BASIC & RECENT MARKET INFO

Q&A: SAF & Biofuel Question from a client: "19 Sept 2025 Good morning, Roger,          Which is the best way to produce SAF (Sustainable Aviation Fuel), corn, soybeans or crop residue?    Just a few miles away they keep talking about building a SAF plant that will use crop residue, bad idea in my opinion. This is not environmentally friendly or sustainable. Removing crop residue also removes nutrients of which you must replace, and that is just for starters, the negatives go

Tidbits Soybean meal  prices in China and Brazil have been very strong this week. AgrInvest Commodities export trader Eduardo Vanin reports China’s soybean meal inventory is at a seven-year low. The rally was ignited by the report that first quarter feed production in China hit a new record high for the first three months of 2025 which was 7.6 million mts larger than 2024 and 5.4 million larger than 2023 which was the previous record.  Brazil's soybean exports are projected t

Highlights The biggest news piece from yesterday’s S&D was the USDA increased corn exports by 100 million bushels. As many expected, the corn for feed was reduced by 25 million bushels, so the carryout was reduced by 75 million bushels, which took the carryout from a 37 day supply to a 35 day supply. The market expected a 30 million bushel reduction in the corn carryout. USDA did not change any of the corn or soybean production numbers for Brazil, Argentina, or Paraguay. Stud