Grain Spreads: Corrections Across Wheat

Sean LuskGeneral Commentary Leave a Comment

Please join me for a free grain webinar every Thursday at 3pm Central. We discuss supply, demand, weather, and the charts. Sign Up Now Commentary All three wheat classes saw a decent amount of short covering in the last three weeks as wheat plays catch vs corn up the page. We finally hit a wall last Friday, as prices in …

The Sinclair Report: Navigating Livestock Markets Amid Bird Flu Concerns

John SimpsonGeneral Commentary Leave a Comment

Cattle Market Analysis As of February 7, 2025, the cattle market has begun to correct, with prices retreating from a high of 199.80. My key support level is at 195.35, with a potential downside target of 188.00. This correction reflects broader market sentiment, which has been shaken by recent developments in the livestock industry, particularly concerns stemming from the spread …

Walsh Gamma Trader

Bill AllenGeneral Commentary Leave a Comment

2/10/25 . If you would like to receive more information on the commodity markets, please use the link to join my email list Sign Up Now . . COMMODITY BUY/SELL COST PER CONTRACT EXPIRATION GRAINS       MAR’25 SOYBEAN OIL BUY 43 CALL 3.16 OR $1,896.00/CONTRACT – FIVE WEEKS AGO WAS 0.98 OR $588.00/CONTRACT   11 Days – 2/21/25 …

Do we have a corn market now?

Steve DavisGeneral Commentary Leave a Comment

It has been a turbulent month in U.S. trade policy. First President Donald Trump announced tariffs of 25 percent on Mexico and Canada. After last-minute talks with both countries, Trump agreed to a 30-day reprieve. The 10-percent levy on all China imports still stands. It may be only a matter of time before tariffs on our southern and northern neighbors …

The Sinclair Report: Grain Market Update

John SimpsonGeneral Commentary Leave a Comment

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 Leave a Comment

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 …