Big week for managed money, who collectively decided it was time to buy the soy complex on a combination of higher energy prices, trade deals, positive China comments. We’ll talk potential upcoming biofuel announcements, our supply and demand balance sheets, and our usual dairy and weather updates.

More trade deals! It looks like the main market movers for commodity markets this week have been the two new trade deals with Argentina and, more specifically, India. We’ll talk about the reaction from the soy complex, as well as give a preview of today’s February WASDE report.

Ag futures have had a lot to react to this past week with the volatility in energy markets, India’s trade deal with the U.S., and the potential for 45Z final rules this week. We’ll also discuss USDA oil stocks numbers, the partial government shutdown, and what’s new in the dairy markets.

A “Snowmeggedon”, surging energy prices, and the looming 45Z biofuels ruling are the main drivers this week. Today we’ll break down the latest news in those areas along with dairy, South America, and more.

Biofuel news! Sort of…today we’ll discuss a biofuels article that sent the SBO market higher despite no definitive announcements. We’ll also touch on the NOPA crush report, the Canada/China trade deal, and more.

BEARISH is the word of the day after yesterday’s USDA reports (WASDE, Dec 1 stocks, wheat acres) all came in with higher crop sizes across the board. Today, we’ll review the report highlights and give our usual market updates on beans, corn, veg oils, and dairy.

Happy New Year! Commodity markets are back in the swing of things, with some big USDA reports on the calendar. We’ll review the NASS crush report from 1/2, and preview the January WASDE, coming out 1/12. We’ll also go over the news in Venezuela, and how that could affect commodity markets.

The market tends to slow down a bit during the last week or two of the calendar year. So we’re calling this week's call “Coffees in the Conference Room,” a 2025 Year in Review and a 2026 Look Ahead.

Merry Christmas! Should be a relatively calm week with many of the markets in “holiday mode.” We’ll give you a quick update on the drop in soybean oil and energy prices, as well as an overview on the rest of our normal commodities. Enjoy your holiday week!

Biofuel Policy Update, or lack thereof! Reuters reports that the EPA is unlikely to finalize 2026 biofuel quotas this year. We’ll also discuss the NOPA November Crush Report, and an update on South American weather.