Lakefront Futures

The Lakefront Distinction ⤵️

Monthly Soybean Crush Feb: 214.212 Jan: 227.980 Dec: 229.865

Monthly Soybean Oil Stocks Feb: 2.600 Jan: 2.433 Dec: 2.177

EIA Energy Stocks Crude Oil: 461.636 (above 5 year average, +5.451 since last week) Gasoline : 240.861 (above 5YA, -0.586 since last week) Distillate: 117.825 (below 5YA, -2.111 since last week) ULSD: 106.862 (below 5YA, -1.260 since last week)

BREAKING: The S&P 500 surges +2.5% on the day as Iran's President says they are ready to end the war "with guarantees." The S&P 500 has now added +$1.4 TRILLION today.

IRAN'S PRESIDENT PEZESHKIAN: WE'RE READY TO END WAR, BUT WANT GUARANTEES Oil session lows. Watch corn.

2026 Acres (M/ac) Corn 95.388🌽 Soybeans 84.7 🌱 Wheat 43.775 🌾 Cotton 9.64 ☁️ #plant26

WASDE Quarterly Grain Stocks 🌽 Corn On Farms: 4,500,000 Off Farms: 3,647,437 Total: 8,147,437 🥔 Soybeans On Farms: 876,500 Off Farms: 1,034,424 Total: 1,910,924 🌿 Wheat On Farms: 307,125 Off Farms: 929,462 Total: 1,236,587

Top Grain Export Destinations 🌽Corn Mexico: 369,216 Japan: 326,353 South Korea: 287,764 🫘 Soybeans China: 270,424 Indonesia: 80,716 Egypt: 53,245 🌿Wheat Japan: 107,579 Nigeria: 90,291 Mexico: 85,263

USDA Weekly Export Inspections #corn🌽: 1.8m #Soybeans🫘: 586k #wheat🌿: 364k

🐷 USDA Hogs and Pigs Quarterly Report March 1 Inventory All Hogs & Pigs: 74.472 Million Head Current year % of last year: 100.4 Current year % of 2 years ago: 99.5

RECORD LENGTH in soybeans + soymeal + soyoil. Quick thought, China or the RVO or both better come thru. Brazil Mar bean exports estimated near 16MMT.

EIA Natural Gas Storage Current Week: 1,829 Above 5 year average of 1,815 Above this week last year number of 1,739 Down 54 since last week

USDA Grain Export Sales #corn🌽 1,217,827 Inside est range #soybeans 🫘 668,901 Inside est range #wheat 🌿 397,245 Above est range

If corn acres drop and soybeans gain… are you ready? The March 31 report could create short-term opportunities you don’t want to miss. Read more 👇 👉 codakgroup.com/blog/corn-vs-s… #FarmMarketing #AgInsights #CornVsSoybeans #CropPlanning #AgTrends #FarmLife #CommodityMarkets #AgFinance #FarmManagement #AgForecast

EIA Energy Stocks Crude Oil: 456.185 (above 5 year average, +6.926 since last week) Gasoline : 241.447 (above 5YA, -2.593 since last week) Distillate: 119.936 (equal to 5YA, +3.032 since last week) ULSD: 108.152 (below 5YA, +3.068 since last week)

Top Grain Export Destinations 🌽Corn Mexico: 461,992 Japan: 327,512 Columbia: 180,375 🫘 Soybeans China: 664,967 Egypt: 183,999 Japan: 79,998 🌿Wheat Mexico: 128,882 China: 68,376 Taiwan: 50,093

USDA Weekly Export Inspections #corn🌽: 1.7m #Soybeans🫘: 1.1m #wheat🌿: 458k

This is absolutely insane: At 7:04 AM ET today, President Trump said “the US and Iran have had productive discussions" to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of President Trump's claims and said there has been "no contact" with the US. By 8:00 AM ET. the S&P 500 had fallen -120 points erasing -$1 trillion in market cap. That's a $3 TRILLION swing market cap in 56 minutes, just in the S&P 500. What is happening here?

🐮USDA Cattle on Feed March On Feed: 99.8% On Feed Million Head: 11.549 February On Feed: 98.2% On Feed Million Head: 11.510 Placements : 103.7% Marketings : 93.2%