The Ag View Pitch

#783 - Fund Selling Pressures Grain Markets - Weekly Market Outlook: Jun 1-5

24 min · 31 de may de 2026
Portada del episodio #783 - Fund Selling Pressures Grain Markets - Weekly Market Outlook: Jun 1-5

Descripción

As June begins, corn and soybean markets are shifting from geopolitics and outside-market headlines back toward weather, planting progress, basis, and supply expectations. In this episode of The Ag View Pitch, Chris Barron visits with Jeff Fichtelman to break down what farmers should be watching during the June 1–5 marketing week. They discuss old crop corn basis, how much grain may still be in farmer hands, why strong basis opportunities do not always line up with flat price, and how farmers can think through basis-only contracts. Jeff also explains why managed money fund positions matter, how fund selling can pressure nearby futures, and why the market may be vulnerable if speculators continue liquidating long corn and soybean positions. The conversation also covers wet conditions and replant concerns in parts of the Eastern Corn Belt, late planting risk, USDA yield expectations, new crop corn and soybean sales, harvest delivery bushels, cost of carry, and why emotion often gets in the way of good grain marketing decisions. For farmers looking at 2026 crop sales, old crop movement, harvest basis, or whether to price more corn and soybeans before summer weather takes over, this episode gives a practical look at the decisions that matter right now. Topics covered: corn prices, soybean prices, grain marketing, old crop basis, new crop sales, fund selling, managed money, Eastern Corn Belt planting delays, harvest bushels, cost of carry, crop insurance planting window, and June market outlook.

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Portada del episodio #788 - USDA Reports, Iran Oil Risk & Summer Weather - Weekly Market Outlook: June 15-18

#788 - USDA Reports, Iran Oil Risk & Summer Weather - Weekly Market Outlook: June 15-18

https://19-minutes.supercast.com Grain markets are heading into a critical stretch as farmers watch crop conditions, old crop inventory, fund selling, basis opportunities, and the upcoming June 30 USDA Acreage and Grain Stocks reports. In this Weekly Market Outlook for June 15-18, Chris Barron is joined by Brian Grete of Commstock Investments to break down what is driving corn, soybean, and wheat markets right now. They discuss the sharp selloff in grain prices, why funds have been liquidating long positions, how the market is viewing early crop conditions, and what farmers should be watching as pollination, soybean weather, and key USDA reports approach. They also cover old crop corn and soybean bushels still sitting on farms, whether basis should be locked in, why cost of carry matters, and how current events like the Iran conflict and oil prices could influence ag markets. Topics covered: * Corn, soybean, and wheat market outlook * June 30 USDA Acreage and Grain Stocks reports * Fund liquidation and money flow in grain markets * Crop conditions and summer weather risk * Old crop inventory and basis strategy * Iran conflict, oil prices, and market fatigue * Why knowing your breakevens matters in 2026 If you are still holding old crop bushels or trying to make new crop marketing decisions, this episode is a timely look at what could move grain markets over the next several weeks.

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Portada del episodio #787 - 2027 Ag View Solutions Executive Business Conference Announcement!

#787 - 2027 Ag View Solutions Executive Business Conference Announcement!

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Portada del episodio #786 - New USDA Pass-Through Rules for Farmers: LLC, S Corp Payment Limits & FSA 902 Updates

#786 - New USDA Pass-Through Rules for Farmers: LLC, S Corp Payment Limits & FSA 902 Updates

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