CORN like SUGAR are used in food and fuel ... don't know much
about the Ethanol side of it, but I assumed as price of fuel rise
this should drive more demand for the blend ? and remove supply on
the food side ? combined with fertilizer prices rising fast and
what looks like not favorable weather for a big harvest could be
the perfect storm here ... this could be good for many agg
crops ... bad for consumer and inflation, but i'm here to trade not
to save the world ;)
Yep with Sugar that's what I mentioned last week. Cane is being
diverted for Fuel rather than crushing for sugar
In addition, the Brazilian Crop is currently being harvested.
Any sign of a lower yield there will start to squeeze future
supply
Finally, Super El Nino this year. This is the one that will send
Aggs higher still. When Cocoa had a bad crop a few years ago, the
price tripled within a year. It is back to earth now but had a heck
of a run then
CORN also looking good
Posted by matt on 29th of Apr 2026 at 10:01 am
CORN Weekly - Teucrium Corn Fund - Chart LinkI haven't commented on it in a while
CORN like SUGAR are used
Posted by mla127 on 29th of Apr 2026 at 10:08 am
CORN like SUGAR are used in food and fuel ... don't know much about the Ethanol side of it, but I assumed as price of fuel rise this should drive more demand for the blend ? and remove supply on the food side ? combined with fertilizer prices rising fast and what looks like not favorable weather for a big harvest could be the perfect storm here ... this could be good for many agg crops ... bad for consumer and inflation, but i'm here to trade not to save the world ;)
Yep with Sugar that's what
Posted by vimal on 29th of Apr 2026 at 10:26 am
Yep with Sugar that's what I mentioned last week. Cane is being diverted for Fuel rather than crushing for sugar
In addition, the Brazilian Crop is currently being harvested. Any sign of a lower yield there will start to squeeze future supply
Finally, Super El Nino this year. This is the one that will send Aggs higher still. When Cocoa had a bad crop a few years ago, the price tripled within a year. It is back to earth now but had a heck of a run then
Thx a lot Vimal, appreciate
Posted by mla127 on 29th of Apr 2026 at 10:28 am
Thx a lot Vimal, appreciate the comments here !!!