Commodity Week

May 14 | Commodity Week

Play Episode Listen Later May 14, 2026 30:35

Panelist- Greg Johnson, TGM Total Grain Marketing- Chip Nellinger, Blue Reef Agri-Marketing- Brian Stark, The AndersonsThe May 14 edition of Commodity Week, hosted by Todd Gleason, features panelists Greg Johnson, Chip Nellinger, and Brian Stark analyzing several critical agricultural market drivers. The panel extensively reviews the latest USDA WASDE report, highlighting a projected 3-million-acre reduction in corn plantings and emphasizing a slim margin for error in global crop supplies. They also note an unexpected decrease in total corn demand alongside an increase in soybean demand. Geopolitical tensions factor heavily into the market outlook, with the panel observing negative market reactions to the lack of immediate agricultural purchase agreements following recent US-China meetings, particularly as China currently relies on cheaper Brazilian soybeans. Additionally, they discuss the broader macroeconomic risks of crude oil hovering near $100 per barrel while markets await further clarity regarding Iran and the Strait of Hormuz.Shifting to domestic factors and producer strategies, the panelists advise farmers to capitalize on strong eastern cash basis levels and recent market rallies. Specifically, they suggest rewarding $12 soybean futures with sales, while indicating less urgency to sell $5 corn unless summer weather issues materialize. On the policy front, the House's passage of year-round E15 ethanol legislation is characterized as a long-term infrastructure development rather than an immediate demand shock. Finally, the panel observes that Midwest crop planting progress remains highly sporadic due to variable wet and dry weather conditions. ★ Support this podcast ★

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May 07 | Commodity Week

Play Episode Listen Later May 7, 2026 26:31

Panelists- Garrett Toay, AgTraderTalk.com- Mike Zuzolo, GlobalCommResearch.comThe May 7 edition of Commodity Week features analysts Mike Zuzolo and Garrett Toay discussing current agricultural and energy market conditions. The panel notes that while recent rains have aided corn and soybean planting in parts of Kansas and Illinois, dry conditions have led to significant abandonment of hard red winter wheat in states like Kansas and Nebraska. The analysts draw parallels between tightening supplies in the wheat and crude oil markets, attributing the latter to macroeconomic factors such as geopolitical conflicts, military actions affecting Venezuelan and Iranian oil, and the closure of the Strait of Hormuz. These structural uncertainties, alongside a pending meeting between Trump and Xi and the upcoming USDA WASDE report, are heavily influencing agricultural trade, particularly concerning Chinese demand for US soybeans and the influx of Brazilian beef. Given the high market volatility, both analysts advise producers to rely on paper positions rather than immediate cash sales. ★ Support this podcast ★

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Apr 30 | Commodity Week

Play Episode Listen Later Apr 30, 2026 31:57

Panelists- Ellen Dearden, AgReview- Logan Kimmel, Roach Ag- Arlan Suderman, StoneXThe April 30 broadcast of Commodity Week examines agricultural marketing strategies amid geopolitical and economic volatility. Panelists urge producers to utilize current market rallies to execute incremental grain sales for the 2026 and 2027 crop years. The market is currently heavily influenced by speculative fund investments maintaining long positions in grains and cattle, which elevates price floors but increases market volatility. Geopolitical factors, such as the ongoing Iranian war and high global energy costs, are driving inflation and creating long-term concerns regarding fertilizer supplies into 2027. Furthermore, anticipation of a mid-May summit between U.S. President Trump and Chinese President Xi suggests potential shifts in trade agreements, with China likely targeting imports of U.S. beef, pork, and wheat rather than soybeans, alongside complex negotiations regarding biofuel feedstocks and used cooking oil. ★ Support this podcast ★

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Apr 23 | Commodity Week

Play Episode Listen Later Apr 24, 2026 30:37

Panelist- Brian Stark, AndersonsGrain.com- Curt Kimmel, AgMarket.net- Dave Chatterton, SFarmMarketing.com ★ Support this podcast ★

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Apr 16 | Commodity Week

Play Episode Listen Later Apr 16, 2026 31:31

Panelists - Naomi Blohm, TotalFarmMarketing.com - Greg Johnson, TGM TotalGrainMarketing.com- Jim McCormick, AgMarket.netThe April 16 edition of Commodity Week, hosted by Todd Gleason, featured panelists Naomi Blohm, Greg Johnson, and Jim McCormick analyzing the current agricultural market landscape and the geopolitical factors influencing it. A primary focus was the potential shift in planting acres from corn to soybeans across the Midwest, driven by elevated input costs—specifically diesel and fertilizer—and compounded by heavy spring rainfall delaying field work. These fertilizer price spikes are being exacerbated by ongoing conflicts in the Middle East, which have trapped shipping vessels in the Persian Gulf and prompted countries like India to heavily subsidize and secure global fertilizer supplies. The panel also evaluated grain marketing strategies, with Greg Johnson noting farmers still may be holding roughly 30% to 35% of their old crop corn in anticipation of a price rally. However, the experts warned that unless significant weather issues or war-driven crude oil spikes emerge by mid-summer, old crop basis could crash as elevators reach capacity ahead of the fall harvest. Consequently, they urged producers to consider moving their remaining grain sooner rather than later to avoid logistical bottlenecks and dropping prices. ★ Support this podcast ★

