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Midsummer Grain Update
More action on the demand side than normal for Summer
26 June Export Comments
The dog days of summer, except in corn...
A word on seasonals...
I’ve seen a number of charts similar to this on social media in the past few weeks, implying that corn prices typically break down in mid-June.
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Carbon Payment Potential
Yes, US-produced stuff will get more expensive too.
Why I'm Using 182.1 Bu/Ac in 2024
Soybean Yield Projections for 2024.
Who are the Bond Market Vigilantes?
A word on seasonals...
New Crop Export Comments 5 Jun 2025
Don't cross the beams...
Old Crop Export Progress: 5 June 2025
Are we seeing signs of weakness?
Export Sales to 22 May 2025
A little late...
Yes, US-produced stuff will get more expensive too.
It's a feature, not a bug.
Some Questions.
As Dr. Carl Zulauf always liked to say, you can't get the right answers without asking the right questions.
Dashboard Trial
This is simply a page to provide dashboards to a client.
Who are the Bond Market Vigilantes?
I’ve noticed “Bond Vigilantes” being mentioned in both headlines and various newsletters over the past few weeks.
The Kernmantle Group
The Kernmantle Group
Commodity Economics Research, Training, Speaking

The Kernmantle Group

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