Market Analysis
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.
Historical data indicates agricultural cycles can accelerate quickly once these specific technical signals emerge, but the spike in input costs and record fund-buying requires a nimble marketing strategy
How to navigate recent gains, evaluate the latest CFTC data, and keep tabs on your marketing plan