Moving Parts Weekly Commodity Market Update

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.

Energy rallies again! Today we’ll give you the usual war update, discuss the latest crop conditions, and more.

War and weather whiplash! Today we will discuss the rally in energy markets, the latest crop conditions, and another new spec record in SBO.

War and weather are the two big headlines today! We’ll discuss the ever-changing conditions in the Straight of Hormuz, dryness and drought in winter wheat country, and more.

War (and volatility) continues! Today, we’ll discuss the volatility in commodity markets in recent weeks, results from last week’s April WASDE, and how the weather has been affecting crop conditions.

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.