Grain Basis and other Ag data - use the website to find our basis indices
Joined July 2025
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馃毃GraInformant Update馃毃
The website is now live
The GraInformant site allows you to check Soybean/Corn processor basis levels quickly and for free
You can access the site by just looking up grainformant, and if our X profile shows up first just include a .com at the end - the link also is in our profile
It has not yet been optimized for mobile viewing so I would suggest checking on a computer when you get a chance.
There is still much to be added, this is a large work in progress, but I wanted to get this functionality out to the public in the effort to save some time for those who check these levels daily.
Please reach out with any comments or ideas you would like to see implemented. I am very excited to get this out to everyone and hope you all enjoy it.
If it useful for you, please consider sharing the site to others in the industry!
Thank you everyone!
#basis #ag #grain
Been silent for a bit, work has been crazy and trying to improve the product.
Felt the need to say that Cargill - Kansas City is bidding 100 over for Aug beanies
And price action has been fun, corn 馃殌
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Soybean Processor Bids - 8/3
Eastern Plants
> Cargill - Fayetteville2: 115 (+23)
> Cargill - Guntersville: 90 (+23)
> Bunge - Decatur: 90 (+20)
> Cargill - Sidney: 20 (+16)
> Cargill - Bloomington: 30 (+13)
> ADM - Quincy: 14.75 (+12)
> CGB - Mt Vernon: 34 (+12)
> Cargill - Owensboro Grain: 7 (+10)
> Inco - Incobrasa: 35 (-10)
> Bunge - Morristown, IN - Bean plant: 25 (+5)
Western Plants
> Cargill - Sioux City: 55 (+33)
> Cargill - Wichita: 80 (+23)
> Cargill - Iowa Falls: 10 (+18)
> Cargill - Cedar Rapids East: 5 (+18)
> SDSP - Volga: -15 (-15)
> Cargill - Kansas City: 35 (+13)
> AGP - Emmetsburg: -10 (+10)
> MNSP - Brewster: 25 (+10)
> Norfolk Crush: 50 (+10)
> ADM - Mankato: -10 (+5)
> NDSP - North Dakota Soybean Processors Llc: 15 (+5)
> Bunge - Emporia: 20 (+5)
> ADM - Mexico: 10 (+3)
#basis #ag #soybeans
Havana in Zone 5 posting 20 over for July/ FH Aug YSB.
Damn near delivery and less than 5c elevation
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馃珱Soybean Processor Bids - 7/23
Eastern Plants
> Inco - Incobrasa: 35 (-10)
> Cargill - Guntersville: 90 (+10)
> Bunge - Cairo: 50 (+5)
> ADM - Fostoria: 20 (+5)
> ADM - Quincy: 29.75 (-3)
> Cargill - Owensboro Grain: 38 (-2)
Western Plants
> ADM - Mankato: -15 (-20)
> CHS - Fairmont: -10 (-15)
#basis #ag #soybeans
Freight rundown showing STL freight equal to higher than IL river freight for Sep/Oct - don鈥檛 see that often
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Looking at these sales numbers, and these new crop sales for YSB were a bit disappointing when you factor out flash sales.
We did 1.54 MMT in New Crop sales this week, 1.08 MMT was flashed.
Of all New Crop sales,
China had 1M MT ~ 66%
Mexico had 330K MT ~ 21%
Unknown had 132K MT ~ 9%
That鈥檚 95% of the total
It鈥檚 nice when we have Chinese demand, but when the buying is political and not economic, we just price out all the others countries.
Double edged sword
#soybeans #exports #ag
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STL July Freight did increase today, around 50%
With that said, a 50% increase equates to about ~5.5 c/bu increase, so they dropped it a bit more than what freight would鈥檝e implied
I will legitimately pay someone if they are willing to take same time out and answer some questions about methodology with me. We鈥檙e working on perfecting the country basis offerings and am running into a wall with some of the logic being used.
The way our forward curves are calculated follows a schedule for choosing which contract to reference for a specific time period, for YSB, that means that for an Aug forward value, whatever basis we collect for Aug delivery will be adjusted to the Q until late July.
There are locations that are posting their basis levels for Aug against the X, meaning those values are getting readjusted to the Q everyday during calculations.
The big wall I鈥檓 hitting is the logic used to calculate the daily change. Yesterday the Q/X moved 3 cents, that 3 cent spread movement gets picked up when calculating the change and shows basis moving more than the actual values moved bc of spread movement when doing adjustments.
If you were looking at a forward curve index of basis levels, would you want that daily change level you see stay separate of spread movement.
Please comment if you have any opinion, and it would be even more appreciated if you DM鈥檇 a thought to have a deeper conversation about the topic
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Zone 5 elevators across the board kicked their Jan YSB basis up significantly.
Our forward index was showing an avg basis of -7 yesterday, today it jumped to +1
What鈥檚 also interesting about this is that elevators of different companies all made the move in the same day, that typically doesn鈥檛 occur. Usually you see one make the move and others follow suit.
Quite an interesting movement for something far out like Jan, good to stay on top of.
#basis #ag #soybeans