NAVIGATING WEATHER & WAR YOYO

Written By Sebastian Frost

AUDIO COMMENTARY

  • Markets are focused on weather. Weather looks ideal

  • People are thinking the bean crop is made

  • Demand is solid. Lower prices giving China more reasons to buy

  • When will beans find support?

  • What to do if you’re worried

  • Can we even hit USDA yield with good weather?

  • Can weather fix the problems in corn?

  • Having a plan and not puking out basis

  • War is priced in, but damage and supply disruption is not

  • Might not happen today.. but wheat is a sleeper

  • Not just war. There is global problems

Listen to today’s audio below

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Sebastian Frost
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