Interesting to see some basic demand theory applied to tariff choices. So… What’s wrong with it? Used in isolation on a single small trading partner the formula makes some sense. But if applied widely to many non trivial ones it does not. 1/2

Last chance to register for the NCCC-134 Conference on Applied Commodity Price Analysis. This academic conference on agricultural commodity markets meets April 14-15 at the Illini Center in Chicago. Program, venue and hotel info, and registration here: buff.ly/3Qx6Qg3

Get ready for today's USDA WASDE report release. Read my recent article for farmdocDaily and remember that the April report tends not to move markets, and that's okay. farmdocdaily.illinois.edu/2025/03/quiet-…

May 12 | Closing Market Report Curt Kimmel AgMarket.Net® Joe Janzen Everstream Analytics USDA New Crop WASDE Report Day - Curt Kimmel, AgMarket.net - Joe Janzen, University of Illinois - Mark Russo, EverStream.ai share.transistor.fm/s/32ffb9a1

My latest for farmdoc daily: How big is the 2025 US corn crop? Or at least, how much of a yield increase is the market currently pricing in to new-crop futures prices? It might not be six bushels more than current USDA estimates, but it's close. farmdocdaily.illinois.edu/2025/07/the-co…

My latest for @farmdocdaily: Are there really 97.3 million US corn acres this year? Jason Franken and I use acreage enrolled in USDA Farm Service Agency farm programs to say yes. If anything, the USDA WASDE guess from last week is a conservative one. farmdocdaily.illinois.edu/2025/08/yes-th…

1/ Yesterday, farmdoc daily's Nick Paulson and Joe Janzen joined Todd E. Gleason🎙🇺🇸 for a discussion on commodity marketing at the first day of the 2025 Farm Progress Show.

I got to speak to an extraordinary group of state + provincial legislators at the International Legislators Forum in Deadwood, SD: agree.org/2025-internati… I talked about ongoing tariff shock and impacts on agricultural commodity trade. Hard to understate the size of this change.

over 50% of respondents say there are no local storage issues for them.... the messaging you're getting from the media of a crisis and farmers being in panic mode is bs there are pockets of the Belt with issues, yes, there is every year

After a successful 2025 edition, the NCCC-134 Conference on Applied Commodity Price Analysis will be back in Chicago, April 20-21, 2026. I'm co-organizing. The deadline to submit presentation proposals is Nov 21: farmdoc.illinois.edu/nccc134/submis… Submit papers now and join us in April!