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Grain Comments: 08-14-2026

Good morning. CBOT ag markets are higher this morning, with the report having come and gone and focus now back on the continually deteriorating situation in the Black Sea. New port attacks overnight that have knocked out additional export facilities in the region have wheat futures in the driver’s seat early and traders are asking when does something happen or change here? The attacks can’t go on forever, but there exists little inkling today that

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Grain Comments: 08-13-2026

Good morning. Ag markets are mixed to start Thursday, with the corn and soybeans inside of yesterday’s trading ranges while wheat futures have just barely extended gains to the upside as the dust continues to settle on the USDA’s mostly friendly August crop update. Corn and soybean balance sheets cannot afford any loss of supply, though this isn’t necessarily a new development and has been known throughout most of summer. Yesterday’s report confirmed the tightness,

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Grain Comments: 08-12-2026

Good morning. It’s been risk-on throughout the overnight session so far to start Wednesday, with wheat futures pacing gains across the ag space ahead of what is likely to be a somewhat volatile data day with the August supply and demand update due out in just a few hours. The report is obviously going to be the talk of most traders by the time the close rolls around this afternoon, but like we’ve talked about

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