Your unforgettable summer starts here.
Registration is now open for BRASIL 2026: Summer Vacation
August 1–9, 2026
From citrus groves and sugar mills to cattle country, Safrinha corn and crystal-clear waters, experience Brazil where agriculture and adventure collide.
Genevieve and I spent Easter break in one of our favorite spots — the Exumas, part of the Out Islands of the Bahamas.
Over the weekend, we were beach hopping Sunday when we stopped to check out starfish in the crystal-clear water below.
Long story short, I posted it to X late that afternoon… and woke up the next morning to nearly 2 million views.
The internet is a funny thing.
The Great Debate
What’s HOT, What’s NOT — and what to even write about
It’s been a challenge deciding what to write about lately — not for lack of topics, but because everything can change on a dime. Hours of work can be rendered irrelevant by a single tweet or press conference.
Case in point: yesterday afternoon I sent out a Quick Hits to Pro+ subscribers highlighting fresh highs in soybean oil, crush margins, and a new all-time high in oil share.
I ended Tuesday’s update with this:
Now up more than 100% year to date, with crude (+92%) close behind, soybean oil (+42%) is finding strength from both strong biofuel demand and the broader energy complex — which it has been a proud member of since 2021.
Fast forward to this morning — and it was time for a rewrite.
Markets gapped sharply lower on the open following news of a two-week ceasefire. Crude fell 20% overnight, heating oil dropped 18%, and bean oil slid 3.5%.
As they say, timing is everything. And if there’s one thing history has taught us, it’s to expect the unexpected — especially with this administration.
No one has a clue what the next half hour brings, much less tonight, tomorrow, or next week.
Regardless, the U.S. farmer is focused on getting the 2026 crop in the ground — and that’s where we’re turning our attention today, even as energy continues to drive the bus.
We’ve seen this before.
Four years ago, in the wake of Russia’s invasion of Ukraine, energy was also driving the bus during spring planting.
Ironically, I had this saved in my phone exactly four years ago yesterday:
Crazy to think we’ve already surpassed 2022’s highs in the number of bushels of new crop corn needed to buy one ton of urea, but here we are:
In fact, December corn has nearly erased all of its gains since the Middle East conflict erupted.
The difference this time?
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