Weekly Reports

Research reports analyzing long-term structural and fundamental trends. Each report includes a detailed commodity outlook and in-depth analysis about a relevant topic for that week.

Weekly Newsletter, March 14

Mar 14, 4:50 pm | Weekly Reports

In this week’s newsletter, we take an in-depth look at Dec-Feb US corn supply and demand. Major crop acreage in 2017/18 is also discussed.

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Weekly Newsletter, March 7

Mar 7, 5:02 pm | Weekly Reports

In this week’s newsletter, we take a look at the pace of global corn trade (which yields some surprising results), as well as take a preliminary look at 2017/18 global corn supply and demand.

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Weekly Newsletter, Feb 22

Feb 22, 4:53 pm | Weekly Reports

In this week’s newsletter, we take a look at corn & soybean export demand in South America, and the pace to date compares to USDA forecasts.

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Weekly Newsletter, Feb 14

Feb 14, 4:29 pm | Weekly Reports

In this week’s report, we take a look at the accuracy of the USDA’s Outlook Conference balance sheets, which will be released late next week.

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Weekly Newsletter, Feb 7

Feb 7, 2:58 pm | Weekly Reports

This week’s newsletter features our first estimates of 2017/18 global wheat supply and demand, with production and stocks broken down by country

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Weekly Newsletter, Jan 31

Jan 31, 4:21 pm | Weekly Reports

In this week’s newsletter, we take a look at combined US & South American soybean supply and demand, and that it means for price into spring.

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Weekly Newsletter, Jan 24

Jan 24, 4:52 pm | Weekly Reports

In this week’s newsletter, we take an in depth look at first quarter US corn feed/residual consumption, as well as what lies ahead in South America’s cash soybean market.

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