Markets trade on fundamentals and right now is the equivalent of being an ebb tide. It is a shift from angst over supply-reducing weather in South America to the bearish awe of watching its production come to market. What happens during the ebb tide is very low volume, the sole exception today being HRS. For the week thus far, corn and soybean values are down, and over the past five days one can add wheat entering the negative territory.
USDA’s weekly Export Sales report showed wheat sales rebounding from a week earlier, corn sales over the 1 MMT mark for a third week in a row, soybean sales seasonally weakening, soymeal continuing strong, and soyoil having an upside surprise. Livestock products also showed solid demand. ...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Key Takeaways: The agricultural trade surplus has become a sizable deficit: the balance swung from a $40.1 billion surplus in 2011 to a $40.7 billion deficit in 2025. Imports kept growing while exports lost momentum: between 2020 and 2025, agricultural imports increased 45 percent, compa...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
