Hensall Co-op Grain Marketing

C-1,S-4,W+6 Grains ending the week on a mixed note as mkt digests macro pressure. Crude oil is softer, and the Canadian dollar remains a key watch point for basis levels and export competitiveness. Rallies continue to look like selling opportunities in the short term. CDN .7238

C-7, S+1, W-14 Mkts starting the week relatively quiet and weaker, with outside mkts (energy, geopolitics) driving sentiment more than fresh fundamental news. Spring acreage and weather will be the next major catalysts. China's SB demand remains a key swing factor. CDN .7325

C+5, S+2, W+2 Corn market South American crop pressure (Brazil safrinha outlook) continues to cap rallies. China's demand remains a key watch item as buying has been inconsistent. Wheat is finding support from ongoing global weather concerns and Black Sea tension. CDN .7313.

C+5, S+1, W+11 Mixed to slightly softer this morning as mkts digest recent strength in crude oil and ongoing geopolitical tension. CO and SB's seeing pressure from improving South American harvest progress. WH is supported by global uncertainty in the Black Sea region. CDN .7325.

C-6,S-44,W+9 Mkt sharply weaker, as comments from the US President saying he may cancel meeting with China. This headline, along with weaker oil, has soybeans leading the sell-off. Last week, spec pushed long position to its highest since the start of the Ukraine war. CDN. 7350.

C+8, S+18, W+13 Mkts showing continued strength today as outside mkt support remains bullish. Higher energy prices tend to support grains through stronger biofuel demand and inflationary buying, with SB oil leading gains and providing spillover support to corn and wheat.CDN .7350

C+3,S+1W+1 Corn 🌽 • Export demand is supportive • Focus shifting to U.S. acres Soybeans 🟡 • Brazil harvest advancing Wheat 🌾 • Black Sea tensions • Weather concerns globally Watch: 📊 South America harvest 📊 U.S. planting intentions 📊 Currency move CDN .7366

C-4, S+4, W-8 Grain mkts mixed. Trade continues to monitor global geopolitical tensions and energy. Strength in crude oil prices has provided some support to grain futures, particularly corn. Ongoing conflict in the Black Sea region is keeping uncertainty in the WH mkt CDN .7368.

C+1,S+3,W-5 Mkts mixed, ongoing war headlines keep energy mkts volatile. Crude oil prices firming. Higher energy costs are lending underlying support to CO, while SB's remain pressured by South American supplies. Mkts remain headline-driven. WH mixed, on global supply. CDN .7278.

C-3,S-6,W-10 CO & SB mixed on large South American supplies and improving exports. Brazil harvest pressure weighing on SB; Argentina's weather is mostly favorable. WH weaker today, ample global stocks caping rally. Local basis steady; demand focused on nearby movement. CDN .7312.

C-1,S-1,W-7Mkts cautious as global macro factors stay in the driver’s seat. CO & SB mixed, with South Amer. weather still shaping yield expectations while eyes remain on export demand. WH mkts choppy, balancing Black Sea competition against lingering geopolitical risk. CDN .7314.

C unchg,S +6,W+1 Futures steady to slightly firmer. U.S. export pace remains supportive, attention staying on South American weather and early ideas for North American acres this spring. Basis levels holding firm in many regions. Stay disciplined with risk management. CDN .7296.

C+1,S+5,W+10 Mkts higher this morning as both the US & CDN dollars level off. Weekly SB exports as expected, pace needs to improve to catch the USDA forecast. US WH acres are considered to be the driest in 15 years, putting the yield at risk. Argentina's CO needs rain. CDN .7324

C-4, S+1, W-10 Mkts trading mixed today as traders balance weather headlines, export demand, and macro uncertainty. CO & SB remain sensitive to South American production, with recent forecasts keeping Argentina’s yield outlook in focus while Brazil's harvest progresses.CDN .7319

C+1 S+12,W+2 Optimism as markets stay in the green. China's Lunar New Year Holiday starts this weekend, and we tend to see softer markets during this time period. Rumors US and China may extend the trade truce for up to 1 year. Markets closed Mon for Presidents' Day. CDN .7370

C+1,S+9,W+1 Grain futures trading with a bit of caution today ahead of USDA’s WASDE, SB slightly firmer while CO and WH show modest indecision as traders await fresh supply/demand numbers. Structural story: U.S. grain storage capacity growth has effectively hit a pause. CDN .7397

C+1, S+5, W+5 Mkts are moderate to start the day. US SB are losing ground on being competitive against Brazil, March onwards. CO could see demand start to pick up if E15 is implemented year-round. Temps in Ukraine dropping, adding support to the WH mkt. Basis weakening. CDN .7402

C-1, S+6, W+1 Markets are mixed, gold taking a run, surpassing milestones. Brazil's soybean forecast up 0.6mmt to 181mmt vs USDA est of 178mmt. US corn remains competitive on the world stage. Heavy snowfall is protecting wheat, limiting the risk of winter kill. CDN .7360.

C-1,S+1,W-5 Trade is showing concern with increased tension between the US & Canada. Eyes on fourth-quarter earnings this week, especially in the tech. Brazil's SB harvest is 14% complete, ahead of the 11% avg this time of year. CO exports are stronger week over week. CDN .7321.

C+2,S+5,W+4 CO & SB prices are in the green today as demand outweighs supply in headlines. Mkt reports indicate bullish potential over concerns about weather disruptions, and stronger exports. Keep an eye on these trending commodities for potential trading opportunities.CDN .7285