Market Talk (Jesse Allen)

Pressure in grains, led lower by soybeans on Thursday, while the livestock trade found strength throughout the day. We discuss what's impacting the trade action today with Arlan Suderman, Chief Commodities Economist at StoneX.

Soybeans and spring wheat are leading a short covering rally in the grains to start the week while the livestock trade is also higher. Plus, is the weekend news of President Biden stepping aside having any impact on the broader markets here today? We discuss all of that with Arlan Suderman, Chief Commodities Economist at StoneX. More at https://www.stonex.com.

We see another positive day on grain markets while livestock are mixed and outside markets take a breather. Arlan Suderman from StoneX joins us to examine the market action on Wednesday.

Row crops are lower with more new contract lows this morning while wheat is trying to rally. Outside markets are fairly quiet after a lot of data hit the markets this week. We discuss grains, macro markets and take a look at the fertilizer markets with Mike Castle from StoneX in our Midday Commentary.

Soybeans led the way to start the week, soaring higher amid a round of weather risk related short covering. Corn and spring wheat also had a solid day higher with Chicago and KC wheat up slightly. Livestock markets also found some broad based support on Monday. We discuss the market action and get analysis from John Heinberg with Total Farm Marketing. Learn more at https://www.totalfarmmarketing.com.

There is starting to be some chatter that hotter temps are on the way for parts of the U.S. Northern Plains and that could also spill into the western Corn Belt as we head into August. Just how much will we see and will it have a big impact on soybean and spring wheat development? We talk about that and get our weekly weather update from Eric Snodgrass with Nutrien Ag Solutions. Learn more at https://www.ag-wx.com.

Grains were lower on Thursday with soybeans the leader to the downside while livestock had a strong day higher. What is impacting the trade as we near the end of the week? Crop tours, rail strikes, weather and more are all being talked about; Bryan Doherty with Total Farm Marketing joins us to share his perspective on this week's market action. Learn more online at https://www.totalfarmmarketing.com.

Also, as of 12:01am ET on Thursday, August 22nd, 2024, both the Canadian Pacific-Kansas City and Canadian National railroads have locked out union employees. That is effectively stopping freight rail service across Canada and creates potential huge impacts for the U.S. as well. Shaun Haney, host of Real Ag Radio on SiriusXM 147, joins us to share the latest details.

Outside markets and livestock are under heavy selling pressure on Friday while the grains are finding some green on the screen. We discuss what's driving the markets with Arlan Suderman, Chief Commodities Economist at StoneX.

Is China going to buy U.S. beans before the presidential election? It's one of many rumors in the trade on Tuesday that we discuss with Jim McCormick from AgMarket.net. We also look broadly at the corn market and soybean market fundamentals and the overall ag economy during today's conversation. Learn more on their website at https://www.agmarket.net.

Plus, we learn about KWS Cover+ with Dr. Becca Brattain from KWS Seeds in Segment Four of today's show. You can learn more by visiting www.kws.com/us/en/products/coverplus.

Wheat led the continued short covering rally in the grains on Wednesday while livestock trade took a breather. How much gas does this rally in grains have to it? How is the trade balancing some potentially bearish news from China with bullish news of wheat starting to lead the short covering rally? We dive into a lot of information today with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com.

It's another quiet day in corn and soybean trade with wheat lower and cattle futures somewhat extending recent losses. We discuss the market action, the standoff between farmers and end users and more with Arlan Suderman from StoneX.

Wheat markets were seeing strength at midday with the rest of the grain and livestock trade mixed to lower. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for market analysis in our Midday Commentary for Thursday, June 27th, 2024.

Grains were quietly mixed at midday while the cattle markets found heavy selling pressure on Tuesday. We talk markets with Arlan Suderman from StoneX on our Midday Commentary.

On Wednesday's Market Talk, we wrap up our time in Washington D.C. with the National Corn Growers Association for Corn Congress 2024. We hear part of a conversation we had on the Wednesday episode of AOA with NCGA Lead Economist Krista Swanson, discussing the new study titled "A Study of the Economic Contribution of Corn Farming in the United States for 2023". You can view that full study online here: https://dt176nijwh14e.cloudfront.net/file/700/Economic%20Contribution%20Study.pdf

In Segment Three, we get market analysis and an update on damage from this week's derecho event in Iowa and Illinois with Garrett Toay from AgTraderTalk. You can learn more online by visiting https://www.agtradertalk.com.

Wheat sank lower once again on Friday while corn finished on the lows of the day. Soybeans and meal meantime did find some support to round out the week. We talk July options expiration, walk through various charts and more with Tommy Grisafi from Advance Trading Inc. and ATI Pro Media on today's show. Watch their YouTube channel each weekday morning at 9am CST for more market content: https://youtube.com/playlist?list=PLwCNbhcAodHML3Mu_1pYsr7zeEnXaIroi&si=ja97wg1vvl1GecwV

Also, we sit down with CoBank Lead Economist for Grains and Oilseeds, Tanner Ehmke, to talk about his new report looking at the wheat markets and the Russian crop in particular. You can view that report online via CoBank's Knowledge Exchange here: https://www.cobank.com/knowledge-exchange/grain-and-farm-supply/russias-smaller-wheat-harvest-expected-to-drive-market-volatility

In Segment One, we also hear from Ryan Moe of StoneX as he shared some market thoughts with us for our Friday Midday Commentary. And we wrap the show with news headlines in Segment Four today.

