Ian Berry
@ianberry.bsky.social
Agriculture and commodities. Former newspaper/wire journalist and yinzer. Milwaukee enjoyer. Fan of the Bucks and the Buccos.
Pinned
Ian Berry
@ianberry.bsky.social
· Dec 5
Same rule applies here as everywhere else on the internet, never read the comments
Actuals:
Corn 2.154 billion
Wheat 901 million
Soybeans: 290 million
Corn 2.154 billion
Wheat 901 million
Soybeans: 290 million
Average analyst carryout estimates ahead of today's USDA report via Reuters
Corn: 2.136 billion bushels, versus 2.110 billion in September
Wheat: 867 million, versus 844 million in September
Soybeans: 304 million (estimates range from 187 to 494) versus 300 million in September
Corn: 2.136 billion bushels, versus 2.110 billion in September
Wheat: 867 million, versus 844 million in September
Soybeans: 304 million (estimates range from 187 to 494) versus 300 million in September
November 14, 2025 at 5:05 PM
Actuals:
Corn 2.154 billion
Wheat 901 million
Soybeans: 290 million
Corn 2.154 billion
Wheat 901 million
Soybeans: 290 million
Average analyst carryout estimates ahead of today's USDA report via Reuters
Corn: 2.136 billion bushels, versus 2.110 billion in September
Wheat: 867 million, versus 844 million in September
Soybeans: 304 million (estimates range from 187 to 494) versus 300 million in September
Corn: 2.136 billion bushels, versus 2.110 billion in September
Wheat: 867 million, versus 844 million in September
Soybeans: 304 million (estimates range from 187 to 494) versus 300 million in September
November 14, 2025 at 4:29 PM
Average analyst carryout estimates ahead of today's USDA report via Reuters
Corn: 2.136 billion bushels, versus 2.110 billion in September
Wheat: 867 million, versus 844 million in September
Soybeans: 304 million (estimates range from 187 to 494) versus 300 million in September
Corn: 2.136 billion bushels, versus 2.110 billion in September
Wheat: 867 million, versus 844 million in September
Soybeans: 304 million (estimates range from 187 to 494) versus 300 million in September
Foliage better than you expect to see in Wisconsin in mid-November
November 14, 2025 at 4:00 PM
Foliage better than you expect to see in Wisconsin in mid-November
Amused by USDA's approach for getting caught up on export data:
1) ssssllllooowwwwllly releasing old weekly export sales until they are caught up in January.
2) Also here's every daily flash sale from the past six weeks, released at exactly the same time as the first crop report in two months.
1) ssssllllooowwwwllly releasing old weekly export sales until they are caught up in January.
2) Also here's every daily flash sale from the past six weeks, released at exactly the same time as the first crop report in two months.
November 14, 2025 at 2:53 PM
Amused by USDA's approach for getting caught up on export data:
1) ssssllllooowwwwllly releasing old weekly export sales until they are caught up in January.
2) Also here's every daily flash sale from the past six weeks, released at exactly the same time as the first crop report in two months.
1) ssssllllooowwwwllly releasing old weekly export sales until they are caught up in January.
2) Also here's every daily flash sale from the past six weeks, released at exactly the same time as the first crop report in two months.
Reposted by Ian Berry
USTR Greer tells some of us at the White House that the US can begin implementing tariff carveouts for food products not grown domestically because it has reached a"critical mass" of trade deals that have "started to reshape the global trade system."
"Now is the right time" to release some duties
"Now is the right time" to release some duties
November 14, 2025 at 2:03 PM
USTR Greer tells some of us at the White House that the US can begin implementing tariff carveouts for food products not grown domestically because it has reached a"critical mass" of trade deals that have "started to reshape the global trade system."
"Now is the right time" to release some duties
"Now is the right time" to release some duties
Reposted by Ian Berry
while the headline indices have barely moved off the highs, the carnage in the low quality hype stuff like quantum computing, nuclear energy etc is quite something just month to date:
November 13, 2025 at 4:01 PM
while the headline indices have barely moved off the highs, the carnage in the low quality hype stuff like quantum computing, nuclear energy etc is quite something just month to date:
Reposted by Ian Berry
Big temperature swings this week!
Loop: Map showing the forecast high (max) temperature departure from normal Today - Sunday.
🟦Much BELOW normal temperatures
🟥Much ABOVE normal temperatures
weather.gov
Loop: Map showing the forecast high (max) temperature departure from normal Today - Sunday.
🟦Much BELOW normal temperatures
🟥Much ABOVE normal temperatures
weather.gov
November 10, 2025 at 4:27 PM
Big temperature swings this week!
Loop: Map showing the forecast high (max) temperature departure from normal Today - Sunday.
