Trader PhD Ag Marketing

Providing expert commodity advice to farmers and ranchers.

[Trader PhD Ag Marketing @TraderPhD]

At Trader PhD, we bring expert grain and livestock market advice wherever and whenever you need it.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. FUTURES TRADING INVOLVES SUBSTANTIAL RISK AND IS NOT SUITABLE FOR ALL INVESTORS.

[Trader PhD Ag Marketing @TraderPhD]

USDA’s Acreage and Grain Stocks reports delivered several surprises, including lower-than-expected corn stocks, a sharp reduction in wheat acreage. Will Trump’s temporary suspension of Morocco fertilizer tariffs have impact? Listen to CommodityChat now: https://t.co/NrJV6DSYvk

[Trader PhD Ag Marketing @TraderPhD]

Soybean export sales fell to a marketing-year low last week, as the sales season winds down. Total commitments for the 2025/26 marketing year remain 19% behind last year’s pace.

[Trader PhD Ag Marketing @TraderPhD]

This week’s U.S. Drought Monitor shows slight improvement in the South and High Plains from the previous week, while modest degradation hit the Southwest.
•Corn: 19% in drought, improving 3% WoW
•Soybeans: 19% in drought, improving 3% WoW

[Trader PhD Ag Marketing @TraderPhD]

U.S. oilseed processors crushed 213.1 million bushels of soybeans in May, down 2% from the previous month and 4.6% higher than last year. Year-to-date soybean processing for the 2025/26 marketing year hit 1.99 billion bushels, up 8% from last year.

[Trader PhD Ag Marketing @TraderPhD]

US ethanol production saw a boost of 2.5% last week, to an average of 1.117 mil barrels a day. Ethanol inventories increased 0.4% to 24.67 mil barrels.

USDA announced last week the final Regenerative Feedstock Rule is ready for release, utilizing 45Z.

[Trader PhD Ag Marketing @TraderPhD]

This week’s Farmer Forecast Interview Clip shares an update to last week’s discussion of crop disease risk and moisture.

We interview Eric Snodgrass, Nutrien Ag Solutions, every week to provide a focused weather outlook for farmers.

[Trader PhD Ag Marketing @TraderPhD]

June 1 corn stockpiles came in below the average survey guess. Soybean stocks were above expectations, while wheat was slightly below the trade average.

[Trader PhD Ag Marketing @TraderPhD]

The USDA confirmed the flash sale of 100,000 MT of hard red spring wheat sold to Nigeria for the 2026/27 marketing year.

[Trader PhD Ag Marketing @TraderPhD]

Corn crops are sitting at 67% good-to-excellent condition, with the greatest positive change YOY to states along the U.S./Canada border. Soybeans are at 65% GTE, spring wheat 59% GTE, Cotton 48% GTE.

[Trader PhD Ag Marketing @TraderPhD]

US Grain Export Inspections - Week Ending June 25:
•Corn: 1,786k MT vs 1,468k MT prior. YTD +25% at 68.88 MMT
•Soybeans: 419k MT vs 272k MT prior. YTD -19% at 37.3 MMT
•Wheat: 358k MT vs 396k MT prior. YTD +1% at 1.33 MMT.

[Trader PhD Ag Marketing @TraderPhD]

The USDA confirmed the flash sale of 136,000 MT of soybeans sold to unknown buyers for the 2026/27 marketing year.

[Trader PhD Ag Marketing @TraderPhD]

U.S. soybean export sales increased last week for both the 2025/26 and 2026/27 marketing years. Outstanding sales for the new crop season are now at a 3 year high.

[Trader PhD Ag Marketing @TraderPhD]

This week’s U.S. Drought Monitor shows improvement throughout the Plains, across the South, and into the Southeast. Areas of slight degradation hit the upper Pacific Northwest. 52.33% of the country is in some level of drought, improving almost 3% from the week prior.

[Trader PhD Ag Marketing @TraderPhD]

Listen up! Ag consultant Nick Lawrence shares his top tip for producers developing a marketing plan.

[Trader PhD Ag Marketing @TraderPhD]

US ethanol production fell 1.1% last week to an average of 1.09 mil barrels a day, though output remained at a seasonal record. Ethanol inventories rose 0.5% to 24.59 mil barrels.

Inventories have struggled to fall below year-ago levels due to an early peak in gasoline demand.

[Trader PhD Ag Marketing @TraderPhD]

How does leaf moisture relate to summer crop disease pressure? Farmers: get the info you need with Trader PhD Farmer Forecast interviews with Atmospheric Scientist Eric Snodgrass (Nutrien Ag Solutions). Start a free trial for the full forecast: https://t.co/i5DFdFaFVx

[Trader PhD Ag Marketing @TraderPhD]

The USDA confirmed the flash sale of 100,000 MT of corn sold to Mexico. Of the total, 30,000 MT were for the 2025/26 marketing year, and 70,000 were for 2026/27.

[Trader PhD Ag Marketing @TraderPhD]

The latest Crop Progress data rates 68% of this year's corn crop in good-to-excellent condition. Nationwide, soybeans are at 66% good-to-excellent, spring wheat is at 54%, and cotton is at 53%.

[Trader PhD Ag Marketing @TraderPhD]

US Grain Export Inspections - Week Ending June 18:
•Corn: 1,454k MT vs 1,650k MT prior. YTD +25% at 67.08 MMT
•Soybeans: 241k MT vs 533k MT prior. YTD -19% at 36.85 MMT
•Wheat: 393k MT vs 358k MT prior. YTD +15% at 971k MT

[Trader PhD Ag Marketing @TraderPhD]

Happy National Selfie Day! Show us a pic of you in the fields to celebrate with us 📸