agresource（agresource 分析）

AgResource Newsletter Scraper

Use this skill to scrape, summarize, and analyze AgResource grain marketing newsletters.

Implementation

• Scraper: scraper.js (Playwright/Node.js)
• Sentiment Analyzer: agresource_sentiment.py (Python)
• Login: Automatic using AGRESOURCE_EMAIL and AGRESOURCE_PASSWORD env vars

Capabilities

• Log in to AgResource dashboard (https://agresource.com/dashboard/#/reports/daily)
• Scrape daily newsletter content using Playwright
• Save screenshot for reference/debugging
• Extract corn/soybean sales advice and recommendations
• Generate concise summaries with key news and weather tidbits
• Analyze sentiment (bullish/bearish) across newsletters
• Compare to previous newsletters to detect trends
• Store summaries in ~/clawd/memory/agresource/YYYY-MM-DD.md (morning)
• Store summaries in ~/clawd/memory/agresource/YYYY-MM-DD-noon.md (noon)
• Store summaries in ~/clawd/memory/agresource/YYYY-MM-DD-evening.md (evening)
• Store summaries in ~/clawd/memory/agresource/YYYY-MM-DD-saturday.md (saturday)
• Store summaries in ~/clawd/memory/agresource/YYYY-MM-DD-sunday.md (sunday)
• Track sentiment history in ~/clawd/memory/agresource/sentiment_history.json
• Send Telegram alerts on new sales advice

Commands

Manual Trigger

"Check AgResource newsletter"
"Summarize today's grain report"
"Show full newsletter" (detailed view)

To run scraper manually:

cd /home/brianppetty/clawd/skills/agresource

# Morning newsletter (default)
node scraper.js
node scraper.js --type=morning

# Noon/midday newsletter
node scraper.js --type=noon

# Evening newsletter
node scraper.js --type=evening

# Saturday newsletter
node scraper.js --type=saturday

# Sunday newsletter
node scraper.js --type=sunday

Cron Job Triggers

When a cron event fires, match the time/type to the correct --type parameter:

For weekend jobs, determine which day it is and use:

• Saturday: --type=saturday
• Sunday: --type=sunday

Sentiment Queries

"What's the current market sentiment?"
"Show sentiment trends"
"What's the sentiment history?"

Sentiment Dimensions (PRICE-IMPACT FOCUSED)

CRITICAL: Sentiment analysis tracks PRICE IMPACT, not general "good/bad" news.

Key inverse relationships to remember:

• ☀️ Favorable weather in SA/NA = More supply = BEARISH for prices
• 🌽 Record yields = More supply = BEARISH for prices
• 🏜️ Drought/crop stress = Less supply = BULLISH for prices
• 🏭 Strong export demand = More demand = BULLISH for prices
• 📦 South American competition = Less US exports = BEARISH for prices

Track these dimensions across newsletters:

• market_mood: bullish | bearish | neutral

- BULLISH = Prices expected to go UP - BEARISH = Prices expected to go DOWN

• weather_impact: positive_for_crops | negative_for_crops | mixed | neutral

- Tracks weather impact on PRODUCTION (inverted for price impact) - Positive weather for crops = BEARISH for prices (more supply) - Negative weather for crops = BULLISH for prices (less supply)

• production_outlook: optimistic | cautious | uncertain

- Optimistic = more supply = BEARISH for prices - Cautious = supply concerns = BULLISH for prices

• trend_direction: improving | declining | stable
• confidence: high | medium | low

Sales Advice Detection

Status phrases to detect:

• "New sales advice detected" (buy/sell/recommend keywords)
• "Catch up sales recommended" (catch up phrase)
• "No sales recommended at this time" (hold/no action)
• "Position status unchanged" (no change from previous)

Keywords for sales advice:

• buy, sell, hold, recommend, recommendation, position, catch up, current positioning

Telegram Alert Format

Brief summary sent for every newsletter:

🌾 AgResource - 2026-01-08 8:30 AM

Summary: No sales recommended
Sentiment: Bullish (↗️ improving)

Full details in ~/clawd/memory/agresource/

Output Format

Daily Summary File (YYYY-MM-DD.md)

# AgResource Newsletter - 2026-01-08 8:30 AM

## Quick Summary
[2-3 sentence overview]

## Key Newsworthy Items
- [Grain production relevant news]
- [Weather tidbits]

## Sales Advice Status
- Corn: [New sales advice / No change / No sales recommended]
- Soybeans: [New sales advice / No change / No sales recommended]

## Current Positions (from end of newsletter)
- [Summary of current positioning]

## Sentiment & Trends
- **Market Mood:** Bullish / Bearish / Neutral
- **Previous Mood:** [from last newsletter]
- **Trend:** Improving / Declining / Stable
- **Weather Impact:** Positive / Negative / Mixed
- **Production Outlook:** Optimistic / Cautious / Uncertain

## Full Content
[Optional: full newsletter content for reference]

Sentiment History File (sentiment_history.json)

{
  "last_updated": "2026-01-08T08:30:00",
  "sentiment_history": [
    {
      "date": "2026-01-08",
      "time": "08:30 AM",
      "market_mood": "bullish",
      "weather_impact": "positive",
      "production_outlook": "optimistic",
      "trend_direction": "improving",
      "confidence": "high",
      "key_phrases": ["prices advancing", "favorable weather"],
      "sales_advice": "No sales recommended"
    }
  ]
}

Configuration

Credentials: Loaded from environment variables

• AGRESOURCE_EMAIL
• AGRESOURCE_PASSWORD

Dependencies:

• Node.js (built-in on Clawdbot)
• Playwright (installed locally: /home/brianppetty/clawd/skills/agresource/node_modules/playwright)

Schedule: 4x daily (cron jobs)

• Morning: 8:30 AM ET
• Afternoon: 1:30 PM ET
• Evening: 7:00 PM ET
• Weekend: ~3:00 PM ET

History window: Keep last 15-20 newsletters for sentiment tracking

Notes

• Only send Telegram alerts when sales advice CHANGES
• Always store summaries and sentiment data
• Refine sentiment detection patterns over time
• Evening newsletters include current positioning section
• Login credentials should be handled securely