Market Talk

We saw heavy technical losses in feeder and live cattle on Tuesday while the grain markets were mixed to slightly lower. Cory Bratland from AgMarket.net joins us for some technical analysis of the grain and livestock markets along with thoughts on yield potential ahead of Friday's USDA WASDE report. Find more online at https://www.agmarket.net.

Grains are mixed to quietly lower on Tuesday while we see heavy pressure in cattle futures. Plus, newly introduced legislation on Capitol Hill seeks to block the reallocation of small refinery exemptions (SREs). What could that mean for the industry? Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

Soybeans, KC wheat and spring wheat led the grain complex to a strong finish on Monday. Did frost concerns and a dry/hot forecast ahead play a role? Also, mixed action in livestock to start the week and what about a dairy market that has seen volatility recently? John Heinberg with Total Farm Marketing joins us to discuss on today's show. More online by visiting https://www.totalfarmmarketing.com. We saw frost over the weekend in many parts of the Upper Midwest and Northern Plains. Did that lead to some late season damage to corn and soybean crops? Also, could we see a big warmup on the way heading into harvest season? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss in our Weekly Weather Update. More at https://www.ag-wx.com.

Wheat leads a mixed grain markets to start the week on Monday while cattle are also leading a mixed livestock trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss grain, livestock and outside market trade to start the new week.

Susan Littlefield sits in for the Friday, September 5th episode of Market Talk. She has market conversation with PJ Conradt and Bryan Doherty as well as the latest episode of Cattle Chatter with Brad Kooima from KKV Trading.

Corn and soybeans found a solid close on the day Thursday while KC wheat was able to reverse off lows to some degree as well. Have we possibly put in a harvest low in the grain markets? How has weather impacted the finish to this crop season? Also, we saw more pressure in cattle futures and that makes you wonder if the top is in there? Shawn Hackett with Hackett Financial Advisors joins us to break this all down on today's show. More at https://www.hackettadvisors.com. Also, as harvest approaches in the Northern Plains and northwestern Corn Belt, many soybean growers are facing cash basis that is crumbling amid a lack of business to China through the PNW. Jim Thompson, chairman of the ND Soybean Council, and Justin Sherlock, president of the ND Soybean Growers Association, joined us to discuss the current situation with North Dakota soybeans and the trade and export issues with China. In Segment One, we learn more about Elanco Animal Health launching a new low-endotoxin vaccine that is tough on disease, but easy on cattle. NUPLURA™ PH+5, which targets respiratory and reproductive pathogens in cattle, is now available for purchase. Dr. Brett Terhaar, Elanco Beef Technical Consultant, joins us to discuss. To learn more, visit farmanimal.elanco.com/us/cattle/product/nuplura, contact your herd health veterinarian or Elanco representative.

Grains and oilseeds are mixed to lower again on Thursday while the outside markets are also quiet. Livestock trade is showing more pressure in cattle futures as well today. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary for Thursday, September 4th, 2025.

We saw a lower day across most commodities and livestock futures on Wednesday as soybeans were again the downside leader. Mike Zuzolo with Global Commodity Analytics joins us on the show to discuss crop conditions nearing harvest, crumbling soybean basis levels, technical analysis of the grains and a look into the cattle complex as well. Find more online at https://www.globalcommresearch.com.

Grain and livestock markets are mostly lower on Wednesday. Arlan Suderman from StoneX joins us for analysis on what is driving midweek trade in our Midday Commentary for Wednesday, September 3rd, 2025.

Soybeans struggled to start the month of September with futures down double digits and cash basis continuing to look horrendous in many areas of the northwestern Corn Belt. Meanwhile, corn had another solid day with small gains out of the Labor Day weekend while cattle finished mixed after a higher start. Brian Splitt with AgMarket.net joins us for a conversation and technical analysis of the markets to start the month of September. Find more online at https://www.agmarket.net. There is some talk of frost across parts of the Upper Midwest, maybe even as far south as northern Iowa, later this week. We get an update on that potential, talk about the dry August, low Mississippi River water levels again and much more. Eric Snodgrass with Nutrien Ag Solutions joins us for our Weekly Weather Update. More at https://www.ag-wx.com. And as corn enters the home stretch of the 2025 season, many farmers are heading out to their fields to estimate yields. AgriGold Agronomist Sam McCord has some important tips to consider when estimating yield and why it's important to fine-tune field-by-field yield estimates. Learn more as well online at https://www.agrigold.com.