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Apr 09 | Commodity Week

Play Episode Listen Later Apr 9, 2026 29:50

Panelists - Shane Holtorf, Logic Ag Marketing - Chuck Shelby, RMCommodities a Div of Zaner - Ted Seifried, Zaner Ag Hedge ★ Support this podcast ★

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Apr 02 | Commodity Week

Play Episode Listen Later Apr 2, 2026 29:02

Panelists- Matt Bennett, AgMarket.net- Chip Nellinger, Blue Reef Agri-Marketing- Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Mar 26 | Commodity Week

Play Episode Listen Later Mar 26, 2026 30:33 Transcription Available

Panelists - Dave Chatterton, SFarmMarketing.com - Greg Johnson, TGM TotalFarmMarketing.com - Curt Kimmel, AgMarket.net ★ Support this podcast ★

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Mar 19 | Commodity Week

Play Episode Listen Later Mar 19, 2026 30:41 Transcription Available

Panelists- Greg Johnson, TGM Total Grain Marketing- Seth Vander Weide, Logic Ag Marketing- Sherman Newlin, Risk Management Commodities Zaner Financial ★ Support this podcast ★

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Mar 12 | Commodity Week

Play Episode Listen Later Mar 12, 2026 39:22 Transcription Available

All Day Ag Outlook Corn Panel - Matt Bennett, AgMarket.net - Curt Kimmel, AgMarket.net - Brian Stark, AndersonsGrain.com - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Mar 05 | Commodity Week

Play Episode Listen Later Mar 5, 2026 32:34 Transcription Available

...from the All Day Ag Outlook- Ellen Dearden, AgReview- Greg Johnson, TGM Total Grain Marketing- Chip Nellinger, Blue Reef Agri-Marketing ★ Support this podcast ★

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Feb 26 | Commodity Week

Play Episode Listen Later Feb 27, 2026 29:09 Transcription Available

Panelists- Curt Kimmel, AgMarket.net- Dave Chatterton, SFarmMarketing.com ★ Support this podcast ★

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Feb 19 | Commodity Week

Play Episode Listen Later Feb 19, 2026 29:50 Transcription Available

All Day Ag Outlook Tuesday, March 3The Beef House in Covington, Indiana$40 @ go.illinois.edu/alldayagoutlookPanelists - Jim McCormick, AgMarket.net - Logan Kimmel, RoachAg.com ★ Support this podcast ★

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Feb 12 | Commodity Week

Play Episode Listen Later Feb 12, 2026 30:23 Transcription Available

Panelists - Ellen Dearden, AgReview - Arlan Suderman, StoneX.com - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Feb 05 | Commodity Week

Play Episode Listen Later Feb 5, 2026 29:50 Transcription Available

Panelists - Matt Bennett, AgMarket.net - Greg John, TotalGrainMarket.com - Sherman Newlin, RMCommodities.com ★ Support this podcast ★

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Jan 22 | Commodity Week

Play Episode Listen Later Jan 22, 2026 33:00 Transcription Available

Panelists - Chip Nellinger, Blue Reef Agri-Marketing - Brian Stark, The Andersons - Arlan Suderman, StoneX ★ Support this podcast ★

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Jan 15 | Commodity Week

Play Episode Listen Later Jan 15, 2026 30:48 Transcription Available

Panelists - Logan Kimmel, RoachAg.com - Jim McCormick, AgMraket.net - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Jan 08 | Commodity Week

Play Episode Listen Later Jan 8, 2026 29:57 Transcription Available

Panelists - Naomi Blohm, TotalFarmMarketing.com - Ellen Dearden, AgReview - Chuck Shelby, RMCommodities.com ★ Support this podcast ★

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Dec 18 | Commodity Week

Play Episode Listen Later Dec 19, 2025 31:20 Transcription Available

Panelists - Dave Chatterton, SFarmMarketing.com - Curt Kimmel, AgMarket.net - Greg Johnson, TGM TotalGrainMarketing.com ★ Support this podcast ★

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Dec 11 | Commodity Week

Play Episode Listen Later Dec 11, 2025 29:50 Transcription Available

- Mike Zuzolo, GlobalCommResearch.com- Eric Snodgrass, NutrienAgSolutions- Logan Kimmel, RoachAg.com ★ Support this podcast ★

