Since March 1st through April 20th: It is the wettest stretch of weather ever since 1893 for the Midwest and Great Lakes region. It's been ONE OF the driest periods ever for the central plains and the Southeastern US. Believe it or not it's also been one of the warmest

US #cattle placements during Q1 were -161,000/h compared to 2025. Feedlots in TX, KS, NE and CO purchased 225,000 less head. Falling live cattle demand in Nebraska, most of which will never return, helped push placements down by 145,000/hd compared to 2025.

National Corn Planting Pace is at 11% INDIANA went on a tear this week, planting 12% of the crop while the rest of the Midwest drowned in rain

Soybeans are 12% planted nationally. Previous record for the week was 9%, last two years were 8%

Winter Wheat national crop rating falls again, 4pts this week, down to 30%. This compares to 10 yr avg of 46% G/E Notably KS, over 20% of total WW production is rated 24% vs 10 yr avg of ~40%

Before we all get too excited about this "FAST" planting pace. Some perspective on where we are and when "Fast" starts to matter.

🫛Soybean Processor Bids - 4/20 Eastern Plants > Cargill - Fayetteville2: 65 (+5) > Cargill - Owensboro Grain: 40 (+3) Western Plants > AGP - Hastings, NE - Soy Plant: -70 (-10) > NDSP - North Dakota Soybean Processors Llc: -45 (+5)

TDS, in relationship to the stock market and economy, is as bad as at any point since Trump was first elected in 2016. They’re blinded by their hatred of the president. Here we have economic and corporate earnings growth that’s in the process of surging to levels not seen in

Why the soybean oil strength?! It's screening the best among US inputs for Renewable Diesel margins... However, expect Chinese UCO to start making its way over. Plus, as European arbs close, foreign fuel imports will be of non-USMCA origin.

More post Cattle On Feed charts...Nebraska + Iowa April 1 inventories are the highest for the month (records start in 1998). Cheap inputs corn, DDGS are helping feedlots slow the marketing pace. Weights are becoming a problem and when does the packer start discounting??

BREAKING: President Trump extends the US ceasefire with Iran indefinitely.

🌽Ethanol Processor Bids - 4/21 Eastern Plants > GR. Plains - Madison: 38 (+3) > GR. Plains - Obion: -18 (+3) Western Plants > KAAPA - Ravenna: -10 (+5) > ADM - Cedar Rapids: -10 (+2) > POET - Corning: -12 (+2) > POET - Mitchell: -50 (+2) > POET - Groton: -62 (+1) #basis #ag

API Inventory Moves 04/21/26 Crude -4.4 million (exp. -1.0 million) Gasoline -5.165 million Distillates -4.59 million Cushing +678,000 #SPR -4.2 million #oott #crudeoil #API

Breaking News: 🚨🚨🚨 Market Update – China Requesting PNW Soybean Offers We are seeing reports that Chinese state buyers (COFCO/Sinograin) are back in the market requesting offers on old crop soybeans out of the Pacific Northwest. This aligns with ongoing discussions between

🚨 FAIRFAX COUNTY EXPOSED: THE 35,000 “YES” MAIL BALLOT MIRACLE THAT STOLE VIRGINIA 🚨 Wake up, patriots. Fairfax County — Virginia’s deep-blue machine just dropped EXACTLY 35,000 YES votes on absentee mail ballots for the Democrats’ redistricting power grab. That’s 80%+ YES in

Making a FID on an ethanol-to-jet plant in 2026 would make 0 sense...

Weekly ethanol production tanked this week, not seasonally abnormal though. You can see pace needed to hit the USDA corn use target ticked up. Going to need to see some strong crush to hit it

#Grain prices need to move. India’s tender confirms higher-for-longer #nitrogen prices. India appears to have pulled 2.5 MMT of #urea from the market, with trade estimates pointing to as much as 2.8 MMT in hand. The implied clearing level of $935-959/t CFR is roughly 85-90%

🫛Soybean Processor Bids - 4/22 A bit more strength for processor bids after a day of weakness in flat price. It’s been so choppy the last few weeks, there’s no way we had a green day after a 8c gain ystdy Eastern Plants > Cargill - Sidney: 12 (+4) > ADM - Quincy: 3.75 (+2) >

Choice cutout for 4/22....only items that really matter here: 1. packer margins (terrible). 2. Choice-select spread (why??) 3. Beef - Pork cutout (makes sense). 4. The cost of #cattle Good luck out there!!!