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.

Today, we’ll have a preview of tomorrow’s USDA WASDE report, and a review of last week’s BIG StatsCan report. We’ll also give a China update that it seems we do on a weekly basis, at this point, and a quick dairy update!

It’s been a bit of a slow news week as China continues to buy soybeans. Despite some misleading reports, EPA has still not finalized a course of action for biofuels policy. We’ll also discuss dairy and give our South American weather updates.

Thanksgiving week! Not much in the way of huge market news this week, but we did get some flash export sale reports of more U.S. beans to China! We’ll also talk potential biofuel policy updates from the Trump administration and some supply and demand updates.