Market Talk

With much of the Corn Belt receiving timely and plentiful rains, it's important to stay ahead of disease pressure. Nick Frederking, AgriGold agronomist based in Illinois, joins us to talk about the importance of keeping the corn crop healthy for as long as possible. Learn more online as well or find your local retailer at https://www.agrigold.com.

Big corn yield estimates continue to be the of the agriculture industry as we enter into August and the back half of the growing season. As markets continue to grind lower, what could we actually see if these estimates are proven to be correct? What if you combine the U.S. and Brazilian corn supplies; what does that potentially do to the market outlook? Jim McCormick with AgMarket.net joins us today to ponder those questions and share perspective on the recent trade action in grains. We also look at strong rally in cattle futures on Tuesday. Learn more online by visiting https://www.agmarket.net. With much of the Corn Belt receiving timely and plentiful rains, it's important to stay ahead of disease pressure. Nick Frederking, AgriGold agronomist based in Illinois, joins us to talk about the importance of keeping the corn crop healthy for as long as possible. Learn more online as well or find your local retailer at https://www.agrigold.com.

StoneX released the results of its August customer survey on Monday afternoon with a strong national corn yield projection of 188.1 bushels per acre. We discuss the survey results and look at Tuesday's market trade with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Monday kicked off a new week with a mixed trading day in grains and oilseeds as soybeans were higher while corn and wheat struggled. Cattle futures found more buying support as well to start the week. John Heinberg from Total Farm Marketing joins us for perspective on the early week market action across the trade on Monday as well as his thoughts on whether or not China will step in to buy U.S. soybeans anytime soon. Find more online at https://www.totalfarmmarketing.com. As we move into a new month, the overall weather outlook doesn't seem to be too threatening for the Midwest. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the overall pattern, wildfire smoke, activity in the tropics and much more. Details online at https://www.ag-wx.com. We close the show in Segment Four as Susan Littlefield is joined by Kyle Bumsted from Allendale for a look at the cattle markets and more after Monday's close.

It's a mixed start to the week in the grains and oilseeds while livestock trade is mostly higher at midday on Monday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

As we enter the month of August, we closed out the week of trade on Friday with a mixed to lower day in grains and a slight rebound in cattle and hogs. Could the new month bring us some better price action and more opportunity in the ag markets? We discuss and look back at the week of trade with Naomi Blohm, Senior Market Advisor with Total Farm Marketing. Learn more online at https://www.totalfarmmarketing.com.

Grain and livestock markets are mixed at midday on Friday as we kickoff August but head to the weekend. Stocks are under heavy pressure though amid new tariff announcements by the Trump Administration. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

We saw heavy selling in the cattle futures to close out Thursday and the month of July while the grain markets were a mixed bag with corn up slightly and soybean oil under pressure? Are trade and tariff concerns adding additional weight to markets that already feel overly bearish? Bryan Doherty with Total Farm Marketing joins us to discuss on today's show. More at https://www.totalfarmmarketing.com. The cattle market kicked off the week facing month-end pressure, lingering uncertainty around Brazil tariffs, and the impact of widespread rains that are helping pasture conditions and encouraging more heifer and cow retention. Joining us this week for Cattle Chatter with Susan Littlefield is Joe Kooima with Kooima Kooima Varilek. Traders are still digesting last week's reports, which continue to shape early-week market tone. The bright spot? Cash trade is stronger once again—and beef consumption is up 4% year over year, a positive sign for long-term demand. Also today, Corteva Agriscience, along with Bunge Chevron Ag Renewables LLC, launched a winter canola program across the Mid-South U.S. two years ago to provide farmers an alternative for winter crop rotation. And as winter canola harvest wraps up across this year, farmers are exceeding yield expectations for a second year with an average yield of 53 bu/A with Pioneer® brand winter canola hybrids. Chad Berghoefer, Corteva Agriscience Global Product Director, Biofuels, joins Jesse Allen to share an update on the winter canola program. Learn more online at https://www.pioneer.com/us/products/winter-canola/winter-canola-faqs.html

As the August 1st tariff deadline approaches, it seems the uncertainty (and even some of the certain deals) are weighing on the markets along with weather, crop conditions and more. President Trump announced a 25% tariff on India Wednesday, U.S./China talks are stalled, the Fed held interest rates steady.....there is a lot to unpack with Mike Zuzolo from Global Commodity Analytics on today's show. More can be found online at https://www.globalcommresearch.com. Also, we discuss the movement of kochia into soybean fields across the Midwest and gets some tips to manage it with Dan Melaas, BASF Technical Representative, at the end of today's show in Segment Four.

