Grain Stocks, Cold Storage and Inventory Reports

USDA says strong export demand and large grain supplies are increasing pressure on the nation’s transportation system.
RealAg Radio Host Shaun Haney joins us to break down the StatCan’s acreage report as traders await similar data from the USDA.
Weak cold chain performance can lead to slower movement, higher costs, and greater product loss after harvest or processing.
Trade estimates point to only modest changes in U.S. grain ending stocks ahead of USDA’s June 11 WASDE report.
Farmers may need flexible marketing plans as tighter supplies and uncertain demand heighten price risks for corn and soybeans.
For producers, the issue is diesel, freight, irrigation fuel, and input delivery.
Total red meat supplies were up 4 percent from March but down 4 percent from April 2025.
Drought remains a major risk, with the ERS reporting that 98 percent of the U.S. cotton production area was affected by drought in early May.
Corn demand received another boost last week as ethanol production climbed to a five-week high.
Feed grain supplies may tighten in 2026/27, supporting higher corn and sorghum prices despite large crops.