Mexico took our corn for fifty years and paid for it.
China took our soybeans.
Russia took our wheat.
Then somebody in DC decided to use food as a weapon and now we're confused why those buyers spent the last decade building their own supply chains.
Have you noticed a strange new phenomenon.
People can now spend 30 seconds asking AI a question…
…and feel qualified to debate someone who has spent 30 years studying the subject.
HIGHLY RECOMMEND using #cmdtyView for this type of analysis & today lets take a look at #corn vs stocks/use since 2009.
Pink line is the stocks/use ratio. Blue is continuous corn. The relationship is simple and brutal: price is a nonlinear function of scarcity.
🔴 2011–2014: Stocks/use collapsed from near 14% to near 7.4%, corn ran from the $3.25 floor to over $8.00
🟡 2016–2020: Ratio parked between 12.5% and 15.6%, corn flatlined on the old $3.25 baseline for six straight years
🔴 2020–2022: Ratio broke back toward 8.6%, corn answered with a run above $7.50
Now the setup. Stocks/use rebuilt to near 12%, but the latest leg is rolling over toward 11% and price never went back to the old floor. The market is defending a new baseline near $4.00. That higher floor is the tell. Demand base and cost structure have "re-rated." And history says the price response to tightening doesn't wait for 7%, the curve steepens the moment we slip under 10%.
If the ratio keeps declining into 2027, my path: the $4.00 floor hardens, $5.00 to $5.50 comes into play and a genuine supply miss puts a 2012/2022-style tail back on the table.
Moral of the story: Scarcity doesn't move price linearly. It moves it all at once. The next few months and what stocks/use does CAN NOT be understated. 🌽
“ Like the farmer, after you have planted the crop with your hard work and intelligence, you will still have to count on God to send the rain. If you’re outcomes are limited to the result of your best efforts then your outcomes are too limited” - Dave Ramsey
I know ole Dave doesn’t like the business of agriculture much, but his analogy and quote still ring true.
“Knee high by the 4th of July” as the old saying goes. Ima say by the time Yogi & Friends get done this weekend, knee high is about all that it will be. 2 1/2 acres at the bins gone in a couple nights. Not so bad if I didn’t have to see it every day when i got to the shop
Well said!! Add to this that millions in damages have been awarded based on the words “probably carcinogenic”. Unfortunately jurors don’t know there’s a difference between correlation and causation. Just because 2 things are correlated doesn’t prove 1 caused the other
Lots of talk about glyphosate, so I want to add some context to the noise.
Glyphosate is a molecule.
It has been studied for 50 years.
Hundreds of regulatory reviews.
Tens of thousands of pages of data.
Toxicology, residue studies, epidemiology, environmental fate.
You don’t have to “trust Monsanto.”
You can read assessments from:
🇺🇸 EPA
🇪🇺 EFSA
🇯🇵 PMDA
🇨🇦 Health Canada
Here’s what gets lost in the shouting:
Hazard ≠ Risk.
Risk = Hazard × Exposure.
Real‑world dietary exposure?
Measured in micrograms.
Hundreds of times below conservative safety limits.
That’s risk assessment.
And no- IARC saying “probably carcinogenic” does not mean “causes cancer at real‑world exposure.”
It means same category as:
– Red meat
– Night shift work
– Very hot beverages
Context matters.
If you think farmers spray poison because they enjoy it, you’ve never met a farmer.
They use tools.
Tools are evaluated.
If they don’t work, they’re dropped.
If they aren’t safe under regulation, they’re not approved.
The claim that we are all being secretly poisoned? That collapses under dose‑response curves and biomonitoring data.
Emotion spreads faster than toxicology. But toxicology still wins.
If you care about food, health, and the environment, learn the difference between hazard and risk.
It will change how you see almost every chemical debate online.
And yesterday, SCOTUS (7–2) made something else clear:
You don’t get to turn fear into a label.
If regulators didn’t require a warning,
you don’t get to invent one through litigation.
Born this day in 1925 in a Texas sharecropper's shack, one of twelve kids. His dad walked out, his mom died young, and Audie Murphy quit school in fifth grade to pick cotton and hunt rabbits to feed his brothers and sisters. He got deadly accurate with a rifle for one reason: the family couldn't afford a wasted bullet.
After Pearl Harbor he tried to enlist and got laughed off. The Marines rejected him. The Navy rejected him. The paratroopers rejected him. He was 5'5" and barely 110 pounds, and they all said he was too small to fight. His sister had to fudge his paperwork just to get the Army to take a 17 year old.
Then he went to war and became something out of a legend.
January 26, 1945, near Holtzwihr, France. His company was down to a handful of men facing six tanks and 250 German infantry. Murphy sent his men back, then climbed onto a burning American tank destroyer that could have exploded under him at any second, grabbed the .50 caliber machine gun, and held off the entire assault alone for nearly an hour. He was wounded in the leg and kept firing. When a buddy asked over the field phone how close the Germans were, he reportedly said hold on and let me ask them.
He came home the most decorated American soldier of the entire war. Every valor award the Army could give, some of them more than once, plus French and Belgian honors on top.
Life magazine put his baby face on the cover, James Cagney saw it and invited him to Hollywood, and the cotton picker who couldn't pass a physical became a movie star. He made over 40 films. In 1955 he played himself in To Hell and Back, the movie of his own memoir, and it was Universal's biggest hit until Jaws came along twenty years later.
But the war never let go. He had what we now call PTSD, slept with a loaded pistol under his pillow, and got hooked on sleeping pills trying to outrun the nightmares. He kicked the addiction by locking himself alone in a motel room for a week. Then he did something almost no famous man did back then: he went public, told the country that combat had wrecked his nerves, and pushed the government to study and treat what war does to a soldier's mind.
He died in a plane crash in 1971 at just 45 years old. They buried him at Arlington, where his simple headstone is the most visited grave in the cemetery after John F. Kennedy's.
Every branch told him he was too small to fight. He outfought all of them, then spent the rest of his life trying to help the men who came home broken like he did.
@TomKloza Dont most airlines hedge their fuel purchases. Why did air fares increase at all. When it comes to airlines gouging their customers, any excuse will do
@lathemfarms We had a problem with some teenagers wrecking mailboxes years ago. Neighbor set his box on an I-beam secured in concrete. The he wrapped the beam in lumber to make it look fancy. Needless to say he resolved the issue
@TheChadColby@Case_IH Deere 4400. I was 13 y/o. Dreamed about running the big ones with 30’ heads. Finnally hired on with a custom cutter in college for a couple summers. Running combine is still my favorite thing to do on the farm