Fundamentally Speaking

Week 29 crop ratings for the US cotton and sorghum crops on the left hand axis vs the percent that their final yield deviates from the 1990-2021 trend on the right hand axis.

10, 20 and 30-year seasonal of the spot CME soybean crush margin vs the actual value of the daily 2022 prices in dollars per bushel so far this year

Week 28 crop ratings for Illinois and Iowa corn vs. percent final corn yield deviates from the 25-year trend

Week 28 crop ratings for the U.S. spring wheat crop vs. the percent that the final wheat yield deviates from the 25-year trend

Week 27 soybean ratings for the top 18 producing states and the U.S. for this year along with last year and the average, worst and best week 27 ratings for the time period 2000-2022

Week 27 corn ratings for the top 18 producing states and the U.S. for this year along with the average, worst and best week 27 ratings for the time period 2000-2022.

Highest, lowest, 2022 and average percent change in soybean acreage from March prospective plantings report to June acreage figures along with standard deviation of these changes from 1996 to 2022 for the top 18 producing states and the U.S.

Highest, lowest, 2021 and average percent change in corn acreage from the March prospective plantings report to the June acreage figures along with the standard deviation of these changes from 2000 to 2021 for the top 18 producing states and the U.S.

Change in planted area for U.S. corn from the March intentions to the June acreage report vs. the November soybean/December corn futures price ratio on April 1 and again on June 1

Week 23 soybean ratings for the top 18 producing states and the U.S. for this year, last year and the average, worst and best week 23 ratings for the time period 2000-2022

Ukrainian exports of corn, sunflower oil and wheat in 1000 tonnes vs. those volumes as a percent of the world trade total

Week 22 corn ratings for the top 18 producing states and the U.S. for this year, last year and the average, worst and best week 22 ratings for the time period 2000-2022.

Combined barley, corn, oats, soybean, spring wheat and sugarbeet production from North Dakota and Minnesota from 2000 to 2021

Global vegetable oil production is expected to grow by 3% with major gains for soybeans, rapeseed and palm oil -- more than offsetting losses for sunflowerseed and olive oil.

First oat crop rating of each year from 1996 to 2022 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

Long-term CME soybean meal/corn ratio on per ton basis with average and plus and minus one and two standard deviations from January 1990 to the present.

Winter wheat harvested to planted ratio vs. percent yields deviated from the 2000-2022 trend

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.