Market Analysis

Trade disruptions in energy, fertilizer and grains are inevitable. In fact, effects are likely to last for years, possibly even decades.
A rising tide lifts all boats, and that might be what’s happening in the grain and oilseed markets. This week kicked off with another big rally in prices.
The grain markets posted another healthy week of higher prices. But are these prices getting too high?
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.
AgriTalk’s Davis Michaelson hosted Vince Malanga, president of LaSalle Economics, on Tuesday, Jan. 25, to dive into the current events and potential market impacts.
Clinton Griffiths talks with market experts to dive into how these global events will impact the agricultural markets and more.
The world changed quickly over the last days, requiring a reassessment and perhaps “reset” in thinking.
Some Chinese soybean crushing plants suspending operations
January NOPA crush drops from record levels
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.
Dry conditions in South America continue to damage crop potential.
“Exciting times I think are not behind us yet,” says Jerry Gulke, president of the Gulke Group. “Price volatility is going to be extreme from one week to another.”
Last year, prices rallied from January to May, and a repeat certainly is in the cards.
Dry weather in South America, a brewing U.S. acreage battle and global unrest all took grain prices higher for the week.
In a year of unknowns around COVID-19, growing conditions and exports, producers found an increased need for precise risk management tools. By Debbie Carlson for CME Group
With just one day left in the 2021 trading year, grain prices are showing a little softness but are still at high levels.
At best, the CME wheat futures gave a shot over the bow, showing just how quickly market sentiment can change.
What do we want to see happen next week as we close out 2021? Jerry Gulke, president of the Gulke Group, provides his take.
Despite COVID-19 variants, inflationary pressures and supply chain limitations, consumers will continue to power the economic rebound,
Nearly two years after COVID-19 invaded our world, we are still living with its disruptions, but we should not overlook the more traditional factors also at play.
A review of where we have been and the impact at this juncture is warranted.
The inflation genie is out of the bottle and might be as difficult to get back in as it was in the 1970s. As Yogi Berra would say, “It’s Déjà vu all over again!” Or is it?
The grain markets have a tendency to shift around Thanksgiving. That could be in the cards this year, says Jerry Gulke, president of the Gulke Group.
Has there been a time when the acreage mix for the next crop year has been so hotly debated during the current harvest? What is your take on 2022 acres?
The November Crop Production and World Agricultural Supply and Demand Estimates reports gave a lift to grain prices.
USDA’s Nov. 8 Crop Production and World Agricultural Supply and Demand Estimates (WASDE) didn’t improve prices.
Oats and wheat have been the superstars in commodity prices lately. As oats hit a new record high this week, spring wheat traded to the highest level since 2012.
The concept of “goal-based marketing” is easy to understand. The strategy links the sale of crops or livestock to a goal for your business.
On Tuesday, Oct. 12, USDA will release its monthly Crop Production and World Agricultural Supply and Demand Estimates. Gulke Group’s Jamie Wasemiller will be watching several factors in that round of report.
The questions of if fundamentals really matter anymore have surfaced recently. A look at price discovery for HRSW gives some insight.
Get News Daily
Get Market Alerts
Get News & Markets App