Dec #Corn Note. 🌽 📝

Russia's October wheat exports are pegged at 2.8 MMT by SovEcon, down 45% from 5.1 MMT a year ago. Total grain exports 3.15 MMT vs the 5.4 MMT peak in Oct 2025. Black Sea supply is running light while the port strikes continue. Room is opening for US and EU wheat in import tenders. Watch Egypt and Southeast Asia buying. #wheat 🌾 #Russia 🇷🇺

Brazil soy is 30.38% planted, a record pace vs 22.80% a year ago and a 21.28% 5-yr avg. An early Brazil harvest brings export competition for U.S. beans sooner. Keep sales plans on schedule #soybeans #Brazil

Be honest, how are your 🌽 yields? #corn

You want a market that appears “cheap” … hogs. Absolutely zero love.

Thought for Monday. 🌽 path of least resistance 🌱 path of least resistance 🌾 path of least resistance What you don’t want to hear. The market does not care about your farm and whether you think the price is too high or too low, the market does not care. Before you go all? “Funds are evil” you need to understand liquidity. Now that the honesty is out of the way. 🌽 Aug trendline = hold give us a fighting chance. < 470 = air pocket = next high volume = 457 Aug lows. 🌱 Jul spike high 1256 = support/resist line, need to hold. < 1256 opens up downside 1250, 1236, 1230 fibs & POC’s matter here. 🌾 655 = May POC (high volume) break = air… lots of air. 639 = Apr POC smack dab in the middle of the 50 & 62% Fibonacci extension. Sorry I was blunt, I don’t sugarcoat anything. Feelings and emotions should always be left out of markets.

NOAA’s CPC: 83% odds the Oct–Dec El Niño is the strongest since 1950. Sep–Nov 54%, Nov–Jan 70%. Sept Niño-3.4 at +2.1°C, Niño-1+2 at +3.9°C. The peak lands right on Brazil’s planting-to-pod-fill window. Watch Mato Grosso rains. #Brazil 🇧🇷 #corn 🌽 #soybeans 🌱

Oct 19th Trading Notes: 📝 🌽 #Corn holds MAX #SHORT on a +199K net (-16K on the day, the biggest cut on the board, -32K since the Oct 13 COT), 70% of range, #bearish bias with 473'0 under P476, S 471/468, R 479/484 🌱 #Soybeans hold SMALL #SHORT on a +217K net (-3K, -21K since COT), 89% of range, #bearish bias but 1262'0 sits over P1260, S 1254/1248, R 1267/1273 🌱 #Soymeal drops to #NEUTRAL from SMALL LONG on a +193K net (-6K, -13K since COT), 96% of range with the EXTREME badge but back under the 207K record long, while #soyoil holds MODERATE #SHORT on a +79K net (-2K), 68% of range; #oilshare slips to 48.3% from 48.5% and falls back under the 9 day EMA while staying under the 20 day EMA, as board #crush holds $2.64 above both EMAs 🌾 #Wheat slides to LARGE #SHORT from MODERATE SHORT on a -42K net (-10K, -9K since COT), 49% of range, #bearish bias with 661'6 just under P662, S 654/648, R 668/676 🌽 Crowding: #meal 96%, #beans 89%, #cotton 76%, #corn 70%, #soyoil 68%, #KCWheat 61% holding LARGE #SHORT on a +14K net (-4K) of historical range 🐂 Divergence: #cattle hold MODERATE #LONG on a +52K net (+3K), 36% of range, #feeders hold MAX #LONG on a +10K net (+1K), 42% of range, both #bullish bias with cattle 228.350 over P228.050 but feeders 341.900 under P342.275; #hogs ease to MODERATE #SHORT from LARGE SHORT on a -50K net (+4K), 0% of range and still past the -44K weekly record; three labels flip vs Oct 16 and no bias changes ☁️ #Cotton holds LARGE #SHORT, -1K on the day (9th of 10 on the board), 76% of range 📆 #Today: #Brazil IGP-10 inflation 6:00am CT, #ExportInspections 10:00am CT, #CropProgress 3:00pm CT; #crude 101.682 (+0.272), $DXY 101.848 (+0.011), #gold 4171.20 (+4.81) ☀️🌡️ #Weather: ECMWF ensemble 7-day precip thru Oct 26 #Nebraska 0.19-0.53in, #Iowa 0.02-0.29in, #Kansas 0.06-0.56in, #Missouri 0.02-0.05in, #Oklahoma 0.04-0.41in, #Illinois 0.01-0.02in; the rain stays west with central #Nebraska and central #Kansas topping out near a half inch while #Illinois, eastern #Iowa and #Missouri run dry, so the eastern harvest keeps rolling; in #Brazil the ECMWF 7-day puts Mato Grosso and the center-west at 7-30mm with the heaviest totals of 150-300mm, max 372mm, across Parana, Santa Catarina and eastern Paraguay, while northern Rio Grande do Sul runs 75-150mm and Argentina's core stays mostly under 10mm outside the northeast

