After months of work, Morgan Soy Simulator’s own site is finally launching today! If you are headed to AFOA in KC this week, reach out. I’d love to show it…
About a month ago I mentioned that the US Delta (Arkansas, Mississippi, Louisiana) soybean crop was bigger than the export market could handle, that September Delta bean inventory would likely…
The Delta states (AR, MS, LA) have a record soybean crop ready to roll. 388 mil bushels, 100+ mil bushels more YOY. Acres are up big, and dryland yields are…
My alma mater University of Missouri’s Food and Ag Policy Research Institute (FAPRI) released “Potential Impacts of Proposed E15 Expansion and SRE Reallocation Provisions of HR 1346” this week. Its…
UPDATE 10/6/2026 – Morgan’s own site is LIVE at morgan.dnscommodities.com. See my latest post on Morgan here. I’ve been working for a while on this one — a soybean procurement…
Amazon’s 2026 CAPEX budget = $200 billion Alphabet = $175-$185 billion Meta = $115-$135 billion Farm gate value of ALL the corn, soybeans, wheat, cotton, rice, sorghum, barley, and oats produced…
But both ADM and Bunge mentioned robust meal protein demand during their earnings calls this week. The story is building in the meal market. Thanks for reading Oilseed Impacts. New…
Something has to give. Which will it be? A) Crush slowdownB) Oil exports increaseC) Biofuel demand finally gets going Thanks for reading Oilseed Impacts. New editions drop weekly. Don’t forget…
But South American harvest is upon us. We need to sell another 13 MMT and ship 25 MMT to hit USDA estimates. With China meeting their purchase volume commitment already,…
Now that the dust has started to settle, here’s a couple soy complex items I noticed, with some additional color from Oilseeds Crushings data. Thanks for reading Oilseed Impacts. New…