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Any Changes to Big Picture Market Themes?
Dan Basse and Ben Buckner break down wars, details of US weather, and trends in global stocks
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Waiting on USDA
Dan Basse and Ben Buckner break down USDA's incoming crop report and take a look at current end user margins.
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Markets Correct on Rumblings of Black Sea Negotiations
Dan Basse and Ben Buckner break down geopolitical headlines and also discuss the reality of grain balance sheets
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Corn Stocks Measured in Days of Consumption
Dan Basse and Ben Buckner update US corn supply & demand, US heat, and talk about market chores ahead
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📹 Grain Markets Bottom in 2025; Lasting Bull Ahead?
Dan Basse & Ben Buckner break down the rise in grain values before 2026 and how tight balance sheets will be this year
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Global Corn Production Deficit Widens
Dan Basse and Ben Buckner break down US yield potential and discuss the basics of world corn supply & demand
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📹 US Crop Sizes New Fuel for Grain Markets?
Dan Basse & Ben Buckner break down what crop tours have found so far, and how this fits into the bigger grain market picture
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Geopolitics for Better or Worse; Black Sea War Attracts Policy Maker Attention
Dan Basse and Ben Buckner break down new updates from the Black Sea and highlight US soil moisture
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Market Risks Adding Up; What's Happening in Black Sea Region?
Dan Basse and Ben Buckner break down escalating war between Ukraine and Russia
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📹 Balance Sheet Updates
Dan Basse & Ben Buckner break down recently published USDA data and its impact on US crop supply & demand.
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Grain Balance Sheet Tightening Continues
Dan Basse & Ben Buckner break down new global grain production estimates and rapidly evolving balance sheets
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📹 Big Shifts in US Grain Supply & Demand
Dan Basse & Ben Buckner break down balance sheet adjustments following USDA stocks and seedings data.
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European Grain Crops in Jeopardy
Dan Basse & Ben Buckner discuss European weather and how markets will be more exciting as the calendar flips to July
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Where is Corn's Fair Value?
Dan Basse and Ben Buckner break down weather in the US, South America and France and talk exporter balance sheets.
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End User Profitability and Super El Nino
Dan Basse and Ben Buckner break down margins, discuss short term weather and also the unique nature of El Nino this year
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Rally Pauses; US Moving to Managed Trade?
Dan Basse and Ben Buckner discuss the US's approach toward ag trade, and what's next between the US & China.
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White House Fact Sheet Changes Ag Market
Dan Basse and Ben Buckner break down the White House's Shocking Sunday Announcement.
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Day One Of Beijing Summit; What Does Market See?
Dan Basse and Ben Buckner break down what they've learned from Thursday's meeting in Beijing
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Big Week Ahead; US-Iran Peace Accord Stays Elusive
Dan Basse and Ben Buckner break down the many questions that will be answered this week from USDA, Crop Tours and US-Chinese Meetings
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