"Corn market cools, but risks simmer beneath ..."

Earth-based sources of Helium-3 are currently far easier and cheaper to access than surface of the moon and its lunar regolith...

Crisis averted? 

"Blended average of wage, diesel & commodity trends (mostly driven by diesel fuel cost up 60% y/y in May) imply the Food at Home CPI could accelerate..." 

"Average gasoline prices fell in 47 states over the last week, with the national average dropping..." 

"Maintaining affordable, reliable, and secure power in the Duke Energy service territory is non-negotiable."

"Nudging down 2027 forecast..." 

Three months into the biggest oil supply disruption in modern history, China appears to have discovered something that should make oil bulls at least a little uncomfortable.

"The inflation is destroying demand across some industries, notably phosphates and pulp & paper, but we are not killing demand fast enough..." 

 

CFO spoke at Wells Fargo Industrials & Materials Conference. 

One bank says it is increasingly likely that Hormuz never fully reopens and that the debate needs to shift to shape of "new normal" - in that world, tank bottoms would be reached in October (in the US) or December (globally).

Keep an eye on food inflation in Asia. 

The bull case for aluminum is strengthening as falling production in China and the Middle East collides with rising demand from electrification and the buildout of data centers...

"We now have the highest copper price forecast on the Street as we see strong ..." 

"Ivermectin kills New World screwworms in both humans and animals." 

The Sunshine State’s citrus farmers are holding on after a 95 percent industry decline in the past 30 years.

Pentagon: crew failed to comply with directions from US forces.

"Further pressure on the U.S. cattle herd, extending what has already been a multi-year downcycle..." 

 

Corn’s slide is likely to persist unless China demand finally shows up in export data or US weather turns hostile again...

" ... 3-week-old bovine in Zavala County, Texas."