VP and Chief Market Strategist of Zaner Ag Hedge. Trading commodity futures and options involves substantial risk of loss and is not suitable for all investors.
Chicago, IL
Joined August 2010
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Pinned Tweet
Ok. So, I can’t do a handstand and also simultaneously do the splits. 🙄 BUT, I can do this (for a little added encouragement for the markets and China) #pftour22
Ted Seifried retweeted
The harvest results are coming in, and the gap between corn and soybeans is hard to ignore.
@TheTedSpread takes a closer look at what farmers are reporting from the field and explains why USDA’s soybean yield estimate may need a second look in this week’s #ProfitPlanning video.
Don’t miss the full video here! 👉 spr.ly/6182BHpNwY #GrainMarkets
Ted Seifried retweeted
Corn export inspections are coming back down to the reality of post-rally demand, the weekly volume hitting the lowest levels in exactly two years.
Soybean inspections are still weak for the week historically, but less so when compared with USDA's forecast.
Ted Seifried retweeted
It's been a tough couple of weeks for corn, and the grain markets are at a bit of a deciding point.
In this week's #ProfitPlanning recap, @TheTedSpread covers what two back to back bearish USDA reports mean for the balance sheet and what producers should be watching as attention shifts to South American weather.
With a lot still up in the air, don't miss Ted's weekly Profit Planning newsletter here! spr.ly/6184BHMjBp
#GrainMarket #Harvest26
Ted Seifried retweeted
USDA confirms the sale of 470,000 metric tons (17.3 million bushels) of U.S. soybeans for delivery to China in 2026/27.
Ted Seifried retweeted
🇺🇸 2026/27 U.S. soybean export sales have shown real promise early on, but shipments aren't quite painting the same optimistic picture.
Export inspections should be on their seasonal climb in early October, especially with China back in the mix. Something to watch.
Ted Seifried retweeted
What’s your commodity question for @naomiblohm or @TheTedSpread ?
Ted Seifried retweeted
Visitors today and Friday for our program as @naomiblohm and @TheTedSpread visit according to @PaulYeager
Yesssssss. So back
NASA Wants To Resurrect The SR-71 Blackbird zerohedge.com/military/nasa-…
Ted Seifried retweeted
USDA confirms the sale of 218,600 metric tons of U.S. corn for delivery to Mexico.
▪️173,800 are for 2026/27
▪️22,400 are for 2027/28
▪️22,400 are for 2028/29
Initial report thoughts on corn:
It was a surprise. Corn stocks came in well above expectations and above the high end of the range of guesses. This happened even with last year’s corn crop being revised marginally (57 million bushels) lower.
Quarterly disappearance (demand) came in well below our expectations and only 100 million bushels above the same quarter last year. 4th quarter implied usage did not beat the 2024 record like most analysts had assumed based on the USDA’s balance sheet.
Of note, on farm corn stocks are at a 4-year low which, combined with a smaller harvest than originally expected, could mean less producer selling pressure as we go through harvest.
However, large speculators were near record long going into this report and given the negative price action they could take the place of the natural seller (producers).
Ted Seifried retweeted
🌽 Sept. 1 U.S. corn stocks are notoriously hard to predict, landing outside the range of pre-report trade estimates in 7 of the last 10 years.
2026 is included in that tally, with stocks coming in 177 mbu above the trade average and 90 mbu above the highest estimate.
Ted Seifried retweeted
🌾U.S. farmers in 2026 harvested their smallest wheat crop since 1970, according to USDA.
Winter wheat production landed above all pre-report trade estimates, though it was still the lowest since 1965. Spring wheat output landed below all estimates, at a five-year low.
Ted Seifried retweeted
PM #AgriTalk - @HillariMason @profarmer news.
@jackscoville @PRICEfutures price action. @TheTedSpread @ZanerAgHedge talks about the #China hangover in the #grain markets. Mike Steenhoek
@STC on fuel surcharges and more. @AgDayTV
@USFarmReport @AgDayTV
omny.fm/shows/market-rally/a…
Ted Seifried retweeted
PM #AgriTalk - @HillariMason @profarmer news. @jackscoville @PRICEfutures price action. @TheTedSpread @ZanerAgHedge has #grain, #livestock market analysis. Mike Steenhoek @STC on fuel surcharges and more. Join us at live at 2:06 PM Central!!!! @AgDayTV @USFarmReport @AgDayTV
Ted Seifried retweeted
Soybean prices are going strong, but there could be some bumps ahead. In the latest #ProfitPlanning video, @TheTedSpread explains why the market may pull back.
Watch the full video here 👉 spr.ly/6180BGbquY
#GrainMarket
Ted Seifried retweeted
#MarketsNow @FarmJournal YouTube: @TheTedSpread @ZanerAgHedge says #grains slide after #China's $17 billion "let down." What's the market need to avoid a fund selloff? #Cattle fall awaiting cash as ICE raids hit plants. @AgDayTV @USFarmReport @agritalk
youtu.be/uMoAyfwyXZo?si=mJ3d…
