The ceasefire is over…again! Crude oil (and SBO) are back up after renewed strikes in the Middle East. We’ll also discuss last week’s July WASDE, the recent hot weather, and more…

We hope everyone had a great 4th of July weekend! Today, we’ll go over what we learned from the USDA’s June 30 reports, what to expect on this Friday’s WASDE report, and what to make of all this hot weather.

Buckle up, it’s Report Day! Today, we’ll preview the USDA’s BIG June reports (June 1 stocks and 2026 acreage) and how the results could potentially move the market for corn, wheat, and soybeans.

Crop conditions? Looking more fancy!  Spec funds? Still selling! Peace Deal? Looking more likely! 

PEACE deal? We shall see…today we’ll discuss the market reaction, last week’s June WASDE report, and a smaller-than-expected NOPA crush report.

Sell Mortimer, sell! This week, we’ll talk about the sell off in the Big 3 (corn, wheat, soybeans) last week, and we’ll preview this week’s June WASDE report.

RIN-sanity rallies the SBO market as energy remains volatile and we continue to be “close to a peace deal” in Iran.

War on, war off, again! We’ll discuss the tenuous ceasefire, continued volatility in the energy markets, and U.S. planting progress.

Volatility in the markets continues as traders react to the Trump/Xi Summit, war updates and energy prices, and a potentially disastrous HRW crop.

War update: will it ever end? Today’s we’ll give our weekly war debrief before discussing the continued winter wheat woes and previewing the USDA’s May WASDE report.