GraInformant

Grain Basis and other Ag data - use the website to find our basis indices

[GraInformant @GraInformant]

🚨GraInformant Update🚨

The website is now live

The GraInformant site allows you to check Soybean/Corn processor basis levels quickly and for free

You can access the site by just looking up grainformant, and if our X profile shows up first just include a .com at the end - the link also is in our profile

It has not yet been optimized for mobile viewing so I would suggest checking on a computer when you get a chance.

There is still much to be added, this is a large work in progress, but I wanted to get this functionality out to the public in the effort to save some time for those who check these levels daily.

Please reach out with any comments or ideas you would like to see implemented. I am very excited to get this out to everyone and hope you all enjoy it.

If it useful for you, please consider sharing the site to others in the industry!

Thank you everyone!

#basis #ag #grain

[GraInformant @GraInformant]

We could see a BS Trump tweet next week to try and give a fake bounce either how bad these mkts have gotten

[GraInformant @GraInformant]

J/J YSB CIF spread at ~-17c is the widest it’s been since 2020

Closest we’ve gotten since then was last year, where we traded at -14c late June with June at 60 and July at 74

The 2025 relationship was short lived, 2 days later June was ~69 and July was 74

Some fun mkts

#CIF #Soybeans

[GraInformant @GraInformant]

Front end CIF absolutely torched today - 75c both YSB and YC

[GraInformant @GraInformant]

Zone 3 ADM elevators have moved their corn basis down 2c, leaving them at -6N

Hopes for spread strength seems gone, bleak outlook for June

#basis #ag #corn

[GraInformant @GraInformant]

@NicoAIQ For sure

[GraInformant @GraInformant]

We’ve had a 60c move in corn price and OI is up, there’s believers out there

[GraInformant @GraInformant]

🌽River Corn Basis Levels - 6/4

A bit more strength for June values

In Zone 3, ADM lead the charge on Wednesday when they kicked their levels up 2c to -4, the moves today were just following.

If we see additional strength today or into next week I believe spreads will continue to strengthen

Zone 2: -6 (+1)
Zone 3: -4 (+1)
Zone 5: 1 (+0)
Zone 6: 24 (+0)

#basis #ag #corn

[GraInformant @GraInformant]

Ethanol Processor Bids - 6/4

Eastern Plants
> POET - Fostoria: 40 (+5)
> POET - Portland: 35 (+5)
> GR. Plains - Obion: -21 (+2)

Western Plants
> ADM - Columbus: -10 (+3)
> POET - Mitchell: -61 (+2)

#basis #ag #corn

[GraInformant @GraInformant]

🫛Soybean Processor Bids - 6/4

Eastern Plants
> ZFS - Zeeland: 20 (+10)
> ZFS - Ithaca: 20 (+10)

Western Plants
> Cargill - Iowa Falls: -15 (+5)
> Bunge - Emporia: 0 (+5)
> Shell Rock Soy: -20 (+5)
> NDSP - North Dakota Soybean Processors Llc: -30 (+3)

#basis #ag #soybean

[GraInformant @GraInformant]

Large Wheat unloads on the Miss River today - seems like harvest is getting underway.

J/J SRW CIF mkt has also tightened up - was 55/80 for a while but offer has come down, now 55/65

[GraInformant @GraInformant]

@OGTCHedger West Texas?

[GraInformant @GraInformant]

For the first time in a while we saw Zone 3 corn basis increase on the IL River.

Freight has been weaker, and CIF lower as well, but when those river basis levels increase, spreads typically start doing some work.

We will wait to see if basis strength continues

[GraInformant @GraInformant]

@jin_zhuliu Of course

[GraInformant @GraInformant]

🫛Soybean Processor Bids - 6/3

An expected jump in basis values today, processing margins continue to increase as Ags stop following crude

Eastern Plants
> Cargill - Bloomington: 20 (+5)
> Bunge - Decatur: 20 (+5)

Western Plants
> Cargill - Cedar Rapids East: 0 (+20)
> Norfolk Crush: 0 (+10)
> AGP - Sheldon: -60 (+10)
> AGP - Manning: -35 (+10)
> NDSP - North Dakota Soybean Processors Llc: -33 (+7)
> ADM - Mankato: -20 (+5)
> Cargill - Kansas City: 25 (+5)
> AGP - St. Joseph: -15 (+5)

#basis #ag #soybean

[GraInformant @GraInformant]

Ethanol Processor Bids - 6/3

A bit more strength today

Eastern Plants
> POET - Marion: 45 (+5)

Western Plants
> KAAPA - Ravenna: -10 (+3)
> KAAPA - Minden: -20 (+3)
> POET - Corning: -16 (+2)
> POET - Big Stone City: -55 (+2)

#basis #ag #corn

[GraInformant @GraInformant]

Expecting more basis strength from bean and corn processor, oil prices continue to rise as ags fall down - better and better margins

#basis #ag #soybean #corn

[GraInformant @GraInformant]

That is a good point, I’d not thought abt tht view.

One thing tht I’ve been a bit interested in is the actual basis levels being offered - these record crush levels are not leading to great basis. Across most of the states, processor basis has been weaker than values seen last 2 years.

Any thoughts as to why?

My guess is transportation costs

[GraInformant @GraInformant]

🫛Soybean Processor Bids - 6/2

More basis strength for Western Soybean Processors - farmers disengaged

Western Plants
> AGP - Sergeant Bluff: -35 (+10)
> Norfolk Crush: -10 (+10)
> AGP - Hastings, NE - Soy Plant: -50 (+10)
> ADM - Lincoln: -20 (+5)
> ADM - Spiritwood: -25 (+5)
> ADM - Fremont: -20 (+5)
> Bunge - Council Bluffs: -20 (+5)
> Bunge - Emporia: -5 (+5)
> MNSP - Brewster: -25 (+5)

#basis #ag #soybeans

[GraInformant @GraInformant]

@Grainmonster Good to know - what area are you in if you don’t mind me asking

[GraInformant @GraInformant]

Seems like there’s lots of disengaged farmers with this price movement. Seeing some strong basis movement last couple days

[GraInformant @GraInformant]

🌽Ethanol Processor Bids - 6/2

Basis strength for the ethanol processors as well

Eastern Plants
> POET - Portland: 30 (+5)
> POET - Leipsic: 28 (+3)
> GR. Plains - Madison: 20 (-3)

Western Plants
> KAAPA - Minden: -23 (+5)
> KAAPA - Ravenna: -13 (+5)
> POET - Macon: -21 (+4)

#basis #ag #corn