Delta Farmers Need More Incentive To Sell Corn This Fall
Corn futures suck, Sep/Dec futures spreads are at big carries and August barge freight offers are expensive. All this combines to tell the US Delta Farmer to store, not sell corn…
Corn futures suck, Sep/Dec futures spreads are at big carries and August barge freight offers are expensive. All this combines to tell the US Delta Farmer to store, not sell corn…
EPA scored a big win for US Production Agriculture and the Biofuels industry last week. Yesterday I shared thoughts on 10 winners from the EPA RVO announcement. Today, let’s look…
Friday’s EPA RVO announcement was a big deal for crop based biofuels. Find below, in no particular order, 10 of the winners. Some are obvious, some not so much. Enjoy!…
So. Many. Headlines. about US Biofuels policy. But I see a story in the food oil balance sheet….. I think the USDA is underestimating Soybean Oil demand in the Food,…
Sometimes words fail. Look at these Bloomberg charts. Republicans are bearish inflation. Democrats are bullish. And the difference of opinion is HUGE. Smart folks are represented in both lines of these…
Which row crops in which states have the most to lose in a trade war? With inauguration day Monday, here’s a few graphics showing the varying levels of export dependency…
What story do you see in these two images? One shows different feedstocks used to produce biodiesel and renewable diesel. The other shows the ingredients list on a bag of tortilla chips….
Here’s a little more color on the canola oil imports vs bean oil exports topic, and a chart that tells the story… Bean oil has traded at or below palm…
There’s a long list of “what ifs” that support a bullish soybean oil thesis. 2025 RVO increase, 45Z import exclusion, Indo B40, discount to palm/massive exports. Eventually some of these…
In this 4th of 5 posts on US Delta crush, let’s look at the implications of macro soybean trends. This is data from 2024 OECD-FAO Agricultural Outlook’s projections to 2033. You…