Soybeans found some strength with corn higher as well at midday on Monday. We discuss the early week grain and livestock trade with Arlan Suderman from StoneX.

Soybeans are under pressure again with big losses in soybean oil. Meantime, corn and wheat are bouncing slightly and outside markets are quiet as Fed Chair Powell speaks on Capitol Hill today and tomorrow. Arlan Suderman from StoneX joins us for market analysis today.

Wheat is showing a nice bounce on Wednesday while the rest of the grain and livestock markets are mostly mixed in quiet midweek trade. We discuss the market action, the latest ethanol production numbers and more with Arlan Suderman, Chief Commodities Economist at StoneX.

Grain markets were pretty quiet to start the week on Monday while cattle had a solid day higher following the latest Cattle on Feed report. Will these markets look to possibly stay rangebound heading to Labor Day weekend? We discuss the market action from Monday and the potential for the week ahead with John Heinberg of Total Farm Marketing. Learn more online at https://www.totalfarmmarketing.com.

I've heard the term "corn sweat" being thrown around with the hot temps in the Western Corn Belt to start this week. All jokes aside, we wonder if this heat will be good or bad for the finishing crops. Plus, there is some early week severe weather risk to talk about. Eric Snodgrass from Nutrien Ag Solutions joins us for our Weekly Weather Update. More online at https://www.ag-wx.com.

We saw the grain markets fade late session on Tuesday while the livestock market surged into the close. Overall, it feels like a giant game of chicken being played right now in the grain and livestock markets. We discuss that and overall market sentiment with Matt Bennett from AgMarket.net on today's show. Find more at https://www.agmarket.net.

Also on today's show, CHS has announced their Q3 FY2024 financial earnings results. We discuss the numbers and more with CHS executive vice president, chief financial officer and chief strategy officer Olivia Nelligan. You can learn more online at https://www.chsinc.com and also view the Q3 numbers here: https://americanagnetwork.com/2024/07/chs-reports-third-quarter-fiscal-year-2024-earnings.

On Friday's episode of Market Talk, we take a look at the commodity markets and overall ag economy more broadly as we gear up for Monday's latest USDA WASDE report and much more. David Widmar with Agricultural Economic Insights joins us to discuss some of his recent research and articles about the markets, economy and more. You can learn more online at https://www.aei.ag.

We also sit down with Greg Roberts from Funding Your Way to learn more about their company, their funding model, the work they do with ag startups and much more. Learn more online at https://www.fundingyourway.biz.

Wheat is leading a bit of a bounce in commodities on Thursday with livestock trade also higher. The headline CPI was down 0.1% month on month which has led to a lower U.S. dollar that seems to be helping commodities and livestock overall. We discuss with Arlan Suderman, Chief Commodities Economist at StoneX.

New contract lows in December corn and November soybeans were found on Friday while the wheat trade rallied some to find green on the screen at the end of the session. We have a conversation with Craig Turner from StoneX on today's show and discuss the need for education to navigate these markets. He also shares his thoughts on if these grain markets have more downside risk and why the next two weeks could continue to be tough.

Also, sign up for his upcoming webinar on August 28th titled "Harvest and Storage Marketing Strategies" by visiting the website https://www.grainsandoilseeds.com.

In Segment Two of today's show, Kyle King, US Digital Farming Commercial Lead at BASF Agricultural Solutions, joins us to talk about a new spray timer tool now available in xarvio® FIELD MANAGER, BASF’s digital farming tool and app. Learn more online at https://www.xarvio.com.

More pressure in soybeans on Tuesday after a bearish set of numbers from USDA on Monday. Corn and wheat are also trading their way lower at midday. We discuss the grain and outside markets with Mike Castle from StoneX in our Midday Commentary.

We saw pressure across the grain markets on Thursday as weather played a role again and the trend was to the downside. Livestock had a mixed to lower tone as well on the day as cattle prep for the next Cattle on Feed report out Friday. Bryan Doherty with Total Farm Marketing joins us to provide analysis and market perspectives. More at https://www.totalfarmmarketing.com.

Also on today's show, United Soybean Board director and Indiana farmer Don Wyss joins us to discuss weather impacts on soybeans and what the Soybean Checkoff is doing on the research front to help soybean growers through evolving weather conditions from year to year. Learn more online at https://www.unitedsoybean.org.

The bears keep trampling the bulls in the grain markets as we saw double digit losses in soybeans, wheat and corn on Monday. How do we manage the risk here and even have a conversation about marketing in this low price environment? DuWayne Bosse with Bolt Marketing joins us to try and make sense of these markets. Learn more at https://www.boltmarketingllc.com.

