U.S. Commodities, Inc.

Widespread drought persists across the U.S., with severe to exceptional dryness in the South, Southwest, and Florida. Short‑ and long‑term impacts continue to pressure ag, water supplies, and rangeland. #DroughtMonitor #AgWeather #USWeather #Climate

Map shows escalating strikes between Iran, Israel, and regional proxies, targeting major oil and gas sites from Lebanon to Qatar and the Strait of Hormuz. Energy infrastructure remains a central flashpoint. #MiddleEast #OilMarkets #Geopolitics #EnergySecurity

8–14 day outlook (Mar 25–31): Wetter 🌧️ across the Great Lakes, Northeast & Florida, plus parts of TX. Drier ☀️ conditions favored in the Southwest & Southeast. Much of the central U.S. near normal. #Weather #Precipitation #Forecast #NOAA

Refined fuels are surging far faster than crude as war disrupts Gulf crude supplies. Jet fuel and gasoil spike sharply while Brent lags, highlighting pressure on global fuel production. #EnergyMarkets #Oil #JetFuel #Gasoil #Commodities #Geopolitics

🇺🇸NOPA U.S. crush, Feb. 2026 ▪️208.785 mbu of soybeans ▪️Above all trade estimates (avg was 202.7 mbu) ▪️+17% YOY ▪️Record daily crush rate for any month ▪️Soyoil stocks 2.08 billion lbs ▪️At top end of estimates (avg was 1.928 bln) ▪️+38% YOY; 13yr high for Feb

U.S. drought remains widespread 🌵 Severe–extreme drought in parts of Texas & Florida, with moderate drought across the Plains and Southeast. Dryness continues to pressure crops and water supplies. #DroughtMonitor #AgWeather #Drought

U.S. Strategic Petroleum Reserve has rebounded to 415M barrels after hitting multi‑decade lows. Stocks remain far below the 2010 peak above 700M as the long post‑2020 drawdown continues. #Energy #OilMarkets #SPR #Commodities

🇧🇷Cargill has paused soybean exports from Brazil to China due to the implementation of stricter sanitary inspections at the request of the Chinese government.

USDA's March WASDE is due at 11 am CDT on Tuesday. On average, the trade isn't looking for any significant supply changes at the U.S. or world level, but there is a downside lean to the soybean crop in South America.

~20M b/d of oil (≈20% of global supply) and ~20% of LNG pass through the Strait of Hormuz. Saudi & UAE pipelines could bypass ~2.6M b/d if disrupted, but alternatives are limited. Asia—especially China, India, Japan & South Korea—would be hit hardest. ⛽🌍 #Oil #Energy #Hormuz

🔥 Warm West, Cool East setup ahead. The 8–14 day outlook (Mar 16–22) favors above-normal temps across the West & Plains, while the Great Lakes & Northeast trend cooler than normal. The Southeast leans near normal. #Weather #TemperatureOutlook #NOAA #AgWeather #Climate

🌧️ 8–14 Day Precipitation Outlook (Mar 13–19): Wetter conditions likely across the Northeast, Great Lakes, Pacific Northwest & Florida. Drier pattern favored from California through the Southwest into parts of Texas. Central U.S. near normal. #Weather #Precipitation #AgWeather

⚠️ Day 3 severe weather risk stretches from north TX through OK, KS, MO into IA. An Enhanced Risk corridor suggests potential for strong storms, including damaging winds, hail, and possible tornadoes. Farmers and residents should stay weather aware.🌩️🌪️ #Weather #AgWeather #Farm

Soybean prices peaked in 2022 and have eased since, while volatility has stayed moderate after spiking in 2011. Long‑term trend shows stable risk but softer prices heading into 2026. #Soybeans #AgMarkets #FarmEconomy #RiskManagement

🌽 Illinois corn prices peaked above $6 in 2011–13, fell below $4 by 2016–20, rebounded near $6 in 2022–23, and are projected around $4.62 in 2026. Volatility spiked in 2021–22 but has eased since. #Corn #AgMarkets #FarmEconomy #USDA #Illinois

Gold up ~20% YTD, back above $5,000/oz after Jan pullback 📈 On pace for 7th straight monthly gain — longest streak since 1973. Geopolitical risk, trade tensions & Fed rate cut bets fueling the rally. ETF inflows turning positive. 🟡 #Gold #Markets #Inflation #Fed #SafeHaven

Drought conditions remain widespread across the U.S., with the toughest areas centered in Texas, Florida, and parts of the Southwest. Much of the country is still dealing with abnormally dry to severe drought levels. #DroughtMonitor #USWeather #AgWeather

Heavy rain slowing NE Brazil fieldwork, but improving in N Brazil. S. Brazil dryness easing. Argentina soy benefited from recent rains. Plains/Midwest wheat getting relief; Europe stays wet. #AgWeather #Brazil #Argentina #Wheat #Soybeans #Corn

Mixed South America weather: showers slow N. Brazil fieldwork, S. Brazil stays drier. Argentina stable with rain ahead. U.S. Plains & Midwest wheat to see improving moisture. #AgWeather #Brazil #Argentina #Soybeans #Wheat #CropWatch

U.S. beef imports are climbing sharply, jumping to nearly 4.6 billion lbs in 2024, with USDA projections pushing 2025–2026 totals above 5.5 billion lbs — signaling tighter domestic supplies and growing reliance on foreign beef.#BeefImports #USDA #AgEconomy #Livestock #Cattle