Hedge Tracker Slide In Section #5 & Supply-Demand Matrix In Section #6.
#1 Closing Commodity Video Commentary w/ABARES Forecast Discussed
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#2 Client-Subscriber Only Charts Not Shown On The Video
This Year Is Different Than Last Year, And Yet The KS Cash Chart Shows Us Selling-Off Like We did After May…Making A Low By August. Is This Year Going To Be Similar? I Don’t Think So, But We’ll Know More In The 2nd Half of June As New Acres & July Weather & Post-Wheat Harvest & Safrinha Corn Crop Size Are All More Understood. In The Meantime, Like The Old-Crop/New-Crop Spreads I Spoke To Jesse About In The Video, I’ll Also Be Watching For Lows In The HRW-SRW Spread As Well Which I Overlaid w/The July-Dec. Corn In The 2nd Chart Below…
#3 December Corn Seasonal Tracking w/Past 5 Years…Continued Path of Last Year (Orange) Even Though Fundamentals Are Sharply Contrasting (As of 6.2.26)
#4 KS Wheat Harvest Video + Newswire Wheat Commentary Noting Shift Away From Energy-Wheat Relationship Also Being Seen By European Traders
The County Discussed In The Video Is South of Wichita: I’ve Also Included A Precip. Map For The Month of March–It Shows That This Area Received Much-Needed and Timely Rains Compared w/More Western and Northern Counties In Kansas. This Makes Me Think That The Top-End Yields Are In This Video.
#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
