Good morning everyone. I am back in the office, getting ready to start on what looks to be a Typical Turnaround (TACO) Tuesday. More on this in a bit. I [...]

Good morning everyone. I am traveling today, so will not be able to post commentary and/or analysis. However, I will be keeping an eye on markets as it promises to [...]

Just as I was getting started on Weekly Analysis for Diesel Fuel, Ben sent me this headline from CNBC.com: (The US president) says U.S. will blockade Strait of Hormuz after [...]

I took part in the latest weekly Kitco New gold poll. You can read the piece here: (LINK)

USDA announced export sales Friday morning: 125,640 mt of 2025-2026 corn to unknown destinations 100,000 mt of 2025-2026 soybean cake and meal to unknown destinations

USDA announced sales of 136,000 mt of 2025-2026 corn to South Korea.

Around 18:00 (CT), or roughly one hour until the US president's deadline to end Iran's entire civilization, he called it off. One of the fund managers we work with who [...]

A couple things for you today. First, links to Thursday's Markets Now discussion with Michelle Rook: Farm Journal YouTube and Farm Journal TV: (LINK) Markets Now Audio Podcast: (LINK) Second, [...]

Today's headline brings to mind the line from the movie Princess Bride, "You keep using that word. I do not think it means what you think it means." From The [...]

USDA announced sales of 145,000 mt of 2025-2026 corn to unknown destinations.

Monday, March 30 through Friday, April 3 (all times CT) Monday: 9:05 Agriculture of America Talk Show with Jesse Allen Tuesday: End of the Quarter (Energies, Metals, Livestock, Indices) 8:15 [...]

I found this one interesting. From CNBC.com: Russian oil tanker reportedly arrives in Cuba after (the US president) softens approach to U.S. blockade For weeks now, the US president has [...]

USDA announced sales of 105,000 mt of 2025-2026 soybeans to unknown destinations.

This is fun. Let's get right into it. All from CNBC. com: Gold falls as markets assess prospects of Iran ceasefire Not to mention the $100 million in gold the [...]

Looking at Thursday's Market Moving Headlines, and the question I'm left with is when will Watson learn? Let's face it, if Dr. Watson had been this stupid, Sherlock Holmes would [...]

This was an easy one. I'll give you the changes in the Energies sector, and you can guess the headline. Here we go: Brent crude oil is down $5.39 (5.2%) [...]

The Energies sector is indicating Monday's differing opinions on a possible "deal" between the US president and Iran leans more toward the latter being more factual. From CNBC.com: Asia-Pacific markets [...]

USDA announced export sales Monday morning: 102,000 mt of 2025-2026 corn to Mexico 161,120 mt of 2025-2026 soybeans to Mexico

The US president announced a 5-day cease fire, according to reports. Brent crude is down $10.70, $18.65 off its high WTI crude is down $9.40, $17.30 Distillates is down 28.6 [...]

A couple of conversations I had with friends in the media late last week. The Kitco New weekly gold poll: (LINK) And the conversation I had with Myra mentioned in [...]

From CNBC.com: Iran threatens U.S. Treasury buyers as (the US president's) 48-hour ultimatum looms.  Early Monday morning finds: Brent crude oil up $1.24 (1.1%) WTI crude oil up $1.40 (1.5%) [...]

Monday, March 23 through Friday, March 27(all times CT) Monday: 9:05 Agriculture of America Talk Show with Jesse Allen Tuesday 8:15 RFD-TV with Tony St. James 14:00 February Cold Storage [...]

Continuing with the theme the commodity complex is driven each day by new headlines, today's edition is a beauty: (The US President) is poised to take Iran's Kharg Island. Here's [...]

USDA announced sales of 120,000 mt of 2026-2027 soybean cake and meal to unknown destinations.

Monday, March 16 through Friday, March 20 (all times CT) Monday: 9:05 Agriculture of America Talk Show with Jesse Allen Tuesday 8:15 RFD-TV with Tony St. James Wednesday 8:45 RFD-TV [...]