Fundamentally Speaking

U.S. spring wheat ratings as of the middle of June (week 23) and end of July (week 30) vs. the percent that July and final yields deviate from 1986-2020 trend of final yields

Combined good and excellent ratings reported in the initial USDA weekly crop ratings for soybeans vs. percent the final U.S. soybean yield deviated from the 30-year trend.

Cumulative precipitation for the first five months of the year for the top 21 corn and soybean growing states

Five, ten and 20-year average of the top 18 corn producing states yields as a percent of the U.S. yield vs. "other" states that produce corn that are grouped together

First spring wheat crop rating of each year from 1986 to 2021 along with the rating seen the first week of August vs. percent the final spring wheat yield of each season deviated from the 35-year trend

World total oilseed and soybean stocks-to-use ratios vs. the total world vegetable oil and soybean oil stocks-to-use ratios

U.S. wheat export sales on the books as of the second week in May in million bushels vs. percent of the first USDA export projection for the new marketing year in May

USDA's old and new crop U.S. corn stocks-to-use ratios in the May WASDE report vs. the change in both the old and new crop U.S. corn stocks-to-use ratios from the May to November WASDE reports

U.S. corn planted area for each of the top 18 producing states for four time slots (2000, 2010, 2020 and the 3/31/2021 planting intention figures) vs. the end of April Palmer Drought Severity Index (PDSI) for 2020 and 2021.

First oat crop rating of each year from 1996 to 2021 along with the rating seen the last week of July vs. percent that the final oat yield of each season deviated from the 25-year trend.

Both corn and soybean plantings are running ahead of schedule. That would set expectations for large increases in acreage for both above the prospective planting figures.

Net April price action for spot corn, soybeans and wheat

Change in dollars per bushel for December corn from around January 1 to around June 30 and then from around July 1 to around November 30 vs. June 30 and November 30 settle as a percent of the yearly average price

Average percent of U.S. soybeans marketed by month along with the smallest and largest percents for each month over the past 20 years vs. the seasonality of cash soybean prices received by U.S. farmers

Average percent of U.S. corn marketed by month vs. the seasonality of cash corn prices received by U.S. farmers from the 2000/01 to 2019/20 seasons

Change in U.S. corn and soybean acreage from the March 31 planting intentions report to the June 30 acreage report vs. percent of corn planted by May 5 and the percent of soybeans planted by May 20

U.S. corn export sales and shipments as of the second week in April vs. as a percent of the USDA April WASDE export projection

USDA May old crop U.S. corn and soybean ratios and their first new crop stocks-to-use estimates

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

March 1 on-farm stocks as a percent of total stocks and total stocks as percent of year ago figure for U.S. corn and soybeans