Fundamentally Speaking

Corn feed use in the December-February quarter as a percent of the September-November usage, and also the December-February use as a percent of the March USDA WASDE report total year feed/residual projection

India is lagging in wheat yields and will soon be overtaken by Russia

Actual U.S. soybean yields in bushels per acre (bpa) from 1950-2016 and the rolling three year and five year average of the percent that these actual soybean yields deviated from the 1950-2016 trend.

Actual U.S. corn yields in bushels per acre (bpa) from 1950-2016 and the rolling three year and five year average of the percent that these actual corn yields deviated from the 1950-2016 trend.

Acreage mix of the top 8 planted crops in the U.S, and the trends for each.

Change in planted area projections from the USDA's February Agricultural Outlook and the end of March prospective plantings report for corn, soybeans and wheat in 1000 acres.

100 day moving average of the standard deviation of corn, soybeans and wheat

Change in combined Brazilian and Argentine soybean production from the January to WASDE reports along with the change in the U.S. carryout also from Jan to Sep.

U.S. soybean meal export and shipments as of last week in January in thousand short tons and as percent of January WASDE export projection.

We opined that going long crude oil and short corn on a ratio basis seems like a favorable trade and fast-forwarding a year, with crude oil trading at $53.52 per barrel and corn at $3.60 the ratio is now closer to the long-term average at 14.84.

U.S. wheat exports and shipments in million bushels on the left hand axis and on the right-hand axis both the exports and shipments as a percent of the January WASDE export projection.

U.S. soybean exports and shipments in million bushels on the left hand axis and on the right-hand axis both the exports and shipments as a percent of the January WASDE export projection.

U.S. corn exports and shipments on the left-hand axis and on the right-hand axis both the exports and shipments as a percent of the January WASDE export projection.

2016 yields in top 18 states and the U.S. , those yields as percent of the 25 year trend and as a percent of 2015 and finally the projected 2017 trend.

Final 2016 corn yield, the estimated 2017 trend yield and the 2016 yield as a percent of both the 2015 yield and trend with yields in bushels per acre and the trend spanning 25 years for the top 18 producing states and the U.S.

New crop November soybean/December corn ratio at the beginning of January at the start of the new calendar year and at the end of March right ahead of the release of the USDA's prospective plantings report.