Archive - The Kernmantle Group

26 June Export Comments

The dog days of summer, except in corn...

Jun 27

A word on seasonals...

I’ve seen a number of charts similar to this on social media in the past few weeks, implying that corn prices typically break down in mid-June.

Jun 11

New Crop Export Comments 5 Jun 2025

Don't cross the beams...

Jun 9

Old Crop Export Progress: 5 June 2025

Are we seeing signs of weakness?

Jun 9

Export Sales to 22 May 2025

A little late...

Jun 2

April 2025

Yes, US-produced stuff will get more expensive too.

It's a feature, not a bug.

Apr 3

February 2025

Some Questions.

As Dr. Carl Zulauf always liked to say, you can't get the right answers without asking the right questions.

Feb 4

November 2024

Who are the Bond Market Vigilantes?

I’ve noticed “Bond Vigilantes” being mentioned in both headlines and various newsletters over the past few weeks.

Nov 7, 2024

June 2024

6 June 2024 Export Comments

Corn is a bit ahead; Soybeans behind.

Jun 7, 2024

We got the corn planted

As of June 3rd, planting progress still indicates trend line yields for 2024.

Jun 6, 2024

April 2024

Soybean Yield Projections for 2024.

I'm starting with 51.8

Apr 29, 2024

Why I'm Using 182.1 Bu/Ac in 2024

It's just math...

Apr 9, 2024

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