Also, weather continues to be mostly favorable to the markets and much of the Corn Belt as we enter the back half of July. We get a rundown of severe weather/rainfall potential this week, heat and humidity to start the week and much more in our weekly weather conversation with Nutrien's Eric Snodgrass. More online at https://www.ag-wx.com.

The truth is, if you don't like the current prices in this grain market you don't HAVE to make sales right now. Kent Beadle with Paradigm Futures joins the show to share that perspective along with some of the historical setup in the corn and soybean markets right now. He talks about the record short speculator, the long position in the commercial market and much more. You can find more details at https://www.paradigmfutures.net.

Also, we didn't get today's Midday Commentary posted individually, but we did share it during segment one of today's show with Ryan More from StoneX. He gives an update on a crop tour he just wrapped up and some thoughts on Friday's grain market action. More at https://www.stonex.com.

USDA is predicting record corn and soybean yields according to the August WASDE Report out on Monday morning. We discuss the numbers and get perspective from Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

We saw the markets relatively quiet on Friday as we headed into the Labor Day weekend. But, it has been a volatile month and so we caught up with Stephen Nicholson, Global Sector Strategist for Grains and Oilseeds at Rabobank during the Farm Progress Show to get his thoughts on the trade heading into harvest.

Also, we discuss the work of the SCN Coalition and talk with Dr. Horacio Lopez-Nicora, Assistant Professor of Soybean Pathology and Nematology at Ohio State University about the spread of soybean cyst nematode across the U.S. in recent years. Learn more at https://www.thescncoalition.com.

At midday on Friday, we see pressure in the stock market and energies that is spilling over into grain and livestock trade. We discuss the latest jobs data out this morning and talk market action with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

Weather is top of mind for the markets on Monday with flooding concerns in the NW Corn Belt, heat and humidity in many areas and weather issues being reported in China. Also, Friday's Cattle on Feed Report was a bit bearish. We talk about all of that and more with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Higher grain stocks across corn, soybeans and wheat with more corn and less soybean acres than the trade was expecting. The USDA Grain Stocks and Acreage reports have thrown us some interesting curveballs today. We break down the information and more with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Grain markets are under heavy pressure on Monday while the stock market and livestock trade is mixed to firm. We discuss the early week market action with Arlan Suderman, Chief Commodities Economist at StoneX.

Soybean oil had a great day higher while the rest of the grains were mostly quiet and mixed with livestock trading their way lower. We discuss the market and chart action, put some perspective on marketing for 2025 and much more with Bryan Doherty from Total Farm Marketing on today's program. Learn more at https://www.totalfarmmarketing.com.

Also, we listen back to conversations at the Farm Progress Show last week with Matt Carstens, CEO of Landus and get a crop update and more from Brevant's Dustin Teig, who covers western Iowa.

Markets are pretty quiet in the grains to start the week. We discuss trade action, spring wheat crop potential, the U.S. dollar and more with Phil Claussen from StoneX in our Midday Commentary for Monday, August 26th, 2024.

Wheat and soybean oil have found some support to start the week and the month of July while corn is quiet and livestock trades lower. We take a look at the early week market action with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary for Monday, July 1st, 2024.

It was another tough day in the markets on Tuesday as grains found pressure despite falling crop ratings, weather issues and much more. We talk about market sentiment towards the USDA Crop Progress report, weather challenges and trying to take emotion out of your marketing decisions with Jacob Burks from AgMarket.net on today's show.

We also talk with North Dakota farmer and United Soybean Board Communication and Education Chair, Matt Gast, in Segment Two. He shares some recaps of spring planting and early growing conditions along with some of the projects that USB is working on from his committee.

U.S. corn ending stocks came in lower than expected for both old and new crop on the July WASDE report plus wheat ending stocks were higher for the U.S. crop. We discuss the numbers and what they could mean to the trade with Arlan Suderman from StoneX.

Social media was abuzz this week with pictures from the Midwest Crop Tour. Regardless of whether you believe in the tour and its methodology or not, it is widely talked about and at times it can have an impact on the markets. It can also give us an idea of what is actually in some fields across the Midwest. Ted Seifried from Zaner Ag Hedge was on the western leg of the tour this year and he joins us to share his thoughts and market analysis on today's show. You can also learn more online at https://www.zaner.com.

Also, we discuss soybean cyst nematode spread in North Dakota with NDSU Professor Wade Webster and talk about new tar spot research being done at Purdue University with Dr. CD Cruz during today's show.

Thanks to pressure in equities, energies and metals on Friday we saw a "risk-off" day across the board to end the week. We tried to hold some key moving averages (Dec corn in particular) but overall it was a sour end to what was an otherwise solid week. We discuss the market action and get into the topic of whether or not breakeven is ok this year with DuWayne Bosse from Bolt Marketing. Learn more at https://www.boltmarketingllc.com.

Heavy selling pressure in grains and oilseeds to start the week of trade with mixed to lower tones in stocks and the protein sector as well. We discuss the early week trade with Arlan Suderman, Chief Commodities Economist at StoneX.

Grain and livestock trade is pretty quiet on Friday as we gear up for the Labor Day weekend. We talk market action, the latest PCE data out this morning and more with Arlan Suderman from StoneX.

