Water Street Solutions, Inc.

Water Street Solutions, Inc. WE HELP FARMERS NAVIGATE THE COMMODITY TERRAIN

Water Street Solutions’ nearly 30-year history has provided agricultural leadership to operations, helping farm leaders strengthen the business of their farms. Focused on education and leadership, we are committed to partnering with our clients as they guide their operations into the future. In 1994, Darren and Becky Frye founded the business that would become Water Street Solutions and Water Stre

et Advisory. Darren grew up on an innovative family farm in Illinois, where his passion for crop production fueled his desire for agriculture. In 1987, Darren and Becky decided to leave the family operation and focus on leading growers in the areas of fertilizer distribution, crop consulting, and eventually, commodity marketing. Today, Water Street Solutions serves farmers across the Midwest – advising operations through the challenges they encounter while expanding and improving their farms.

June WASDE: Mostly neutral as expectedAt midday, July corn -2, July soybeans -4, July Chicago wheat +1, July KC Wheat +5...
06/11/2026

June WASDE: Mostly neutral as expected

At midday, July corn -2, July soybeans -4, July Chicago wheat +1, July KC Wheat +5, July MN Wheat +4.

Full report and updates found at http://waterstreetag.com

06/11/2026

Will the Strait staying closed harm South America's fertilizer access, impacting yield?

Tune in to this morning's BTB covering
- Strait of Hormuz Update
- SA Fertilizer Demand
- Indian Monsoon Slow Start
- Wheat Stocks
- WASDE Outlook

Sign up for our FREE trial today at waterstreetag.com!

06/10/2026

June WASDE is Tomorrow (6/11):

- Estimates peg old crop ending stocks slightly higher than the previous report at 2.144 billion bushels, while new crop is slightly lower at 1.942 billion. In South America, the USDA is expected to increase production numbers in both Argentina and Brazil.

- The USDA is expected to lower old crop ending stocks to 339 million bushels, while increasing new crop carryout to 314 million bushels. Soybean production in South America is expected to increase marginally, making world carryout slightly higher than May’s report.

- Estimates are looking for a slight increase in U.S. wheat production across all classes, while world ending stocks are estimated to be slightly lower than the May report.

Stay tuned for updates from the report at http://waterstreetag.com, sign up for our free trial today!

Crop Progress (6/9)• Corn planting is 97% complete with emergence at 86%, essentially right on pace with last year.• Soy...
06/09/2026

Crop Progress (6/9)

• Corn planting is 97% complete with emergence at 86%, essentially right on pace with last year.
• Soybeans are ahead of schedule at 92% planted and 79% emerged.
• Spring wheat planting is 98% complete
• Winter wheat harvest is well ahead of last year’s pace at 11%.

Crop conditions came in slightly below expectations:
• Corn at 67% g/e
• Soybeans at 65% g/e
•Spring wheat was better than expected at 52% g/e.
• Winter wheat lost another point from last week and is at just 25% g/e.

Using RJ O’Brien’s Crop Condition Index, this is the lowest rated crop since 1990 for early June.

Full Report: https://app.waterstreetag.com/content-items/2256

06/08/2026

Grain Market Update (6/8/26)

Less Acres in Brazil, Escalation in the Middle East, WASDE thoughts, Bounce Expected in Grains?

Tune into After the Bell for Full Analysis, visit waterstreetag.com and start our FREE trial today!

Overnight markets: -5, -6¾, -1¼, -1.28, +36.30, -.278, +258 • The USDA and APHIS have confirmed that a cal...
06/04/2026

Overnight markets: -5, -6¾, -1¼, -1.28, +36.30, -.278, +258

• The USDA and APHIS have confirmed that a calf in Texas was found with New World screwworm, the first time the pest has been present in the US since 1966. The USDA and the Texas Animal Health Commission are taking immediate action, including
establishing a 20km infested zone implementing quarantine, expediting sterile fly release, and upping surveillance in the local area.

• The line of communication between the US and Iran is not completely shut off, according to Iran’s foreign minister in an interview with Lebanese media, but he added no progress
has been made. Reports from Iranian media claim a US naval ship was target in the Gulf of Oman, which has been refuted by US CENCOM. The Wall Street Journal reports President Trump will end the ceasefire if Iranian forces kill Americans.

• The crush complex continues to be supportive for soybeans with very strong margins, but margins have pulled back significantly from peak levels and deferred months see even smaller margins. Policy support, such as 45Z tax credit guidelines, could further
strengthen demand for crush, or trade deals with India and the EU with preferential market access for US soyoil.

• Weather models have rolled forward wetter than previous runs, bringing more moisture to the central and northern Midwest. Coverage in Indiana and Ohio is expected to be more irregular. Rains are also anticipated in Oklahoma, Kansas, and Nebraska within the next 36 hours. Weather in the US is viewed as non-threatening, for now.

Full report: https://app.waterstreetag.com/content-items/2230

06/03/2026

Fighting is Escalating in Iran, Soybeans Holding Awaiting Chinese Purchases, and Corn/Wheat Ready to Bounce?

Tune in to this mornings Before the Bell for FULL Analysis! Visit waterstreetag.com and sign up for our free trial today!

06/02/2026

Crop Progress & Conditions Ratings

• Warm and dry weather allowed emergence to catch up quickly with corn and soybeans both jumping +16 points to 76% and 65%, respectively. Corn planting in the US is 93% complete, soybeans at 87%, and spring wheat at 94%. Winter wheat harvest is underway, reaching 5% complete.

• The first crop condition rating of the season, showing corn and beans both below expectations and the recent 5-year average at 67% g/e and 66% g/e, respectively. Spring wheat conditions were below the lowest trade guess at just 47% g/e, while winter wheat conditions showed no improvement over last week at 26% g/e.

Weekly Technical Review Videos Out Now!Tune to hear from Chief Technical Analyst Jeffrey Kennedy on the following market...
05/29/2026

Weekly Technical Review Videos Out Now!

Tune to hear from Chief Technical Analyst Jeffrey Kennedy on the following markets:

Softs - Coffee, Cocoa, Sugar, Cotton

Financials & Energy - E-Mini S&P 500, T-Notes 10yr, US Dollar, Gold, Crude Oil, Heating Oil, Natural Gas

Livestock and Class III Milk - Lean Hogs, Live Cattle, Feeder Cattle, Class 3 Milk

Grains and Oilseeds - Soybeans, Soybean Meal, Soybean Oil, Corn, Wheat, Oats

🔗: https://app.waterstreetag.com/

05/29/2026

Darren Frye, Water Street Solutions

Address

60 State Street Suite 101
Peoria, IL
61602

Telephone

+13096801200

Website

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