The Sinclair Report: Grain Market Update

John SimpsonGeneral Commentary

Grain Markets Update The grain markets continue to show strength, and I remain bullish on key commodities. Let’s dive into the latest developments and my updated targets. Soybeans: Soybean futures have been rising, bolstered by easing concerns over potential Chinese tariffs on U.S. soybeans. Recent trade tensions saw the U.S. imposing a 10% tariff on Chinese imports, with China responding …

Natty on the move

Steve DavisGeneral Commentary

Chart courtesy of CQG. This chart attracted my attention. This is my Chart of the Day for February 5. Natural gas (LNG) prices have seen up and down trading this week with sizable gaps this month. LNG is expected to be affected more than crude oil by China’s retaliatory import tariffs on U.S. items. LNG sales to China have been …

U.S. Oil Inventories Post Largest Weekly Build of 2025

Jim RinaudoGeneral Commentary

The March WTI (CLH25) trading session settled at 71.03 (-1.67) [-2.30%], a high of 72.97, a low of 70.96. Cash price is at 72.70 (-0.47), while open interest for CLH25 is at 276,301. CLH25 settled below its 5 day (72.46), below its 20 day (74.58), below its 50 day (71.54), above its 100 day (70.38), below its 200 day (72.03) …

China Places 10% Levy On U.S. Crude, Trump Reapplies “Maximum Pressure” On Iran, API Inventory Build Exceeds Forecast

Jim RinaudoGeneral Commentary

The March WTI (CLH25) trading session settled at 72.70 (-0.46) [-0.63%], a high of 73.35, a low of 70.67. Cash price is at 73.17 (+0.68), while open interest for CLH25 is at 292,177. CLH25 settled below its 5 day (72.73), below its 20 day (74.70), above its 50 day (71.51), above its 100 day (70.33), above its 200 day (72.05) …

What happened to the gaps in May corn?

Steve DavisGeneral Commentary

Chart courtesy of CQG. While weather issues in Brazil and Argentina remain a concern, significant chart damage was done in corn in the last 48 hours of trading. On Sunday night, February 2, May corn gapped lower. In my opinion, that looked bearish. Today the corn market rallied and filled the gaps. The corn market is very good at filling …

Hogs Go Limit Down as Tariff Fever Takes Hold

Ben DiCostanzoGeneral Commentary

For those interested I hold a weekly livestock webinar on Tuesdays and my next webinar will be Tuesday, February 04, 2025, at 3:15 pm. It is free for anyone who wants to sign up and the link for sign up is below. If you cannot attend live a recording will be sent to your email upon completion of the webinar. …

Chart of the Day – March KC Wheat

Jeff FosseGeneral Commentary

The information and opinions expressed below are based on my analysis of price behavior and chart activity Monday, February 3, 2025 March Kansas City Wheat (Daily) As we start “tariff week” the March KC Wheat closed up 6 ½ cents, settling at 5.85 ¾.  You might notice that 4 of the past 4 sessions saw the market close above the …

U.S. Delay’s Mexico’s and Canada’s Tariffs Until March, White House Says Trump To Talk With China’s Xi Within 24 Hours – WTI Crude Oil

Jim RinaudoGeneral Commentary

The March WTI (CLH25) trading session settled at 73.16 (+0.63) [+0.87%], a high of 74.70, a low of 72.05. Cash price is at 72.49 (-0.26), while open interest for CLH25 is at 306,594. CLH25 settled above its 5 day (72.84), below its 20 day (74.68), above its 50 day (71.41), above its 100 day (70.25), above its 200 day (72.07) …