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Fri, May 17th, 2024

Susan Stroud

Susan Stroud

Susan Stroud is the Founding Partner and Lead Agriculture Analyst at NO BULL. Her focus is agricultural commodities including corn, soybeans, and wheat. Susan’s deep understanding of the complex relationships within global agricultural markets, her wealth of industry contacts, plus 15 years of experience in US cash markets and its complex logistics allow for a unique perspective in a crowded pool of commentaries.

Susan holds a B.S. in Business and a M.S. in Agriculture from Texas A&M University. She has been featured in Bloomberg, participated in prominent industry events as a speaker, and is regarded as a leading authority in inland river system logistics and grain flows.

As they say, 'learn something new every day' and that is exactly what you will get with Susan’s NO BULL approach.

Most Recent Stories

No Bull | The Five Spot

#5 | Big Bushels U.S. corn yields haven't hit/exceeded so-called trend (USDA’s initial print) since 2018 and although 2023 was a record-high yield at 177.3 - it fell well-below the 181.5 trend. In...

No Bull | The Five Spot

#5 | Unintended Consequences The U.S. imported a record amount of fats and oils in March, fueling a boom in renewable diesel production (literally). Imports of heavy-hitter feedstocks used cooking oil,...

No Bull |The Five Spot

#5 | GREETings Tuesday gave us the much-anticipated release of GREET modeling for the IRA's 40B Sustainable Aviation Fuel tax credit. Heading into Tuesday, the market was anticipating all-encompassing...

No Bull | The Five Spot

#5 | New Heights Cocoa and copper continued to make a run for it last week, especially cocoa which traded above $12,000/tonne briefly on Friday before settling at $11,878 - nearly $5.00 per pound! Everyone's...

No Bull | The Five Spot

#5 | ¡Viva México! Mexico has a record 18.7mmt (735mbu) of US corn on the books this year - 38% higher than their commitments at this point one year ago. Not only are their current commitments...

No Bull | The Five Spot

#5 | Who's the Boss? Soybean oil has been outperforming soybean meal in recent weeks, up 4.1% the past thirty days and unchanged year-to-date while meal is off 2.2% this past month and 13.2% thus far in...

No Bull | The Five Spot

#5 | Hot Chocolate Cocoa is now more expensive than copper, making yet another new all-time high at $10,324 per ton this morning. Futures surged 60% during the month of March, are up 145% year-to-date...

No Bull | The Five Spot

#5 | A lesson in spreads Although futures remain within spitting distance of contract lows, Chicago wheat has been on quite the ride the past few months thanks to none other than China. After May soft...

No Bull | The Five Spot

#5 | Long Way Around Red Sea tensions continue to run HOT as attacks by Houthi rebels show little signs of slowing. In fact, over the weekend Rubymar, a bulk vessel carrying ammonium phosphate, sunk in...

No Bull | The Five Spot

#5 | Moving & Shaking Nvidia has been the primary beneficiary of the tech industry's recent obsession with large artificial intelligence models, which heavily rely on the company's expensive graphics processing...

Author Links

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JUST IN 🚨: Silver soars to highest price in more than a decade https://t.co/UuEqV612iM https://t.co/Pp89OYIDl3
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Today's 4 Stock Market Movers: $DXC $CBRL $RDDT $TTWO https://t.co/IfOCNhRRsv
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Foreign Investors just bought the most Turkish Bonds in over a decade https://t.co/fx6IJVfISR
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BREAKING 🚨: Chinese Housing Market Chinese Home Prices declined by the largest amounts in history last month!! https://t.co/YHKnCrR8hT https://t.co/uF0vBHvVrz
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Test 🚨: X seems so slow lately. Do you see this post?
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U.S. Rising Debt levels could harm the Treasury Market warns Bridgewater Founder Ray Dalio https://t.co/2AY6kaxOng
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Sugar falls to lowest price since November 2022 https://t.co/8bnLQsC4yw
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JP Morgan Insider Trading Alert 🚨 Executive Marianne Lake sold 11,734 $JPM shares for a total value of $2.34 million https://t.co/kmOj5xYvpJ https://t.co/KxHY1SiMtX
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Bears this week 😂 https://t.co/zSffCCdQIT
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