Katie Geerdes

The Commstock Report is a twice daily market report. 08/28/2026 Click Above to Watch the Morning Market Talk Video Ending On A High Note On the Grains Grain and soy markets strengthened overnight as bulls look to cap off a strong week of trade with a flurry. Corn, soybeans and the winter wheat markets all marked contracts highs overnight, while front-month futures jumped to fresh multi-year highs on the continuation charts. What a week bulls have had – to this point. Traders await EPA’s decision on small refinery exemptions for the 2025 compliance year that will have implications for corn and soyoil (soybeans by association) demand – and therefore could be a major market mover. There have been lots of rumors and newswire reports this week citing “people familiar with the situation.” As of Thursday evening, nothing had been finalized, though the latest report from Reuters said the Trump administration was considering a plan that would increase biofuel quotas for the 2027 calendar year by roughly 500 million gallons to offset any damage caused by bigger-than-originally-planned SREs, which in theory could be exempted later as well. The administration seems hell bent on trying to lower fuel prices by granting more SREs. Good…

The Commstock Report is a twice daily market report. 08/27/2026 Asymmetric attack on NATO PLEASE REFER TO THE BROKER COMMENTARY PAGE FOR UPDATES!! Click Above to Watch Brian's Afternoon Market Update Another something else you should know about that is not widely common knowledge being under-reported by the primary media or not having yet made the dominant headline of the day, is the aggressive warming conflict between Russia and NATO that is unfolding. Could be a reason why US CIA Director John Ratcliffe made a trip to Moscow this week. That news was kept quiet compared to Dolly Parton death. As with stories such as the security risk of the Qatari Air Force One, US missile inventory depletion, the logistical challenges faced by our military to sustain itself in the Iran war that were not news until they were, there are other similar story lines waiting in the wings under the surface that would be "news" to a majority of Americans still in the dark. Here is another one that should be a banner headline that we will spotlight: Kiev Post: Chuck Pfarrer retired Seal Team 6 Leader Abbreviated Transcript: "In the early evening of August 5, 2026, a quadcopter penetrated the controlled…

The Commstock Report is a twice daily market report. 08/26/2026 If the Toothpaste wasn't out of the Tube…it is Now! PLEASE REFER TO THE BROKER COMMENTARY PAGE FOR UPDATES!! Click Above to Watch Brian's Afternoon Market Update After opening the US beef market to imports, the initials MAGA appear to mean Make Argentina Great Again. Argentina First…US cattlemen get the leftovers. When Donald Trump definitively says that beef prices were too high and he intended to lower them…you should believe him. There is the political calculation that there are more beef consumers who vote than there are cattle producers and heck…most cattle producers will vote for him anyway…he is sure of that. Cattlemen will huff and puff voicing indignation over Trumps action that will accordingly bring cattle prices down with beef prices. I told you repeatedly in previous reports that it is 2026 and something would happen cyclically that would produce a big break in cattle prices this year. Trump gave fair warning. The Trump administration, with the support of Ag Secretary Rollins, was blaming high beef prices on the previous administration like they always do. That should be good enough for many still on team Trump though the number of devoted…