GRAINS WAITING ON USDA

AUDIO COMMENTARY

  • Grains started out higher but gave back gains

  • Market wants to wait for the USDA

  • Black Sea situation could still create demand

  • Somebody will get the Black Sea business

  • Wheat starting to find some support

  • Wheat isn’t making guys much money

  • Not a seller today down at these levels

  • What to do with your wheat

  • Kernel weight vs yield models

  • Looking for corn yield to drop to offset stocks

  • What are odds we get back the lost stocks?

  • There are some cheap lottery tickets

  • Upside math behind options

  • Supports have been holding

  • Big ag wanting to steal grain?

  • Be comfortable to upside & downside

  • The upside outweighs the downside

  • Options have became cheaper with the break

  • If you will want to chase the market on a rally

  • Using basis to make marketing decisions

  • The 2010 comparisons are growing stronger

  • Dictating your risk tolerance and needs

Listen to today’s audio below

10-5-2026

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USDA CAN CHANGE EVERYTHING NEXT WEEK