Dylan Lindeman

13 years of Grain Origination & Merchandising. Local row crop farmer; corn, beans, and HRW wheat. All opinions are my own.

[Karen Braun @kannbwx]

🇫🇷 French corn conditions deteriorated again last week, the crop now rated just 41% good/excellent.

That's down 43 pts in 4 weeks. For U.S. corn, only one 4wk period (June 1988) recorded a 43 pt drop.

Some analysts think France's corn crop could be the smallest in 50 years.

[Karen Braun @kannbwx]

USDA cuts old-crop U.S. corn ending stocks by much more than analysts expected, while soybeans came down slightly more than expected.

New-crop wheat and corn came down from last month. Soybeans were unchanged but below analyst estimates.

[Karen Braun @kannbwx]

🇺🇸U.S. export sales were modest last week, and corn sales fell below expectations. Most of the new-crop soybean sales were to unknown destinations.

Some 30% of old-crop soybean sales are to China, and 99% off them have been shipped.

[Market Minute LLC @MarketMinuteLLC]

How often does corn truly bottom in June? 🌽

Below is the month new crop corn has posted its lowest price of the year over the last 20 years

We’ve only seen our lowest price in June once

That year was 2010

Back in 2010 we bottomed on the day of the June 30th acres & stocks report before running from $3.50 to $6.00 by fall

August and September clearly dominate the lows. As it’s marked the lows 7 of the last 10 years

This data doesn’t mean you can’t put together a rally before hand. It just suggests the ultimate low for the year doesn’t often come in June

***
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[Josh Linville @JLinvilleFert]

A look at today's NOLA urea price vs history.

Today's high price (fallen back slightly in later trade) is still well below the 2008 and 2022 high water marks...but farmers are getting destroyed with current corn values WELL below.

Why we preach inputs and outputs for marketing.

[Karen Braun @kannbwx]

U.S. March 1 corn and wheat stocks come in below trade expectations, soybeans come in above.

[Karen Braun @kannbwx]

U.S. corn plantings come in above trade expectations while soybeans and wheat come in below.

[Dylan Lindeman @DylanLindeman10]

@ajfox620 Thinking of you all, Anna. 🙏

[Karen Braun @kannbwx]

🇺🇸🇨🇳Both scenarios - 12 million or 20 million tons of U.S. soybean exports to China in 2025/26 - would be the smallest in nearly two decades (outside the first two trade war years).

But imagine shipping up to 20 mmt of U.S. beans basically alongside a full Brazilian program? 🤯

[Dylan Lindeman @DylanLindeman10]

This rally needs to be sold

[Arlan Suderman @ArlanFF101]

#Soybeans gap higher after President Trump posts that he just concluded a phone conversation with China's President Xi, and that he is asking that his "friend" increase #soybean purchases in current year to 20 mmt. #oatt

[Dylan Lindeman @DylanLindeman10]

@agtradertalk Carpet farming wasn't any fun... Had to play with them in the dirt just like Dad did.

[Dylan Lindeman @DylanLindeman10]

@sanegrain I too came from an elevator that offered many marketing contract solutions. Over my years of experience, most of the time simpler works out to be better... just need to have a plan.

[Dylan Lindeman @DylanLindeman10]

@agtradertalk Wish I would’ve taken better care of my toys as a kid! That is outrageous

[Brady @BradyD78]

Task list for today:

1. Figure out how to get my cost per bushel for growing corn below $3.70 cash and beans below $9.70 cash ASAP.
2. see number one.

Any ideas for where to start?

Other options include:
1. Pray that everyone else has a drought except me
2. Wait around for another government handout.
3. Disregard my numbers and go forward like everything‘s fine until somebody tells me it’s not

[Dylan Lindeman @DylanLindeman10]

Good thing we have a $45 / ac bridge payment coming in February, cause the govt just took at least that much away from us today. #JanWASDE

[Karen Braun @kannbwx]

U.S. corn stocks come in at the high end of expectations with the larger crop. Soybean stocks are higher on lower exports, and wheat stocks were also higher on lower use.

[Karen Braun @kannbwx]

U.S. corn production comes in above expectations, soybean production lands slightly above.

[Dylan Lindeman @DylanLindeman10]

@kannbwx I really question if Bessent and Rollins really have a fricken clue what’s going on. Seems like a lot of blowing smoke to me

[Dylan Lindeman @DylanLindeman10]

The beginning of my farming career. Less stress, politics, and was even able to afford green paint.

[Mary Kennedy @MaryCKenn]

Ok, found an offer for BN secondary shuttle freight. Best be sitting down.

J,F,M 2026 offer $1500 per car above tariff. IF this number trades, you write a $165,000 check for 110 cars before you even see them on your track.