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Quick Hits | Making Cotton Great Again

September 8 | Part II

LockSimple

Sep 8, 2026

•

2 min read

Quick Hits | Making Cotton Great Again

The Weekender

September 6 | Yield, War & Whiplash

Sep 6, 2026

•

7 min read

The Weekender

The Friday HOT TAKE

September 3 | Against My Better Judgment, I’m Bullish

Sep 4, 2026

•

8 min read

The Friday HOT TAKE

Quick Hits | Crop Conditions

August 31 | Ratings Stall as Harvest Picks Up

LockSimple

Aug 31, 2026

•

1 min read

Quick Hits | Crop Conditions

Quick Hits | 2025 SREs: 1.76B Waived...

... but full reallocation changes the math

LockSimple

Aug 31, 2026

•

1 min read

Quick Hits | 2025 SREs: 1.76B Waived...

The Weekender

August 30 | We're back, baby.

Aug 30, 2026

•

9 min read

The Weekender

Quick Hits | SRE Update

Maybe the Backlash Worked.

LockSimple

Aug 27, 2026

•

1 min read

Quick Hits | SRE Update

The Thursday HOT TAKE

August 27 | Pen Strokes and Port Strikes

Aug 27, 2026

•

5 min read

The Thursday HOT TAKE

Quick Hits | Whatever Happened to Boring?

Corn, soy oil, SREs, China, Canada — pick your poison.

LockSimple

Aug 25, 2026

•

3 min read

Quick Hits | Whatever Happened to Boring?

Quick Hits | Crop Conditions

Aug 25 | The Slide Accelerates

LockSimple

Aug 25, 2026

•

1 min read

Quick Hits | Crop Conditions

The Weekender

August 23 | The 5-Handle Promised Land

Aug 23, 2026

•

8 min read

The Weekender

Quick Hits | July D4 RIN Generation

Domestic Production Continues to Carry the Load

LockSimple

Aug 21, 2026

•

1 min read

Quick Hits | July D4 RIN Generation
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