Core Insights - Deere (NYSE: DE) is expected to release earnings on August 14, 2025, with analysts predicting earnings of $4.59 per share and revenues of $10.33 billion, a decline from the previous year's earnings of $6.29 per share and revenues of $11.39 billion [4] - Over the past five years, Deere's stock has increased by 100%, outperforming the S&P 500, which gained around 70% during the same period, indicating a better fit for long-term investors rather than short-term traders [3] - The company's current market capitalization stands at $138 billion, with $44 billion in revenue over the past twelve months, yielding an operating profit of $9.4 billion and a net income of $5.7 billion [5] Trading Strategies - For event-driven traders, two main strategies are suggested: assessing historical probabilities to take positions before earnings and analyzing immediate and medium-term returns post-earnings to adjust positions accordingly [7] - Historical data shows that in the past five years, Deere's stock had a balanced distribution in one-day performance post-earnings, with 50% of cases resulting in negative returns (median -3.1%) and 50% in positive returns (median +5.2%) [10] Correlation and Performance - There is a correlation between short-term (1D) and medium-term (5D, 21D) returns following earnings, which can be leveraged for trading strategies [8] - The performance of peers can influence Deere's stock reaction post-earnings, with historical comparisons showing how peer earnings impact stock performance [9]

Welcome back to Politics Nation. President Donald Trump has repeatedly said he loves farmers and he should. They're the heart of his base.But despite his many promises to make America great again by bringing down inflation and making things affordable, Trump's new tariff policy is hitting Americans and particularly farmers hard. It's hard for farmers the for the cost of everything they use from machinery to fertilizer has been on the rise because most of it is important. Add to that ice rays which are chipp ...

Thailand is making a last-ditch effort to avert a punitive 36% export levy with offers of greater market access for US farm and industrial goods https://t.co/eKwocWnWaM ...

Core Insights - Argo Living Soils Corp. is finalizing its first supply order of 1000 liters of high-grade Graphene oxide liquid, which will be used as a concrete additive, establishing a partnership with an international supplier [1][2][4] - The Graphene oxide liquid is produced from 99% pure vein graphite and complies with U.S. import regulations and EPA standards, ensuring its suitability for advanced construction applications [2][3] - The agreement is seen as a transformative milestone for Argo, enhancing its ability to deliver eco-friendly construction materials in North America and aiming for EU certification for future sales [4][5] Company Developments - The company has engaged King Tide Media LLC for a one-month marketing service agreement, budgeting up to $60,000 for digital marketing and content creation [6] - Argo has extended its agreement with MarketSmart Communications Inc. for investor relations services for an additional three months, with a monthly fee of CDN $5,000 [7] - Argo Living Soils Corp. focuses on developing sustainable, high-performance solutions for the construction and agricultural industries through innovative technologies [8]

Investment Rating - The report maintains a firm floor for Brent crude prices in the range of $55-60 and WTI prices in the range of $50-55 [5] Core Insights - Global oil demand increased by 400 thousand barrels per day (kbd) in May, averaging 103.6 million barrels per day (mbd), although this was 250 kbd below expectations [5] - Total liquid inventories globally built by 10 million barrels (mb) in May, with crude oil stocks rising by 3 mb and oil product inventories increasing by 7 mb [5] - The report anticipates a 2.6 mbd surplus in crude oil by the fourth quarter of 2025, driven by rising OECD inventories and a flattening crude curve [5] Oil Market Analysis - Front-month crude prices remain resilient despite accelerated OPEC supply hikes [5] - Five conditions are identified for crude prices to reflect year-end weakness, with expectations that only two will occur: a surge in OECD inventories and a flattening crude curve [5] - Limited potential for run increases due to refinery closures in the US and Europe, capacity constraints in Russia, and export restrictions in China [5] Agricultural Market Insights - The USDA's June 12 WASDE report is viewed as a major bullish event risk for CBOT Corn prices, with a significant increase in US corn export targets [6] - US wheat export sales remain competitive, prompting an increase in old crop US wheat exports [6] - A tighter US cotton balance is expected due to rising export demand [6] Natural Gas Market Dynamics - The European natural gas market is influenced by supply factors following the decline in Russian pipeline flows, with a focus on demand dynamics [7] - The report introduces a European natural gas demand and storage tracker to monitor weekly demand and storage dynamics in key regions [7] LNG Trade Forecast - Global LNG trade in May 2025 reached 47.4 billion cubic meters (Bcm), with a year-to-date volume of 244.8 Bcm, reflecting a 3.4% year-over-year increase [8] - The forecast anticipates a growth of around 5% in global LNG trade for the full year 2025, reaching 589 Bcm [8] Commodity Market Positioning - The estimated value of global commodity market open interest declined by 3% week-over-week, driven by outflows in the gold market and weakness in energy prices [9] - Cumulative flows for 2025 have returned to 10-year average levels [9] Rig Activity Trends - The downward trend in US rig activity continues, with a decrease of nine oil rigs this week, particularly in the Permian and Eagle Ford basins [10] - The pace of rig attrition in the Permian is surpassing earlier projections, leading to a downward revision of 2025 Permian crude and condensate output [10] Price Forecasts - The report provides quarterly and annual price forecasts for various commodities, including WTI and Brent crude, natural gas, base metals, and precious metals [13]