🟦Much BELOW normal temperatures
🟥Much ABOVE normal temperatures
weather.gov
Loop: Map showing the forecast high (max) temperature departure from normal Today - Sunday.
🟦Much BELOW normal temperatures
🟥Much ABOVE normal temperatures
weather.gov
Steelers need a nice long losing streak to force a rebuild, no more 9-8 seasons
November 10, 2025 at 4:41 AM
Steelers need a nice long losing streak to force a rebuild, no more 9-8 seasons
Reposted by Ian Berry
NEW: The Trump admin told states it must immediately "undo" the work to provide full food stamp benefits, or face penalties. The feds sent this in a late-night memo, only adding to the chaos and confusion around SNAP. www.nytimes.com/2025/11/09/b...
Trump Administration Demands States ‘Undo’ Work to Send Full Food Stamps
www.nytimes.com
November 9, 2025 at 2:27 PM
NEW: The Trump admin told states it must immediately "undo" the work to provide full food stamp benefits, or face penalties. The feds sent this in a late-night memo, only adding to the chaos and confusion around SNAP. www.nytimes.com/2025/11/09/b...
Reposted by Ian Berry
OutKast is inducted into the Rock & Roll Hall of Fame:
“We started in a little room. Great things start in little rooms”
“We started in a little room. Great things start in little rooms”
November 9, 2025 at 1:05 PM
OutKast is inducted into the Rock & Roll Hall of Fame:
“We started in a little room. Great things start in little rooms”
“We started in a little room. Great things start in little rooms”
that catch was sorcery
November 8, 2025 at 8:29 PM
that catch was sorcery
Reposted by Ian Berry
Trump asked the Justice Department to start an investigation into the meatpacking industry, accusing them of “driving up the price of Beef through Illicit Collusion, Price Fixing, and Price Manipulation"
Trump Asks Justice Department to Probe Meatpackers Over Prices
President Donald Trump asked the Justice Department to start an investigation into the meatpacking industry, accusing them of “driving up the price of Beef through Illicit Collusion, Price Fixing, and Price Manipulation.”
bloom.bg
November 7, 2025 at 9:00 PM
Trump asked the Justice Department to start an investigation into the meatpacking industry, accusing them of “driving up the price of Beef through Illicit Collusion, Price Fixing, and Price Manipulation"
Reposted by Ian Berry
TXRH is the largest US full service chain by sales…and incredibly levered to beef.
This piece on Texas Roadhouse is instructive in explaining restaurant weakness: commodity inflation up nearly 8% is crushing the group — but the consumer is in no mood to accept a pass-through.
@jonathandmaze.bsky.social $TXRH
restaurantbusinessonline.com/financing/be...
@jonathandmaze.bsky.social $TXRH
restaurantbusinessonline.com/financing/be...
November 7, 2025 at 1:14 PM
TXRH is the largest US full service chain by sales…and incredibly levered to beef.
Reposted by Ian Berry
Residents of Yazoo City, Mississippi, are being ordered to shelter in place after an ammonia plant exploded at C.F. Industries, which produces nitrogen products, including ammonia and fertilizer.
Some residents and businesses were ordered to evacuate, including a nearby Walmart.
Some residents and businesses were ordered to evacuate, including a nearby Walmart.
Yazoo City Told to Shelter in Place After Explosion, Ammonia Leak
Officials are asking residents of Yazoo City to shelter in place after an ammonia plant exploded around 4:25 p.m. at C.F. Industries.
www.mississippifreepress.org
November 6, 2025 at 2:27 AM
Residents of Yazoo City, Mississippi, are being ordered to shelter in place after an ammonia plant exploded at C.F. Industries, which produces nitrogen products, including ammonia and fertilizer.
Some residents and businesses were ordered to evacuate, including a nearby Walmart.
Some residents and businesses were ordered to evacuate, including a nearby Walmart.
Reposted by Ian Berry
this looks like a trick daffy duck would put up to get bugs bunny into "the oval office"
November 5, 2025 at 11:04 PM
this looks like a trick daffy duck would put up to get bugs bunny into "the oval office"
"Beijing could agree to acquire potash from the mine on behalf of Brazilian farmers’ in exchange for guaranteed future deliveries of their crops such as soybeans and cotton, the company said."
www.wsj.com/economy/trad...
🎁
www.wsj.com/economy/trad...
🎁
Brazil Is Developing a Weapon for Trade Wars: Fertilizer in the Amazon
A planned $2.5 billion potash mine in the rainforest is billed as key to Brazil’s expanding agricultural exports and to the economic security of the indigenous population.
www.wsj.com
November 5, 2025 at 10:27 PM
"Beijing could agree to acquire potash from the mine on behalf of Brazilian farmers’ in exchange for guaranteed future deliveries of their crops such as soybeans and cotton, the company said."
www.wsj.com/economy/trad...
