USDA NUMBERS
New crop corn carryout well below the estimates at 1.800 billion bu. Almost everyone was expecting numbers north of +2 billion. This lower number was due to the USDA bumping exports to 2,675. For reference exports for old crop are 2,600 and they had exports at 2,400 in the Feb outlook.
They also bumped exports for old crop corn by +50 from 2,550 to 2,600.
New crop beans also well below the estimates at 295 vs 362 million bu. As they did not lower exports with the tariff uncertainty.
New crop wheat came in well above the estimates.
The balance sheets are attached below.
Will have a full breakdown later today.
NUMBERS VS ESTIMATES
OFFICAL BALANCE SHEET
BASED OFF FEB & MARCH NUMBERS*
OFFICAL BALANCE SHEET
BASED ON FEB & MARCH NUMBERS*
Past Sell or Protection Signals
We recently incorporated these. Here are our past signals.
April 10th: 🌽
Old crop corn sell signal.
March 19th: 🐮
Cattle hedge & sell signal.
Feb 18th: 🌽 🌾
Old crop KC wheat & old crop corn signal.
Jan 23rd: 🌽 🌱
Corn & beans old crop sell signal.
CLICK HERE TO VIEW
Jan 15th: 🌽 🌱
Corn & beans hedge alert/sell signal.
Jan 2nd: 🐮
Cattle hedge alert at new all-time highs & target.
Dec 11th: 🌽
Corn sell signal at $4.51 200-day MA
CLICK HERE TO VIEW
Oct 2nd: 🌾
Wheat sell signal at $6.12 target
Sep 30th: 🌽
Corn protection signal at $4.23-26
Sep 27th: 🌱
Soybean sell & protection signal at $10.65
Sep 13th: 🌾
Wheat sell signal at $5.98
May 22nd: 🌾
Wheat sell signal when wheat traded +$7.00
Want to Talk?
Our phones are open 24/7 for you guys if you ever need anything or want to discuss your operation.
Hedge Account
Interested in a hedge account? Use the link below to set up an account or shoot Jeremey a call at (605)295-3100.
Check Out Past Updates
5/8/25
USDA MONDAY & HISTORY OF WEATHER RALLIES
5/7/25
NEW 2025 LOWS FOR CORN
5/6/25
WHAT’S A SUMMER RALLY LOOK LIKE?
5/5/25
CORN ERASES ENTIRE APRIL RALLY
5/2/25
SELL INTO UNCERTAINTY. NOT KNOWN FACTORS
5/1/25
THE CASE AGAINST A FEB TOP IN CORN
4/30/25
APPROACHING KEY TIME PERIOD FOR GRAINS
4/29/25
PLANTING & FIRST NOTICE DAY PRESSURE. CORN CLOSE TO BOTTOM?
4/28/25
CAPTURING INVERSE & SEASONAL PREPARATION
4/25/25
HOW OFTEN DOES CORN NOT BREAK APRIL HIGHS?
4/24/25
KNOW WHEN TO SELL. BEANS BREAK 200-DAY FIRST TIME IN 483 DAYS
4/23/25
MONEY FLOW & DROUGHT CARDS
4/22/25
CRUCIAL SPOT FOR CORN & BEANS
4/21/25
NO PLANTING THREAT YET
4/18/25
POTENTIAL OPPORTUNITIES, BASIS CONTRACTS & STRATEGIES
4/16/25
HOW YIELD IMPACTS CARRYOUT. MAJOR SPOT FOR SOYBEANS
4/15/25
TOTAL CHART BREAKDOWNS & TARGETS
4/14/25
TECHNICAL SELLING IN GRAINS
4/11/25
SPECIFIC GRAIN MARKETING DECISIONS
4/10/25
USDA REPORT. HOW THIS IMPACTS CORN
4/9/25
TARIFFS GIVE. TARIFFS TAKE
4/8/25
CORN’S DIVERGING STRENGTH
4/7/25
SOLID PRICE ACTION DESPITE OUTSIDE FEAR
4/4/25
CORN PRICE ACTION SPEAKS VOLUME. ANY HOPE LEFT FOR SOYBEANS?
4/3/25
WHAT IS LEFT FOR CORN BEARS? TRADE WAR: CHARTS HOLDING SUPPORT
4/2/25
SHOULD UNKNOWNS KEEP A FLOOR UNDER GRAIN PRICES?
4/1/25
HOW DO ACRES IMPACT FUTURE OF THE GRAINS?
3/31/25
USDA REPORT: NOW WHAT?
3/28/25
ALL EYES ON USDA
3/27/25
PRE-USDA POSITIONING. DON’T GIVE GRAIN AWAY
3/26/25
HISTORY OF MARCH INTENTIONS. SOYBEANS UNDERVALUED?
3/25/25
6 DAYS UNTIL MAJOR USDA REPORT
3/24/25
HOW TO POSITION YOURSELF BEFORE PLANTING
3/21/25
REASONS TO BE OPTIMISTIC IN GRAINS?
3/20/25
WAS THAT THE BOTTOM IN CORN?
