Jeremy Solvik

[Jeremy Solvik @jeremy_solvik]

@elijahliststeve This was in the planning but did not happen because he was assassinated. They never pursued it after his death.

[Karen Braun @kannbwx]

Immediate report reaction: USDA made the demand changes I felt were necessary on old-crop U.S. corn, except exports could have gone up as sales exceed the target. Global stocks still look relatively comfortable, but less so than in prior months. And crops are far from settled.

[UGC Profit Partner @UGCProfitPrtner]

Private exporters reported the following sales activities:

136,000 metric tons of #soybeans for delivery to China during the 2026/2027 marketing year

120,000 metric tons of #soybeans for delivery to unknown destinations during the 2026/2027 marketing year

[Andrey Sizov @sizov_andre]

French corn ratings just fell below the 2020-2025 range floor.

We predicted this. The bigger question: heat isn't expected to ease until 2H of July. This could get much worse before it gets better.

#corn #agwx #sizovreport

[UGC Profit Partner @UGCProfitPrtner]

Private exporters reported sales of 136,000 metric tons of #soybeans for delivery to unknown destinations during the 2026/2027 marketing year.

[Andrey Sizov @sizov_andre]

#Corn flowering at 40+C (104+F) heat in one of France’s key growing regions is close to a worst-case agronomic setup. For this field, “it’s over” likely to be an accurate assessment.

#oatt #agwx #sizovreport

[Blue Line Futures LLC @BlueLineFutures]

The International Grains Council raises their world corn crop forecast 🌽

[Jeremy Solvik @jeremy_solvik]

@MSGCapital You going to maybe post what is happening? Or just keep posting GIF's?

[Jeremy Solvik @jeremy_solvik]

@Frank_von_A @SoybeanTrader88 That's what I would like to know.

[Jeremy Solvik @jeremy_solvik]

@TheTedSpread I live south of Hallock and it is cold out there.

[Karen Braun @kannbwx]

USDA confirms the following U.S. export sales for delivery in 2025/26:
▪️204,000 tons of soybeans to China
▪️110,000 tons of soybeans to unknown
▪️360,000 tons of soybeans to unknown (plus an extra 75kt for 26/27)
▪️260,000 tons of corn to Japan
▪️500,302 tons of corn to unknown

[Pro Farmer @profarmer]

China is restarting soybean auctions, after a 3-week pause, in an apparent attempt to clear storage space as it keeps buying from the U.S. following the trade truce between the two countries, Bloomberg reported.

[Pedro H Dejneka @PHDChicago]

SOYBEAN harvest commences in Brazil!

- Conditions and Wx point to a bean crop in the
182-188+ MMT range

- USDA and CONAB still peg the crop ~176 MMTs

- SA on pace for yet another record crop, north of 240 MMTs

- Next 4-6 weeks of Wx determines more precise size of crop

[247AG @247dotAg]

Visuals are better than talk. Karen posted this. You can tell they are hot.

Corn export inspections are up 71% from the same date last year. Note that shipments are up to most every nation. We will note not to Mexico. They may have been buying ahead in the last marketing year.

[GrainStats 🌾 @GrainStats]

Omaha-based Hansen-Mueller Co. has filed for Chapter 11 bankruptcy protection. The action follows reports from farmers in several states over the past few weeks that they have not been paid for grain deliveries to the company.

According to the company's filing in the U.S. Bankruptcy Court in Nebraska on Monday, the company reports an estimated 1,000 to 5,000 creditors and lists between $100 million and $500 million in both liabilities and assets.

-DTN

[Pro Farmer @profarmer]

USDA will release its monthly World Agricultural Supply and Demand report for November on Friday morning at 11:00 a.m. CST. The agency did not release a monthly report in October due to the federal government shutdown.

The averages of a Bloomberg poll of grain analysts’ forecasts show:
•U.S. corn production: 16.566 billion bushels versus 16.814 billion in its https://t.co/ATQiPUOEO3.
•U.S. soybean production: 4.271 billion bushels versus 4.301 billion reported by USDA in its Sept. report.

[Jeremy Solvik @jeremy_solvik]

@agturbobrazil It is a wet one up here but they are getting the crop off.

[Arlan Suderman @ArlanFF101]

Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 53 million bushels, up from 45 million the previous week. #oatt

[Pro Farmer @profarmer]

Notable changes in the drought monitor from last week include widespread drought relief in the mid-south and lower Midwest, while dry conditions dominated most of the upper Midwest in Iowa and Wisconsin.
https://t.co/wCq2NTQHAm