Fundamentally Speaking

Percent change in combined Brazilian-Argentine soybean production from the December to June WASDE report and the percent change in November soybean futures from December 1 to July 1 for that marketing year.

Percent change in U.S. corn, soybean and wheat ending stocks from the November to December WASDE reports from 1995 to 2018.

New crop November soybean/December corn ratio the day before Thanksgiving on the right hand axis vs. the change in both corn and soybean acreage from the final planted figure the prior year to the following March planting intentions figure on the left hand axis.

Continuous Minneapolis vs. Chicago wheat futures spread from the time period January 2009 to November 2019.

Scatterplot of the metric tons of corn fed per grain consuming animal unit vs. the average farm price of corn

Ten, twenty and thirty year seasonal of soybean oil's share of soybean crush value basis Central Illinois along with the 2019 values.

Seasonal SX/CZ ratio studies suggest further increases in soybean price relative to corn

Shrinking world vegoil stock-to-use ratios sends U.S. bean oil to new 2019 highs.

Corn does not appear to have any friends as output not seen coming down much from prior projections, exports are abysmal, corn fed per GCAU continues to decline and the end of the ethanol boom. Speaking of food-seed-industrial usage it is not only corn used for fuel alcohol...

Percent change in USDA's U.S. corn yield estimate from the October to the January crop production reports vs. percent of the U.S. corn crop harvested by week 44 and the percent of the U.S. corn crop planted by May 20.

First fall, last fall and first spring USDA rating of U.S. winter wheat conditions vs. the percent that the USDA's May yield estimate deviates from the 30 year trend of the USDA's final winter wheat estimate

Amount of U.S. soybeans shipped and sold as of the second week of October as a percentage of USDA's October WASDE export projection vs. change in U.S. soybean exports from that WASDE forecast to the actual final figure for that marketing year

Scatterplot of week 41 U.S. corn crop conditions vs the percent that yields deviated from the 35-year trend

Amount of U.S. corn shipped and sold as of the second week of October as a percentage of the USDA's October WASDE export projection vs. change in U.S. corn exports from that WASDE forecast to the end of the marketing year

Days after October 1 50%, 70% and then 90% of the U.S. corn crop was harvested vs. the change in the U.S. corn yield in bushels per acre (bpa) from the October to the January crop production report.

Weighted number of soybean pods per 18 square foot area vs. the implied pod weight (grams/pod) and the weighted soybean yield for 11 objective soybean states.

Change in USDA's old crop feed/residual usage and ending stocks from the September to the October WASDE reports

USDA September 2019, final 2018 and 30 year trend yields for the top 18 corn producing states and the U.S. are plotted vs. percent deviation of the 2019 vs. the 2018 yield, and also the percent deviation of 9/15/19 crop rating from the 9/16/18 crop rating.

10-state objective corn plant population in plants per acre vs. the implied ear weight in pounds per ear

Percent above or below the average June-August total precipitation this past summer vs. the difference in degrees Fahrenheit from the average 1950-2019 June-August temperature