USDA's Weekly Report Highlights Winter Wheat Before Plains Freeze
USDA will release its weekly crop progress report this afternoon. The focus will be on the winter #wheat conditions, but keep in mind that the majority of survey responses were likely filed on Friday afternoon ahead of the weekend freeze in the Plains. #oatt
Wheat Exports Surpass USDA Target Pace by 40M Bushels
Marketing year to date #wheat export shipments exceed the seasonal pace needed to hit USDA's target by 40 million bushels, versus 44 million bushels the previous week. The wheat marketing year ends on May 31. #oatt
Corn Leads Export Inspections, Soybeans Follow
Export inspections for the week ending April 16 (mln bu): #corn 65.7, grain sorghum 8.0, #soybeans 27.5, #wheat 19.0 #oatt
Iran War’s End Won’t End Supply Chain Risks
Is the Iran War Almost Over? Why That Doesn't End the Supply Risks. #oatt #oott https://t.co/SUroio6mpX
Global Fertilizer Shortages Will Worsen Before Easing.
Energy & fertilizer shortages will likely still become greater before they ease, with prices needing to bring down demand to the new supply levels after damage assessments. We'll likely see lower fertilizer levels globally over the coming year, although it...
Peace Won’t Instantly End Energy and Fertilizer Shortages
IF we are close to the end of the war, that does not end the shortage of energy and fertilizer, but it is the beginning of assessing the damage and the repair time needed to get back to full output...
Market Volatility Driven by War Perception and Headlines
Perception is reality in the markets, and that perception is being driven by headlines. Those headlines suggest today that the war is near its end, but we're not there yet, and there will likely be occasional headlines to the contrary....
US Blockade Heightens Energy and Fertilizer Market Risks
U.S. Blockade Escalates Risks for Energy & Fertilizer, with implications for the commodity markets. #oatt #oott https://t.co/aGAVP1GhAe
China-Bound Soybean Inspections Top at 12.7M Bu
Export inspections in the week ending April 9 for shipment to China specifically (mln bu): #corn 0.0, grain sorghum 8.0, #soybeans 12.7, #wheat 0.0 #oatt
USDA Lifts Wheat Stocks to 938M, Corn and Soy Steady
USDA raised its domestic #wheat ending stocks by 7 million to 938 million bushels, while leaving #corn and #soybean stocks unchanged. #oatt
Iran Rejects Peace Proposal; Video Highlights Core Issues
Hormuz Watch - Iran just rejected the peace proposal, but this video still lays out the issues at hand. #oatt https://t.co/0psvZMn12p
Soybean Inspections to China Surge, Other Grains Flat
Export inspections destined for China in the week ending April 2 (mln bu): #corn 0.0, grain sorghum 2.3, #soybeans 18.3, #wheat 0.0 #oatt
USDA Surprises with Corn Acre Gains; Fertilizer May Trim
USDA Corn Acres Surprise, But Fertilizer Could Cut Them Back | Mike Castle https://t.co/KLu30ieo06 via @YouTube
Ethanol Inventories Dip to 26 Million Barrels
#Ethanol stocks fall to 26.0 million barrels in the week ending March 27, down from 27.2 million barrels the previous week, and down from 26.6 million barrels in the same week last year. #corn #oatt
USDA to Publish First 2026‑27 WASDE Balance Sheets May 12
USDA will release its first WASDE balance sheets for the 2026-27 marketing year May 12. It typically uses trend yields from its February Outlook Forum, and Planted Acres from its March planting intentions survey. As such, today's numbers should help...