WASDE Preview Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1180950619 Geopolitics Iran deadline looms tonight with potential escalation or short term truce Pakistan proposes reopening Strait of Hormuz as goodwill gesture Crude oil volatile on shifting headlines and negotiation hopes Corn Ending stocks seen rising modestly month over month Fell below 50 day moving…
Iran has until 7:00 p.m. CDST to accept the cease-fire terms. The grain trade is a bit softer this morning, despite crude oil trading near 115, as the US waits for Iran’s response to a truce, which has a 7:00 CST p.m. deadline. The trade also awaits estimates for Thursday’s WASDE crop report, but for…
For the 5th week in a row, grains and energies open higher Sunday night and falter into the Monday morning session. Futures were initially called slightly higher ahead of Sunday’s open, but that early optimism didn’t hold, as for the fifth week in a row,energies in grains turned lower after the initial higher start. Wheat…
Unfortunately, war rages on into Easter weekend, with grain prices supported by oil. The grain trade response in the overnight action this morning is obvious, with crude oil spot contract over $111/barrel, with corn and soybean oil market sharply higher, along with wheat doing a bit of recovery as weather models for late next week…
The grain trade gives up post-crop report gains. The grain trade moved lower overnight, which is classic after the USDA crop report, with the grain trade going in the opposite direction of how the port day settles. Recall that the bearish January crop report led the grain market to recover over the following two days….
Post Planting Prospects Report Presented by Heartland Investor Capital Management Inc. CTA https://vimeo.com/1178978465 Corn:Supportive stocks with stronger feed usage, coming in 80 million bushels below expectations. Acreage at 94.31 million exceeded estimates, reinforcing a constructive outlook into spring rally season. Soybeans:Stocks slightly above expectations, but acreage came in lower than guesses. Continued export strength and…
USDA Prospective Planting Report 3/31/26 The report was generally friendly overall, with no burdensome stocks surprising the market.
USDA Stocks and Acreage data out at 11:00 CST today This morning’s grain trade has wheat firmer, on again lower crop ratings due to the dryness in the Western HRW wheat belt, while soybean oil provided support for the soybean trade. Since the trade never goes naked one position or the other, corn becomes the…
Grains give up overnight strength despite oil staying over $100/barrel. It was another Sunday night when crude oil opened higher with the grains in tow, while equities opened lower. Then we would normally see a reversal. This time, the oil did not reverse, but the grains did turn lower while equities turned higher. This leaves grains…
Feeder Cattle Hedging Window is Open Again Hi everyone, I wanted to reach out following today’s strong move higher in the feeder cattle market. With this recent jump in prices, we’ve once again reached a level that presents a solid opportunity to add to your existing cattle hedges or establish price protection. For those of…
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