Soybeans are under pressure to start the new month of trading while the cattle complex is finding more support to start the week. Arlan Suderman from StoneX joins us for analysis in our Midday Commentary for Tuesday, September 2nd, 2025.

On this Labor Day episode of Market Talk, Jesse Allen recaps Friday's market action before we listen back to a conversation last week at Farm Progress Show with Matt Bennett from AgMarket.net. We also have Corryn La Rue join us to share a conversation with Gary Berg from the United Soybean Board last week at FPS 2025 as well.

On Friday's Market Talk, we hear this week's episode of Cattle Chatter with Susan Littlefield and Brad Kooima to start the show before an update on early harvest in the south with Chris Ouzts from AgriGold. Then, we talk markets with Steve Nicholson from Rabobank during this week's Farm Progress Show and close things out with Clay Creighton from Agoro Carbon Alliance also at this week's FPS.

Corn and cattle are showing some strength ahead of the Labor Day weekend. We talk markets with Arlan Suderman from StoneX in our Midday Commentary for Friday, August 29th, 2025.

On this episode, we wrap up from day three of the 2025 Farm Progress Show in Decatur, IL. We talk markets with Arlan Suderman from StoneX plus we look at trade and the ag economy with American Soybean Association President Caleb Ragland. The show starts with a look at Brevant E3 Enlist soybeans and more with Brevant Seeds Area Product Manager Brad Foresman. Learn more online at https://www.brevant.com. We also get some tire tips from Chris Neidert with Trelleborg and Mitas from the show grounds in Segment Four.

Market Talk Live from The Farm Progress Show in Decatur, Illinois We talk with the team at Geringhoff about 145 years of business, the new XFR50 and more. Plus, we look at markets with Ted Seifried from Zaner Ag Hedge in the middle of the show.

Market Talk Live from The Farm Progress Show in Decatur, Illinois  Today, we hear from the folks with Beck's about some of their new products, crop conditions, Becknology days and more. Then, we talk markets in the middle of the show with Matt Bennett from AgMarket.net.

A case of new world screwworm was confirmed over the weekend in a human, who recently traveled to Central America from the U.S. and back home to the east coast. That gave us plenty of volatility in the cattle markets on Monday and we ended up mostly near unchanged. Meantime, grains and oilseeds were mixed to firm on the day with some profit taking in soybeans and soybean oil. John Heinberg with Total Farm Marketing joins us to discuss in our market analysis for Monday. More at https://www.totalfarmmarketing.com. Some chilly overnight temperatures and daytime highs in the 70s for much of the Midwest to close August.......that's not something you typically see for this time of year. Eric Snodgrass with Nutrien Ag Solutions joins us to discuss that, precipitation outlooks and more in our Weekly Weather Update as we head towards Labor Day. More at https://www.ag-wx.com. Also, LG Seeds has new product offerings available for the 2026 growing season that can help you stand out with a strong potential yield gain and more. Dustin Bowling, LG Seeds brand product manager, talks about the new offerings, the importance of a diverse product lineup and the intense selection process each hybrid goes through. Learn more online by visiting https://www.lgseeds.com.

New world screwworm was confirmed in a human over the weekend who recently traveled to Central America. We talk about that impact on the cattle market, a mixed day overall in grains and thoughts on the latest outside market moves. Arlan Suderman with StoneX joins us for our Midday Commentary.

