News and USDA Data
September 2025 USDA Supply & Demand
In a surprise to many, the USDA increased the size of the US corn and soybean crop. The USDA found
August 2025 USDA Supply & Demand
The top line US yield numbers were even larger increases than trade expected. The US corn yield came in at
July 2025 USDA Supply & Demand
Projections for U.S. corn and soybean production declined slightly from the previous month in the USDA Crop Production report released
June 2025 Acreage & Quarterly Grain Stocks
Although U.S. corn stocks declined by about 350 million bushels year over year, the June Stocks Report was in line
June 2025 USDA Supply & Demand
The monthly June USDA reports were largely sleepers as expected. We?ll have to wait for the June 30 Acreage and
May 2025 USDA Supply & Demand
The USDA?s first look at the 2025-26 crop year balance sheets was favorable for both corn and soybeans. New crop
April 2025 USDA Supply & Demand
Overall, there were no major changes in today?s USDA old crop supply demand tables. The numbers were most favorable to
March 2025 USDA Quarterly Grain Stocks & Prospective Plantings
March 1 Stocks were nearly exactly what traders expected them to be. Corn Stocks were down 201 million bushels, soybean
March 2025 USDA Supply & Demand
As expected, the USDA made only a few changes to their supply demand tables this month. First, they left US
February 2025 USDA Supply & Demand
The USDA made some minimal tweaks to its U.S. carryout estimates in its February WASDE report while making some cuts
January 2025 USDA Supply & Demand, Quarterly Grain Stocks, and Winter Wheat Seedings
The January reports were bullish in general. The USDA lowered their yield estimates for US corn and soybeans, pulling both
December 2024 USDA Supply & Demand
Strong corn demand improved the balance sheet beyond expectations Strong demand totals for corn provided a bullish surprise from today?s
November 2024 USDA Supply & Demand
Futures jumped Friday afternoon after the USDA projections for corn and soybeans came in generally below expectations. Corn, soybeans and
October 2024 USDA Supply & Demand
The USDA made only small changes to the numbers that they gave us last month. The US corn yield
September 2024 Quarterly Grain Stocks & Small Grains Summary
The USDA pegged Sept. 1 US corn stocks at 1.760 billion bushels, down from trade expectations of 1.844 billion bushels,
September 2024 USDA Supply & Demand
The changes this month from the USDA were mostly minor adjustments from their August estimates, particularly with soybeans and wheat,
August 2024 USDA Supply & Demand
This morning, we listened to Arlan Suderman (StoneX economist) give his market update prior to the USDA reports. He pointed
July 2024 USDA Supply & Demand
We were buyers this week. We have corn, soybeans, and wheat in Extended 3-Box Buy Signals. We have been telling
June 2024 Acreage & Quarterly Grain Stocks
The USDA June quarterly stocks estimates were sharply higher than last year as expected but ended up even larger than
June 2024 USDA Supply & Demand
Nothing jumped out as a headline in USDA reports The government didn?t change anybody?s mind with their numbers this month.