When the Market Stalls, Strategy Becomes the Edge
- Ryan Tungseth
- Aug 28
- 3 min read
No Catalyst, No Rally: Grains on Ice Until China Moves
The grain markets are stuck in neutral. Volatility is low, prices are lethargic, and there’s no obvious driver to get things moving. It’s not a comforting place to be—but it’s a familiar one. For producers, the challenge now isn’t predicting the next move. It’s staying strategically positioned while we wait for something—anything—to shift.
Let’s unpack where things stand and what options remain on the table.
The Market Dilemma: Waiting for a Catalyst
Soybeans. Corn. Wheat. Even cattle. All of them are caught in the same trap: we’re overdue for a fundamental shift, but we don’t know when—or if—it’s coming. The core question facing producers isn’t “What do I think will happen?” It’s “What do I do until something happens?”
