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Tidbits, Global Estimates, Fertilizers, Spring Weather, Broiler & Ethanol 2/21/25

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2 days ago5 min read

Tidbits, Global Estimates, Fertilizers, Spring Weather, Broiler & Ethanol 2/21/25

Highlights March CBOT options expire today which usually means lower prices. The expected hot weather in Argentina this weekend sent...

Tidbits, Q&A: Fuel & UAN, Farm Bill 12/23/24

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Dec 23, 20244 min read

Tidbits, Q&A: Fuel & UAN, Farm Bill 12/23/24

Tidbits The grain markets will close at 12:05 PM CT this week Tuesday, December 24th. The markets will be closed all day on Wednesday,...

Tidbits, Market Action, Wheat, Urea Prices 9/22/24

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Sep 22, 20244 min read

Tidbits, Market Action, Wheat, Urea Prices 9/22/24

Highlights The market action this week will be dominated by the looming: Dock workers’ strike on the US East and Gulf Coasts where 5 of...

Tidbits, The Low For The Year, Urea Prices 9/8/24

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Sep 8, 20244 min read

Tidbits, The Low For The Year, Urea Prices 9/8/24

Market Comment After 4 to 6 days of gains, corn, wheat, and beans all closed lower Friday, which is a down day if the markets had been...

Tidbits, Crude Oil, Milk Production, Urea Prices 9/1/24

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Sep 1, 20244 min read

Tidbits, Crude Oil, Milk Production, Urea Prices 9/1/24

Highlights Late Saturday afternoon, three of Libya’s oilfields received instructions to resume production, engineers at the fields told...

Tidbits, ProFarmer Tour, Urea Prices, Carbon Language in Global Error 8/18/24

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Aug 18, 20244 min read

Tidbits, ProFarmer Tour, Urea Prices, Carbon Language in Global Error 8/18/24

Tidbits The 3-day ProFarmer tour starts on Tuesday and will cover OH, IN, IL, IA, SD, NE and MN. State yield estimates will be issued...

Tidbits, Capturing the Carry, US Economy, Urea Market 8/3/24

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Aug 3, 20244 min read

Tidbits, Capturing the Carry, US Economy, Urea Market 8/3/24

Highlights On Wednesday, a giddy euphoria about the US economy prevailed on the “certain” prospects for lower interest rates in...

Tidbits, Q&A, China, Urea Report, FOB 7/28/24

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Jul 28, 20244 min read

Tidbits, Q&A, China, Urea Report, FOB 7/28/24

Highlights Fears that China’s economy will falter and substantially reduce demand for imports of everything has been a consistent bearish...

Tidbits, CrowdStrike, China Urea, Q&A: Firm Basis 7/21/24

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Jul 21, 20243 min read

Tidbits, CrowdStrike, China Urea, Q&A: Firm Basis 7/21/24

Highlights Early Friday morning CrowdStrike deployed a content update to its Falcon Sensor agents, which triggered a system-level error...

Tidbits, US Inflation, CONAB Estimates, Russian Fertilizers, Export Sales 7/12/24

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Jul 12, 20244 min read

Tidbits, US Inflation, CONAB Estimates, Russian Fertilizers, Export Sales 7/12/24

Highlights The USDA will issue its July S&D at 11 AM Central time today. Yesterday morning, the government reported that inflation during...

Tidbits, Poultry Report, Kevin's Summary, Ukraine, Russia, Israel 5/26/24

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May 26, 20244 min read

Tidbits, Poultry Report, Kevin's Summary, Ukraine, Russia, Israel 5/26/24

Highlights On Friday, Safras and Mercado, a Global Agribusiness of Brazil, reduced their safrinha corn production estimate by 2.99 mil...

Tidbits, DAP, Brazil, China, Niger 4/17/24

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Apr 17, 20244 min read

Tidbits, DAP, Brazil, China, Niger 4/17/24

Tidbits Open interest refers to the number of trade positions on the books. The past two days saw the largest increase in open interest...

Tidbits, Argentina, China, Fertilizer 4/13/24

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Apr 13, 20244 min read

Tidbits, Argentina, China, Fertilizer 4/13/24

Highlights The US stock markets took a thumping yesterday as JPMorgan and Wells Fargo both reported net interest income well below...

