Ted Seifried

VP and Chief Market Strategist of Zaner Ag Hedge. Trading commodity futures and options involves substantial risk of loss and is not suitable for all investors.

[Ted Seifried @TheTedSpread]

Ok. So, I can’t do a handstand and also simultaneously do the splits. 🙄 BUT, I can do this (for a little added encouragement for the markets and China) #pftour22

[Ted Seifried @TheTedSpread]

Markets move fast and noise is overwhelming. That’s why we started the weekly @ChannelSeed Profit Planning newsletter, where I break down what's moving markets & why.

Clear charts from @kannbwx, relevant analysis & some fun along the way. Sign up now at https://t.co/rwGiLsOQL4!

[Ted Seifried @TheTedSpread]

@sizov_andre Someone figured out you can’t put raw corn or soybeans in a gas tank?

[Karen Braun @kannbwx]

🌽#CropWatch26 is back for its 9th season. Planting was largely efficient and early, but erratic spring weather has left the corn & soybeans in rougher shape than in past years.

How do producers feel about the prospects, and what are their top concerns? For more, visit my bio.

[Michelle Rook @michellerookag]

Markets Now @FarmJournal YouTube: @ShelbyChuck
@ZanerAgHedge says #corn #wheat fall further with oil, war headlines. How much more will funds liquidate? Why did #soybeans hold? What rallied #cattle? @AgDayTV @USFarmReport @agritalk
https://t.co/LF3DEymspJ

[Michelle Rook @michellerookag]

Markets Now audio podcast: @ShelbyChuck
@ZanerAgHedge says #corn #wheat fall further with oil, war headlines. How much more will funds liquidate? Why did #soybeans hold? What rallied #cattle?
@AgDayTV @FarmJournal @USFarmReport @agritalk
https://t.co/IQ3r4HB2SC

[Michelle Rook @michellerookag]

PM @agritalk - Spencer Langford @profarmer news.
@BJSplitt @AgMarket_Net has technical/price perspective. @TheTedSpread @ZanerAgHedge has analysis. Drew Lerner @worldwx with ag #weather.
@FarmJournal @USFarmReport @AgDayTV
https://t.co/AC9vLqWSnB

[Ted Seifried @TheTedSpread]

What a show!

[Michelle Rook @michellerookag]

PM @agritalk - Spencer Langford @profarmer news. @BJSplitt @AgMarket_Net has technical/price perspective. @TheTedSpread @ZanerAgHedge has analysis. Drew Lerner @worldwx with ag #weather.
Join us live at 2:06 pm Central!!!
@FarmJournal @USFarmReport @AgDayTV

[Channel Seed @ChannelSeed]

Honoring the heroes who give everything for our freedom. 🇺🇸 This Memorial Day, we remember and give thanks from all of us at Channel Seed! 🤍

[Channel Seed @ChannelSeed]

Ted Seifried’s weekly profit planning recap is here! 🚨📊 Listen for the latest from the USDA report to major trade developments, plus what to watch heading forward.

Want the full picture? @TheTedSpread's Profit Planning newsletter breaks down the 3 keys impacting the market now with clear, concise charts and relevant analysis farmers can actually act on. All with a little fun along the way.

Every week. Everything you need to know. Subscribe today by selecting grain marketing! 👉 https://t.co/XJv9Pm35B1

[Karen Braun @kannbwx]

🌾China’s newly unveiled U.S. ag purchase targets imply a sharp rebound from 18-year lows in 2025.

But funds last week already began pulling back from record bullish grain & oilseed bets, despite friendly USDA data.

All covered in Sunday's newsletter, linked in my profile.

[Ted Seifried @TheTedSpread]

New phone, who dis?

[National Agricultural Statistics Service @usda_nass]

USDA NASS will contact nearly 90,000 US producers to determine crop acreage and stock levels as of June 1, 2026. https://t.co/zvwOwDvVbe

[Ted Seifried @TheTedSpread]

@ScottIrwinUI Smaller crop = smaller residual. Basic USDA math.

[Ted Seifried @TheTedSpread]

@kannbwx And getting worse?

[Ted Seifried @TheTedSpread]

Is that even enough for Argentina though?

[Karen Braun @kannbwx]

🇦🇷USDA boosted Argentina's 2025/26 corn harvest by a massive 7 mmt from last month.

🇧🇷USDA also added 3 mmt to Brazil's 2025/26 corn harvest outlook. Brazil is seen expanding soybean output by 6 mmt on the year in 2026/27.

[Ted Seifried @TheTedSpread]

@GlobalWatchClub I’m holding out for the Vacheron x swatch

[Ted Seifried @TheTedSpread]

“an armada of Brazilian soybeans is charging across the Atlantic” 😳

Karen 👏👏👏

[Karen Braun @kannbwx]

🇨🇳China's soybean imports fell short of expectations again last month, but an armada of Brazilian soybeans is charging across the Atlantic.

🇧🇷Brazil exported more soybeans in April than in any month on record, with most of them destined for China.

[Ted Seifried @TheTedSpread]

@drbrock37 I hope it’s not Florida

[Ted Seifried @TheTedSpread]

But is it enough?

[Karen Braun @kannbwx]

🇺🇸U.S. imports of urea, a nitrogen fertilizer heavily used in farming, hit an all-time high in March 2026. The shipments were valued at $576 million.

Q1 2026 imports were up 15% on the year. Top Q1 suppliers by volume:
🇷🇺Russia 30%
🇶🇦Qatar 25%
🇴🇲Oman 11%
🇳🇬Nigeria 9%

[Ted Seifried @TheTedSpread]

I know that you’re gonna have it your way or nothing at all.

But I think you’re moving too fast.

[National Park Service @NatlParkService]

Don’t go chasing waterfalls...cautiously approach and be careful of slippery conditions. In fact, you may just want to stick to the rivers and lakes that you’re used to.

[Zaner Ag Hedge @ZanerAgHedge]

Corn has been teasing a $5 close. Will it happen soon?

Also, how do you manage your risk in the soybean markets ahead of the Trump/Xi meeting?

@DanielHusseyJr & Joe Nikruto tackle these questions, as well as dig into the grain/livestock price action for the week to keep you prepared in planting season.

Don't miss it: https://t.co/53OJsspvHh