PODCAST: Here is the link to our latest Inside Commodity Futures podcast that John Payne and I just recorded. We take an in-depth look at the corn, soybean, wheat, and grain spread markets. Click here for Inside Commodity Futures TWITTER | Follow me on twitter @Turners_Take for intraday grain market observations https://twitter.com/turners_take WHEAT | The… Read more.
Supply and Demand
Podcast | John Payne and I put out a new Inside Commodity Futures podcast today. Take a listen to our thoughts on Monday’s crop progress/planting report, grain futures spreads, the upcoming WASDE on Friday, and much more. Click here for INSIDE COMMODITY FUTURES TWITTER | I’ve been a lot more active on twitter lately and… Read more.
PODCAST | John Payne and I recorded a new Inside Commodity Futures podcast today. Take a listen to hear our thoughts on soybeans, meal, corn and wheat. Next week we will review expectations for the WASDE and what to look for INSIDE COMMODITY FUTURES | July Soybeans Trade $11.00 TWITTER | I have been more… Read more.
While soybean meal has been dominating the grain trade the past month or two, corn also has been rallying. Many had been discounting the rise in corn prices as a byproduct of a rising crude oil market and a very strong soybean meal rally. However, take a look at Sept/Dec corn now trading at an… Read more.
Meal continues to lead the market higher. This whole Soybean and Soybean Meal story over the past two months has its roots in the production issues in South America. Both Brazil and Argentina have had production cuts due to poor weather. That loss in production in South America leads to more demand in the US.… Read more.
New Podcast: John Payne and I have out a new podcast. We talk about the soybean market and the interesting dynamic between an abundant old crop supply and a potentially tight new crop supply. Click here for our Inside Commodity Futures podcast Soybeans: The more we look at last week’s WASDE report the more bullish… Read more.
Tomorrow’s WASDE at 11 am central is one of the more significant USDA reports of the year. The May WASDE is notable because it is the first time the USDA publishes their supply and demand tables for new crop corn and soybeans. That means we get to see what the USDA thinks the ending stocks… Read more.
We recorded a new podcast yesterday afternoon. John and I about the USDA’s Planting Intention report, the 93.6mm corn acre surprise, and what we think that means for prices. Inside Commodity Futures | 93.6 Million Corn Acres!!! CORN | With the USDA Planting Intentions report in mind and the WASDE on deck, I think we… Read more.