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Market Intelligence Reports

Daily insights into grain arbitrage and structural market inefficiencies.

September 24, 2025

Evening Arbitrage Brief: Market Stays the Course

The evening analysis confirms a stable market structure, with 76 viable opportunities driven by persistent logistics constraints and binding RMA insurance floors. Missouri corridors continue to dominate.

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September 24, 2025

Morning Arbitrage Brief: Harvest & Haulage Pressures

Today's initial analysis surfaces 75 logistics-heavy opportunities, with ongoing river constraints and insurance deadlines creating distressed routes and defining the arbitrage landscape.

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September 24, 2025

Daily Market Cadence: A Day Constrained by Market Floors

This full-day report analyzes the morning market setup, the "afternoon storm" forecast, and the evening wrap-up, revealing how RMA price floors ultimately capped volatility.

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September 23, 2025

Evening Wrap: Volatility Spikes on Export News

An unexpected export tender announcement fueled a late-day surge in opportunities, confirming the "afternoon storm" pattern and rewarding agile operators.

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September 23, 2025

Morning Arbitrage Brief: Logistics & Policy Pressures

This morning's brief identified 75 viable opportunities, highlighting the binding constraints of river logistics and insurance price floors. Missouri & Nebraska corridors show strength.

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September 22, 2025

Weekly Outlook: RMA Deadline Looms Large

A look at the week ahead, focusing on the macro pressures expected to influence the market, with a special focus on the upcoming RMA insurance deadline.

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