May 2026 USDA Supply & Demand
Dramatically lower US wheat production On our initial run through of this month’s USDA supply demand estimates, the wheat numbers
USDA Supply/Demand
April 2026 USDA Supply & Demand
As is often the case, the April WADE report was an overall sleeper. The USDA made few substantial changes to
March 2026 USDA Quarterly Grain Stocks & Prospective Plantings
Grain Stocks The USDA estimated that March 1st US corn, soybean, and wheat stocks were larger than last year, as
March 2026 USDA Supply & Demand
As expected, the March WASDE report was a sleeper. The Prospective Plantings and Stocks reports due out in three weeks
February 2026 USDA Supply & Demand
The USDA stowed away their bag of surprises this month. There were only minor changes made across three major markets,
January 2026 USDA Supply & Demand
Prices of corn, soybeans, and wheat immediately turned red as the computer algorithm traders processed the big round of USDA
December 2025 USDA Supply & Demand
The December WASDE report was a sleeper, with few adjustments made from the November numbers. US corn exports were increased
November 2025 USDA Supply & Demand
USDA estimates continue to indicate big crops The USDA’s corn yield and production numbers were little changed from September’s WASDE
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