FYI: Hedge Tracker Slide In Section #5 & Supply-Demand Matrix In Section #6.
#1 Closing Market-Talk Video w/Jesse Allen
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#2 A Look At The Last 3 Days of Rainfall Here In The U.S. Crop-Belt
The HRW Wheat Belt Remains Under Stress w/Too Little Coverage; While Potential Improves For Rains Next Week, I Am Concerned That It’s Just Too Late To Help Most of The Crop Now. And While The Primary Central Corn-Belt Seems Adequately Re-Charged For Summer, The MS River Valley States of AR-MS-TN-KY As Well As Southern IL-IN-OH: Too Much Coming In The Next 7 Days??
#3 While US Row-Crop Weather May Not Be On The Trade’s Radar Currently, The Center-West Brazil Safrinha Corn Crop Weather Is Certainly On Mine…This Next 30 Days Is Critical For Rains To Fill-Out Their Grain In My View. The Last Map–The VHI–Is The One I’ll Be Especially Watching Since It Is Showing Good Conditions vs. Last Year in Mato Grosso
#4 Beef Cattle: One of The Big Stories Today That Helped Initially Sink The Cattle Market I Think Was That Mexico Is Ramping-Up On Taking-On More of Our Beef Market: As We’ve Previously Discussed From An Attaché Report A Few Months Back, Mexico Is Moving Toward Finishing-Out. See The Story Below To Confirm This Expectation
#5 —HEDGE RECOMMENDATIONS/HEDGE TRACKER SLIDE–
#6 —2026/27 U.S. Supply-Demand Matrix & Breakeven Levels—
#7 Previous Analysis– Major Blogs And/Or Reports-Updates In Case You Missed Them
APRIL THRU FEBRUARY 2026 IMPORTANT BLOGS ON SOYBEAN HEDGE ANALYSIS
END OF JANUARY BLOG ON SOYBEAN HEDGE ANALYSIS FOR BASE PRICE CROP INSURANCE PROTECTION
