RINs 101, ransomware, $16,800/ac, a 2.2 million bushel bin, suspended loan forgiveness payments, intensifying drought, ending stocks and more!
As we kickoff the unofficial start to summer, we take a look at the somber stats behind Memorial Day, vacation travel, a red-hot ethanol market, the battle between pork chops and filets, Busch Light’s Corn Cans, a heated discussion about USDA’s recent loan forgiveness program, China’s big splash in the corn export market, and more!
Sometimes things just don’t make sense. This week we tackle unemployment benefits, record job openings, lumber and beef packer margins, Ford’s new electric F-150 Lightning, where that electricity really comes from, and the mixed signals the market has been sending lately as it relates to 2021 acres.
This week we are going the distance with the quarter mile-long Ever Given, a 20,000-mile rail network throughout North America, taking a deep dive into next week’s report, plus we are going to ‘green’ diesel school!
Check it out here >>> 03 26 2021 Going The Distance
Shock and Awe is defined as a military tactic based on the use of overwhelming power and spectacular displays of force to paralyze the enemy’s perception of the battlefield and destroy their will to fight.
When it comes to crop production (and reporting), one might think USDA spent the better part of the past few years engaging in a shock and awe-type tactic, destroying the farmer’s will to fight.
Misstep after misstep left the bull on death’s doorstep, struggling for its last breath.
Report after report of big yields, acres, and even bigger carryouts, we have reached a day of reckoning.
No newsflash here, but Argentina plays an important role in global agriculture. Drought, financial ruin, and now strikes have kept our southern hemisphere friends in the headlines recently. In fact, you have probably heard more about Argentina the past few weeks than the past few years, combined. This week we are taking a deeper dive into all things Argentina, the latest in a series of market-moving events that have upended grains and oilseeds since lows just a few months back.
‘Twas the Night Before Christmas, NO BULL**** style!
It’s the most wonderful time of the year, right?
This week we tackle record crush, Dollar General, more government aid, the three kings of the soy complex and more!
This week we put Mato Grosso’s production in perspective, talk about the weather, how ethanol production plays a role in COVID-19 vaccinations, touch on a dirt-cheap U.S. dollar and dive into U.S. exports – all NO BULL**** style!
This week we are taking a deeper dive into those critters that eat soybean meal, corn, and …bugs for that matter. Animal agriculture is important. It is important for our plate and for our farm balance sheet. Feed (and residual) accounts for 40% of U.S. corn demand, while soybean crush (for meal to feed the critters/export for other countries to feed the critters) represents 50% of U.S. bean demand.
Sit down, kick back and let’s learn a thing or two about our favorite, tasty animals!
In this week’s edition of NO BULL—-
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