Friday wrapped up a fairly busy week of news for agriculture as EPA announced a decision on small refinery exemptions, that was mostly a non-factor in Friday's grain trade. We also saw new yield estimates out from this week's Midwest Crop Tour that are a bit lower than USDA. And......cattle continued to impress into the weekend. DuWayne Bosse with Bolt Marketing joins us to discuss and close out the week of trade. Find more online by visiting https://www.boltmarketingllc.com. Also, it has been a major talking point on social media and throughout the grain markets this week.....what did scouts see on the Midwest Crop Tour? Is the massive crop being forecast actually out there? Ted Seifred with Zaner Ag Hedge joins us to share his thoughts on what he saw during his time on the western leg of the tour for 2025. More at https://www.zaner.com. And corn rootworm continues to be a pesky issue for many corn growers across the Midwest and it has really become a year-round management issue. Brian Ternus, LG Seeds agronomist in Minnesota, wants farmers to consider how they manage corn rootworm when they make their seed selections for the 2026 crop season. We also discuss extended diapause of northern corn rootworm and get tips on management. More at https://www.lgseeds.com.

As the EPA announced its decision on small refinery exemptions on Friday morning, we saw a somewhat muted response in the markets. We also have news coming out of the Jackson Hole meeting with Fed Chair Jerome Powell that has sent the stock market higher at midday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

Soybeans and soybean oil were the upside leader on a mostly positive trading day Thursday. Was it the news announcement of details for the U.S./European Union trade framework that included many ag products like soybean oil? Was it a general bounce in the market? Bryan Doherty, Senior Market Advisor with Total Farm Marketing joins us to discuss the trade action in grains and livestock on today's show. Learn more online at https://www.totalfarmmarketing.com. Also, it is a new episode of Cattle Chatter, as Susan Littlefield and Brad Kooima dive into another dynamic week in the cattle complex led by strength in feeders so far throughout the week. Learn more at https://www.kkvtrading.com.

Soybeans are the upside leader on Thursday as we see a mostly positive day across the grain and livestock trade. We discuss the market action with Arlan Suderman from StoneX.

The cattle complex continues to ride the rocketship this week as we saw another sharply higher day in feeder and live cattle futures on Wednesday. Meanwhile, we saw a mostly higher day in grains and oilseeds with Chicago wheat showing a good bullish reversal off contract lows at midweek. Mike Zuzolo from Global Commodity Analytics joins us today for a good technical lesson and analysis for cattle, wheat and soybeans. Learn more online at https://www.globalcommresearch.com. In our opening segment, we get market perspective on grains, livestock and the outside markets with Arlan Suderman from StoneX to get our show started. More at https://www.stonex.com.

A mixed day in the grains, more strength in cattle on Wednesday. Arlan Suderman from StoneX joined us for perspective and analysis at midweek in our Midday Commentary for August 20th, 2025.

Grain markets were quietly lower on Tuesday as we continue to follow along with results and pictures from the Midwest Crop Tour. How is all of this data and big crop potential affecting risk management strategy for producers? Jacob Burks with AgMarket.net joins us to discuss that and look at more volatility in the cattle complex. Find more at https://www.agmarket.net. Why is it important to consider genetic diversity when placing your seed order for next year and beyond? Josh Johnston, AgriGold agronomist from Kentucky, joins us to share examples of why farmers should consider placing several different hybrids across their acres. He also provide insights from his AgriGold "Learning Hub" field trials. More at https://www.agrigold.com.

We saw lower grain market action at midday on Tuesday while cattle were finding continued strength to start the week. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss in our Midday Commentary.

Cattle market volatility continues to be off the charts as we saw another day to the upside in feeder and live cattle futures, with strength in midday boxed beef as well on Monday. We take a look at some of the continued volatility and examine a quiet start to the week for grains with John Heinberg from Total Farm Marketing. More online at https://www.totalfarmmarketing.com. Also, we run through more severe weather and rainfall for the Upper Midwest over the weekend and get a look at this week's forecast ahead with Eric Snodgrass from Nutrien Ag Solutions. More online at https://www.ag-wx.com.

Grains are off to a quiet start this week while there's more positivity in cattle on Monday. Plenty of news to watch this week with crop tours, weather and the Jackson Hole meeting for the Federal Reserve. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

We saw a really strong finish to the grain and livestock trade on Friday after a volatile week of trading and market moving headlines. The question now is whether or not next week's Midwest Crop Tour will actually confirm some of the big yield estimates from USDA? Plus, an update on screwworm had the cattle on edge to close the week. Brian Grete, Sr. Grain and Livestock Analyst for Commstock Investments joins us today for a conversation and analysis of this week's market trade. He also shares some direct insight and experience into what could be seen on next week's crop tour. More at https://www.commstock.com. Also in segment four of today's show, Susan Littlefield joins us with market perspective from Mark Gold with Top Third, a division of StoneX.

