Soybean Oil Flies Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1154808884 Soybeans Bean oil surged on EPA RVO rumors pointing to higher biodiesel mandatesRIN concessions via used cooking oil imports capped enthusiasm but still supportiveBrazil cut soybean acreage, trimming production by one million metric tonsArgentina faces developing heat and drying risks into late January…
Grains try another overnight recovery rally. Corn, soybeans, and wheat pushed higher overnight as the market continued to recover from Monday’s bearish USDA report. While traders are moving on from the data dump, skepticism lingers, especially over the USDA’s acreage revisions, which many in the trade still view as questionable. With that now behind us,…
Overnight grain trade finds end-user buying interest. Metals and energies remain explosive. The grain trade is working higher in the overnight session, as markets begin to recover from Monday’s USDA report. After an initial wave of selling, some bargain hunting is beginning to appear. (there is an old axiom, that when Turn-around Tuesday does not…
WASDE Fallout Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1154091689 Corn:USDA surprised with a 17 billion bushel crop and carryout near 2.2 billionPrices testing critical 410 support on MarchBelow 410 risks deeper technical damageConsolidation likely until February USDA outlook forumSecond quarter weather and South American risk remain key Soybeans:March beans testing 1031 to 1038…
The grain market is still hungover this morning from excessive USDA supply forecasts. Corn, soybeans, and wheat are all under pressure this morning as the market digests yesterday’s USDA reports. Corn is bearing the brunt of selling after the agency added another 1.3 million harvested acres (from less corn silage) and nudged the national yield…
USDA WASDE Grain Stocks Report 1/12/26 USDA data was bearish to pre-report estimates, USDA also increased corn acreage by 1.3 million acres.
Crop Report out at 11:00 CDST today. Grain futures are solidly higher in overnight trade as managed money rotates back into safe‑haven positions, including commodities. Precious metals are leading the gains, with gold up over $120 and silver climbing nearly $6, reflecting broad risk pricing tied to geopolitical tensions. Markets are grappling with rising uncertainty…
Soybeans recovered overnight, with soybeans and grains trading near the week’s best values. Overnight futures are mixed, with grains under mild pressure while soybeans are seeing moderate strength. Most of this movement continues to stem from pre-report positioning ahead of Monday’s key USDA data release. Trade is also wrestling with conflicting fundamental narratives, especially regarding…
Preview Of Monday’s Report Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1152668469 Tariffs and Macro Supreme Court ruling on Trump tariffs could cause short term volatilityEven if struck down new tariffs likely follow after a delayMarkets appear cautious but not panicked CornAverage yield guess near 184 versus 186 last monthSeed corn plot data suggests…
Grains consolidate Wednesday’s gains. Lower production numbers are anticipated for Monday’s crop report. This morning’s grain trade is consolidating yesterday’s strong gains. Export sales data released this morning reflected holiday reductions, while soybeans maintained a reasonable 800,000+ MT in sales, supported by China’s ongoing activity. Position squaring continues ahead of this Friday’s Supreme Court ruling…
