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Wasde report 11 bells
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JonSCKs
Posted 5/12/2025 07:36 (#11221843 - in reply to #11221814)
Subject: Flipped to heavy to Corn.. need soybean acres.


FarmingMo - 5/12/2025 07:12

I would expect it to be a good bit ahead of normal. And looks like another open week coming up for many. Spots are struggling with too wet or too dry but I'd say on the whole the crop is off to a pretty good start. As always summer weather will be the trump card

Edit to add: the funds have trimmed their long position in the corn market to almost zero. Are they going to short it going into June? Corn has been the story for awhile but I think it's about to flip flop and beans will drive the market. We're not going to have the acres ti be able to suffer a yield set back without curbing demand. What curbs demand? Higher prices....or a trade war with your number 1 customer


Well soon find out what summer wx will be.. we’ve got enough corn acres.. if we spike soybean prices.. that will set up Brazil to continue expansion.. faster.. gonna happen anyway.

Does Wx spike prices this summer?  We’ll need rainfall to finish filling wheat.. Ks tour kicks off this week

lower tariffs.. but the damage is done on trade.. picking up the pieces to what’s left now. 

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