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Daily Research
July Cattle on Feed &…
9 days ago
The July Cattle on Feed report is modestly bearish for nearby futures. The July 1 feedlot inventory totaled 11.370 Mil head, up 2% from last year and above the prior-year level for a third consecutive month. June placements were not burdensome at 1.399 Mil head, down 3%, but marketings were…
Changes in US Cropped Acreage…
10 days ago
ARC expects the market to be more focused on NASS’s acreage estimates rather than yield in the August 12th report. Recall NASS in August incorporates FSA enrollment data into their August acreage estimates. The yield estimate will is based on producer surveys and weather-based models. The August yield survey is…
2026/27 US Sorghum Supply &…
11 days ago
There’s no US crop market that will experience stock-building in 2026/27. US sorghum is added to the list of grain stocks tightening, and over time this will work to increase corn feed and industrial use on the margin. Moisture deficits in the Southern Plains and recent/upcoming heat could further trim…
Topics of the week
Monday
N/A Markets Closed
Tuesday
June 1 US Soybean Stocks Estimate
Wednesday
US Corn Yield Scenarios
Thursday
US Ethanol Market Update
Friday
Cattle on Feed
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