For physical agricultural commodity traders

Early supply & demand pressure signals for feed ingredient and grain traders

A Monday, Wednesday and Friday briefing that shows the data in charts and spends its words on why markets moved and what might move next. Benchmark futures, feed ingredients and by-products, organic, USDA balance sheets, weather and freight — every claim sourced and stress-tested.

Pre-market brief every Monday, Wednesday and Friday. Unsubscribe anytime.

Latest pulse · 2026-09-11

Crude's 9% surge relights biofuel bid; wheat fades

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Crude's surge is the week's real driver: bullishChicago wheat sheds premium despite Baltic friction: bearishCorn heavy as Argentine record looms: bearishFishmeal stays structurally bid on Peru shortfall: bullishSoymeal firms with crude, not just crush: bullishDDGS and midds cheap against firm soymeal: watchBroken rice input costs firming from India: watch

What's in every pulse

Charts first, text second

A nine-panel price board with clearly labelled contracts, moves since the last issue, and 30-day development charts — in the email and on the web.

The ingredient desk

By-products, aquafeed inputs, feed additives and pet food ingredients — DDGS, fishmeal, lysine, whey, vital wheat gluten — written for the buyers who trade them.

Every claim sourced

Notes cite their evidence and link to the underlying source — the news article, the exchange, USDA, CFTC — with an evidence-quality tag on each.

Claims stress-tested

News is checked for corroboration and against actual price action. When the story and the market disagree, the briefing says so.

Supply, demand & weather

USDA WASDE balance sheets (production, carryover) as charts, plus weather anomalies in the growing regions that move these markets.

Freight, organic & macro

Baltic Dry, containers from Asia, small-vessel colour; an organic corner for the organic and non-GMO trade; macro kept to one line.