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Tidbits, CBOT Deliveries, WTI, Grain Storage, Acreage Estimates, Export Sales 11/28/25

Tidbits


CBOT Monday deliveries to be assigned today:

  • Corn   80 to 30 June 2025 bullish

  • Meal 199 to 24 Nov 2025 negative

  • Oil   447 to 20 Nov 2025    negative

  • Oats 120 to 13 Nov 2025    bearish

Wheat

  • SRW    0 to 18 Mar 2025 bullish

  • HRW   2 to 11 June 2025 bullish

  • HRS  34 to 24 Nov 2025 friendly


WTI: Managed money trades (big specs and index funds) were net short West Texas Intermediate (WTI) crude oil futures in early October for the first time since 2008. Over the last 12 years, managed money held about 30% of the total crude oil open interest.


European fuel importers are currently steering clear of diesel from Africa’s biggest and newest refinery Dangote in Nigeria because the fuel contains elevated sulfur and cetane numbers as well as other components exceeding the European winter fuel specifications.

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