Market Talk

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.

Grain markets are under more pressure on Wednesday with soybeans leading the way lower at midday. Livestock trade is also mixed as we near the noon hour. We discuss with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary for Wednesday, June 25th, 2025.

Widespread pressure seen across the commodity markets on Tuesday with wheat the downside leader once again along with crude oil continuing it's slide. Livestock trade was mixed to lower on the day as well. Tyler Schau with AgMarket.net joins us to share perspective on the market trade. Find more online at https://www.agmarket.net. Also at the end of the show, we learn more about high oleic soybeans making their way into dairy with Susan Littlefield.

Traders continue to watch the tense situation in the Middle East as crude oil continues under pressure and fertilizer markets see some volatility. Grains and oilseeds are also lower, led by wheat, as weather continues to be a non-threatening factor in the U.S. as we wrap the month of June. Mike Castle, Senior Fertilizer Analyst at StoneX, joins us to discuss in our Midday Commentary.

As tensions in the Middle East continue, we saw crude oil as a major talking point in Monday's trade. Meanwhile, grain and oilseed futures pushed lower as weather continues to seemingly be a non-threatening factor. And we had a mixed day in livestock with cattle pushing a bit lower. We start the show with Shawn Hackett from Hackett Financial Advisors in Segment One, followed by our Weekly Weather Update with Eric Snodgrass from Nutrien in Segment Two. Then, John Heinberg with Total Farm Marketing joins us to discuss the market trade action as we start the week.

Tensions in the Middle East are being closely watched in the energy, financial and fertilizer markets to start the week. Meantime, grain contracts are pushing lower ahead of Monday's updated USDA Crop Progress Report while livestock is mixed. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for an update in our Midday Commentary.

On Friday, Susan Littlefield fills in for Jesse Allen due to travel issues and has market conversations with Jeff Peterson from Heartland Farm Partners, Bryan Doherty from Total Farm Marketing and Arlan Suderman from StoneX. We also hear more about a new dairy project that has broken ground in Nebraska with the state's Director of Economic Development, K.C. Belitz.

Wheat shot to the upside on Wednesday with mixed to higher action in the rest of the grain and livestock trade. Was the wheat move because of weather concerns? Did Middle East tensions have an impact on wheat Wednesday? Was it more a case of funds vs. fundamentals ahead of the Juneteenth holiday? Mike Zuzolo with Global Commodity Analytics joins us to discuss on today's show. More at https://www.globalcommresearch.com.

There are a ton of headlines and fundamentals to track in the markets at midweek. Farm and Ranch Media's Susan Littlefield gets a rundown of Wednesday's market trade with Arlan Suderman, Chief Commodities Economist at StoneX.

The grain trade was generally higher on Tuesday as these markets are watching multiple factors including war risk in the Middle East, continued spillover from last week's RVO news and the lack of a weather story for the early growing season. Matt Bennett with AgMarket.net joins us for analysis and price perspective today. More online at https://www.agmarket.net. Are cattle futures FINALLY getting tired or was Tuesday's price action simply a case of fund liquidation driving the bus? Scott Varilek with Kooima Kooima Varilek joins us to discuss the cattle market action, cash activity and more. You can learn more online at https://www.kkvtrading.com.

Grains are generally higher on Tuesday with outside markets mixed and livestock under pressure. We take a look at headlines and get market perspective with Arlan Suderman from StoneX in our Midday Commentary.

Soybean oil seemed to continue the follow-through strength from Friday's EPA announcement on RVOs and pushed higher to start the week, taking advantage of expanded daily limits on Monday. Meanwhile, cattle and hog futures found some good buying strength to start the week as the stock market showed a bit of a rally. Corn and wheat, however, struggled to find any upward momentum. Shawn Hackett with Hackett Financial Advisors joins us for a market conversation on today's show. More at https://www.hackettadvisors.com. We have entered into a critical window that many forecasters, including Eric Snodgrass from Nutrien Ag Solutions, had predicted would be the time period where potential Corn Belt drought risk in 2025 would start to show up. Eric shares his thoughts on why we're not seeing it, if it could still happen and the challenge of forecasting this season. More at https://www.ag-wx.com.

Soybean oil and livestock have found great support to start the week while corn and wheat chop their way lower. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what is trending in the markets at midday on Monday, June 16th, 2025.

The long awaited renewable volume obligations announcement from the U.S. Environmental Protection Agency, coupled with the escalating tension in the Middle East between Israel and Iran, sent soybeans, bean oil and crude oil for a ride to end the week. Tommy Grisafi with Nesvick Trading Group and AgBull Media joins us to discuss and wrap up the week in the markets. Learn more about Tommy at https://www.agbull.com. Also, the major escalation between Israel and Iran is concerning on many levels including the global fertilizer markets. Is this something that will have immediate impacts or does the situation simply need to be watched? Josh Linville, VP of Fertilizer at StoneX joins us to discuss and take a look at the latest price action in fertilizer. More at https://www.stonex.com. And in Segment Four, Susan Littlefield talks with Sue Martin from Ag & Investment about Friday's news headlines and overall market action. Please remember the risk of trading futures and options can be substantial.