We saw soybeans and soybean meal find some support to start the week while wheat and corn were under pressure on Monday. Meantime, cattle finished somewhat mixed after a surprisingly bearish Cattle on Feed Report last Friday while hogs found more selling pressure. John Heinberg with Total Farm Marketing joins us to discuss the market action, how the weather and flooding could potential play a role and much more. Learn more online at https://www.totalfarmmarketing.com.

Weather continues to be a main storyline for the markets as we see immense flooding in parts of Iowa, Minnesota and South Dakota along with heat and humidity in much of the country. Eric Snodgrass from Nutrien Ag Solutions joins us to provide updates and thoughts on where the forecast is heading. Learn more at https://www.ag-wx.com.

Grains saw a slight bounce on Wednesday, but nothing to get overly excited about. On the flip side, livestock had a solid day higher at midweek. We discuss another crop tour this week, avoiding doom and gloom thinking in these markets and talk about the trade action with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com.

Market weakness continued on Wednesday with more pressure in the soy complex, lower action in wheat, livestock trade lower again and corn flat to lower. Overall, these markets feel extremely bearish across the board. How much lower can we go? Where do we go from here in terms of price action and more? Mike Zuzolo from Global Commodity Analytics joins us to discuss and provide market analysis. More at https://www.globalcommresearch.com.

John Long, Brevant seeds retail sales agronomist, joins us to discuss the growing conditions throughout his territory in southwest, southern and parts of western Iowa. Many retailers are making fungicide applications on corn now, with soybeans to follow. He’s advising growers to stay vigilant about the threat of tar spot in corn and keep an eye on nitrogen loss. You can also learn more at https://www.brevant.com.

As we are rolling into August 2024, we thought it was a good time to take a broad look at the grain and livestock markets along with the overall ag economy. Chad Hart, economist and professor at Iowa State University joins the show for that conversation.

Also, in Segment Two, we discuss the latest Global Pork Quarterly report out from Rabobank. Christine McCracken, Senior Analyst-Animal Protein at Rabobank joins us for that discussion. View the latest report here: https://research.rabobank.com/far/en/sectors/animal-protein/pork-quarterly-q3-2024.html

Grain markets are showing some bounce on Wednesday but it doesn't seem like there is much in the way of fundamental change on the horizon. We talk about that, the new CPI data out this morning and a look at the livestock trade with Arlan Suderman from StoneX in our Midday Commentary.

Sharp selloff in grains on Friday as traders seemingly took some weather premium out of the market ahead of the weekend. Meantime, we got more economic data out on Friday and a livestock trade that was relatively mixed. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss.

Soybean oil and soybeans were higher again at midday on Wednesday with quiet action in corn and wheat. We discuss grains, livestock and outside markets heading to the 4th of July holiday with Arlan Suderman from StoneX.

We saw a bit of a weather rally in U.S. markets to start the week while things turned mixed and quiet on Wednesday. However, Mike Zuzolo with Global Commodity Analytics makes the case the fund managers might be finally turning their attention to weather related supply risks globally. We discuss what that could mean and more on today's show. Contact him online at https://www.globalcommodityanalytics.com.

Another down day in the soy complex on Tuesday as we lost another 20-25 cents in beans and pressure in soy products as well. Corn and wheat were mixed to lower with cattle finding some green on the session. We discuss the tough market situation in grains, why having a trusted advisor is important and some thoughts on navigating these markets right now. Tyler Schau with AgMarket.net joins us for a conversation. Find more info online at https://www.agmarket.net.

Also, USDA is predicting record corn and soybean yields according to the August reports out on Monday of this week. Is the potential actually out there across the Midwest for a monster crop this year? Professional Ag Marketing just wrapped up their 9th annual Midwest Crop Tour last week and we talk with Mike Minor about what he saw on the tour. You can view full results at https://www.professionalagmarketing.com.

More pressure being seen in soybeans on Tuesday with a mostly quiet day elsewhere in the markets. We discuss grain and livestock action today with Arlan Suderman, Chief Commodities Economist at StoneX.

We saw a huge selloff in the grain markets on Friday as weather forecasts turned a little cooler and wetter than they had been earlier this week and that prompted traders to take some profit into the weekend. Plus, the Dow Jones was up sharply on Friday and livestock had a mixed tone. We discuss the end of the week in the trade and overall sentiment in farm country with Conner Bridgman and Brady Huck from Advance Trading Inc. and ATI Pro Media. Learn more at https://www.advance-trading.com.

Also on today's show, we discuss the ag economy downturn more broadly and look at a new report from Rabobank titled Tightening the corn belt: How US farmers adjust input spending when commodity prices fall. Owen Wagner, Senior Analyst – Grains & Oilseeds with Rabobank joins us to explore how expenditures for major input categories – machinery, fertilizer, seed, crop protection, and land – are influenced by declining farm profitability.

On Tuesday, we spent day number one of the 2024 Farm Progress Show visiting with our friends at Nutrien Ag Solutions to learn about their brands, products, sustainability goals and much more. We also talk markets with Matt Bennett from AgMarket.net during today's program live from the FPS show grounds.

