UPDATED! Hedge Tracker Slide In Section #5 & Supply-Demand Matrix In Section #6.
#1 Closing Audio Commentary Interview w/Agriculture Of America
NOTE HOW THE SELECTED BOXED BEEF IS NEARING 2025 LEVELS AT THIS TIME W/CHOICE FOLLOWING–I AM INCREASINGLY OF THE VIEW THAT THE FUND-INVESTORS ARE PRICING-IN BIGGER BEEF CUT IMPORTS…WILL IT HAPPEN, THOUGH? SELECT IS CLEARLY THE LEADER TO THE DOWNSIDE IN THE CHART BELOW IN MY VIEW
#2 US Weather Outlook–Actual Rainfall–This Weekend Could Establish Pattern For “Haves” vs. “Have-Nots” On Precipitation
As You Can See Below By The Two 72-Hour Forecast Maps, The Contrast Of Where The Rains Will Be For The Western Corn-Belt Couldn’t Be More Between The GFS & EURO Models…The GFS Is The Outlier vs. The Other 10 Or So Models I Monitor.
#3 I’m Putting This Next 10 Days Weather Pattern For The U.S. As The Key Time-Frame For Crops To Attain Maximum Yield Or Not.
Note How Dry The Areas Between Des Moines/Omaha All The Way To Southern Indiana Already Are: Could Yield Losses Build In These Areas Over The Course of The Next 10 Days Without Good Rains? My Clients & Subscribers Are Indicating This To Be The Case…Too Wet Early & Now Too Dry (And Hot West of the Mississippi River)
#4 Diesel & Fertilizer Prices Are Starting To Climb Consistently Again: See The Table Below From Michigan–I’ll Be Monitoring The Duty-Free Fertilizer Imports Closely This Next 30-60 Days
Source given upon request
#5 —HEDGE RECOMMENDATIONS/HEDGE TRACKER SLIDE–Sheet Below Doesn’t Reflect 10% Increase In Grain & Soy From Mid-July Recommendation
#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
