (left-hand side) shows drought readings have intensified across the [...]

The weekly Export Inspections report for the week ending Thursday, August 4 was released Monday morning. Corn inspections came in at 555,620 mt (21.9 mb), down 39% from the previous week’s revised 905,293 mt (35.6 mb). Total marketing year inspections [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long corn futures position by 14,827 contracts, putting it at a total of 201,355 contracts as of Tuesday, August 2. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long soybean futures position (blue line) by 7,286 contracts, putting it at 92,527 contracts as of Tuesday, August 2. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders held a Chicago (SRW) net-short futures position of 725 contracts as of Tuesday, August, a switch of 750 contracts. Included in this was an increase in their [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their crude oil net-long futures position by 5,508 contracts, putting it at a total of 253,752 contracts as of Tuesday, August 2. Included in this was a [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long cotton futures position (blue line) by 2,035 contracts, putting it at 37,163 contracts as of Tuesday, August 2. Included in this was a decrease [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-short feeder cattle futures position (blue line) by 466 contracts, putting it at 69 contracts as of Tuesday, August 2. Included in this was an [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long live cattle futures position (blue line) by 962 contracts, putting it at 36,889 contracts as of Tuesday, August 2. Included in this was a [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long lean hog futures position (blue line) by 4,296 contracts, putting it at 39,711 contracts as of Tuesday, August 2. Included in this was an [...]

Recall from this past Tuesday's discussion on US Soil Moisture, I expressed a great deal of doubt in what the maps showed. I also mentioned I would be taking a look at the latest US Drought Monitor Maps when released [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. corn at 2.221 bb (blue column) through Thursday, July 28, a point in the marketing year when a 5-year average of 92% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybeans at 1.980 bb (blue column) through Thursday, July 28, a point in the marketing year when a 5-year average of 94% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybean meal at 9,949 thousand metric tons (blue columns) through Thursday, July 28, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. cotton at 13.513 million bales (blue column) through Thursday, July 28, a point in the marketing year when a 5-year average of 99% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 91 mb (blue column) through Thursday, July 28, a point in the marketing year when a 5-year average of 16% of [...]

If you are somewhat baffled by this latest weekly comparison of NWS Soil Moisture readings, that's okay, so am I. The first thing we have to keep in mind is the NWS is a government agency, so it's supposed to [...]

The weekly Export Inspections report for the week ending Thursday, July 28 was released Monday morning. Corn inspections came in at 856,938 mt (33.7 mb), up 14% from the previous week’s revised 753,793 mt (29.7 mb). Total marketing year inspections [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long corn futures position by 23,412 contracts, putting it at a total of 186,528 contracts as of Tuesday, July 26. Included in this was a decrease [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long soybean futures position (blue line) by 17,352 contracts, putting it at 85,241 contracts as of Tuesday, July 26. Included in this was a decrease [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders held a Chicago (SRW) net-long futures position of 25 contracts as of Tuesday, July 26, a decrease of 6,497 contracts. Included in this was a decrease in [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their crude oil net-long futures position by 11,831 contracts, putting it at a total of 259,260 contracts as of Tuesday, July 26. Included in this was a [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long cotton futures position (blue line) by 1,447 contracts, putting it at 39,198 contracts as of Tuesday, July 26. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-short feeder cattle futures position (blue line) by 1,535 contracts, putting it at 535 contracts as of Tuesday, July 26. Included in this was an increase [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long live cattle futures position (blue line) by 13,971 contracts, putting it at 35,927 contracts as of Tuesday, July 26. Included in this was an [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders increased their net-long lean hog futures position (blue line) by 5,802 contracts, putting it at 35,421 contracts as of Tuesday, July 26. Included in this was an [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. corn at 2.181 bb (blue column) through Thursday, July 21, a point in the marketing year when a 5-year average of 90% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybeans at 1.961 bb (blue column) through Thursday, July 21, a point in the marketing year when a 5-year average of 93% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybean meal at 9,704 thousand metric tons (blue columns) through Thursday, July 21, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. cotton at 13.230 million bales (blue column) through Thursday, July 21, a point in the marketing year when a 5-year average of 97% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 81 mb (blue column) through Thursday, July 21, a point in the marketing year when a 5-year average of 14% of [...]

Looking at the NWS Soil Moisture maps for the last couple weeks and I don't see a lot of change. However, deficits did seem to worsen over southern Iowa and eastern Missouri, though the latter is likely to change given [...]

The weekly Export Inspections report for the week ending Thursday, July 21 was released Monday morning. Corn inspections came in at 724,214 mt (28.5 mb), down 33% from the previous week’s revised 1,074,989 mt (42.3 mb). Total marketing year inspections [...]

USDA/NASS released its Cold Storage report for June 30, 2022 Friday afternoon. Total beef was down another 2% from the previous month and up 29% from 2021 The most interesting aspect of this number is the number of cattle marketed [...]

I'm not sure what to make of the biannual cattle inventory numbers as of July 1. Both all cattle and calves and cows and heifers were down about 2% from the previous year, with cattle and calves on feed for [...]

The July 1 Cattle on Feed numbers, including placements and marketings, were released Friday afternoon. Reportedly the US had 11.34 million head (mh) on feed, slightly above last July's figure of 11.295 mh. This fits with the average pre-report guess [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. corn at 2.147 bb (blue column) through Thursday, July 14, a point in the marketing year when a 5-year average of 88% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybeans at 1.946 bb (blue column) through Thursday, July 14, a point in the marketing year when a 5-year average of 92% of what [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. soybean meal at 9,508 thousand metric tons (blue columns) through Thursday, July 14, a point in the marketing year when a 5-year average of [...]

The latest weekly export sales and shipment update showed 2021-2022 marketing year export shipments of U.S. cotton at 12.974 million bales (blue column) through Thursday, July 14, a point in the marketing year when a 5-year average of 95% of [...]

The latest weekly export sales and shipment update showed 2022-2023 marketing year export shipments of all U.S. wheat at 68 mb (blue column) through Thursday, July 14, a point in the marketing year when a 5-year average of 12% of [...]

What's the first thing that jumps out at me in this week's NWS Soil Moisture map comparison? Deficits spread from Monday, July 11 through Monday, July 18 The situation worsened across Nebraska More of Iowa is showing deficit readings Illinois [...]

The weekly Export Inspections report for the week ending Thursday, July 7 was released Monday morning. Corn inspections came in at 1,073,972 mt (42.3 mb), up 15% from the previous week’s revised 934,533 mt (36.8 mb). Total marketing year inspections [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long corn futures position by 13,459 contracts, putting it at a total of 247,156 contracts as of Tuesday, July 12. Included in this was a decrease [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long soybean futures position (blue line) by 10,372 contracts, putting it at 115,119 contracts as of Tuesday, July 12. Included in this was a decrease [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders held a Chicago (SRW) net-long futures position of 4,639 contracts as of Tuesday, July 12, a decrease of 3,745 contracts. Included in this was a decrease in [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their crude oil net-long futures position by 12,195 contracts, putting it at a total of 268,328 contracts as of Tuesday, July 12. Included in this was a [...]

The weekly CFTC Commitments of Traders report (legacy, futures only) showed noncommercial traders decreased their net-long cotton futures position (blue line) by 7,860 contracts, putting it at 42,685 contracts as of Tuesday, July 12. Included in this was a decrease [...]