Ok. So, I can’t do a handstand and also simultaneously do the splits. 🙄 BUT, I can do this (for a little added encouragement for the markets and China) #pftour22

Are they?

🌽U.S. corn exports are projected to reach a record 3.325 billion bushels in 2025/26. China's share: 0 Five years ago, China accounted for nearly a third of total U.S. corn exports. Yet total shipments this year are more than 20% larger.

Are the funds done selling??

Jun 11 | Commodity Week share.transistor.fm/s/415846… The June 11, 2026 edition of Commodity Week, hosted by Todd Gleason, evaluated the contrasting environmental and structural shifts altering the global agricultural landscape. Ellen Dearden highlighted severe weather disparities across the US Midwest, where central Illinois recently faced excessive rain and wind damage, while portions of South Dakota and Nebraska continue to suffer from severe drought and expanding wildfires. Ted Seifried analyzed the subtle domestic demand adjustments and global production updates in the June USDA WASDE report, noting that while US ending stocks remained relatively flat, surprise production increases for corn crops in Brazil and Argentina present long-term competitive threats to US exports. The panelists further scrutinized fund flows and international demand dynamics, emphasizing that the recent market slide is heavily driven by index funds liquidating historic long positions as previous alternative energy and fertilizer supply narratives lose momentum. This speculative exit coincides with stagnant buying activity from China, which continues to meet its immediate processing needs through cheaper, high-volume South American soybean supplies rather than turning to the US. Consequently, Matt Darragh projected that the US may only realize about half of the USDA's targeted 25 million metric ton export volume to China for the 2026–2027 marketing year, reflecting the global pricing edge and storage advantages held by Brazil and Argentina. Additionally, the panel briefly addressed the risk of the New World screwworm, noting that its spread is primarily a hazard tied to livestock transportation patterns rather than simple fly migration. On the global front, Darragh shared insights from Kpler regarding the softening wheat and fertilizer sectors. Global wheat contracts continue to face downward pressure from high carryover stocks and intense export competition out of Russia, Ukraine, and Europe, though looming El Niño conditions could severely penalize Australian crop yields later in the season. Meanwhile, critical supply chain vulnerabilities persist in the fertilizer sector, where 37 vessels laden with roughly 2 million tons of fertilizer products remain bottlenecked in the Middle East Gulf near the Strait of Hormuz. While down from a peak of 50 vessels in May, these ongoing logistical constraints and export limits from major producers threaten to trigger a delayed, severe impact on global crop production extending into the 2027–2028 marketing year. Panelists - Matt Darragh, @Kpler - Birmingham, UK - @EllenDearden , AgReview - Morton, IL - @TheTedSpread, Zaner Ag Hedge - Chicago, IL

Markets move fast and noise is overwhelming. That’s why we started the weekly @ChannelSeed Profit Planning newsletter, where I break down what's moving markets & why. Clear charts from @kannbwx, relevant analysis & some fun along the way. Sign up now at channel.com/profitplanning!

Did I pull out the corn hat too soon?? 🫤

🌽#CropWatch26 is back for its 9th season. Planting was largely efficient and early, but erratic spring weather has left the corn & soybeans in rougher shape than in past years. How do producers feel about the prospects, and what are their top concerns? For more, visit my bio.

Markets Now @FarmJournal YouTube: @ShelbyChuck @ZanerAgHedge says #corn #wheat fall further with oil, war headlines. How much more will funds liquidate? Why did #soybeans hold? What rallied #cattle? @AgDayTV @USFarmReport @agritalk youtu.be/u2TWxa7okZw?si=K3OK…

Markets Now audio podcast: @ShelbyChuck @ZanerAgHedge says #corn #wheat fall further with oil, war headlines. How much more will funds liquidate? Why did #soybeans hold? What rallied #cattle? @AgDayTV @FarmJournal @USFarmReport @agritalk omny.fm/shows/markets-now-wi…

PM @agritalk - Spencer Langford @profarmer news. @BJSplitt @AgMarket_Net has technical/price perspective. @TheTedSpread @ZanerAgHedge has analysis. Drew Lerner @worldwx with ag #weather. @FarmJournal @USFarmReport @AgDayTV omny.fm/shows/market-rally/a…

What a show!

Honoring the heroes who give everything for our freedom. 🇺🇸 This Memorial Day, we remember and give thanks from all of us at Channel Seed! 🤍

Ted Seifried’s weekly profit planning recap is here! 🚨📊 Listen for the latest from the USDA report to major trade developments, plus what to watch heading forward. Want the full picture? @TheTedSpread's Profit Planning newsletter breaks down the 3 keys impacting the market now with clear, concise charts and relevant analysis farmers can actually act on. All with a little fun along the way. Every week. Everything you need to know. Subscribe today by selecting grain marketing! 👉 bit.ly/4uKEba5

🌾China’s newly unveiled U.S. ag purchase targets imply a sharp rebound from 18-year lows in 2025. But funds last week already began pulling back from record bullish grain & oilseed bets, despite friendly USDA data. All covered in Sunday's newsletter, linked in my profile.

New phone, who dis?

Is that even enough for Argentina though?

“an armada of Brazilian soybeans is charging across the Atlantic” 😳 Karen 👏👏👏

But is it enough?

I know that you’re gonna have it your way or nothing at all. But I think you’re moving too fast.