Mike Tweedy

We're comfortable with crop size today, and now we're on to trading the next thing, South American weather and exports and demand and stuff like that. So, you know, from that perspective, you know, we're in that window of seasonal lows. And if we've weathered it this far, then, you know, hopefully better days ahead here.

Yeah, certainly. You know, corn, we moved almost 7% off the late August low there. And then soybeans were about 6.5% off that low as well. So, I mean, it's certainly nothing to lose sight on. I think for a lot of people, it's the need to start adjusting expectations.

Yeah, certainly. You know, corn, we moved almost 7% off the late August low there. And then soybeans were about 6.5% off that low as well. So, I mean, it's certainly nothing to lose sight on. I think for a lot of people, it's the need to start adjusting expectations.

Yeah, certainly. You know, corn, we moved almost 7% off the late August low there. And then soybeans were about 6.5% off that low as well. So, I mean, it's certainly nothing to lose sight on. I think for a lot of people, it's the need to start adjusting expectations.

You know, I think, as we all know, I think outside of some pockets, it looks like early yield results for corn and beans across a lot of the Midwest are coming in above average. And so I think that's the biggest thing is guys got to start, you know, adjusting and saying, hey, you know, man, you know, I miss I miss my 450 corn, but man, I got 280 corn this year. Well, turns out $4 corn.

You know, I think, as we all know, I think outside of some pockets, it looks like early yield results for corn and beans across a lot of the Midwest are coming in above average. And so I think that's the biggest thing is guys got to start, you know, adjusting and saying, hey, you know, man, you know, I miss I miss my 450 corn, but man, I got 280 corn this year. Well, turns out $4 corn.

You know, I think, as we all know, I think outside of some pockets, it looks like early yield results for corn and beans across a lot of the Midwest are coming in above average. And so I think that's the biggest thing is guys got to start, you know, adjusting and saying, hey, you know, man, you know, I miss I miss my 450 corn, but man, I got 280 corn this year. Well, turns out $4 corn.

isn't as fun but now you got those extra bushels to sell and it starts all adding up again so i think you know that's the same mantra we're dealing with our clients today is hey we got some pretty good yields out there even though prices aren't quite where we hoped they were going to be at some point we got these extra bushels break evens drop and there's still opportunities out there so what are you hearing for early yield reports i know you said better than expected but

isn't as fun but now you got those extra bushels to sell and it starts all adding up again so i think you know that's the same mantra we're dealing with our clients today is hey we got some pretty good yields out there even though prices aren't quite where we hoped they were going to be at some point we got these extra bushels break evens drop and there's still opportunities out there so what are you hearing for early yield reports i know you said better than expected but

isn't as fun but now you got those extra bushels to sell and it starts all adding up again so i think you know that's the same mantra we're dealing with our clients today is hey we got some pretty good yields out there even though prices aren't quite where we hoped they were going to be at some point we got these extra bushels break evens drop and there's still opportunities out there so what are you hearing for early yield reports i know you said better than expected but

Yeah, I mean, I know some of our friends in the industry share some yield reports, and it seems like a lot of the Iowa, Illinois, you know, 240 APHs, 260, 280-type corn yields. I think beans, you know, 65, 70 APH, 80, 85 bean yields. I'm like, personally, I haven't, you know, sir, quick personal handout.

Yeah, I mean, I know some of our friends in the industry share some yield reports, and it seems like a lot of the Iowa, Illinois, you know, 240 APHs, 260, 280-type corn yields. I think beans, you know, 65, 70 APH, 80, 85 bean yields. I'm like, personally, I haven't, you know, sir, quick personal handout.

Yeah, I mean, I know some of our friends in the industry share some yield reports, and it seems like a lot of the Iowa, Illinois, you know, 240 APHs, 260, 280-type corn yields. I think beans, you know, 65, 70 APH, 80, 85 bean yields. I'm like, personally, I haven't, you know, sir, quick personal handout.

I actually went out and was looking at some of my dry land corn central Nebraska hasn't had measurable precip on it since mid August and farm, you know, corn's thrown true doubles on dry land. Wow. 18 by 35, 16 by 25 on the secondary year. I mean, that that's one 70 corn. And I was hoping for one 25 on the APH. So I think there's again, pockets that'll be,

I actually went out and was looking at some of my dry land corn central Nebraska hasn't had measurable precip on it since mid August and farm, you know, corn's thrown true doubles on dry land. Wow. 18 by 35, 16 by 25 on the secondary year. I mean, that that's one 70 corn. And I was hoping for one 25 on the APH. So I think there's again, pockets that'll be,

I actually went out and was looking at some of my dry land corn central Nebraska hasn't had measurable precip on it since mid August and farm, you know, corn's thrown true doubles on dry land. Wow. 18 by 35, 16 by 25 on the secondary year. I mean, that that's one 70 corn. And I was hoping for one 25 on the APH. So I think there's again, pockets that'll be,

Maybe not more trend line, but it certainly seems the way corn yields are stacking up, we're truly seeing some pretty big yields out there today.

Maybe not more trend line, but it certainly seems the way corn yields are stacking up, we're truly seeing some pretty big yields out there today.

Maybe not more trend line, but it certainly seems the way corn yields are stacking up, we're truly seeing some pretty big yields out there today.

Yeah, I think you got both the U.S. dollar weakening and then just generally you start seeing a trend towards a little bit – trying to quash inflation, but now we're going to maybe reintroduce some inflation. Generally inflation is, is okay for these commodity markets.