WRT World Agricultural Supply and Demand October 4

Hans SchmitGeneral Commentary

If you would like to receive more information on the commodity markets, please use the link to join my email list Sign Up Now Click the link below to open an account with Walsh Trading Open An Account Walsh Trading, Inc. is registered as a Guaranteed Introducing Broker with the Commodity Futures Trading Commission and an NFA Member. Futures and …

Cattle Markets Break Down – Erase Weekly Gains

Ben DiCostanzoGeneral Commentary

For those interested I hold a weekly livestock webinar on Tuesdays. My next webinar will be Tuesday, October 06, 2026, at 3:15 pm.  If you cannot attend live a recording will be sent to your email upon completion of the webinar. Sign Up Now The Cattle futures markets had a rocky week of trading, seeing up and down price action …

Grain Spreads: January Bean Harvest Play

Sean LuskGeneral Commentary

Please join me for a free grain webinar this Friday October 9th at 2pm Central. We discuss supply, demand, weather, and the charts. Sign Up Now Soybeans began the week on a bearish note, reacting to the news that they were not on the list of goods to be exempt from Chinese tariffs. November futures pushed below the key $13.00 …

December Corn Ends the Week Below $5

Hans SchmitGrains

Soybean oil rallied today after the USDA reported August stocks at 1.696 billion pounds, which was well below the estimate. Soybean oil stocks were 13.58% below July and 5.14% below last year. November soybeans made a high at 1285 ¾ before selling off today. The October WASDE report will be released next Friday. November’26 Soybeans (ZSX26) settled at 1273.25 (-6.75), …

Energies Actively Following Reports of G7 – European Reserve Release and Jobs Number, Temporary Reprieve or Longer Term Relief with Hormuz Transit Picking Up

Mike O'DonnellGeneral Commentary

As of midday 2 October 2026, the energy complex is weaker across the Crude Oil WTI, RBOB Gasoline and Heating Oil/NY Harbor Ultra Low Sulfur Diesel markets, with Crude Oil WTI down over 1% (closer to 1.73%) RBOB Gasoline down about 2.6% and Heating Oil NY Harbor Ultra Low Sulfur Diesel down about 3.47%. This follows multiple reports of the …

Walsh Soybean Opportunities – Pure Hedge

Hans SchmitGeneral Commentary

If you would like to receive more information on the commodity markets, please use the link to join our email list Sign Up Now Wednesday’s Grain Stocks report showed old crop soybean stocks down three percent from September 1, 2025 and below last year and the average trade estimate. Despite the friendly report and the March contract holding above 1300 …

JUL-AUG SOYBEAN SPREAD (ZSN27-ZSQ27)

Richard MoranGeneral Commentary

WALSH PURE SPREADER Pure Hedge Division RICH MORAN                                                                                                                  10/1/2026 JUL-AUG SOYBEAN SPREAD (ZSN27-ZSQ27) Earlier this week I suggested selling a Corn spread, for the most part, because of how far away it was from Full Carry.  I am now looking at the JUL-AUG Soybean Spread (ZSN27-ZSQ27) with pretty much the same logic in mind.  Full Carry for Soybeans from July …

Pure Hedge – Livestock and Grain

Bill AllenGeneral Commentary

10/1/26 I still like the Feeders to fill the Gap below. The Grains were all over the place today, with the Corn and the Wheat closing higher on the day. Russia/Ukraine and Iran were the biggest influences on the Crude Oil today, so far anyway. Putin said he would retaliate against Ukraine shipping for damaging 100 of his ships to …

Bean Oil  and Cattle Trade Ideas

Ben DiCostanzoGeneral Commentary

For those interested I hold a weekly livestock webinar on Tuesdays. My next webinar will be Tuesday, October 06, 2026, at 3:15 pm.  If you cannot attend live a recording will be sent to your email upon completion of the webinar. Sign Up Now Soybean Oil could see some upside going into 2027, in my opinion. Trade Strategy: Soybean Oil …

Corn Closes Higher After Breaking Yesterday

Hans SchmitGeneral Commentary

November soybeans closed below trendline support today. Soybean meal is more $20 off its high a week ago. Soybean oil also made another move lower on the day and is trading below the major moving averages. November’26 Soybeans (ZSX26) settled at 1283.25 (-9.75), high of 1295, low of 1273.75. January ‘27 Soybeans (ZSF27) settled at 1300.75 (-9.50), high of 1311.25, …