Fundamentally Speaking

New crop U.S. wheat exports as of the second week of May vs. those sales as a percent of the USDA's first export projection given in the May WASDE report.

USDA's May WASDE old crop and first new crop stocks-to-use ratios for U.S. corn and soybeans.

A look at the first U.S. oat crop ratings for 2025 show them down quite a bit from 2024, a season that ended with record high yields.

A look at the SX/CZ ratio -- in light of current events -- suggests corn acreage will increase quite a bit from the intentions report, at the expense of soybean acres.

Stocks-to-use ratios for both corn and soybeans given at the USDA Ag Outlook session vs. the ones furnished in the May WASDE report.

U.S. corn export sales and shipments in mb as of the third week of April vs. those figures as a percent of the USDA's April WASDE estimates.

State yields of the top 18 soybean producing states as a percentage of the U.S. yield looking at the five, ten and then 25-year averages vs. the percent of each state's soybean harvested area over the past 25 years.

The last fall crop conditions for the U.S. winter wheat crop and the first spring ratings vs. the percent that that the final U.S. winter wheat yield estimate deviates from the 2000-2024 trend and the final harvested to planted acreage ratio.

State yields of the top 18 corn producing states as a percentage of the U.S. yield looking at the five, ten and then 25-year averages vs. the percent of each state's corn harvested area over the past 25 years.

1995-2024 average change for soybean planted acres from the March intentions to the June report then the June acreage figures into the annual crop production report that is issued in January of the following year, and also the total March intentions to final change for the...

The 10-, 20- and 30-year corn/soybean yield ratios vs. the soybean/corn price ratios for the top 15 states that grow both, and the U.S.

Percent of U.S. corn planted by April 30 and May 25 vs. the acreage change for corn and soybeans from the March intentions to the final figure.

U.S. soybean planted area changes from the February USDA Ag Outlook projection to the end of March planting intentions report, then to the June acreage report, then to the final figures given in January vs. the percentage change from the March Prospective Plantings report...

U.S. wheat export sales and shipments as of the first week of March as a percent of the USDA's March WASDE export projection vs. the percent change in U.S. wheat exports from the March WASDE projection to the final figures and new crop wheat sales.

U.S. corn planted area changes from the February USDA Ag Outlook projection (AO) to the end of March planting intentions report, then to the June acreage report, then to the final figures given in January vs. the percentage change from the March prospective plantings...

The USDA Ag Outlook (AO) estimates for the major crop planted acreage vs. the total of all three and the final tally of all three major crops (corn, soybeans and all-wheat).

Volume of exports as a percent of production for key U.S. crop commodities over the past 15 years suggests that sorghum and soybeans have the most to lose with soybean meal also quite vulnerable though all markets will suffer.

Soybean sales and shipments as of the second week of February as a percent of the USDA's February WASDE export projection with those sales as a percent of the final figure vs. the percent change in U.S. soybean exports from the February WASDE projection to the final...

Soybean sales and shipments as of the second week of February as a percent of the USDA's February WASDE export projection with those sales as a percent of the final figure vs. the percent change in U.S. soybean exports from the February WASDE projection to the final...

Change in U.S. corn planted area from the USDA February Ag Outlook projections to the March intentions report and then those figures until the end of June Acreage summary vs. the new crop November soybean/December corn price ratio as of the end of March and as of the...