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Susan Stroud
Susan Stroud
The Quarterly | Q3 2026
LockSimple

Oct 13, 2026

•

1 min read

The Quarterly | Q3 2026

Weather, War...and Washington.

Susan Stroud
Susan Stroud
Quick Hits | 2025 SREs: Full Reallocation Proposed
LockSimple

Oct 13, 2026

•

1 min read

Quick Hits | 2025 SREs: Full Reallocation Proposed

October 13 | 770 million RINs. Two options. Which year?

Susan Stroud
Susan Stroud
No Bull Insights | Biofuels Blast
LockSimple

Oct 12, 2026

•

7 min read

No Bull Insights | Biofuels Blast

October 12 | Where there’s an arb, there’s a way.

Susan Stroud
Susan Stroud
The Weekender

Oct 11, 2026

•

10 min read

The Weekender

October 11 | USDA Giveth. USDA Taketh Away.

Susan Stroud
Susan Stroud
Quick Hits | WASDE Recap
LockSimple

Oct 9, 2026

•

3 min read

Quick Hits | WASDE Recap

October 9 | Knockout

Susan Stroud
Susan Stroud
The Thursday HOT TAKE

Oct 8, 2026

•

5 min read

The Thursday HOT TAKE

October 8 | Big Books, Bigger Questions.

Susan Stroud
Susan Stroud
Quick Hits | The Real Election Surprise
LockSimple

Oct 5, 2026

•

1 min read

Quick Hits | The Real Election Surprise

October 5 | Brazil’s currency jumped more than 4% after Sunday’s election surprise

Susan Stroud
Susan Stroud
Quick Hits | Harvest Progress
LockSimple

Oct 5, 2026

•

1 min read

Quick Hits | Harvest Progress

October 4 | A Widening Harvest Divide

Susan Stroud
Susan Stroud
The Weekender

Oct 4, 2026

•

11 min read

The Weekender

October 4 | Boom, Then Bust

Susan Stroud
Susan Stroud
The Wednesday HOT TAKE

Sep 30, 2026

•

4 min read

The Wednesday HOT TAKE

September 30 | Déjà Vu

Susan Stroud
Susan Stroud
Quick Hits | Harvest Progress
LockSimple

Sep 29, 2026

•

1 min read

Quick Hits | Harvest Progress

September 29 | A Messy Harvest

Susan Stroud
Susan Stroud
Quick Hits | The U.S-China $30B List is Out
LockSimple

Sep 28, 2026

•

1 min read

Quick Hits | The U.S-China $30B List is Out

...and soybeans got a lump of coal

Susan Stroud
Susan Stroud
The Weekender

Sep 27, 2026

•

10 min read

The Weekender

September 27 | Hurry Up and Wait

Susan Stroud
Susan Stroud
Quick Hits | Hurry Up and... Never Mind
LockSimple

Sep 26, 2026

•

1 min read

Quick Hits | Hurry Up and... Never Mind

The official U.S. and China summaries are here. Ag made the list. Specific tonnage did not.

Susan Stroud
Susan Stroud
Quick Hits | Hurry Up and Wait
LockSimple

Sep 25, 2026

•

2 min read

Quick Hits | Hurry Up and Wait

Trump-Xi meetings end on a positive note, but details won't be out until Monday

Susan Stroud
Susan Stroud
Quick Hits | HOT NUGGET
LockSimple

Sep 24, 2026

•

1 min read

Quick Hits | HOT NUGGET

Quick follow-up to this morning’s HOT TAKE

Susan Stroud
Susan Stroud
The Thursday HOT TAKE

Sep 24, 2026

•

5 min read

The Thursday HOT TAKE

September 24 | Nobody Delivers

Susan Stroud
Susan Stroud
Quick Hits | China Checks Another Box
LockSimple

Sep 22, 2026

•

1 min read

Quick Hits | China Checks Another Box

Beijing tightens fentanyl precursor controls ahead of Thursday’s Trump-Xi meeting

Susan Stroud
Susan Stroud
Quick Hits | China Makes It Official
LockSimple

Sep 21, 2026

•

1 min read

Quick Hits | China Makes It Official

Xi Jinping is coming to the United States.

Susan Stroud
Susan Stroud
The Weekender

Sep 20, 2026

•

10 min read

The Weekender

September 20 | Weather, War, & Washington

Susan Stroud
Susan Stroud
The Thursday HOT TAKE

Sep 17, 2026

•

5 min read

The Thursday HOT TAKE

September 16 | The Cost of Doing Business

Susan Stroud
Susan Stroud
Quick Hits | Getting Physical
LockSimple

Sep 16, 2026

•

1 min read

Quick Hits | Getting Physical

September 16 | Meal’s move is getting harder to dismiss.

Susan Stroud
Susan Stroud
The Weekender

Sep 13, 2026

•

10 min read

The Weekender

September 13 | Headline Roulette

Susan Stroud
Susan Stroud
Quick Hits | WASDE Recap
LockSimple

Sep 11, 2026

•

2 min read

Quick Hits | WASDE Recap

September 11

Susan Stroud
Susan Stroud
No Bull Insights | This Is Bigger Than Yield

Sep 11, 2026

•

6 min read

No Bull Insights | This Is Bigger Than Yield

Against My Better Judgment, I’m Still Bullish.

Susan Stroud
Susan Stroud
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