Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>Traders are hunting hard for short opportunities in commodities right now.</li><li>With the momentum carrying so many markets, that’s a thankless job: selling into a live trend costs you nerves and usually money.</li><li>The grain market, though, could soon offer a cleaner setup – reason enough to take a dedicated look here.</li></ul>

Traders are hunting hard for short opportunities in commodities right now.With the momentum carrying so many markets, that’s a thankless job: selling into a live trend costs you nerves and usually money.The grain market, though, could soon offer a cleaner setup – reason enough to take a dedicated look here.

Where the Short Sits in Grains – and Where It Doesn’t

Clear Data. Clear Decisions. Clear Impact., Treefera

Treefera

Clear Data. Clear Decisions. Clear Impact.

Treefera is a first-mile intelligence platform transforming visibility into land and production conditions at the source.
Using satellite observation and adaptive AI, Treefera delivers defensible, plot-level insight into the real-world factors influencing yield conditions, land performance and exposures linked to weather & climate volatility. Commodity traders, banks and insurers rely on Treefera to price risk more accurately, strengthen due diligence and manage exposures that move faster than traditional risk systems can detect and to identify early signals that can support alpha generation.

<ul><li>Throughout the corn growing season multiple signals pointed towards the bumper crop yields.</li><li>Production surge dwarfs demand growth. The 2025/26 season is defined by a massive supply shock.</li><li>Satellite signals identified record potential early.</li></ul>

Throughout the corn growing season multiple signals pointed towards the bumper crop yields.Production surge dwarfs demand growth. The 2025/26 season is defined by a massive supply shock.Satellite signals identified record potential early.

USDA Moves Corn Yield Estimates Closer to the Treefera Forecast System

<ul><li>Since mid-December liquidity has been quite low in the commodity futures markets.</li><li>This will change now again with traders coming back to their desks after holiday break.</li><li>Meanwhile, the government shutdown-induced delay in CoT reports is now fully resolved again - we’re back to normal data-wise as well!</li></ul>

Since mid-December liquidity has been quite low in the commodity futures markets.This will change now again with traders coming back to their desks after holiday break.Meanwhile, the government shutdown-induced delay in CoT reports is now fully resolved again - we’re back to normal data-wise as well!

<ul><li>Throughout the corn growing season multiple signals pointed towards the bumper crop yields.</li><li>The satellite, weather and fundamental signals pointed in the direction of a huge season for corn from April onwards.</li><li>The Treefera Yield Forecast System (TFFS) combines satellite-observed canopy conditions, weather histories and estimated yield sensitivities.</li></ul>

Throughout the corn growing season multiple signals pointed towards the bumper crop yields.The satellite, weather and fundamental signals pointed in the direction of a huge season for corn from April onwards.The Treefera Yield Forecast System (TFFS) combines satellite-observed canopy conditions, weather histories and estimated yield sensitivities.

Independent Environmental Signals Highlight the Drivers of Strong 2025 Corn Yield

<ul><li>Treefera's belt-mean wheat stress index for the US Southern Plains climbed to 0.87 against a 0.5 elevated-stress threshold, as harvest closes out</li><li>Deep root-zone soil moisture across Iowa, Illinois and Missouri, 43% of the US corn crop, sits at the 2nd percentile as the crop enters its pollination window</li><li>Treefera's satellite footprint now classifies 4.44 million hectares of standing cocoa in Cote d'Ivoire, an independent check on official area estimates as flooding reports mount</li></ul>

Treefera's belt-mean wheat stress index for the US Southern Plains climbed to 0.87 against a 0.5 elevated-stress threshold, as harvest closes outDeep root-zone soil moisture across Iowa, Illinois and Missouri, 43% of the US corn crop, sits at the 2nd percentile as the crop enters its pollination windowTreefera's satellite footprint now classifies 4.44 million hectares of standing cocoa in Cote d'Ivoire, an independent check on official area estimates as flooding reports mount

The First-Mile View on Commodities Making News (30 July 2026)

United States

Corn No. 2 Yellow at par and substitutions at differentials established by the exchange.

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Corn Active Contract (C A COMDTY)

Where the Short Sits in Grains – and Where It Doesn’t

With the momentum carrying so many markets, that’s a thankless job: selling into a live trend costs you nerves and usually money.

The Commodity Report

USDA Moves Corn Yield Estimates Closer to the Treefera Forecast System

Throughout the corn growing season multiple signals pointed towards the bumpercrop yields. Production surge dwarfs demand growth.

Treefera

Back to Normal!

Since mid-December liquidity has been quite low in the commodity futures markets. This will change now again with traders coming back to their...

The Commodity Report

Independent Environmental Signals Highlight the Drivers of Strong 2025 Corn Yield

Throughout the corn growing season multiple signals pointed towards the bumper crop yields. The satellite, weather and fundamental signals pointed...

Treefera

The First-Mile View on Commodities Making News (30 July 2026)

Treefera's belt-mean wheat stress index for the US Southern Plains climbed to 0.87 against a 0.5 elevated-stress threshold, as harvest closes...

Treefera

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)