So the War is escalating with Israel attacking PARs and Iran retaliating.

This is punching Asia in the gut.. where Crude is trading $150.. and refiners are limiting output.

https://www.aljazeera.com/news/2026/3/19/could-oil-hit-200-a-barrel-analysts-no-longer-think-its-far-fetched

Wow.

https://youtu.be/MxYqgw9xcwk?si=HuIDIc5AK3CzdLjz 

This will not pass quickly as facilities are being attacked.. weeks turning to months.. or years now.  

https://www.ndtv.com/world-news/middle-east-war-worlds-largest-lng-plant-in-qatar-hit-in-latest-attack-on-energy-infrasructure-11235937

The Qatar facility attacked was the largest built at the time. 

https://www.cnbc.com/2026/03/18/iran-war-qatar-ras-laffan-natural-gas-lng.html 

…

Flipping back to US.. we are awash in Grains.. I could only deliver 2 loads of corn this week as users are still plugged.  The shuttle loaders are booked through August.. exporting dryland corn out of Kansas.  First weekend off at shuttle loader since harvest.. at one.. crews were gonna revolt.. they loaded.. and ran trucks.. a week ago Sunday.

ugh.

and.. we’re probably going to increase corn acres here.. since most had such a good year last year.

If not for the war.. Corn prices would be plunging.. and still might.  There’s not enough capacity to turn the excess into ethanol.. yet.

We’re dry.. but expected rains later this summer.. long range forecast for whatever that is worth..???  are for a “better dryland corn than 2025” scenario.

if that bares out.. ???

We will be swimming in corn..  
here.