Plenty of outside market news having various impacts on the market trade to close out the month of July including rising tension again in the Middle East, economic news to watch and much more. We discuss the midweek and end of month market action with Arlan Suderman from StoneX.

A lot of bearishness is continuing in the markets, grains in particular, as we close out the month of July this week. And there are plenty of producers staring at a lot of old crop in storage, minimal new crop marketing on the books and much more. We discuss the risk that is out there for producers right now, look at charts for various markets and have a conversation about managing your risk on today's show with Brian Splitt from AgMarket.net. Learn more at https://www.agmarket.net.

Heavy losses in grains on Monday as new crop December corn held above $4 while new crop November soybeans broke just below $11 on the session. We discuss the pressure in the markets and get analysis from John Heinberg with Total Farm Marketing on today's show. More online as well by visiting https://www.totalfarmmarketing.com.

Hurricane Beryl made landfall early on Monday in South Texas and the rains are expected to work into the Eastern Corn Belt this week. We discuss the impact on crops, more heat out west and global challenges with Eric Snodgrass from Nutrien Ag Solutions. More at https://www.ag-wx.com.

More solid buying strength in grains and livestock trade to kick off the month of September on Tuesday. How long can we sustain this rally for the grain trade in particular? Are there weather concerns to keep an eye on as we head into the full swing of harvest?

Jacob Burks with AgMarket.net joins us today for market analysis while we also get a weather update from Eric Snodgrass with Nutrien Ag Solutions. More at https://www.agmarket.net and https://www.ag-wx.com.

Hurricane Debby is hammering Florida and the southeast with heavy rains to start this week while we also watch storms in the Northern Plains and parts of the Midwest. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the weather outlook for this week and beyond. More at https://www.ag-wx.com.

Also, the grain and oilseed markets have been stuck in this bearish downtrend for awhile now and the overall ag economy picture is looking a little rough. Steve Nicholson, Global Sector Strategist for Grains & Oilseeds with Rabobank, joins us for a wide-ranging conversation.

And we also talk conservation, soil health, adding humates to your soil and more with Russell Taylor, VP of Live Earth. You can learn more online at https://www.livearth.com.

We are broadcasting today and tomorrow from Corn Congress in Washington D.C. as members of the National Corn Growers Association come together to set policy, elect new leaders, visit Capitol Hill and much more. Kicking off the show, we talk with Troy Schneider (Corn Board Member from CO and Board Liaison to NCBA) about Corn Congress and what goes on during the week.

Markets saw a small bounce on Tuesday in an overall quiet trading day. It doesn't have to be all doom and gloom right now in the grain and livestock markets though. We discuss some excellent risk management strategies and more with Tyler Schau from AgMarket.net on today's show. More can be found online at https://www.agmarket.net.

We saw grain and livestock markets bounce on Thursday with wheat leading the way higher as the U.S. dollar index moved lower. Corn and soybeans finished mixed to higher but the bearish feelings still seem to be hanging around. We discuss with Bryan Doherty from Total Farm Marketing. Learn more at https://www.totalfarmmarketing.com.

We learn more about Bushel Plus and why they are commonly referred to as the harvest optimization company. Shianne Reynolds, Technical Sales Manager in the U.S. (focused on Nebraska, South Dakota, Kansas), joins us to share more about the company, their products and much more. You can also learn more online at https://www.bushelplus.com.

Markets ended up fairly mixed on Thursday with some strength in spring wheat and soybeans. We discuss why you need to be a savvy marketer, take advantage of push bids and more ways to defend your risk in this bearish market environment on today's show. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins us for that conversation. Find more online by visiting https://www.totalfarmmarketing.com.

Also, we discuss crop nutrition and how to manage any nutrient loss you may have seen this year due to weather. John Niemeyer from Nutrien joins us for a discussion in Segment Two. Learn more online at https://www.nutrien.com or https://www.smartnitrogen.com.

Soybeans were the stay at midday on Thursday while wheat was under some pressure and corn was stuck in the middle. We discuss the grain and livestock markets along with some new economic data out this morning with Arlan Suderman from StoneX.

It has been a volatile week in the grain, livestock and equity markets and it's only halfway over. A lot of key indicators are lining up when it comes to the funds v.s. the fundamentals in these markets. We discuss these indicators and more with Mike Zuzolo from Global Commodity Analytics. More can be found online as well at https://www.globalcommresearch.com.

Also, we sit down with Sabanto Founder and CEO, Craig Rupp, to have a broad discussion about their company and the evolution of automation in agriculture and ag equipment. We also discuss AI and the role it could play in the industry moving forward. Learn more at https://www.sabantoag.com.

Grain markets were relatively mixed on Thursday with some pressure in livestock, despite the stock market trying to rally on the session. We discuss market sentiment, chart action and much more with Bryan Doherty from Total Farm Marketing. Find more online as well at https://www.totalfarmmarketing.com.

We also talk with Kris Kristjanson from Bushel Plus about how the Bushel Plus SmartPan System helps farmers measure and manage their grain loss during harvest. You can also learn more at https://www.bushelplus.com.

