CHINA, BRAZIL, HARVEST & POSSIBLE OUTCOMES

AUDIO COMMENTARY

  • Cattle finding some resistance here

  • Grains mostly sideways

  • We are still in USDA report range

  • Optimism in China situation as China lifts some tariffs which is friendly going into the meeting

  • Positive news for ethanol demand

  • Ethanol exports headed for a record

  • CONAB has Brazil stocks getting smaller without any hiccups from the Super El Niño

  • If you are not forced to make sales be patient

  • If you did an accumulator or contract and now you are oversold. How do you correct that?

  • Huge report at the end of the month

  • Harvest results will be important

  • Harvest stories haven’t been promising

  • This crop still feels smaller than USDA says

  • Crop ratings increased, if they start to increase week after week then that would be a reason to be nervous

  • Is there enough supply to meet demand?

  • There are several ways for corn to go much higher, but be comfortable knowing you cannot predict the outcome

  • $4 or $7 corn are both very possible

  • What are your yields telling you?

Listen to today’s audio below

9-15-2026

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DOES THE TREND SAY HIGHER?