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Fundamentals

U.S. Grain Exports Face Uncertainty

The U.S. grain/soybean export outlook for 2026/27 is full of uncertainty. Soybean export sales are off to a strong start due to Chinese demand, but future demand is in doubt…

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A Look at Corn and Soy Acres from USDA

Another Look at Soybean Exports

Livestock Inventory Analysis

World Corn Fundamentals

NOPA Crush Analysis

Wheat Stocks and Seedings Deep Dive

Primer on Monday’s Grain Stocks

Hog Supply Dynamics

Soybean Exports Troublesome

China Corn Imports?

Cattle Supply Breakdown

NOPA records; Crush & Oil Production

U.S. Ethanol Use Lags Despite Strong Production; Renewable Diesel Output Falls Short of Expectations

Evaluating China’s Soybean Purchase Agreement

U.S. Beef Imports

Strong Export Pace for Corn