TEUCRIUM
TEUCRIUM is an independent ETF issuer focused on commodities, alternative assets, and the future of finance.
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- #179
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- Followers
- 28K
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What they write about
Published by a commodity ETF issuer and anchored by a weekly grains and sugar report. Recurring subjects include corn and wheat fundamentals, Black Sea supply risk, sugar and Brazilian crop conditions, USDA WASDE releases, and speculative positioning data. Occasionally covers crypto markets.
- commodities
- grains
- wheat
- corn
- sugar
- etfs
Recent examples: Soybeans Climb as Funds Build a Record Long, Wheat Slides Again · Funds Cut Long Positions After Fed Hike; Wheat and Sugar Fall Hardest
Written from TEUCRIUM’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
28K on Sep 10, 2026 → 28K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #179 today · #150 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 35%
- Best rank seen
- #89
- Rank, 7 days
- −29 places
- Followers added
- −50
- Posts
- 5
- Reactions per post
- 73
- Reactions tracked
- 1.2K
of 525 ranked finance newsletters
on Sep 12, 2026
since tracking began
last 30 days
average, recent posts
across 16 posts
Most-reacted post we have seen: Sugar’s 20% August — 146 reactions on Aug 20, 2026.
Recent posts
- Soybeans Climb as Funds Build a Record Long, Wheat Slides Again
- Funds Cut Long Positions After Fed Hike; Wheat and Sugar Fall Hardest
- Record Longs and the Need to Feed the Bull
Soybeans November soybeans settled at $12.96 1/2 Friday, down 35 3/4 cents, and lost 13 1/4 cents on the week. The contract printed a new high of $13.35 1/4 early Friday, then closed near the day’s low after USDA’s report, a key reversal on the daily chart. China was buying bushels. Reuters’ sources counted roughly 1 million metric tons of US soybeans bought this week ahead of Xi Jinping’s visit to Washington, and USDA confirmed flash sales to China on Wednesday (340,000 tons) and Thursday (272,000 tons), with another 306,500 tons to unknown destinations across the two days. Weekly export…
- September WASDE Analysis
September’s second survey-based corn yield landed at 178.5 bushels per acre, down 2.2 from August but four tenths above the average analyst guess. Production fell 213 million bushels. Then USDA cut feed and residual use 150 million, so new-crop carryout only dropped 86 million to 1,567 million, 56 above the 1,511 million the Bloomberg survey wanted. Soybeans added production and tightened anyway. The U.S. wheat balance sheet didn’t move at all. Price forecasts moved instead: corn up $0.30 to $4.80, soybeans up $0.60 to $12.00, wheat up $0.20 to $6.40. We remain in Golden Grain Cycle Stage #1…
- Record Corn Long and Wheat Gives Back 50 Cents on One Word From Putin
Check out our new CFTC Managed Money Monitor here: https://teucrium.com/cftc_managed_money_monitor Wheat December Chicago wheat settled at $7.34 Friday, down 20 1/4 cents on the day and 50 cents on the week. It printed $7.95 Wednesday, a three-year high, then gave back 61 cents in two sessions. December Kansas City lost 42 cents on the week to $8.02 1/4, and December spring wheat shed 24 1/4 to $7.45. Putin told an economic forum in East Russia on Thursday that there was a “chance” for peace with Ukraine. StoneX’s Arlan Suderman wrote that the market “took a big hit overnight when Russian…
- Crop Tour Lifts Corn, Black Sea Escalation Powers Wheat
Wheat December Chicago wheat settled Friday at $7.84, up 23 1/4 cents on the day and 84 3/4 cents for the week. That is both a contract high and a three-year high. December Kansas City wheat closed at $8.44 1/4, up 71 3/4 cents on the week, and December spring wheat added 12 cents to $7.69 1/4. Wire reports that Putin determined the peace talks were at a dead end and he intended to escalate sent December Chicago wheat limit-up 45 cents, and the exchange widened limits to 70 cents for Thursday. SovEcon cut its estimate of Russian August wheat exports another 300,000 metric tons to 1.9 million…
- Black Sea Wheat: The Worst-Case Scenario
Chicago wheat locked limit up on Wednesday, making the largest move the exchange lets a contract make in one session. 1 The front month, the nearest contract to expiry and the one most often quoted, is at a three-year high . 2 The price strength comes amid escalating violence in the Black Sea due to the Russian / Ukraine war. The market is working to price in the worst-case scenario it feared in 2022 that never materialized. That scenario is unfolding in real time today . 3 During the initial invasion in 2022, wheat reached a record high of $14.25¼ as traders priced in a scenario in which no…
- Crop Tour Lifts Corn, India Ignites Sugar
Corn December corn settled at $5.08 1/2 on Friday, up 5 cents on the day and up 25 1/4 cents on the week. The contract hit a 2.5-year high and posted a technically bullish weekly high close. Corn first poked above $5.00 Wednesday night, its first trip there since mid-May. The Pro Farmer Crop Tour was most responsible for the bullish sentiment. Scouts sampled more than 3,000 fields across 7 states and kept finding the same problem: fewer ears and smaller ones than the crop’s healthy look from the road suggested. Pro Farmer pegged the national crop at 15.344 billion bushels on a yield of 173.2…
- Sugar’s 20% August
Sugar has had quite the August. Front-month ICE No. 11 Sugar is up over 20% month to date. 1 The price jump has come as traders raced to cover short positions and get in front of a potential supply crunch. 2 El Nino 3 may already be having an impact. Forecasters see a Super El Nino forming as the event strengthens through year end, and we think the market could only now be starting to price that in. To be certain, there is plenty of sugar in the world. As late as May, the USDA was projecting a production surplus with ending stocks reaching 44.4 million metric tons. 4 For context, this would…
- Bitcoin Is 10 Months Past Its Peak. What Could End the Crypto Winter.
Prices and market data as of August 17, 2026, unless otherwise noted. Crypto prices are intraday marks, not settlements. Photo by André François McKenzie on Unsplash A Mild Winter, for Now Bitcoin traded at $64,354 on August 17, 49% below the record $126,251 set in October 2025. Ether at $1,894.98 is 61.8% under its August 2025 high. 1 The total crypto market cap was $2.1 trillion at the end of the second quarter, down $304.8 billion from the first. That’s a third straight quarterly decline. 2 CoinGecko puts the cycle low at $60,861 on June 7 and calls this drawdown “the mildest on record so…
- Corn Jumps on Friendly WASDE Report
Corn December corn settled at $4.83 1/4 Friday, up 11 1/4 cents on the day and 21 1/4 cents on the week. Most of that came Wednesday, when the contract jumped roughly 20 cents on the August WASDE. The USDA cut the national corn yield to 180.7 bushels per acre, under the 182.4 average trade guess. Planted acreage however was revised higher, up 1.4 million acres on farmer certification data. With increased acreage the total production projection rose to 16.013 billion bushels. The market looked past the bigger crop and instead focused on the demand side: exports up 75 million bushels in both…
- August WASDE Analysis
The August WASDE answered the season’s biggest question: the first survey-based corn yield came in at 180.7 bushels per acre, down 2.3 from July’s weather-adjusted trend. A revision to planted acres helped offset most of the gap, and production still edged higher. The supply cuts came from demand. USDA raised corn exports 75 million bushels in both crop years, dropped new-crop carryout 92 million below the average analyst guess, and took old-crop stocks below the lowest estimate in the Bloomberg survey. The corn season-average price forecast rose a dime to $4.50. We remain in Stage #1 of the…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: TEUCRIUM. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.