Your morning must-reads, now with 47% more folic acid.

I’ll be in San Fran April 11th through 13th.

U.S. farmers chasing high prices will be planting 92.178 million acres of corn this year, a 5% increase from last year

Corn right now is typically a yield of 155 to 160 bushels per acre, so the Monsanto engineer’s speculation is that two decades from now we’ll see a double in output.

Trading is time frame, time frame is trading.

The last thing a German Wall Street investment bank wants to do here is be caught driving up the cost of food and clothing fibers with leveraged anything.

Yes, it’s happening.

I had no idea how important Monsanto seeds were to the US sugar supply until I read this:

Take your BLS data and deep fry it for all I care, it has no bearing on what we are actually spending to keep food on the table.

Fortune is telling the story of how raw costs are starting to weigh on corporate profit margins.