UPDATED! Supply-Demand Matrix In Section #6.
#1 Closing Video Commodity Commentary: USDA WASDE Report & Geo-Politics Converging??
#2 A Couple More Key Pieces To The Video Above Worth Taking A Look At I Think: USDA’s Demand-Side of Today’s WASDE Report Suggests No Rationing of Demand: This Suggests More Potential For Geo-Political Risk-Premium Needing To Be Factored-In In My View
#3 To My Earlier Point Regarding Demand, USDA Addresses This Specifically As It Pertains To The EU & Black Sea Supplies… We Are Already Seeing Increased Demand
#4 The Video Below, Explaining The Most Recent Ukrainian Attack, Hopefully Fills In The Blanks As To My Emotional Mindset As It Relates To The Futures Market Not Acknowledging What I See As The Obvious: As It Pertains To The Kerch Strait & The Strait of Hormuz.
#5 —HEDGE RECOMMENDATIONS/HEDGE TRACKER SLIDE–
#6 —2026/27 U.S. Supply-Demand Matrix & Break-Even Levels–Will Update To USDA’s August Numbers In The Coming Days
#7 Previous Analysis– Some of The Major Blog Updates In Case You Missed Them
APRIL THRU FEBRUARY 2026 IMPORTANT BLOGS ON SOYBEAN HEDGE ANALYSIS