Soybeans and soybean oil were moving higher on Friday while corn and wheat were mixed. We discuss the end of the week grain trade and the latest Fed news coming out of this week's Jackson Hole, Wyoming meeting with Mike Castle from StoneX in our Midday Commentary for Friday, August 23rd.

USDA is predicting a monster U.S. corn and soybean crop for 2024 with record national average yield estimates on the August WASDE Report. The numbers on Monday seemed to drive some spread trading with soybeans under pressure and corn up slightly.

We discuss what these numbers could mean for the trade, what some producers are saying about their crops and get market perspectives today from John Heinberg from Total Farm Marketing. More at https://www.totalfarmmarketing.com.

Also, August weather is looking pretty solid for much of the Corn Belt and that could help some of these big yields along. We discuss the weather outlook and talk about the Gleissberg Cycle as it relates to agriculture. Eric Snodgrass with Nutrien Ag Solutions joins us for our Weekly Weather Update. Learn more online at https://www.ag-wx.com.

We see mostly lower action in the markets today with weather once again acting as the main driver. Ryan Moe from StoneX joins us to share some thoughts in our Midday Commentary.

The term "flash drought" has been floating around the grain markets all week long as we saw soybeans rally again on what appeared to be weather related short covering. We discuss the overall market sentiment in grains and livestock as we near the end of July. Bryan Doherty from Total Farm Marketing joins us for that discussion on today's show. Learn more online by visiting https://www.totalfarmmarketing.com.

It was a busy day number two at the Farm Progress Show as learned about the new XFR50 draper head from Geringhoff! We were joined by their experts and leadership to discuss the new product launch and their legacy products as we talk with Craig Lee and Bill Dickhut from Geringhoff.

We also have market analysis in Segment Three with Jacob Burks from AgMarket.net and hear about what he has heard at the show so far from farmers and ranchers in attendance.

Learn more at https://www.geringhoff.com and https://www.agmarket.net.

Grains are under pressure on Tuesday while livestock are also a mixed bag. We discuss what is moving these markets lower and get analysis from Arlan Suderman of StoneX in our Midday Commentary for Tuesday, June 25th, 2024.

USDA's Grain Stocks and Acreage Reports were full of surprises on Friday as we ended the month and the quarter. DuWayne Bosse from Bolt Marketing and Kristi Van Ahn-Kjeseth from Van Ahn & Company join us to recap/debate the numbers, look at market sentiment and discuss risk management moving forward for producers in the grain markets.

Reach DuWayne at https://www.boltmarketingllc.com and reach Kristi at https://www.vanahnco.com.

On Tuesday's Market Talk program, we featured conversations with Corey Geiger from CoBank, Tara Durbin from Farm Credit-Mid America and Noe Marymor from Envu while Jesse is spending some time with family. We'll be back with full market analysis on Wednesday's Market Talk program.

Grain markets rounded out the week with some green on the screen while we saw a huge down day in outside markets. That pressure spilled into livestock on Friday, particularly the cattle markets once again to close out the week.

We discuss crop conditions, store and ignore, cash basis, upcoming crop tours and much, much more on today's program with Kristi Van Ahn-Kjeseth from Van Ahn & Company. Learn more online at https://www.vanahnco.com.

Grains and livestock are mixed to lower at midday on Thursday as we have a bit of a "risk-off" day in the works today. We discuss the trade action and the latest StoneX customer survey results for September with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

We see some good strength in grain and livestock trade to start the month of September while outside markets find pressure at midday on Tuesday. Arlan Suderman from StoneX joins us for our Midday Commentary for Tuesday, September 3rd, 2024.

Row crops are quietly mixed with wheat trying to lead things higher on Friday as the trade gears up for the August WASDE Report coming up on Monday. We discuss trade action, preview the report and talk livestock markets with Arlan Suderman, Chief Commodities Economist at StoneX.

Grain markets found some positive buying on Friday while livestock was mixed and outside markets were quiet. Jesse Allen has a look at closing numbers in Segment Four today.

However on today's show, we put some focus on fertilizer markets, potential nitrogen loss and agronomic conversations. We get an update on any weather related impacts to logistics and transportation, prices and more for fertilizer markets with Josh Linville, VP of Fertilizer at StoneX. Learn more online at https://www.stonex.com.

Also, with so much rain in the early part of the growing season, there is no doubt going to be some issues of nutrient loss among other challenges. We talk with Pivot Bio's Clayton Nevins about that and some recommendations he has moving forward. Learn more at https://www.pivotbio.com.

Then we have an agronomy related conversation with Gunther Kreps, Executive Vice President and Chief Business Development Officer at AgXplore. We discuss crop nutrition, product selection and much more. You can learn more at https://www.agxplore.com.

Soybeans and soy products led the way while corn and wheat also had a good day higher on Thursday. Livestock trade was more mixed as we await more cash cattle activity. We discuss the market picture as we near Labor Day weekend with Bryan Doherty from Total Farm Marketing. More online at https://www.totalfarmmarketing.com.

