RT @cyrano54: @ottoscholl @ArlanFF101 Corn average over the entire life of the survey is 2 bushels, median is .9.

Mexico leads the way in new-crop U.S. #corn purchases, followed by unknown destinations - much of which is also likely Mexico. Tomorrow's weekly export sales report is expected to amplify this even more. #oatt

RT @StoneX_Official: What does Trump’s strategy mean for rates, consumers, and corn yields? . @ArlanFF101, StoneX’s Chief Commodities Econo….

Strong tendency by USDA over the past 32 years to over-state both #corn and #soybean yields when it raised its estimate in August, versus the final, while it also had a strong tendency to under-state yields versus final when it cut in August. #oatt.

Yes, ethanol corn yields are improving as the industry increases efficiencies. It takes less #corn to make #ethanol today. #oatt

Marketing year to date estimated #corn use for #ethanol totals 4.990 billion bushels, down 28 million bushels from the previous year's pace, suggesting that USDA will be cutting another 30 - 40 million bushels from its target. #oatt.

Estimated #ethanol use of #corn in the week ending August 1 was 103.2 million bushels, down from 104.6 million bushels the previous week, and down from 104.9 million bushels in the same week last year. #oatt.

#Ethanol production fell to 1,081K barrels per day last week, down from 1,096K bpd the previous week, but up from 1,067K bpd in the same week last year. #corn #oatt.

#Ethanol stocks fell to 23.8 million barrels in the week ending August 1, down from 24.7 million barrels the previous week, but matching the pace of the same week last year. #corn #oatt.

Ironically, USDA's final #corn yield came in higher than its August yield when it had lowered the yield in August in 3 out of 4 such years in the past decade, and 10 of the 12 years it cut in August out of the past 32 years. #oatt.

More recently, USDA raised its #corn yield in 6 of the past 10 years in August, with the final yield coming in lower than August in each of those 6 years.

A look back at the past 32 years finds that USDA raised its #corn yield in August in 17 of those years, lowering it 15X. Of the 17 years that it increased the yield in August, the final yield came in lower than its August estimate in 12 of those 17 years. #oatt.

RT @CowGuyClose: .@ScottTheCowGuy and @ArlanFF101 talk about the consumer switching to chicken for it's protein as beef continues to have h….

RT @AmericanAgNet: StoneX released the results of its August 2025 customer survey on Monday afternoon with a strong corn yield estimate. Ar….

RT @mike_castle2: The lack of needed #phosphate imports highlights the risk of our growing reliance on Saudi due to the ongoing CVD rates o….

Trump’s Strategy Fuels Uncertainty: What It Means for Rates, Consumers & Corn Yields #corn #oatt #soybeans #oott

Next question is, how do we finish the #corn crop? What will seed size be? What will be the scope of these pollination issues? It's the job of the "futures" market to trade future expectations, and that's what it's been doing. #oatt.

Dec #corn is down less than a penny the morning after @StoneX_Official customer survey yield, providing further evidence to back up what I said in July - money managers were already trading their yield models showing these numbers that agronomists are now seeing. #oatt.

StoneX Customer Survey for August 4 #corn #soybeans #oatt

RT @StoneX_Official: We’re excited to be sponsoring the Big Country Beef Conference in Abilene, TX, Aug 21. Visit our booth to discover r….