A topic that is starting to gain traction in the market is new-crop acreage possibilities. Early estimates on new-crop acres for corn and soybeans indicate a rise from last year given the 17 million unplanted acres that were seen last spring. 

Some of these are quite robust, even topping the number that would have been planted a year ago. The market is looking at these and plugging in the yield numbers that were released in the USDA...