The First-Mile View on Commodities Making News (12 Oct 2026)
El Niño is the common thread in this edition, lifting raw sugar to an 19-month high and raising quality and flowering questions for Brazil coffee...
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US Corn: September-2026
Sentiment: Cautious Bearish, on a record managed-money long meeting a report that missed on the bearish side, with no flat-price information...
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Treefera Corn US Market Insight August 2026
Treefera 2026 US corn production and balance outlook: 16,189 M bu, 1.1% above USDA’s August balance. Bullish crop, cautiously bearish price....
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The First-Mile View on Commodities Making News (20 Aug 2026)
This edition centers on two shocks arriving in the same week: USDA's 12 August WASDE delivered a bigger-than-expected corn yield cut alongside a...
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Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet
Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...
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