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Weekly Summary & Recommendations 5/14/25

Grain market summary of price outlook, seasonal situation, fundamental & technical analysis with our recommendations for corn, soybeans and wheat (Soft Red Winter, Hard Red Winter & Spring), fuel, fertilizers for past week Wednesday to Tuesday.


Read about our approach to this report here.


We discussed 2025 corn and soybeans marketing plan on March 23.Refer to our daily mailing on that day or this post on the website.


We provide three different marketing plans (in order of decreasing our preference). The marketing decision is yours to make, obviously you can mix those plans, change the sales size or add extra sales.

Plan A is one sale at the high, with possibly buying options later. Plan B is three sales during the seasonally high period. Plan C is four sales during the year.


If you need a cash flow but want to be in the market, do a basis contract. Or sell cash & establish a futures/options position.



Corn


Corn situation after the close Tuesday, May 13, 2025:


July corn settled yesterday at $4.42½, -13¢ since last Tuesday.


Tuesday’s closing price was $1.32¼ below the contract high of $5.74¾ (Apr 21, 2023) and 20¾¢ above the contract low of $4.21¾ (Aug 26, 2024).


USDA’s 2024/25 crop carryout in terms of days’ use: US 34, world 84.

USDA’s 2025/26 crop carryout in terms of days’ use: US 42, world 80.


Pricing factors:

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