Tidbits, Urea Market, Brazil & China, ENSO, Export Inspections 4/9/24

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Apr 9, 20243 min read

Tidbits, Urea Market, Brazil & China, ENSO, Export Inspections 4/9/24

Highlights StoneX’s fertilizer guy, Josh Linville, reported yesterday afternoon India shocked the global urea market by cutting their...

Tidbits, Russian Wheat, Fertilizer, ENSO, Export Inspections 3/26/24

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Mar 26, 20244 min read

Tidbits, Russian Wheat, Fertilizer, ENSO, Export Inspections 3/26/24

Highlights Russian officials have halted the transport of loaded bushels sold by RIF, a top 2 exporter, due to quality issues. Market...

Tidbits, Spec Funds Positions, Gevo & SAF 3/24/24

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Mar 24, 20244 min read

Tidbits, Spec Funds Positions, Gevo & SAF 3/24/24

Tidbits World urea prices this past week were down ~4%, despite the Indian tender. Phosphate prices were mostly unchanged except Single...

Tidbits, Marketing Tools - Puts vs HTA, Fertilizers Prices, Cocoa 3/20/24

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Mar 20, 20245 min read

Tidbits, Marketing Tools - Puts vs HTA, Fertilizers Prices, Cocoa 3/20/24

Tidbits The Director of Russian Foreign Intelligence Service says France is preparing to deploy 2,000 troops to Ukraine to help fight...

Tidbits, Beans February Crush, Wheat Production, Fertilizer Costs 3/16/24

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Mar 16, 20243 min read

Tidbits, Beans February Crush, Wheat Production, Fertilizer Costs 3/16/24

Highlights NOPA posted a record February soybean crush by almost 20 mil bushels as new facilities come online and processors make up for...

Tidbits, Fertilizers, Charter Rates 3/3/24

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Mar 3, 20244 min read

Tidbits, Fertilizers, Charter Rates 3/3/24

Tidbits Crop input purchases in the USA accelerated the past week as the dry weather has allowed field work. That is the main reason urea...

Tidbits, Estimates, Urea, Broilers & Ethanol, Markets & Rain Days Update 1/5/24

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Jan 5, 20244 min read

Tidbits, Estimates, Urea, Broilers & Ethanol, Markets & Rain Days Update 1/5/24

Highlights The weather outlook for Brazil’s main growing area looks to be turning drier and warmer next week. Watch the number of rain...

BASIC & RECENT MARKET INFO

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Tidbits, Global Estimates, Fertilizers, Spring Weather, Broiler & Ethanol 2/21/25

Tidbits, Q&A: Fuel & UAN, Farm Bill 12/23/24

Tidbits, Market Action, Wheat, Urea Prices 9/22/24

Tidbits, The Low For The Year, Urea Prices 9/8/24

Tidbits, Crude Oil, Milk Production, Urea Prices 9/1/24

Tidbits, ProFarmer Tour, Urea Prices, Carbon Language in Global Error 8/18/24

Tidbits, Capturing the Carry, US Economy, Urea Market 8/3/24

Tidbits, Q&A, China, Urea Report, FOB 7/28/24

Tidbits, CrowdStrike, China Urea, Q&A: Firm Basis 7/21/24

Tidbits, US Inflation, CONAB Estimates, Russian Fertilizers, Export Sales 7/12/24

Tidbits, Poultry Report, Kevin's Summary, Ukraine, Russia, Israel 5/26/24

Tidbits, DAP, Brazil, China, Niger 4/17/24

Tidbits, Argentina, China, Fertilizer 4/13/24

Tidbits, Urea Market, Brazil & China, ENSO, Export Inspections 4/9/24

Tidbits, Russian Wheat, Fertilizer, ENSO, Export Inspections 3/26/24

Tidbits, Spec Funds Positions, Gevo & SAF 3/24/24

Tidbits, Marketing Tools - Puts vs HTA, Fertilizers Prices, Cocoa 3/20/24

Tidbits, Beans February Crush, Wheat Production, Fertilizer Costs 3/16/24

Tidbits, Fertilizers, Charter Rates 3/3/24

Tidbits, Estimates, Urea, Broilers & Ethanol, Markets & Rain Days Update 1/5/24

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