Moving Parts Weekly Commodity Market Update

Today we'll discuss harvest progress, continued spec selling, and ANOTHER potential Iran deal...

A look at what is driving the oil markets.

Harvest is catching up, Spec selling continues, and Brazil got an election surprise.

Combines are rolling! Today, we’ll talk about continued progress in corn and soybean harvest, the latest NOPA crush report, and all the Spec selling lately.

Veg Oil Key Market Drivers 10/13/26

Today we’ll discuss a big CORN surprise in Friday’s WASDE report, as well as harvest progress and yesterday’s record MPOB report.

Combines are rolling! Today we’ll talk about improved harvest weather, spec liquidation, and this week’s upcoming October WASDE report

Plenty of news this week as we discuss the Chinese President Xi visit, U.S. harvest delays, and today’s Sept 1 Stocks & Small Grains Summary.

Today we’ll talk about harvest pace, Xi’s planned visit to the White House this week, and more.

Today we’ll discuss the results of last week’s September WASDE report, climbing energy prices, and what to make of all this rain we’re getting.

The Specs are buying again, with traders hitting new long positions in corn, soybeans, and SBM! Today, we’ll discuss all this fund buying, as well as give you a preview of the upcoming September WASDE.

The EPA gave us something to chew on regarding feedstock demand this week, while fresh reports suggest Turkey is working to revive a Black Sea grain export corridor, setting the stage for another important discussion on global supply flows.

Today, we’ll discuss the results from last week’s ProFarmer tour, as well as several big updates in the EPA/Biofuels space that took place in the last week.

Rain makes grain! Today we’ll discuss the state of the crops and the latest conditions according to the ProFarmer Crop Tour, as well as last week’s August WASDE report, and much more.

War on, war off…again! Do we have a peace deal in Iran? Still not quite sure. Today we’ll discuss the latest war update, tomorrow’s August WASDE report expectations, and more.

War and weather remain big price drivers, as energy markets remain volatile in response to back-and-forth peace talks, and crop conditions remain decent for corn and soybeans

Energy prices drop! Corn and soybean conditions drop! We’ll talk about war and weather updates and more on today’s call.

Energy prices are skyrocketing as the war rages on…well, make that WARS as fresh strikes are affecting shipments out of both the Black Sea and the Strait of Hormuz.

The ceasefire is over…again! Crude oil (and SBO) are back up after renewed strikes in the Middle East. We’ll also discuss last week’s July WASDE, the recent hot weather, and more…

We hope everyone had a great 4th of July weekend! Today, we’ll go over what we learned from the USDA’s June 30 reports, what to expect on this Friday’s WASDE report, and what to make of all this hot weather.

Buckle up, it’s Report Day! Today, we’ll preview the USDA’s BIG June reports (June 1 stocks and 2026 acreage) and how the results could potentially move the market for corn, wheat, and soybeans.

Crop conditions? Looking more fancy!  Spec funds? Still selling! Peace Deal? Looking more likely! 

PEACE deal? We shall see…today we’ll discuss the market reaction, last week’s June WASDE report, and a smaller-than-expected NOPA crush report.

Sell Mortimer, sell! This week, we’ll talk about the sell off in the Big 3 (corn, wheat, soybeans) last week, and we’ll preview this week’s June WASDE report.

RIN-sanity rallies the SBO market as energy remains volatile and we continue to be “close to a peace deal” in Iran.