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Dec 05 | Commodity Week

Play Episode Listen Later Dec 5, 2025 26:54 Transcription Available

Panelists - Matt Bennett, AgMarket.net - Ellen Dearden, AgReview ★ Support this podcast ★

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Nov 26 | Commodity Week

Play Episode Listen Later Nov 26, 2025 41:07

Panelists - Aaron Curtis, MID-CO - Matt Darragh, Kpler - Mike Zuzolo, Global Commodity Analytics ★ Support this podcast ★

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Nov 20 | Commodity Week

Play Episode Listen Later Nov 21, 2025 29:50 Transcription Available

Panelist - Naomi Blohm, TotalFarmMarketing.com - Jim McCormick, AgMarket.net - Arlan Suderman, StoneX.com ★ Support this podcast ★

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Nov 13 | Commodity Week

Play Episode Listen Later Nov 13, 2025 29:07

Panelists - Shane Holtorf, LogicAg.com - Chip Nellinger, BlueReefInc.com - Brian Stark, AndersonsGrain.com ★ Support this podcast ★

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Nov 06 | Commodity Week

Play Episode Listen Later Nov 6, 2025 28:11 Transcription Available

Panelists - Greg Johnson, TGM TotalGrainMarketing.com - Logan Kimmel, RoachAg.com - Sherman Newlin, RMCommodities.com ★ Support this podcast ★

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Oct 30 | Commodity Week

Play Episode Listen Later Oct 30, 2025 35:35 Transcription Available

Panelists - Matt Bennett, AgMarket.net - Dave Chatterton, SFarmMarketing.com - Curt Kimmel, AgMarket.net ★ Support this podcast ★

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Oct 23 | Commodity Week

Play Episode Listen Later Oct 23, 2025 35:41 Transcription Available

Panelists - Naomi Blohm, TotalFarmMarketing.com - Ellen Dearden, AgReview - Ted Seifried, Zaner.com ★ Support this podcast ★

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Oct 16 | Commodity Week

Play Episode Listen Later Oct 16, 2025 37:58 Transcription Available

Panelists - Aaron Curtis, MID-CO.com - Arlan Suderman, StoneX.com - John Zanker, RMCommodities.com ★ Support this podcast ★

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Oct 09 | Commodity Week

Play Episode Listen Later Oct 9, 2025 34:56 Transcription Available

Panelists - Shane Holtorf, LogicAg.com - Collin Watters, ILCorn.org - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Oct 02 | Commodity Week

Play Episode Listen Later Oct 2, 2025 32:24 Transcription Available

Panelists - Jim McCormick, AgMarket.net - Greg Johnson, TGM TotalGrainMarketing.com - Chip Nellinger, BlueReef.ag ★ Support this podcast ★

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Sep 25 | Commodity WeekPanelists

Play Episode Listen Later Sep 25, 2025 32:11

Panelists - Naomi Blohm, TotalFarmMarketing.com - Brian Stark, AndersonsGrain.com - Arlan Suderman, StoneX.com ★ Support this podcast ★

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Sep 18 | Commodity Week

Play Episode Listen Later Sep 18, 2025 37:26 Transcription Available

Panelists - Dave Chatterton, SFarmMarketing.com - Curt Kimmel, AgMarket.net - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Sep 12 | Commodity Week

Play Episode Listen Later Sep 12, 2025 27:53 Transcription Available

USDA REPORT DAY Panelists- Ellen Dearden, AgReview- Greg Johnson, TGM- Shane Holtorf, Logic Ag Marketing ★ Support this podcast ★

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Sep 04 | Commodity Week

Play Episode Listen Later Sep 4, 2025 31:14 Transcription Available

Panelists - Logan Kimmel, RoachAg.com - John Zanker, RMCommodities.com - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

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Aug 28 | Commodity Week

Play Episode Listen Later Aug 29, 2025 31:35 Transcription Available

Panelists - Matt Bennett, AgMarket.net - Arlan Suderman, StoneX.com - Collin Watters, Illinois Corn Growers Association ★ Support this podcast ★

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Aug 21 | Commodity Week

Play Episode Listen Later Aug 21, 2025 31:11 Transcription Available

Panelists - Dave Chatterton, SFarmMarketing.com - Curt Kimmel, AgMarket.net - Brian Stark, AndersonsGrain.com ★ Support this podcast ★

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Aug 14 | Commodity Week

Play Episode Listen Later Aug 14, 2025 33:17 Transcription Available

Panelists - Naomi Blohm, TotalFarmMarketing.com - Greg Johnson, TGM TotalGrainMarketing - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★