At midday on Wednesday we saw grains mixed to lower with corn trying to find a little bit of buying support. Meantime, cattle futures continue to find buying strength this week. Arlan Suderman, Chief Commodities Economist at StoneX, is back with us to take a look across the markets at midweek.

Despite a possible derecho event hitting key parts of Iowa, Minnesota and South Dakota on Monday night, it seems the markets continue to trade the old saying "rain makes grain" as we pushed lower on Tuesday. Do we truly have production problems across farm country? Is it enough to create some bullishness in these markets heading into August? Matt Bennett with AgMarket.net joins us for a conversation and perspective on today's show. Learn more at https://www.agmarket.net. And as severe weather reports are coming in across parts of Iowa, Minnesota and South Dakota from last night's storms, again the grain markets still don't seem to be concerned. Tommy Grisafi with Nesvick Trading and AgBull Media joins us to discuss crop conditions, outside market activity, cattle on a tear and more. Find more at https://www.agbull.com.

Another lower day in the grain markets with plenty of economic news to take a look at on Tuesday. Mike Castle with StoneX joined us for a conversation in our Midday Commentary.

The grain trade was mostly lower to start the week as good weather continues to outweigh most other factors in the market. John Heinberg with Total Farm Marketing joins us for perspective on the grain and livestock trade to start off the week on Monday. More at https://www.totalfarmmarketing.com. Plus, forecasters are calling for a moderate risk of severe weather across parts of the South Dakota and Minnesota on Monday, even after a weekend of severe weather across parts of the Upper Midwest and Northern Plains. Eric Snodgrass with Nutrien Ag Solutions joins us to break it all down and look at the weather pattern as we head into August. More forecast info can be found at https://www.ag-wx.com. And in Segment Four, we get more market perspective from Susan Littlefield as she talks with Darin Fessler of Lakefront Futures after the close of trade on Monday.

Grain markets are mostly lower to start the week while crude oil is finding some support. We talk trade deals, weather and more with Mike Castle from StoneX in our Midday Commentary.

Grains finished the week quietly lower on Friday as good weather continues to be the overwhelming factor. Meantime, cattle futures found good support into the close ahead of the Cattle on Feed and Cattle Inventory Reports. Sue Martin with Ag and Investment in Clarion, IA joins us for the first time as we close out the week and talk grain and livestock markets. Learn more at https://agandinvestments.com. Plus on today's show, it has been a question for some time now: when will we start to rebuild the U.S. cattle herd amid lofty prices across the market? Did we see any signs of that in the newly released Cattle on Feed and July Cattle Inventory reports? Ross Baldwin with AgMarket.net joins us for a recap and conversation about the cattle complex to close out the week. Learn more at https://www.agmarket.net.

Grains are mostly lower with spring wheat trying to hang on to some green as we head to the weekend. Meanwhile, fertilizer markets are again getting some attention on Friday. Mike Castle, Senior Fertilizer Analyst at StoneX, joins us to discuss in our Midday Commentary for Friday, July 25th, 2025.

Even amid trade deal news this week, the grain complex continues to struggle under the weight of good weather and high yield expectations across the Corn Belt. We also cattle futures come under some pressure on Thursday as it was a mostly mixed session overall. Bryan Doherty, Senior Market Advisor with Total Farm Marketing, joins us to take a look at this week's trade action and share perspective. Find more online by visiting https://www.totalfarmmarketing.com. Also, we have a new episode of Cattle Chatter with Susan Littlefield and Brad Kooima from Kooima, Kooima and Varilek as they break down this week's cattle trade, preview Friday's Cattle on Feed and Cattle Inventory reports, talk high beef prices and more. Learn more online as well by visiting https://www.kkvtrading.com.

Grains are mixed to lower with little fresh news in the trade. USDA did correct an export sales reporting error this morning regarding China buying U.S. corn but beyond that there is not much out there for grains. Meanwhile, India announced a new urea tender giving the fertilizer markets something to talk about. Mike Castle, Senior Fertilizer Analyst at StoneX, joins us to discuss in our Midday Commentary for Thursday, July 24th, 2025.

