Beyond a few marketing strategies or providing a unique product for a niche market, sustainable practices offer opportunity in what looks to be another low-priced period in the grain markets.
Some fields have a spot that consistently does not produce, but don't ignore those acres. If 156 acres average 200 bu. per acre, but 4 acres average 20 bu., the yield on the 160-acre field drops to 195.5 bu. per acre.
The shift to an El Niño weather pattern is creating dynamic market conditions. In particular, the U.S. soybean market will be extremely sensitive to threats to the Brazilian crop.
Soybean demand makes the market more receptive to a postharvest rally if production trends lower into January. Corn exports are behind last year’s pace, and importers are turning to Brazil’s corn.
Whether you have a low-cost operation, a highly leveraged operation or are somewhere in between, it's a good idea to run an ROI analysis to understand just how good or bad marketing opportunities are at any time.
After the June report, traders prepared for a “new” trading environment with “burdensome” corn supplies and “pipeline” soybean supplies. Then came the anticlimactic July report.
The job market is strong, and the economy is slowly growing. However, there are four complicating issues making investors defensive, which reduces money flow to the markets.
With USDA’s carryover estimates trending higher and price outlook trending lower from last year, many expect the sideways trends in new-crop futures to continue until the next shift in the fundamental outlook.
Early November corn trade provided a glimpse of what to expect from a post-harvest corn market. Corn futures rolled over and through the bottom of the sideways trading range. But there was no “panic.”
A shrinking U.S. supply, a falling stocks-to-use ratio and the uncertainty of a third-consecutive La Niña South American growing season combined to keep soybean prices elevated through harvest.
A long-held belief is that it’s best to be “long-iron and short-taxes.” That’s likely to limit downside risk in the used equipment market through the end of the year.
For 2022/23, the U.S. corn stocks-to-use ratio sits at 9.6%. Traditionally, a ratio under 12% suggests the need for more acres in the next growing season.
USDA’s first official look at the 2022/23 marketing year is the foundation from which supply and usage estimates will be fine-tuned in the next 16 months.
It was the “big swap” many didn’t expect. What makes it believable is total corn and soybean acreage intentions of 180.5 million is nearly unchanged from 2021.
That is not an efficient way to collect and process information — it’s likely to leave you dazed, confused and unable to even make a decision. Here is my advice.
It’s time for a reality check on 2021-crop corn, soybeans and wheat. If you haven’t locked in prices (and record returns on investment for many), why haven’t you?
“Don’t panic on price slides and sell into rallies.” That was the consensus marketing outlook from several analysts on “AgriTalk” following the 2021 harvest.
It will take significant N bookings at higher prices or excess natural gas supplies to relight fires at fertilizer plants – and neither seems likely until summer 2022.
Chip Flory of AgriTalk and Pro Farmer policy analyst Jim Wiesemeyer have a conversation with Paul Neiffer of CliftonLarsonAllen about potential future tax liabilities for farmers and ranchers.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss the situation at the southern border with Haitians, the latest on the battle over the infrastructure bills and more.
With lawmakers focused on environmental social governance and carbon-neutral fuels, odds are the momentum to replace petroleum-based diesel with renewable diesel will not be exhausted soon.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss the price tag of the human infrastructure bill, the Senate gearing up to hold hearings on the withdrawal from Afghanistan, vaccine mandates and more.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss President Biden's approval rating, Sec. Vilsack's Town Hall, infrastructure and a lot more on this week's D.C. Signal to Noise.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss the status of the WOTUS redo, trade, renewable diesel, Afghanistan and a lot more on this week's D.C. Signal to Noise.
Is the infrastructure bill on a collision course with the Congressional Budget Office and the Supreme Court? AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss votes on the infrastructure bill and more.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss new court rulings affecting the renewable fuel standard, senate hearings on immigrant farm workers, pressure on the crude oil market and more.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer unpack Biden’s new executive order, including new rules under the Packers and Stockyards Act, “Product of USA” labeling and more.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer are joined by Emily Skor, CEO of Growth Energy. They discuss recent court decisions impacting the ethanol industry, how to expedite higher blends and more.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss slow downs in pork processing, the senate meeting on cattle market transparency, the bipartisan agreement on an infrastructure bill and more.
AgriTalk's Chip Flory and Pro Farmer’s Jim Wiesemeyer discuss lumber prices as a leading indicator for the grain markets, plus drought in the western states and line speeds in pork plants.
