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Grains in Context

Grains in Context

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Grain markets: basis/flows/WASDE/trade and macro for corn/soy/wheat.

Recent Posts

Friday Footnotes: Soybean Balance Sheet Blind Spots
News•Feb 27, 2026

Friday Footnotes: Soybean Balance Sheet Blind Spots

The article challenges the conventional view that soybean price direction is driven solely by balance‑sheet metrics such as ending stocks. While 2024 forecasts show abundant production and high inventories, cash prices remain firm, suggesting that supply‑side fundamentals are more nuanced. The author argues that grain quality, logistics bottlenecks, farmer selling patterns, market psychology, and geopolitical influences create blind spots that can decouple inventory numbers from actual marketable supply. The piece promises a deeper, market‑by‑market analysis, starting with soybeans, to uncover these hidden dynamics.

By Grains in Context
Consus Ag Consulting Afternoon Wrap Up
News•Feb 17, 2026

Consus Ag Consulting Afternoon Wrap Up

The episode reviews the mixed performance of corn, soybeans, and wheat, highlighting soybean support from Argentine crop stress and strong soy oil contracts, while noting Brazil's advancing harvest and modest quality concerns. It discusses the ongoing acreage debate, with USDA...

By Grains in Context
Friday Footnotes: What Are The Cash Markets Trying To Say
News•Feb 13, 2026

Friday Footnotes: What Are The Cash Markets Trying To Say

In this episode, host examines the disconnect between grain futures narratives of abundant supply and weak demand and the reality observed in cash markets, emphasizing that U.S. farmers are still selling despite thin margins. The discussion highlights how rising cash...

By Grains in Context
Friday Footnotes: What's Happening In China
News•Feb 6, 2026

Friday Footnotes: What's Happening In China

In this episode, the host examines the current state of China's grain market, focusing on its ability to meet President Trump's promised soybean purchases of 8 million metric tons (294 million bushels) and the anticipated 25 million metric tons of new crop. The...

By Grains in Context