Fundamentally Speaking

One could argue that USDA's mere 60 mb increase in soybean exports for the upcoming marketing year and actual 100 mb forecasted decline in our corn export sales are far too low.

Percent of key crops seeded as of May 8th with records going back to 1996 for barley, oats, and spring wheat and back to 2000 for sugarbeets.

Old crop wheat export sales and shipments as a percent of WASDE April projections versus new crop.

Percent change in combined corn planted area of MN, ND, and SD from the end of March intentions report to the end of June Acreage figures vs. the percent that the production weighted corn yield of those three states deviated from the 20-year trend

Price correlations of key commodities including corn, soybeans, Chicago wheat, oats, soybean oil, soybean meal along with gold and crude oil vs. U.S. dollar over time spans of three months, six months, one year, five years, 10 years, and 20 years.

A look at combined planting pace in the three "Big I" states compared to final yields.

Actual and 50-week weighted average of weekly spot corn prices vs. the percent difference between the two

End of March Palmer Drought Severity Index (PDSI) for the top 21 corn and soybean producing states and the US vs. where the March 2022 PDSI reading ranks from the period 1960 to 2022

End of March Palmer Drought Severity Index (PDSI) for the top 18 winter wheat states and U.S. vs. PDSI reading from the period 1960 to 2022

Will further increases in our overseas soybean sales projection be seen in subsequent WASDE reports?

Last fall crop conditions for the U.S. winter wheat crop usually released the last week of November and the first spring ratings which are as of the first week of April vs. percent that USDA's final yield estimate deviates from the 30-year trend

20-year average and 20-year trend harvested/planted ratio for the top 18 producing corn states and the U.S. vs. the 20-year trend yields in bushels per acre also for the top 18 producing corn states and the U.S.

Dollar per bushel and percent change in corn, soybeans and Chicago wheat for the first quarter of the year going back to 1990.

Change in U.S. planted spring wheat acreage from the March intentions report to the June acreage projections and then to the final production report vs. percent of the crop planted by May 1

Percent of KS, OK and TX in the combined D2 to D4 drought category around the middle of March on the left-hand axis vs. the percent states May winter wheat yield estimate deviated from 2000-2021 trend of final yields on the right-hand axis.

New crop sales on the books as of the first week in March for corn, soybeans, and wheat and as percent of the February USDA Ag Outlook Forum export projection

U.S corn export sales and shipments as of the first week in March and as percent of the USDA March WASDE export projection

Percent change in ending stocks from the USDA February Ag Outlook estimates to first new crop balance sheet figures given in May WASDE for corn, soybeans, and wheat.

Sunseed oil output out of Russia and Ukraine as a percent of world production and their exports as a percent of the global total.

North and South Dakota combined corn and soybean planted area as a percent of U.S. total acreage as reported in the USDA March intentions, June acreage and final production reports.