THE PATH HIGHER & THE DOWNSIDE RISKS IN GRAINS

AUDIO COMMENTARY

  • USDA next week

  • Stocks as important as acres

  • March is just starting base line

  • Won’t know acres until June

  • Balance sheets have tighten recently

  • World corn situation minus US and China is the tightest of all-time (chart below)*

  • Forecasts for April wet

  • June, July, August forecasts dry

  • Should you price new crop corn before report?

  • How much do you normally have sold?

  • 2019/2020 sky was falling. Then went unbelievably high post trade war

  • Be consistent in marketing so you don’t get burned

  • What happened in corn spreads today?

  • Cattle sell signal & hedge alert

  • Have to realize there is still risk

  • Corn holding where it needs to (chart below)*

Listen to today’s audio below

3-19-2025

Want to talk? (605)295-3100

CHARTS

Here is the world stocks to use minus both the US and China. Tightest all-time.

Doesn’t mean corn will go screaming higher. It just means that the rest of the worlds corn supply is tight relative to demand. Meaning there isn’t much room for error in the US crop.

May Corn 🌽

Bounced right where we needed to once again.

Finding support at the 61.8% retracment of this recent mini rally. We have found support there for the past 5 days in a row.

This is an important level to hold.

I am not going to go over every reason why. If you want every reason why I think we should hold this level check out yesterday’s update where I broke it down: CLICK HERE

Next upside objective is still $4.80

Once again finding support on the 200-day MA.

Another reason why this is key support we “should” hold.

Dec Corn 🌽

Nothing much to update.

Simply finding support exactly where it needs to.

At the golden zone of the entire rally off contract lows (50-61.8%)

Nothing too concerning as long as we hold the red box.

May Beans 🌱

Nothing to update.

Simply watching two things still.

The support below us. We break below there is no support until contract lows.

The 100-day MA. To call a bottom, we need to break above the 100-day. As it is key resistance.

Nov Beans 🌱

Exact same set up in Nov beans

May KC 🌾

Nasty day after the ugly doji yesterday.

I am looking for a bounce between $5.79 to $5.70 (golden zone 50-61.8% retracements of this rally)

So as a speculator, that is where I would look to buy personally.

Next upside objective is $6.34

If we break above that, it would confirm some of the higher targets. As we have some implied moves above $7.00 with the triple bottom pattern.

May Chicago 🌾

Nothing to update here.

Simply trapped in this channel.

Everything in between is noise.


Past Sell or Protection Signals

We recently incorporated these. Here are our past signals.


Feb 18th: 🌽 🌾 

Old crop KC wheat & old crop corn signal.

CLICK HERE TO VIEW


Jan 23rd: 🌽 🌱 

Corn & beans old crop sell signal.

CLICK HERE TO VIEW

Jan 15th: 🌽 🌱 

Corn & beans hedge alert/sell signal.

CLICK HERE TO VIEW


Jan 2nd: 🐮 

Cattle hedge alert at new all-time highs & target.

CLICK HERE TO VIEW


Dec 11th: 🌽

Corn sell signal at $4.51 200-day MA

CLICK HERE TO VIEW

Oct 2nd: 🌾 

Wheat sell signal at $6.12 target

CLICK HERE TO VIEW
 

Sep 30th: 🌽 

Corn protection signal at $4.23-26

CLICK HERE TO VIEW
 

Sep 27th: 🌱 

Soybean sell & protection signal at $10.65

CLICK HERE TO VIEW
 

Sep 13th: 🌾 

Wheat sell signal at $5.98

CLICK HERE TO VIEW
 

May 22nd: 🌾 

Wheat sell signal when wheat traded +$7.00

CLICK HERE TO VIEW


Want to Talk?

Our phones are open 24/7 for you guys if you ever need anything or want to discuss your operation.

(605) 295-3100

sfrost@dailymarketminute.com


Hedge Account

Interested in a hedge account? Use the link below to set up an account or shoot Jeremey a call at (605)295-3100.

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Check Out Past Updates

3/18/25

SEASONALS, CATTLE HEDGE, CHARTS & DROUGHT?

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3/17/25

WHEAT RALLIES. DON’T GET BACKED INTO A CORNER

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3/14/25

MARCH 31ST REPORT THOUGHTS & WHAT’S NEXT FOR GRAINS

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3/13/25

EXPLAINING RE-OWNERSHIP VS COURAGE CALLS

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3/12/25

TARIFF FEARS. EU, CANADA, & ETHANOL

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3/11/25

USDA SNOOZE. RECORD FUND SELLING A CONCERN?