There has been a lot of talk lately about big corn yield forecasts across the U.S. for this growing season (even with some trouble spots showing up). Meantime, we are finally starting to see more trade deal frameworks emerge ahead of President Trump's August 1st tariff date. How come the markets are not reacting much to this news and focusing more on yield forecasts, weather, etc? Mike Zuzolo with Global Commodity Analytics joins us to share thoughts and technical analysis of corn, soybeans and the cattle complex at midweek. More at https://www.globalcommresearch.com. Also on today's show in Segment One, we hear from Syngenta Technical Product Lead Tyler Harp speaking on fungicide usage rate impacts on disease pressures and whether or not higher disease pressure warrants higher fungicide rates.

Markets don't seem to be showing much enthusiasm related to trade deal announcements on Wednesday. We discuss the grain and oilseeds trade, the outside markets and more with Mike Castle from StoneX in our Midday Commentary.

Wheat was the upside leader with moderate strength across the board but it wasn't enough to move corn and soybeans higher. Tyler Schau with AgMarket.net joins us to share his perspective on grain and livestock trade, risk management and more. Find more at https://www.agmarket.net. Also, with tar spot confirmed in several Corn Belt states, growers are seeking effective management strategies. But they may be overlooking a critical opportunity to maximize their fungicide investment through strategic nutrient application. Stephanie Zelinko, National Agronomist for AgroLiquid, joins Jesse Allen to discuss and share some tips on tar spot. Learn more online at https://www.agroliquid.com.

Grain markets are showing mixed action at midday on Tuesday with wheat trying to lead higher. We discuss grains and take a look at some of the latest fertilizer market news with Mike Castle, Senior Fertilizer Analyst at StoneX, in our Midday Commentary.

For all the talk of a heat dome across the U.S. the markets seemed to lean more in favor of good rains over the weekend and some moderation in the forecasted heat. Soybeans led the grains lower to start the week while cattle futures had a solid day higher. John Heinberg with Total Farm Marketing joins us to discuss the trade action. More at https://www.totalfarmmarketing.com. There's a lot of talk about the heat dome building into the central and southern U.S. and whether or not it will have a big impact on crop development? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the heat, rain chances, the tropics and overall outlook for this week and into August. Learn more at https://www.ag-wx.com.

We ended a mostly positive week of grain trade on Friday with green in wheat, corn and soybean futures. However, should we get bulled up and excited about a couple of positive days in a row? Ted Seifried with Zaner Ag Hedge joins us to discuss this week's trade action and more. Find more online as well at https://www.zaner.com. Also, we get an update and perspective on what we are seeing with global grain markets, trade flows, balance sheets and much more as we work halfway through 2025. Ishan Bhanu is Lead Agriculture Commodity Analyst with Kpler and he sits down for a conversation with Jesse Allen. You can learn more online at https://www.kpler.com. And on today's show, there has been talk this growing season of some struggles in certain areas of the eastern Corn Belt. We get an update on how things are progressing in parts of Indiana, talk about managing weather uncertainty with your crops and more as Ben Jacob, Pioneer Field Agronomist from Indiana, joins us for a conversation. Learn more at https://www.pioneer.com.

Grain markets looked to end the week on a positive note Friday with green across most of the trade. Meantime, some of the latest economic data out today was considered better than expected. Mike Castle with StoneX joined us to discuss in our Midday Commentary for Friday, July 18th, 2025.

Wheat was down moderately on Thursday and corn ended it's run of a few sessions higher, all while soybeans and soyoil had another strong day to the upside. Can the corn market find a meaningful rally with support from the wheat complex? Bryan Doherty with Total Farm Marketing joins us to discuss that, the livestock trade, dairy and more on today's show. Find more online at https://www.totalfarmmarketing.com. Plus in Segment Two, it is this week's episode of Cattle Chatter with Susan Littlefield and Brad Kooima of Kooima, Kooima and Varilek as they break down this week's cattle trade.

Soybeans led the way higher on Wednesday while corn was up slightly, wheat was mixed and livestock futures were higher. The question we explore today is whether or not we've hit a commodity, demand low in many of these markets. Mike Zuzolo from Global Commodity Analytics joins us to share his thoughts and look at midweek price action on today's show. Find more online at https://www.globalcommresearch.com. Also on today's show, new University of Minnesota research, recently published in the Soil Science Society of America Journal, significantly improves a tool that farmers can use to guide tough decisions about how much nitrogen to apply to corn, especially when spring weather disrupts pre-plant fertilizer plans. Emerson Souza, a researcher in the College of Food, Agricultural and Natural Resource Sciences at U of MN, joins Jesse Allen to discuss more. Read more here: https://acsess.onlinelibrary.wiley.com/doi/10.1002/saj2.70085

Soybeans are leading the grain markets higher at midday while we continue to see more support in livestock futures. Arlan Suderman with StoneX joins us to discuss trade action, inflation, possible changes at the Federal Reserve and more.

