Market Analysis
Terrain’s Dave Weaber says herd expansion remains on hold heading into 2027, with feeder cattle and fed cattle prices expected to hit new highs in Q3 — even as a potential strong El Niño and the Cargill Fort Morgan lockout add fresh uncertainty to the supply picture.
The period around Independence Day can often set the tone as the growing season nears critical stages
Speculators nearly halve long exposure to agricultural futures
Bill Watts and Lane Akre discuss a weather-induced grain market selloff and this week’s WASDE report; Spencer Langford on the market implications of New World screwworm.
Record ethanol production in 2025 of 16.49 billion gallons was largely achieved by higher blend rates and a notable increase in domestic usage.
BofA data says fund managers should consider paring commodity longs amid overcrowding concerns
Historic data shows it may be too early to write off a return to normal conditions
Weekend release of White House fact sheet combined with comments from Beijing dispel disappointment
Agricultural commodities are getting attention as a hedge against inflation and a proxy for rising energy costs
A sharp cut to the wheat crop stole the show, but don’t miss these important details.