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Market Analysis

Hope is a poor marketing strategy

The market feels like it is in free-fall and the lack of strong exports is discouraging. One silver-lining, as futures continue to drop, export demand may eventually increase. World grain supplies are still high, which could keep a cap on prices for a long time. It will likely take a …

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Considering corn versus beans for 2016

Pro Farmer estimates are showing a 164.3 corn national average, while the USDA was 168.8.  This wasn’t a big surprise to the trade. Many feel that the final number will be somewhere in-between. We will know in almost 30 days as harvest should be nearly to I-80.  This week harvest was as far north …

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Bearish USDA report

Bearish. That one word wraps up today’s numbers for corn, soybeans, and wheat. Not only were the yield estimates for both corn and soybeans higher than July, they are much higher. The trade had expected production, yield, and ending stocks to be declining for corn and soybeans. They did not. …

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Summer corn and soybean highs may be set

Crop prospects are improving slightly for many since early June, while the amount of exports are not, as U.S. corn and soybean export projections continue to be under pressure. The U.S. is facing stiffer competition from other exporting countries, especially Brazil and Argentina. USDA is currently projecting new crop exports …

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Soybean marketing action

Old crop soybeans remain inverted (meaning they are valued higher in the nearby futures compared to future futures months). Translation — the markets want soybeans now, not later. Additionally, as futures drop, basis levels have been increasing (likely driven by domestic soybean meal demand).  Some think this was caused by …

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Overcoming the fear of margin calls

It’s pollination week in much of the Corn Belt. In general, the weather is supportive with warm weather and adequate moisture levels. Now the focus turns to estimating the yields across the Midwest. Interestingly Kansas and South Dakota planted the same amount of acres to corn as Indiana and Ohio according to …

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