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3/10/25

USDA TOMORROW. GETTING COMFORTABLE IN MARKETING

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3/7/25

HOW TIGHT IS THE WORLD & US SITUATION?

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3/6/25

TARIFFS PUSHED BACK. FUTURE OPPORTUNITIES?

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3/5/25

IS GRAINS BIGGEST RISK WEAK CRUDE & DEFLATION?

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3/4/25

TRADE WAR BEGINS. 8TH DAY OF PAIN FOR GRAINS

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3/3/25

TARIFFS ON TOMORROW. BUY SIGNAL

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3/3/25

BUY SIGNAL

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2/28/25

WHEN WILL THE BLEEDING STOP?

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2/27/25

CORN AT CRITICAL SPOT. USDA ACRE REPORT. WAY TOO EARLY DROUGHT TALK

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2/26/25

HISTORY SUGGESTS CORN TOP ISN’T IN? ACRE OUTLOOK TOMORROW

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2/25/25

POSITIVE CLOSE. WHAT TO KNOW ABOUT USDA OUTLOOK

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2/24/25

USDA OUTLOOK, FIRST NOTICE DAY & BRAZIL

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2/21/25

WHAT TO EXPECT MOVING FORWARD IN GRAINS

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2/20/25

FIRST NOTICE DAY CONCERNS. MASSIVE CORN ACRES OR NOT?

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2/19/25

HOW TIGHT IS THE CORN SITUATION?

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2/18/25

MORE DETAILS ON TODAYS SELL SIGNAL

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2/18/25

OLD CROP KC WHEAT & CORN SELL SIGNAL

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2/14/25

WHEAT BREAKING OUT ON WEATHER RISK. TECHNICALS & FUNDAMENTALS

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2/12/25

GLOBAL GRAIN SITUATION, ACRE TALK, CHARTS & MORE

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2/11/25

USDA: NOT A BEARISH REPORT. DISAPPOINTING PRICE ACTION

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2/10/25

USDA TOMORROW. LONG TERM PATH FOR SUB 10% CORN STOCKS TO USE?

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2/7/25

WHY WOULD THE FUNDS EXIT THEIR LONGS?

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2/6/25

WHEAT FINALLY CATCHING A BID

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2/5/25

COMPLETE THOUGHTS ON MARKETS: BACK & FORTH DISCUSSION

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2/4/25

STRONG JANUARY LEAD TO STRONG YEAR? TARIFFS, CHARTS & MORE

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2/3/25

TARIFFS PUSHED BACK

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1/31/25

TARIFF NEWS ALL OVER THE PLACE. ARE YOU PREPARED FOR POSSIBILITIES?

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1/30/25

WHEAT BULL ARGUMENT. TRUMP ADDS TARIFFS

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1/29/25

CORN APPROACHES $5.00

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1/28/25

TARIFFS, CORN FUNDS, SOUTH AMERICA & MORE

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1/27/25

HEALTHY CORRECTION WE TALKED ABOUT & TARIFF NEWS

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1/24/25

GRAINS DUE FOR SHORT TERM CORRECTION?

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1/23/25

OUR ENTIRE NEW CROP SALES THOUGHTS & OLD CROP SELL SIGNAL

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1/22/25

GRAINS TAKE A BREATHER. IS CORN IN A BULL OR BEAR MARKET?

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1/21/25

HUGE DAY IN GRAINS. WHAT TO DO WITH OLD CROP VS NEW CROP

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1/20/25

VIDEO CHART UPDATE

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1/17/25

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1/16/25

OLD CROP LEADS US LOWER. MARKETING THOUGHTS

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1/15/25

SIGNAL & HEDGE ALERT QUESTIONS EXPLAINED. IS $6 CORN EVEN POSSIBLE?

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1/14/25

MORE DETAILS ON TODAYS HEDGE ALERT & SELL SIGNAL

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1/14/25

CORN & SOYBEANS HEDGE ALERT/SELL SIGNAL

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1/13/25

USDA GAME CHANGER OR NOT?

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1/10/25

BULLISH USDA FOR CORN & BEANS

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1/9/25

USDA OUT TOMORROW

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1/8/25

2 DAYS UNTIL USDA. BE PREPARED

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1/7/25

THE HISTORY OF THE JAN USDA & MORE

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1/6/25

MAJOR USDA REPORT FRIDAY

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1/3/25

UGLY DAY ACROSS THE GRAINS

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1/2/25

LONG TERM CORN UPTREND? JANUARY DROP OFF IN BEANS? LONG TERM WHEAT FACTORS

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WAS THAT THE BOTTOM IN CORN?

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CATTLE ALERT