3/19/25
THE PATH HIGHER & THE DOWNSIDE RISKS IN GRAINS
3/18/25
SEASONALS, CATTLE HEDGE, CHARTS & DROUGHT?
3/17/25
WHEAT RALLIES. DON’T GET BACKED INTO A CORNER
3/14/25
MARCH 31ST REPORT THOUGHTS & WHAT’S NEXT FOR GRAINS
3/13/25
EXPLAINING RE-OWNERSHIP VS COURAGE CALLS
3/12/25
TARIFF FEARS. EU, CANADA, & ETHANOL
3/11/25
USDA SNOOZE. RECORD FUND SELLING A CONCERN?
3/10/25
USDA TOMORROW. GETTING COMFORTABLE IN MARKETING
3/7/25
HOW TIGHT IS THE WORLD & US SITUATION?
3/6/25
TARIFFS PUSHED BACK. FUTURE OPPORTUNITIES?
3/5/25
IS GRAINS BIGGEST RISK WEAK CRUDE & DEFLATION?
3/4/25
TRADE WAR BEGINS. 8TH DAY OF PAIN FOR GRAINS
3/3/25
TARIFFS ON TOMORROW. BUY SIGNAL
3/3/25
BUY SIGNAL
2/28/25
WHEN WILL THE BLEEDING STOP?
2/27/25
CORN AT CRITICAL SPOT. USDA ACRE REPORT. WAY TOO EARLY DROUGHT TALK
2/26/25
HISTORY SUGGESTS CORN TOP ISN’T IN? ACRE OUTLOOK TOMORROW
2/25/25
POSITIVE CLOSE. WHAT TO KNOW ABOUT USDA OUTLOOK
2/24/25
USDA OUTLOOK, FIRST NOTICE DAY & BRAZIL
2/21/25
WHAT TO EXPECT MOVING FORWARD IN GRAINS
2/20/25
FIRST NOTICE DAY CONCERNS. MASSIVE CORN ACRES OR NOT?
2/19/25
HOW TIGHT IS THE CORN SITUATION?
2/18/25
MORE DETAILS ON TODAYS SELL SIGNAL
2/18/25
OLD CROP KC WHEAT & CORN SELL SIGNAL
2/14/25
WHEAT BREAKING OUT ON WEATHER RISK. TECHNICALS & FUNDAMENTALS
2/12/25
GLOBAL GRAIN SITUATION, ACRE TALK, CHARTS & MORE
2/11/25
USDA: NOT A BEARISH REPORT. DISAPPOINTING PRICE ACTION
2/10/25
USDA TOMORROW. LONG TERM PATH FOR SUB 10% CORN STOCKS TO USE?
2/7/25
WHY WOULD THE FUNDS EXIT THEIR LONGS?
2/6/25
WHEAT FINALLY CATCHING A BID
2/5/25
COMPLETE THOUGHTS ON MARKETS: BACK & FORTH DISCUSSION
2/4/25
STRONG JANUARY LEAD TO STRONG YEAR? TARIFFS, CHARTS & MORE
2/3/25
TARIFFS PUSHED BACK
1/31/25
TARIFF NEWS ALL OVER THE PLACE. ARE YOU PREPARED FOR POSSIBILITIES?
1/30/25
WHEAT BULL ARGUMENT. TRUMP ADDS TARIFFS
1/29/25
CORN APPROACHES $5.00
1/28/25
TARIFFS, CORN FUNDS, SOUTH AMERICA & MORE
1/27/25
HEALTHY CORRECTION WE TALKED ABOUT & TARIFF NEWS
1/24/25
GRAINS DUE FOR SHORT TERM CORRECTION?
1/23/25
OUR ENTIRE NEW CROP SALES THOUGHTS & OLD CROP SELL SIGNAL
1/22/25
GRAINS TAKE A BREATHER. IS CORN IN A BULL OR BEAR MARKET?
1/21/25
HUGE DAY IN GRAINS. WHAT TO DO WITH OLD CROP VS NEW CROP
Read More
1/20/25
VIDEO CHART UPDATE
1/17/25
TRUMP, CHINA, ARGY & USING THE SPREADS INVERSE
1/16/25
OLD CROP LEADS US LOWER. MARKETING THOUGHTS
1/15/25
SIGNAL & HEDGE ALERT QUESTIONS EXPLAINED. IS $6 CORN EVEN POSSIBLE?
1/14/25
MORE DETAILS ON TODAYS HEDGE ALERT & SELL SIGNAL
1/14/25
CORN & SOYBEANS HEDGE ALERT/SELL SIGNAL
1/13/25
USDA GAME CHANGER OR NOT?
1/10/25
BULLISH USDA FOR CORN & BEANS
1/9/25
USDA OUT TOMORROW
1/8/25
2 DAYS UNTIL USDA. BE PREPARED
1/7/25
THE HISTORY OF THE JAN USDA & MORE
1/6/25
MAJOR USDA REPORT FRIDAY
Read More
1/3/25
UGLY DAY ACROSS THE GRAINS
1/2/25