USDA OUT TOMORROW
AUDIO COMMENTARY
First notice day today
Grains smoked before USDA
Minneapolis wheat at a big discount
New lows before the big report
No story for the funds to buy yet
Heat dome looks to disappear
Stocks can change the structure
What would be a material change?
300-400k less corn acres is the estimate
Every million less acres of corn is 150-200 million less on the carryout
500-600k more bean acres is the estimate
It might take more than one bullish item for a material change in the market
The funds are short corn again
Not a reason for farmers to sell here
A lot of bottoms are made in August
More demand if tariffs drop?
Market removed the risk of heat
Why every operation needs a different marketing plan based on your needs
Grain prices have deflated vs inflation and the cost of production
Being consistent in your marketing
Europe drought lead to more demand?
Cheap prices lead to more demand
Euro corn rallying hard last few weeks
USDA estimates below audio*
Listen to today’s audio below
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USDA ESTIMATES
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