WHAT’LL USDA DO TOMORROW?

AUDIO COMMENTARY

  • Cattle bouncing but nearing resistance

  • Crude is back above $100

  • Talk of inflation and war

  • Upside breakout in soybeans

  • China buying massive amount of beans

  • Funds have reasons to stay long

  • What does USDA do tomorrow?

  • The USDA estimates haven’t been super bullish which is not a bad thing

  • Potential for yield to be lower than expected

  • If you are in a “have to” situation

  • Every time we have seen $13 beans, we usually see $14 beans

  • Having a solid marketing game plan

  • How to balance yourself when it feels like we are going to go up or down forever

  • Funds can get long and stay long

  • Estimates: 178.2 corn & 52.5 soybeans

  • Demand is not slowing down. What happens if our supply drops further?

  • Do the positives outweigh the negativity?

  • If you are a cash only marketer. What to do?

  • Markets can top when everyone is too bullish

  • Tomorrow’s price action will be key

  • USDA estimates below audio*

Listen to today’s audio

9-10-2026

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Office: (806)484-1214

USDA ESTIMATES

The trade is expecting lower yields in both corn and soybeans.

The trade range in corn is pretty massive. With the high guess being 182.9 and the low guess being 173.2 bpa. Nearly a 10 bpa swing.


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DOES THIS USDA MEAN ANYTHING?

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DON’T HAVE TO PREDICT USDA