11/04/26 Afternoon CommStock Report – Who Produces It Cheaper? Brazil or USA?

The Commstock Report is a twice daily market report. 11/04/2026 Who Produces It Cheaper? Brazil or USA? PLEASE REFER TO THE BROKER COMMENTARY PAGE FOR UPDATES!! Click Above to Watch Brian’s Afternoon Market Update Our harvest is making progress, but at our current rate, we will finish about two weeks later than last year. Corn yields appear good, which is the most important. The farm we are in now is roughly 20% above APH. While we do not expect to beat last season’s overall farm yield record, we have individual fields that will. The July heat robbed us of yield by as much as 10% – 20%. But 20% of what? Chopping 20% off of 300 bpa yield potential is still a good yield. I had a college professor that used to say everyone in class started the semester with an A. It was what you did (or didn’t do) that determined if you were able to keep it. Modern seed genetics have 300+ bpa potential. Or rather in theory, that is the yield you start the season with. Both weather and crop management than determine form there how much of that we get to keep. Moisture levels in corn appear to…