CommoditiesCharras @CommoditCharras
Joined January 2022-
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PF #corn yield estimate came in 3.2% below the WASDE number…pretty big difference but not unprecedented. Priced in by now? #oatt #agwx #pftour25
🚨 Pro Farmer's 2025 National Production Estimates: 🚨 • Corn: 16.204 billion bu.; Average yield of 182.7 bu. per acre Corn +-1% = 16.366 billion bu. to 16.042 billion bu.; 184.5 bu. to 180.9 bu. per acre • Soybeans: 4.246 billion bu.; Average yield of 53.0 bu. per…
Ukraine corn production map. Actual production is in question, as a number of issues exist. 1st, the NDVI maps for Ukraine show very poor for the southern 1/3rd of Ukraine and 2nd, drought maps for Ukraine show great risk to production. Timely rains are a must.
🇨🇦 CAN #vegoils #durum #barley #pulses Crop Report @YourAlberta: 🌾 Crop conditions steady at 65% good/excellent (🟰vs last week), above 5-yr avg. 💧 Surface moisture at 57% (⬆️ 4% vs last week).
Corn 🌽 & Wheat 🌾Market Drivers This Week Bullish🟢 • Corn conditions in France deteriorated further, FranceAgriMer reports • Spring wheat conditions deteriorate further, down -2 to 52% g/e. Corn unchanged • Corn basis continues to strengthen in the Mid West with Iowa up…
#Argentina 🇦🇷 weekly #Crop #Progress and #Conditions released by @Bolsadecereales. #corn🌽 #soybean🌱 #wheat 🌾
🛳 Freight from Ukraine: Handysize rates remain mostly steady, while Coaster rates inched up on particular routes - ASAP Agri At the start of summer, the Black Sea freight market remains challenging for shipowners, with a limited number of cargo orders. However, available…
Bumper Brazilian corn crop could spoil US exporters’ fun - column by @kannbwx reuters.com/markets/commod…
#Brazil🇧🇷 Weekly crop progress released by @Conab_Oficial #corn 🌽 #wheat 🌾 #soybean🌱
🌽Funds staged a record selloff in CBOT #corn from late Feb to mid-May, initially driven by extreme economic uncertainties then perpetuated by fundamentals. But the growing stockpile scenario was already expected. Makes you wonder what it would look like if not for the tariffs...
Right now, NOLA DAP barges are trading at an even $700. December 2026 corn is at $4.63. That means this is taking 151 bushels of corn to pay for 1-ton of DAP. This is the 2nd worst/highest ratio seen in history, only behind 2008. Unfortunately, little hope of summer resets.
Ohio remains in left field The planting intentions completely bucked the trend Now, planting progress is way behind, perhaps making farmers actually shift to more beans 1.495 million acres of corn to plant still Crop conditions are also the lowest in the country at 46% G/E
USDA Crop Progress – May 25 Corn: 87% planted (78% LW, 81% LY) Soybeans: 76% planted (66% LW, 66% LY) Spring Wheat: 87% planted (82% LW) Corn G/E: 68% (vs 73% expected) Spring Wheat G/E: 45% (well below 70% est) Winter Wheat G/E: 50% (vs 52% LW) Fast planting pace, but early…
The USDA’s first conditions rating for the U.S. #corn crop was reported at 68% good/excellent, below trade expectations for 73%. Below is a look at the USDA’s historical first ratings.
The strongest week for corn farmer selling in Brazil — and it has nothing to do with FX. Traders are raising their crop estimates (avrg at 105 Mi t). Farmers are selling mainly for nearby shipments, which is driving down FOB replacement costs. Brz corn is likely to become the…

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