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Heavenly Father, thank you for waking me up this morning. I didn't earn another sunrise, and I didn't set the alarm that matters. You did. Somewhere in the night you decided my name was still on your list, and that alone should have been enough to start the day in gratitude. But I'll confess, it wasn't long before worry got there first. Before my feet hit the floor I was already running through what could go wrong, replaying conversations, carrying tomorrow's weight with today's strength. I let anxiety have the best of me, the clearest hours, the freshest mind, the part of the day I meant to give to you. I sometimes hand it over to fear like it had a right to it. Lord, your word tells me exactly who that is. Jesus said the thief comes only to steal, kill, and destroy, but you came so that I may have life, and have it to the full. Worry is a thief. It steals my peace, kills my joy, and destroys the moments you placed right in front of me. And I've been leaving the door unlocked. So this morning I'm asking you to stand at that door. When my thoughts start spiraling, turn them back toward you. Remind me that the same God who woke me up already knows how this day ends. Teach me to trade the "what ifs" for "you are." Help me receive the abundant life Jesus paid for, not someday, but today, in this kitchen, on this drive, in the work and the people you've put in my path. I don't want to waste another gift worrying about how it might break. You gave me this day on purpose. Help me live it like I believe that. Thank you for another morning, and for a Savior who came to give back everything the thief tries to take. In Jesus' name, Amen. #dailyprayer✝️

John 10:10 🙏🏼

Mato Grosso soy planting jumps to 51.86% (Imea, Oct 16), up 18.6 pts in a week and up from 10.2% two weeks ago. Médio-Norte leads at 69.3%, Oeste at 61.6%, on 13.05 million hectares expected. Rains arrived and Brazil’s top soy state crossed the halfway mark by mid-October. A fast Mato Grosso start opens the door to an early harvest and heavy Brazilian export flow in early 2027. That is more competition for US soybeans in Q1. #Brazil 🇧🇷 #soybean 🌱

Nov Feeder #Cattle Note. 🐂 📝

CFS 45-day (Oct 18–Dec 2) runs Brazil’s center-west HOT: Mato Grosso +3 to +6°C, Tocantins +4 to +6, Goiás +3 to +5. The south stays cool (PR −1 to −3, RS −2 to −4). That’s the third straight run warming MT (+1.5–2.5 → +2–3 → +3–6) with a third of the state’s beans getting put in the ground. Heat plus the dry CFS rain signal makes stand losses and replanting? November risk premium for beans? #Brazil 🇧🇷 #soybeans 🌱

Yes.

Heavenly Father, as this Lord's Day begins, I come before you grateful for rest, for breath, and for the promise of your word. Jesus, you told us that knowing the truth would set us free, and you showed us that the truth isn't only an idea. It is you. Forgive me for the places I've settled for half-truths this week: the stories I tell myself to feel in control, the worries I've treated as facts, the things I've let define me that you never spoke over me. Strip away what is false and let me see clearly again. Free me from fear of what I can't predict or control. Free me from pride in what I've built and from shame in where I've fallen short. Free me from the noise that crowds out your voice. Let your truth go deeper than my circumstances, so that my peace rests on who you are and not on how the week turns out. Open my heart to hear and my hands to serve. Make me someone who speaks truth with love, lives it with integrity, and points others toward the freedom only you give. Abide in me, Lord, and help me abide in your word, so that I am truly your disciple. In the name of Jesus, the way, the truth, and the life, Amen. #dailyprayer✝️

John 8:32 🙏🏼

Dec KC Wheat Note. 🌾 📝

Heavenly Father, on this quiet Saturday morning I come to you with your words in front of me: "I am the light of the world. Whoever follows me will not walk in darkness, but will have the light of life." Before anything else, I just want to say thank you. This week was long. Early mornings, late nights, screens and numbers and calls, one thing after another. And yet here I am, rested enough to sit with you, still breathing, still able to think and work and care. The life in me is not something I made. It's the light of life you promised, and you keep giving it, day after day, whether I notice or not. Most weeks I don't notice. I get so locked into the work that I start acting like I'm the one holding it all together. I measure the week by what I got done instead of by who carried me through it. Forgive me for that. Forgive me for the moments I walked through the week like it was mine to run, when every hour of it was yours to give. And Lord, you've given me so much. You let me do work I genuinely love. You surround me with people I love, at work and at home. That's not a small thing. Plenty of people grind through weeks they hate, alone. I don't take that lightly, and I don't want to take it for granted. So today, help me rest well. Let me be fully present with the people in front of me instead of half-thinking about Monday. Shine your light on the places in me that still drift toward self-reliance, and keep me following you instead of running ahead. You are so good. You've been good all week, good this morning, and you'll be good in whatever next week brings. I trust you with it. In Jesus' name, Amen. #dailyprayer✝️