Lane

Economist | Opinions are my own

[Michelle Rook @michellerookag]

PM @agritalk - @iwatchcorn @profarmer news. Nick Tsiolis @FarmersKeeper has the hottest cash grain bids, Brandt Heitman @BIS_Commodities talks #grain futures, Brad Kooima KKV on #cattle #hogs. Join us live at 2:06 pm Central!!!
@AgDayTV @USFarmReport @FarmJournal

[Michelle Rook @michellerookag]

Markets Now @FarmJournal YouTube: @iwatchcorn @profarmer says #corn #wheat #soybeans try to extend gains but need proof of #China buys. Lower #crudeoil, fast planting also limit.#Cattle futures up, reluctantly follow cash. @AgDayTV @USFarmReport @agritalk
https://t.co/9bbk18wcRy

[Lane @iwatchcorn]

@ScottIrwinUI You're looking at 2026-27

[Lane @iwatchcorn]

Is the saying "peace talks going well" the mirror of the "trade talks going well" tweets of 2018-2019?

[Michelle Rook @michellerookag]

Markets Now @FarmJournal YouTube video: @iwatchcorn @profarmer says #wheat #corn rally on wx, fertilizer concerns. Are new highs possible? #Soybeans see profit taking, record fast planting. #Cattle recover to record highs?@AgDayTV @USFarmReport @agritalk
https://t.co/R2HoQF6kl5

[Pro Farmer @profarmer]

Pro Farmer Podcast...Spencer Langford talks about wheat weather and Cattle on Feed before @wlwatts discusses a return to price action reflecting fundamentals rather than the war in Iran with @iwatchcorn ...
https://t.co/bbttkaujlm

[Pro Farmer @profarmer]

Iran turmoil means March 31 acreage estimates may not be the final word...but they're the word for now. Our key takeaways from Tuesday's USDA reports: https://t.co/LuEnK8ouq1

[Lane @iwatchcorn]

We published our acreage survey today. Was surprised to see how sticky corn acres are, according to our respondents. I do think if we see a print north of 95.0 million next week that will likely be the high print of the year. Check out our results here: https://t.co/zS8bDFadd7

[HyperscaleFarmer @Data_Junkie_]

if ur wondering if retail is involved

[Pro Farmer @profarmer]

Check out the Pro Farmer Podcast: We look at how the Iran conflict has affected crop prices so far and delve into how the closure of the Strait of Hormuz could affect planting decisions, with @wlwatts, @iwatchcorn and @HillariMason
https://t.co/2Etae5r45X

[Michelle Rook @michellerookag]

Markets Now audio podcast: @iwatchcorn
@profarmer says #corn #soybeans #wheat higher adding war premium, seeing inflationary buying with higher energies. How high could prices go? #Cattle resilient. @AgDayTV @FarmJournal @USFarmReport
https://t.co/OyxM8Ivb9O

[Lane @iwatchcorn]

@E_Energy_Adams am I missing something?

[Lane @iwatchcorn]

We have ethanol yield data back to 2014. In December, the ethanol yield was a series low. That bounced back with a record high yield in January. What's up with that? Something must be amiss with either the USDA numbers or the EIA figures.

[Lane @iwatchcorn]

@_TheMizzouTiger @Agronomy_Guy I'd be happy to share his contact info if you want it. The guy is a whiz when it comes to drones

[Lane @iwatchcorn]

@_TheMizzouTiger @Agronomy_Guy There are some U.S. manufacturers that have been gaining steam. I have a buddy who sells them

[Lane @iwatchcorn]

Apparently Kum & Go got bought out and is now called Maverik. Talk about the end of an icon

[Corey Lavinsky @biofuelslaw]

🚨EPA is granting full (100%) exemptions to two petitions, granting partial (50%) exemptions to 12 petitions, and denying two petitions.

[Lane @iwatchcorn]

@FarmerTheta @SoybeanTrader88 Tell me you’re not a subscriber without telling me you’re not a subscriber.

[Lane @iwatchcorn]

They said 12 MMT "immediately," which could mean in the next couple months. Hard to say and it is good to await clarity from a signed agreement that is supposed to come within a couple weeks. To me, it means 25 MMT in 2025-26 with 12 MMT soon, but other analysts take it differently

[Lane @iwatchcorn]

25 MMT puts us in scenario 3 here and quickly puts the balance sheet in an untenable situation.. need to ration demand eventually and hard to imagine that happens at $11.00

[Lane @iwatchcorn]

We took a look at what China coming back to the U.S. soybean market could look like. Read it here:

https://t.co/xBINwGt4h5