Soybeans and soybean oil are sharply higher amid the EPA's Renewable Fuel Standard announcement on Friday morning along with Middle East tensions showing impacts across the broader markets to end the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Friday Midday Commentary for June 13th, 2025.

The June WASDE Report came and went from USDA on Thursday with very minimal changes to the overall balance sheets. Bryan Doherty with Total Farm Marketing joins us for a conversation about this week's trade action in grains and livestock. More can be found online at https://www.totalfarmmarketing.com. Also, cattle trade remains in a holding pattern as the market waits for more widespread cash activity, following some light movement in the South earlier this week. On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down the regional dynamics at play with Farm and Ranch Media's Susan Littlefield. More at https://www.kkvtrading.com. We also hear from David Ericson with AgOptimus in Segment Four as he talked with Susan Littlefield about the June WASDE and Thursday price action.

Lower U.S. corn ending stocks and no change to South American crop production were some of the key highlights in the latest World Agricultural Supply and Demand Estimates from the USDA. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the latest numbers from the June report.

It seems like nothing can move these grain markets to the upside at the moment. The question though, is there a developing weather story that might spark some sort of grain rally? Mike Zuzolo with Global Commodity Analytics joins us to discuss the grains, trade issues, technical analysis of the cattle market and much more. Find more at https://www.globalcommresearch.com. Also, by and large this corn market can't seem to find a way out of this sideways to lower pattern since there doesn't seem to be a weather story along with funds short the market and trade is uncertain. Dave Brock from The Brock Report joins us to discuss what he is seeing in the corn, soybean and wheat markets ahead of Thursday's WASDE Report from USDA. More at https://www.brockreport.com.

Grain and livestock markets are generally quiet at midweek as traders position ahead of Thursday's USDA report, while keeping an eye on trade issues, weather and more. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Wednesday, June 11th, 2025.

Corn and soybeans were mixed to higher along with feeder cattle while wheat was under more pressure on Tuesday. Are these markets just set to chop sideways to lower unless we get some sort of weather scare or event in the trade? Jim McCormick with AgMarket.net joins us for a conversation about what he is seeing in the markets. Learn more at https://www.agmarket.net. Also on today's show, we hear from Farm and Ranch Media's Susan Littlefield as she learned more about a new antibiotic from Elanco at last week's World Pork Expo in Segment One and she talked with Arlan Suderman of StoneX in our Tuesday Midday Commentary. You can hear that in Segment Four.

Wheat led corn lower on Monday; what led to the selling pressure to start the week? It seems a lack of fresh news led the markets to drift lower to start the week and it's a good reminder that markets don't always have to be bullish. We talk about that, more strength in the livestock trade and get market analysis from John Heinberg from Total Farm Marketing. More at https://www.totalfarmmarketing.com. Also, weather the next two weeks is going to be super important to watch in terms of whether or not widespread drought indicators start to show in parts of the Corn Belt. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss in our Weekly Weather Update. More can be found online at https://www.ag-wx.com.

Wheat is dragging corn lower on Monday while the livestock sector is finding more support into the midday hour. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what is happening in the markets as we start the week.

Uncertainty is the name of the game right now when it comes to these grain and livestock markets. Weather, headline news risk, black swan events and so much more can be at play right now as planting season wraps up and summer growing season takes center stage. Chad Hart with Iowa State University joins us to share perspective on where the markets are at currently and what he is watching as we enter the month of June and look towards summer. Also, we start the show with a look at Friday's quiet market action with Mike Castle from StoneX in Segment One.

Friday is an overall quiet day in the markets with little fresh news to drive the trade into the weekend. We discuss a few of the headlines, weather risk and more with Mike Castle from StoneX.

On today's Market Talk, Susan Littlefield fills in for Jesse Allen and talks grain and livestock trade with Bryan Doherty from Total Farm Marketing. Also, it is the latest episode of Cattle Chatter with Brad Kooima from KKV Trading.

Grains are quietly higher on Thursday as the trade watches weather and trade talks between the U.S. and China. Meanwhile, what is trending in the fertilizer markets this week? Mike Castle, Senior Fertilizer Analyst at StoneX, joins us for Midday Commentary.

We saw a generally positive tone in the markets on Wednesday as corn, soybeans and cattle led the way. Mike Zuzolo with Global Commodity Analytics joins us to talk global and U.S. weather, charts, fundamentals, cycle highs in cattle and much more. Find more at https://www.globalcommresearch.com.