Softs Report 04/20/2026
The latest Price Futures Group morning softs report shows divergent moves across key soft commodities. Cotton futures climbed as dry, hot conditions persist across the U.S. cotton belt, while frozen concentrated orange juice (FCOJ) slipped on speculative selling after the Florida harvest concluded. Coffee prices were mixed, with good crop conditions offset by shipping disruptions linked to the Iran conflict. Sugar rallied on strong Indian output and higher petroleum prices, whereas cocoa weakened amid surplus stocks and waning demand after a 2024 price spike.
Grains Report 04/17/2026
The latest grain report shows wheat futures gaining in Kansas City as the Great Plains missed expected rain, while USDA data reveal higher wheat ending stocks driven by stronger imports. Rice prices slipped, with USDA projecting a 12% cut in...
Biden Record Intact. The Energy Report 04/17/2026
U.S. gasoline prices slipped 1.7 cents to $4.09 per gallon, yet remain 90.9 cents higher than a year ago as geopolitical tensions ease. A truce between Israel and Lebanon and a U.S. blockade of the Strait of Hormuz have reduced...
Softs Report 04/14/2026
U.S. soft commodity markets showed mixed moves on April 14, 2026. Cotton futures edged higher, buoyed by dry conditions in the Great Plains and a lack of rain, with support levels around $72.70 per pound. Frozen concentrated orange juice slipped...
Spring Cleaning. Ag Marketing Report 04/13/2026
The latest Ag Marketing Report shows a mixed week across commodities. Corn futures slipped 11.25 cents as planting lagged, while wheat fell 25‑35 cents amid a weaker condition rating. Soybeans rose 12.25 cents, with bean oil posting a record net‑long position, and cotton...
Softs Report 04/09/2026
Cotton futures slipped amid expectations of rain in the western Great Plains, while higher petroleum prices raise shipping and polyester competition costs. USDA data show U.S. upland cotton export commitments edging up to 10.4 million bales, with Pima cotton remaining flat....
Softs Report 04/07/2026
Soft commodity markets showed mixed but generally upward pressure on April 7, 2026, as higher petroleum futures lifted input and shipping costs for cotton and coffee. Geopolitical tension from the U.S.‑Iran standoff added logistical risk, especially for coffee beans, while...
Grains Report 03/30/2026
The USDA’s March 1 quarterly report shows U.S. corn stockpiles at 9.1 million bushels, soybeans at 2.1 million and wheat at 1.3 million, while planting progress reaches 94.5 million acres of corn and 85.5 million acres of soybeans. President Trump announced a two‑week pause in...
Softs Report 03/27/2026
The Softs Report highlights heightened volatility across cotton, orange juice, coffee, sugar and cocoa as the US‑Iran conflict and extreme weather reshape supply dynamics. Cotton prices stay pressured by hot, dry conditions in Texas and rising input costs linked to...
Grains Report 03/25/2026
The USDA reported that U.S. pork belly stocks rose to 44.9 million pounds in February, a 4.5% increase from January but still 7.6% below a year earlier. Wheat and corn futures gained after President Trump signaled a pause in Iran...
Softs Report 03/20/2026
The Softs report shows cotton prices under pressure from the ongoing Iran war and unusually hot, dry conditions across U.S. growing regions, while USDA projects a decline in global cotton production despite strong Indian and Brazilian output. Florida orange juice...
China’s Import Silence Is Deafening. The Corn & Ethanol Report 03/13/2026
USDA’s TOTAL survey shows over 2.1 million landlords control 347.8 million rented acres, generating $34.1 billion in rent, with non‑operating entities owning 79% of this land. Meanwhile, US sorghum prices remain flat as Chinese import demand stays silent, leaving future demand uncertain pending...
Softs Report 03/11/2026
The Softs report shows speculative buying lifting cotton and Florida orange‑juice (FCOJ) futures while global production remains robust. Coffee markets are under pressure as Brazil’s exports fell 23.5% year‑over‑year, pushing the most‑active ICE contract down over 17% YTD. Sugar prices...
Grains Report 03/09/2026
The USDA’s February supply‑and‑demand report shows U.S. corn stocks at 2.16 billion bushels, near the top of the analyst range, while wheat and soybean inventories sit comfortably within forecasts. Global grain stockpiles remain tight, with world corn at 289 million metric tons...
Grains Report 02/27/2026
The CME Group’s CBOT delivery intentions for March show modest soybean and corn allocations but a notable 340‑ton commitment for soybean oil and 445 tons of rough rice. Market commentary indicates mixed price trends across major grains—wheat edged higher in...