Grain prices are not very friendly right now and many producers, understandably, don't want to market any grain. But does that mean you shouldn't do anything to manage your risk? Jacob Burks with AgMarket.net joins us to discuss using tools in the toolbox to manage your breakevens, crop conditions and overall market action. More can be found online at https://www.agmarket.net. Also, we kickoff the show in Segment One by learning more about red crown rot in soybeans with Jason Snell from Syngenta, based in Minnesota.

Grain markets are showing a slight bounce at midday Tuesday led by corn while cattle futures are also moving to the plus side after a tough day to start the week on Monday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Tuesday, July 15th, 2025.

We saw the corn market hold up well on Monday after initially setting new contract lows in the Sunday night session. The question is, can we find a bottom and will we actually see big yields across the U.S. this year? DuWayne Bosse joins us to talk market sentiment, pollination issues, yield models and more in the grains and to look at sharply lower day in the cattle market. Find more at https://www.boltmarketingllc.com. Plus, we run through the weather outlook for the week ahead with Eric Snodgrass from Nutrien Ag Solutions. More can be found online at https://www.ag-wx.com.

Corn is trying to hold slight gains while the rest of the grain complex is trending lower to start the week. Meanwhile, it looks like a bearish reversal in cattle and hogs to start off trade on a Monday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary and analysis.

We sit down with David Widmar from Agricultural Economic Insights to discuss who's buying U.S. corn, how exchange rates can factor in, inflation and the broader ag economy. Learn more at https://www.aei.ag. Plus, we have a conversation about the grain markets, supply/demand and more with Tanner Ehmke, Lead Economist for Grains and Oilseeds with CoBank. More at https://www.cobank.com. And in Segment One, we recap the July WASDE Report out Friday with minimal changes and hear from Arlan Suderman, Chief Commodities Economist at StoneX. More at https://www.stonex.com.

The July USDA WASDE Report is here, with minimal changes overall as expected. We take a look at the numbers, get a look at more strength in cattle futures and talk tariffs with Arlan Suderman, Chief Commodities Economist at StoneX.

Susan Littlefield sits in again today and talks markets with Bryan Doherty from Total Farm Marketing, Kyle Bumsted from Allendale and we hear Thursday's midday commentary with Arlan Suderman at StoneX. PLUS, it's this week's episode of Cattle Chatter with Brad Kooima from KKV Trading.

Susan Littlefield sits in today and has conversations with Mike Zuzolo from Global Commodity Analytics, Darren Frye from Water Street Solutions and Arlan Suderman from StoneX as they recap the markets at midweek on Wednesday, July 9th, 2025. More at https://www.globalcommresearch.com.

The grain markets seem to be in a feedback loop of bearishness as of late with nothing to pull us out of the loop. Various private yield estimates are starting to talk of higher corn yields and funds are trading off these estimates. What does this all mean for the markets and farmers? How about the balance sheets heading into Friday's WASDE report? Brian Splitt with AgMarket.net joins the show to discuss what he is seeing in the markets this week. Find more online at https://www.agmarket.net.

Grains are mixed to lower again as crop conditions, weather, trade news and more continues to add to the bearishness of the markets. We discuss that, along with some interesting social media discussion about yield models and more with Arlan Suderman from StoneX in our Midday Commentary.

Grain markets found heavy pressure coming out of the three-day holiday weekend as weather, headline news and more played a role in the selloff to start the week. Where do the markets go from here? Also, a solid day in cattle futures to start the week. John Heinberg with Total Farm Marketing joins us for a conversation on today's show. More at https://www.totalfarmmarketing.com. As we roll past a typically pivotal swing point for weather during the U.S. growing season, is the forecast looking threatening at all for corn pollination time and beyond? We get an update on that, the devastating flooding over the weekend in Texas and much more with Eric Snodgrass from Nutrien Ag Solutions. Learn more at https://www.ag-wx.com. Also in Segment Four, Susan Littlefield joins us with perspective on Monday's price action with David Ericson from AgOptimus to close out today's show.

