Today we’ll discuss the upcoming April WASDE report, a record long spec position in soybean oil, and some stinky U.S. winter wheat conditions.

We finally got an EPA announcement on the biofuel mandates! Now what do they mean? It’s a bit confusing but today, we’ll try our best to help you make sense of what was announced, and what it means for commodity markets. We’ll also preview today’s BIG USDA crop reports. Plenty of Moving Parts to talk about in these markets!

Today, we discuss the all the spec buying in the SBO market, and the news (or lack thereof) as far as EPA biofuels announcements. Could we get a mandate this week? We’ll also preview the BIG 3/31 crop reports.

Today, we’ll discuss the slight pullback in the soy complex, last week’s WASDE report, and another big NOPA crush report.

Energy explosion! Monday saw WTI oil trading in a range of over 42% in a single trading session, and the volatility has been felt by pretty much everything else that we track. Today we’ll talk about the crazy swings in the energy markets, tomorrow’s USDA WASDE report, and what’s new in South America with the weather story.

War! Today we’ll discuss this weekend’s strike on Iran, and it’s downstream effects on energy markets and commodities in general. We’ll also talk the China-Canada trade deal, another record crush month, and more.

SCOTUS rejects POTUS Trump’s tariffs! Today we’ll discuss the other options Trump is exploring to implement new tariffs. We’ll also talk about the crop estimates from last week’s USDA Outlook Forum, as well as our usual dairy and weather updates.

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.