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@iwatchcorn

Economist | Opinions are my own

Iowa, USA เข้าร่วม Ağustos 2019
377 กำลังติดตาม549 ผู้ติดตาม
Lane รีทวีตแล้ว
Pro Farmer
Pro Farmer@profarmer·
Iran turmoil means March 31 acreage estimates may not be the final word...but they're the word for now. Our key takeaways from Tuesday's USDA reports: profarmer.com/usda-2026-pros…
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Lane@iwatchcorn·
We published our acreage survey today. Was surprised to see how sticky corn acres are, according to our respondents. I do think if we see a print north of 95.0 million next week that will likely be the high print of the year. Check out our results here: profarmer.com/news/survey-sa…
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Lane รีทวีตแล้ว
HyperscaleFarmer
HyperscaleFarmer@Data_Junkie_·
if ur wondering if retail is involved
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Lane
Lane@iwatchcorn·
We have ethanol yield data back to 2014. In December, the ethanol yield was a series low. That bounced back with a record high yield in January. What's up with that? Something must be amiss with either the USDA numbers or the EIA figures.
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Lane
Lane@iwatchcorn·
@_TheMizzouTiger @Agronomy_Guy I'd be happy to share his contact info if you want it. The guy is a whiz when it comes to drones
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MT@_TheMizzouTiger·
@Agronomy_Guy What’s the alternative.
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Lane
Lane@iwatchcorn·
Apparently Kum & Go got bought out and is now called Maverik. Talk about the end of an icon
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Lane@iwatchcorn·
They said 12 MMT "immediately," which could mean in the next couple months. Hard to say and it is good to await clarity from a signed agreement that is supposed to come within a couple weeks. To me, it means 25 MMT in 2025-26 with 12 MMT soon, but other analysts take it differently
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Brady
Brady@BradyD78·
@iwatchcorn I think they only agreed to 12 MMT’s for this year which would put it at scenario 2 correct?
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Lane
Lane@iwatchcorn·
312k contracts traded hands in Jan beans. Most in the nearby contract since Aug. 12, big report day. Most of that was the buying from 9-10 today
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Lane
Lane@iwatchcorn·
@JustinDean Los Amigos by culvers has phenomenal steak tacos, on the menu as street tacos.
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PastorJustinDean
PastorJustinDean@JustinDean·
Steak tacos might be the best lunch on the planet. Smelling like them the rest of the day might make them the worst lunch decision on the planet. Thank you for your attention on this matter.
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Lane รีทวีตแล้ว
Pro Farmer
Pro Farmer@profarmer·
In this week's Pro Farmer Podcast, @iwatchcorn looks into the new harvest survey, with "shocking" results from key growing states. zurl.co/A4bJN
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Lane
Lane@iwatchcorn·
This week I had the pleasure of guest hosting the Pro Farmer Podcast. There was a lot to talk about after last week's action in soybeans and we talked about takeaways from the Ag Outlook Forum in Kansas City. Check it out: profarmer.com/news/agricultu…
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