Grain markets are starting the week under pressure while cattle futures are trading higher. We discuss weather, headline news and more with Arlan Suderman from StoneX in our Midday Commentary for Monday, July 7th, 2025.

We saw a day of some follow through buying in corn and soybeans on Thursday, ahead of the 4th of July holiday weekend. Do we continue to watch for headline news, like trade deals, or shift back to a weather focus moving forward? Bryan Doherty with Total Farm Marketing joins us to discuss this week's grain and livestock market action. Learn more online by visiting https://www.totalfarmmarketing.com. Also, the Mexican border is set to reopen next week, raising key questions for the U.S. cattle market: Will we see an influx of slaughter-ready cattle? And what does that mean for trade dynamics going forward? On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down the July and August cattle supply outlook and takes a closer look at current cattle weights—comparing Iowa's numbers to those in Kansas.

We saw the grain and livestock markets rally nicely into Wednesday's close of trade amid positive news from a trade deal announced between the U.S. and Vietnam, wins for agriculture in the Big, Beautiful Bill and much more. Mike Zuzolo with Global Commodity Analytics joins the show to discuss what he is tracking in the markets ahead of the 4th of July holiday weekend. Learn more at https://www.globalcommresearch.com.

Grain markets are mostly higher while livestock is mixed on Wednesday as President Trump announced this morning a trade deal with Vietnam via his Truth Social account. We discuss market reaction to that news, the latest StoneX Brazil crop estimates and more with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary for Wednesday, July 2nd, 2025.

Grain markets were mixed on Tuesday as weather takes center stage once again post USDA reports that didn't move the needle. Cory Bratland with AgMarket.net joins us to discuss his reaction to the reports, the market sentiment heading into July and thoughts on a large cattle market pullback to start the month. Learn more at https://www.agmarket.net. Also, we hear from Farm and Ranch Media's Susan Littlefield who talked with a Nebraska agronomist about some of the crop challenges in the state during Segment Four of today's show.

Grain markets were quiet at midday on Tuesday with cattle under heavy pressure. Is that tied to the announced phased reopening of the Mexican border to cattle and bison imports? We talk about that and more with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

USDA released it's updated Quarterly Grain Stocks and Prospective Plantings estimates on Monday and provide little fanfare in terms of surprises or changes. Typically a volatility report day, there were minimal changes seen and the markets reacted accordingly with small changes throughout to end the month of June. Where do we go from here? John Heinberg with Total Farm Marketing joins us to discuss on today's show. Find more online at https://www.totalfarmmarketing.com. We catch up with Eric Snodgrass from Nutrien Ag Solutions for our weekly weather update, to discuss June weather and what the forecast models hold for the month of July ahead. Learn more at https://www.ag-wx.com.

USDA released their Quarterly Grain Stocks and Prospective Plantings estimates on Monday, June 30th and traders saw minimal changes compared to the March 31st numbers. We take a look at both reports and get analysis from Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.

We saw a modest bounce in the grain markets on Friday after a rough week of trade. Cattle futures also found a fair amount of support into the weekend. Kristi Van Ahn-Kjeseth with Van Ahn & Company joins us to close out the week of trade, talk basis, weather and more on the show. Find more online at https://www.vanahnco.com.

Grain markets are seeing a welcomed bounce heading into the weekend while cattle futures are also showing strength. We discuss the markets ahead of Monday's USDA reports and get an update on U.S./China trade with Arlan Suderman, Chief Commodities Economist at StoneX.

The grain markets appeared to take a small breather from the selling pressure on Thursday as weather remains a non-threatening factor for the crops as we wrap up June. We discuss the lack of bullish news for the trade, preview the USDA June reports for Monday and dive into the cattle and dairy trade with Bryan Doherty from Total Farm Marketing. Find more online by visiting https://www.totalfarmmarketing.com. Also, in Segment Two, it is the latest episode of Cattle Chatter as Susan Littlefield and Brad Kooima take a look at lower cash activity and more in this week's cattle trade. Find more online at https://www.kkvtrading.com.

We start the show with perspective on the grains, crude oil and livestock trade at midweek and look ahead to Monday's USDA reports with Arlan Suderman, Chief Commodities Economist at StoneX. More at https://www.stonex.com. Then, as fund managers continue pummeling many of these markets with a lack of any bullish news to help out, we look at charts, fundamentals and much more with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com.