JULY KC WHT The unpredictable Russian-Ukraine Corridor deal has propelled the mkt on an amazing roller-coaster ride – starting with a near-vertical $1.80 rally (740-920) off indications the deal wouldn’t...

JULY KC WHT Since May 3, July KC Wht has staged a meteoric $1.70 rally (740-910) off several, favorable fundamental & geopolitical events! Starting with the severe drought in the Central Plains that has...

JULY WHT In a mere 4 trading days, KC July Wht has catapulted up $1.60 (7.40-8.60) – primarily on the back of Macro events & weather! The likelihood of the Russian/Ukraine Corridor Deal being renewed...

JULY CORN Two cancellations from China – 327,000 MT on Mon & 233,000 MT on Thurs sparked massive sell-off in Corn futures (610 – 570) – as fears mounted there would be more to follow! There weren’t...

JULY CORN Even though US Corn is the cheapest on the world mkt, exports seemed to have dried up – with no 8am flash sales in the past 6 mkt days & exports sales last Thur at 734,000 –on the low end...

JULY WHT Despite a sharply higher dollar, July Wht is punching out 2-wk highs -primarily drawing strength from perceptions the Ukraine Corridor Deal is on shaky ground – as Russia is unhappy with its...

MAY BEAN Since late March, May Beans have staged a $1.20 rally (1410-1530) – on the back of one of the worst droughts in Argentine history – today reported as 27.0 MMT bean crop (last year – 43.9)!...

MAY BEAN The worm seem to have turned in 2023 – as all of a sudden, the stocks have tightened further from the beginning of the season – as the surplus of Beans from the Brazilian record crop has...

MAY CORN China has embarked on a very aggressive buying program – making Flash 8am buys of US Corn 10 of the last 11 trading days – totaling over 3MMT – which has rallied the May Corn 40 cents (610-650)!...

MAY BEANS Once again, bearish Macro events have pressured beans – however, losses have been mitigated by positive supply/demand fundamentals! The Banking Crisis from last week which saw two banks –...