USDA, CRUDE & VOLATILITY

AUDIO COMMENTARY

  • Volatility continues for crude oil

  • Haven’t seen anything from China

  • No one thinks any old crop soybean business gets done with China

  • Quarterly stocks and acres next year

  • March acre could change drastically afterwards

  • Stocks in the report will be a big deal

  • The March report hasn’t been as large of a market mover as it used to be

  • RVO policy on Friday. Buy rumor sell fact?

  • Corn has always followed crude long term

  • If you have inputs locked in or not

  • If you do not have inputs locked in you need to be more careful and make sure you’re profitable

  • Why selling option premium can be a great tool

  • Wheat crop conditions dropping

  • Implied volatility like this doesn’t come around all that often

  • Some of these opportunities aren’t here all the time

  • Taking what the market is giving

Listen to today’s audio below


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