🎁
www.wsj.com/economy/trad...
🎁
Bitcoin Set to Revolutionize US Agriculture? 🙄
www.agweb.com/news/busines...
www.agweb.com/news/busines...
www.agweb.com
November 5, 2025 at 8:39 PM
Bitcoin Set to Revolutionize US Agriculture? 🙄
www.agweb.com/news/busines...
www.agweb.com/news/busines...
Reposted by Ian Berry
58% of the 400 ag producers surveyed monthly by Purdue say use of tariffs will make agriculture stronger, more than 2x the # who believe tariffs weaken U.S. agriculture
November 5, 2025 at 2:06 PM
58% of the 400 ag producers surveyed monthly by Purdue say use of tariffs will make agriculture stronger, more than 2x the # who believe tariffs weaken U.S. agriculture
Reposted by Ian Berry
Border Patrol agent Lairmore testifies that he was not injured by the sandwich, but he felt the impact through his ballistic vest.
The sandwich came apart and "kind of exploded" on his chest upon impact, he says.
"I could smell the onions and mustard."
The sandwich came apart and "kind of exploded" on his chest upon impact, he says.
"I could smell the onions and mustard."
November 4, 2025 at 3:33 PM
Border Patrol agent Lairmore testifies that he was not injured by the sandwich, but he felt the impact through his ballistic vest.
The sandwich came apart and "kind of exploded" on his chest upon impact, he says.
"I could smell the onions and mustard."
The sandwich came apart and "kind of exploded" on his chest upon impact, he says.
"I could smell the onions and mustard."
StoneX makes minor adjustments to its US corn and soybean crop estimates
Corn: 16.748 billion bushels, up from prior estimate of 16.737. USDA in September was at 16.814 billion
Soybeans: 4.303 billion bushels, down from prior estimate of 4.326. USDA in September was at 4.301 billion.
Corn: 16.748 billion bushels, up from prior estimate of 16.737. USDA in September was at 16.814 billion
Soybeans: 4.303 billion bushels, down from prior estimate of 4.326. USDA in September was at 4.301 billion.
November 3, 2025 at 9:32 PM
StoneX makes minor adjustments to its US corn and soybean crop estimates
Corn: 16.748 billion bushels, up from prior estimate of 16.737. USDA in September was at 16.814 billion
Soybeans: 4.303 billion bushels, down from prior estimate of 4.326. USDA in September was at 4.301 billion.
Corn: 16.748 billion bushels, up from prior estimate of 16.737. USDA in September was at 16.814 billion
Soybeans: 4.303 billion bushels, down from prior estimate of 4.326. USDA in September was at 4.301 billion.
Reposted by Ian Berry
Look at restaurant stocks over the past week:
November 3, 2025 at 5:03 PM
Look at restaurant stocks over the past week:
USDA announced Friday it's going to release some monthly reports despite the shutdown:
Crop Production and WASDE - Nov. 14
Milk Production - Nov. 10 (the October report) and Nov. 21
Cattle on Feed - Nov. 21
Crop Production and WASDE - Nov. 14
Milk Production - Nov. 10 (the October report) and Nov. 21
Cattle on Feed - Nov. 21
November 3, 2025 at 1:36 PM
USDA announced Friday it's going to release some monthly reports despite the shutdown:
Crop Production and WASDE - Nov. 14
Milk Production - Nov. 10 (the October report) and Nov. 21
Cattle on Feed - Nov. 21
Crop Production and WASDE - Nov. 14
Milk Production - Nov. 10 (the October report) and Nov. 21
Cattle on Feed - Nov. 21
winning some, losing some this morning:
"Chinese buyers purchase Brazilian soybeans as prices ease over US-China trade thaw" -Reuters
"China Seeks US Wheat After One-Year Hiatus in Purchases" -Bloomberg
"Chinese buyers purchase Brazilian soybeans as prices ease over US-China trade thaw" -Reuters
"China Seeks US Wheat After One-Year Hiatus in Purchases" -Bloomberg
November 3, 2025 at 1:22 PM
winning some, losing some this morning:
"Chinese buyers purchase Brazilian soybeans as prices ease over US-China trade thaw" -Reuters
"China Seeks US Wheat After One-Year Hiatus in Purchases" -Bloomberg
"Chinese buyers purchase Brazilian soybeans as prices ease over US-China trade thaw" -Reuters
"China Seeks US Wheat After One-Year Hiatus in Purchases" -Bloomberg