Also, we listen to a conversation from the Farm Progress Show about the ag economy and learn more about Fractal Agriculture with their CEO, Ben Gordon. More at https://www.fractal.ag

Another day of quiet action in corn and soybeans on Wednesday with some pressure in wheat and cattle tried to extend recent losses. We take a look at charts, discuss the week in the grain and livestock trade, the potential impact of a Canadian rail strike and much more on today's show with Mike Zuzolo from Global Commodity Analytics. Learn more online as well at https://www.globalcommresearch.com.

Andy Robinson, area product manager for Brevant seeds, also joins Jesse Allen to discuss Brevant's 'innovation' story and how they bring differentiation to retail. You can also learn more at https://www.brevant.com.

We found some green on the screen in corn, soybeans, soybean meal and soybean oil on Tuesday's session ahead of the federal Juneteenth holiday and market holiday on Wednesday. Meantime, wheat was down for the 13th of the last 15 sessions and livestock were mixed as well.

Tyler Schau from AgMarket.net joins us to discuss the row crop action, growing conditions, chart action and we pose the question to him of whether or not the age of the average cattle producer could prohibit a drastic herd rebuild like many are calling for. Learn more at https://www.agmarket.net.

We also hear comments in Segment One from Mike Castle of StoneX discussing market action on Tuesday in grains and the macro markets. More at https://www.stonex.com.

It's a fair question to ask; could what's left of Hurricane Beryl impact the U.S. grain markets by dumping more water on the Corn Belt? Also, is the trade starting to price in Midwest flooding into the soybean market? We discuss all of these topics, macro fundamentals, livestock and more ahead of the 4th of July holiday with Mike Zuzolo from Global Commodity Analytics. Learn more online at https://www.globalcommresearch.com.

***Markets are closed on Thursday, July 4th and re-open Friday morning at 8:30am CST. We won't have a show on the 4th but will be back with a program on Friday, July 5th. Have a safe and Happy Independence Day!

Markets finished somewhat mixed on the day Wednesday as we watch escalating tension in the Middle East once again, concerns over world economies like China and and overall bearish mindset in the grain markets particularly. We examine all the dynamics at play here and have a end of the month wrap-up conversation with Mike Zuzolo from Global Commodity Analytics. Learn more at https://www.globalcommresearch.com.

The beef industry is buzzing with an exciting trend to fill the beef supply gap – raising beef-on-dairy cattle. This innovative approach to raising high-quality beef is shaking up the market, driven by changing consumer preferences, a decline in traditional beef cattle numbers, economic factors and the need for more sustainable livestock practices. Joining us today is Laurence Williams, dairy beef cross development for Purina Animal Nutrition to discuss the beef-on-dairy sector and reveal key findings from their must-read Beef-on-Dairy Industry Report. View that report online at https://purinamills.com/dairy-beef.

Grain markets are mostly consolidating on Tuesday with some gains in row crops while the stock market is on a tear to the upside. We discuss grains, livestock and outside markets with Arlan Suderman, Chief Commodities Economist at StoneX.

We saw a mostly quiet and mixed grain and livestock trade on Thursday with little fresh news impacting the markets. Wheat and soybeans did fade after some early short covering while cattle slipped lower on the day. The outside markets had a strong day higher led by the Dow up over 500 points on Thursday. We talk markets today with DuWayne Bosse from Bolt Marketing. More at https://www.boltmarketingllc.com.

Also, we learn about a new report titled Dairy dominoes: How China’s increased dairy self-sufficiency is reshaping global trade. Mary Ledman, Global Sector Strategist – Dairy with Rabobank, joins us for that conversation in Segment Two of today's program as well.

It was another tough day in live and feeder cattle futures on Tuesday as we set some new contract lows. Is there more downside risk? Is this the end of the bull run in cattle futures? We discuss that and a quiet day in the grain markets/supply and demand fundamentals with Jim McCormick from AgMarket.net on today's show. More at https://www.agmarket.net.

And as labor shortages, inflation and extreme weather continue impacting farmers’ profitability, many are seeking ways to reduce downtime as much as possible – specifically, by doing more business on their own farms. Stefan Caspari, senior vice president of customer success and business effectiveness for AGCO, joins us to discuss how providing on-farm service benefits farmers’ productivity, savings and more.

The wheat markets finally saw a rally on Thursday led by Chicago and Minneapolis futures while row crops and livestock were mixed to lower. We discuss the bounce in wheat, market sentiment ahead of Friday's big USDA reports/end of the month and quarter and get analysis from Bryan Doherty with Total Farm Marketing. Learn more online by visiting https://www.totalfarmmarketing.com.

Also, Nutrien Ag Solutions has acquired Suncor Energy’s AgroScience assets, which consists of several patented and patent pending technologies in the area of biocontrol. We learn more about the acquisition under the Loveland Products business of Nutrien with Francisco Manzano, Director, Business Development for Loveland Products, Inc. You can also learn more online at https://www.lovelandproducts.com.

Another lower day in commodities with the most pressure being seen in soybeans and wheat on Wednesday. We also got an unexpected drop in crude oil inventories according to the latest EIA data. We discuss grains, energies and a look at the fertilizer markets today with Mike Castle from StoneX in our Midday Commentary for Wednesday.

