Jim gives us a detailed dissertation
Corn futures closed the Friday session mixed, with front months down ½ to 2 cents and deferred contracts for the 2027 crop steady to a penny higher. July options expired today, with first notice day on...
Cotton futures were down 9 to 174 points on Friday. July was down 577 points this week as December was 329 points lower. Crude oil was back down $1.40/bbl to $70.52. The US dollar index was back down $0.043...
Soybeans closed the Friday session with contracts steady to 1 ½ cents lower, as September was ¼ cent higher. July options expired today, with FND on Tuesday. July was up 3 ½ cents this week, with November...
Lean hog futures were $1 to $1.37 higher on Friday, with front months down 2 to up 22 cents. July was $2.10 lower this week. USDA’s national base hog price was reported at $93.44 on Friday afternoon,...
The wheat complex posted losses across most contracts on Friday. Chicago SRW contracts were down 9 to 12 3/4 cents in the front months, with July 27 ½ cents lower on the week. KC HRW futures were 9 to...
Live cattle were down 40 cents to $1.42 across most contracts, with June the lone exception, up a nickel. August was down 80 cents this week. Cash trade saw volume pick up late on Friday to $260 live and...
AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.
Gameplan Presented
Copper is the essential muscle of the modern energy transition, yet its physical availability is bound by the laws of physics and mining exhaustion. Here's why the era of easy copper mining is over and...