We saw lower than expected U.S. corn ending stocks for both old and new crop with much higher than expected U.S. ending stocks for wheat. Those were some of the headline notes from the July WASDE Report. But, do these numbers do anything to change the overall bearish conversation in grains?

Ted Seifried with Zaner Ag Hedge joins us to discuss the July WASDE, overall market sentiment in grains, a good end of week in livestock and more. Find out more at https://www.zaner.com.

Also, we hear comments from Arlan Suderman of StoneX in Segment One recapping the July WASDE from Friday's Midday Commentary and thoughts in Segment Two about the corn market with Ed Usset from the University of Minnesota.

Heavy pressure in soybean oil led to more losses in soybeans and soybean meal on Tuesday while corn and wheat held steady to firm on the day. Cattle broke sharply lower amid a drop in the midday boxed beef prices. Could it be a sign that a top has formed in the cattle market? We talk price action, risk management and making tough marketing decisions on today's show with Jacob Burks from AgMarket.net. More at https://www.agmarket.net.

It was a day full of selling pressure in soybeans, wheat, soybean meal and corn on Monday as traders were seemingly take money off the table to start the week. What was with the downward pressure in grains and what should we be doing to manage our risk? Ted Seifried with Zaner Ag Hedge joins us to discuss. Learn more at https://www.zaner.com.

We have a stalled front from Nebraska to Wisconsin that is largely acting as a dividing line this week with heavy rain and storms in the Northwest Corn Belt, Northern Plains and Upper Midwest while we have heat, humidity and more to the south and east. We discuss the current weather pattern and get thoughts from Eric Snodgrass with Nutrien Ag Solutions. Learn more online by visiting https://www.ag-wx.com.

It's a mostly quiet day across grain and livestock trade with little in the way of fresh news for the markets. Wall Street though is seeing some good strength as we examine more economic data out this morning. Arlan Suderman from StoneX joins us for our Midday Commentary to discuss.

Mixed action is being seen in the markets on Thursday with Minneapolis wheat finding support and cattle under pressure. We discuss the markets with Arlan Suderman from StoneX.

Grains and livestock markets are relatively mixed at midday on Wednesday with some green on the screen in grains. We discuss the market action and also the broader economy and U.S. debt situation with Arlan Suderman, Chief Commodities Economist with StoneX, in our Midday Commentary.

Soybeans saw more pressure on Monday along with heavy pressure in cattle and hog futures. Wheat was slightly higher and that helped pull corn to a positive finish on the day. Overall, these markets have too much risk in them to not get defensive with your marketing strategy. We discuss that with John Heinberg from Total Farm Marketing on today's show. Learn more at https://www.totalfarmmarketing.com.

Last week, we were discussing the potential of a hot and dry August for many parts of the western Corn Belt. This week, a much less threatening outlook as we roll the calendar over to a new month. Eric Snodgrass with Nutrien Ag Solutions joins us for a conversation and a look at the latest weather forecast. Learn more at https://www.ag-wx.com.

Wheat found some buying and support to start the month of July while soybean oil also moved higher which helped support the broader soy complex. Meanwhile, corn continued to chop sideways and livestock trade pushed lower on Monday. We discuss market action, trader sentiment, fund positions and more with John Heinberg from Total Farm Marketing on today's show. More at https://www.totalfarmmarketing.com.

Eric Snodgrass with Nutrien Ag Solutions joins us once again this week to give us the setup for the first week of July and the upcoming 4th of July holiday. It sounds like more of the same for the U.S. weather pattern while we watch China, Russia and the tropical season kickoff in a big way. Learn more at https://www.ag-wx.com.

Grain markets are finding some positive money flow on Friday while livestock are mixed and stocks are quiet. We discuss the grain market action, new jobs data and more with Arlan Suderman from StoneX in our Midday Commentary.

Wheat tried to bounce on Wednesday but finished off session highs while corn and soybeans also fell slightly lower. Global weather, fund positions, chart action, end of the month reports and more are all playing a role in grains. Plus, cattle and hogs had a strong day to the upside at midweek. Mike Zuzolo with Global Commodity Analytics joins us to discuss what he is seeing in the markets at midweek.

You can learn more at https://www.globalcommresearch.com.

It's a mostly mixed day in grains and livestock with the stock market trying to move back higher once again. We discuss what's happening across Thursday's trade with Arlan Suderman from StoneX in our Midday Commentary.

We saw a decent bounce in soybeans and corn on Monday, led by some possible short covering by funds and rumored sales to China showing up on the daily wire. We discuss an overall solid day of grain and livestock trade with John Heinberg from Total Farm Marketing. More at https://www.totalfarmmarketing.com.

Also in Segment Two, we hear from Syngenta agronomist Jason Snell for a crop update from west central Minnesota.

Wheat and corn are trying to bounce a little on Wednesday with some inter-market spreading in soybeans. Meantime, a solid day higher at midday in cattle and hogs futures. We discuss the midweek market action with Arlan Suderman, Chief Commodities Economist at StoneX.