It is looking like a positive end to a volatile week for the grain complex on Friday as traders watch weather, headline news and more. Meantime the outside markets are mixed as Trump and Putin meet in Alaska and cattle seem to be waiting on a New World Screwworm update from USDA as of 11am CST on Friday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary and analysis.

Cattle were sharply lower on Thursday as traders seemed nervous once again as we close out another week. Some of that spilled into the lean hogs complex as well while in the grains, soybeans saw some profit taking on Thursday. We discuss the markets perception of the USDA numbers, export sales and more with Bryan Doherty from Total Farm Marketing. More can be found online at https://www.totalfarmmarketing.com. And, on the latest episode of Cattle Chatter, Susan Littlefield is joined once again by Brad Kooima from Kooima, Kooima & Varilek to get perspective on more volatility in this cattle trade. Find more online at https://www.kkvtrading.com.

Soybeans are the downside leader on Thursday as we see moderate losses in grain and livestock trade. We also had a hotter than expected PPI inflation number out this morning. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary.

We see the grain markets quietly higher on Wednesday while there is more volatility in the livestock complex. Arlan Suderman from StoneX joins us for an update in our Midday Commentary.

On Tuesday, USDA dropped a massive yield estimate for corn at 188.8 bushels per acre for this growing season. That number, along with the 2025/26 corn production forecasted at a record 16.7 billion bushels, would be 1.4 billion bushels more than the prior record set in 2023/24. Meanwhile, USDA also forecasted a slightly higher soybean yield at 53.6 bushels per acre on the August WASDE Report. What do all of these numbers mean for the markets and how did the trade react on Tuesday? Tyler Schau with AgMarket.net and Craig Turner with StoneX joins us on today's show for recap and analysis.

The season's first survey-based yield forecasts are here from USDA and they are calling for a monster U.S. corn crop and a slightly higher U.S. soybean crop to be harvested this fall. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and recap of the latest numbers from USDA.

An overnight social media post from President Trump sparked buying in soybean futures to start the week as he indicated "he hopes China will quickly quadruple its soybean orders" from the U.S. due to short supplies in China. Then, President Trump signed an executive order shortly after lunch on Monday that extends the tariff pause between the U.S. and China for another 90 days. What does this all mean for the markets? John Heinberg with Total Farm Marketing joins us to discuss. Find more online at https://www.totalfarmmarketing.com. We saw a fair amount of severe weather and heavy rain over the weekend causing flooding in some areas. How is that impacting late season crop development AND could we see some heat/dryness concerns for some parts of the U.S. this week or not? Eric Snodgrass with Nutrien Ag Solutions joins us for our Weekly Weather Update. Learn more at https://www.ag-wx.com.

Soybeans are the star of the show on Monday after President Trump's social media post on Sunday evening calling on China to quadruple its U.S. soybean purchases. Meantime, corn and wheat are quiet ahead of Tuesday's August WASDE report from USDA and we have seen a little follow through in cattle futures selling to start the week. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary for Monday, August 11th, 2025.

A tough end of the week with limit lower trade in feeder cattle and almost limit down in live cattle on Friday. Was it simple profit taking or is something else brewing? Meanwhile, grains couldn't follow through on Thursday support and finished quietly mixed into the weekend. Kristi Van Ahn-Kjeseth with Van Ahn & Company joins us to break it all down on today's show. Find more online at https://www.vanahnco.com. And as we enter the home stretch of the 2025 growing season, we continue to hear reports of good looking crop conditions in many areas including Iowa. Dave Hoy, LG Seeds Agronomy Division Manager, joins us for an update on what he calls a "scary good" looking corn crop in central Iowa. We also discuss the importance of scouting, corn rootworm pressure and more. Find more details online at https://www.lgseeds.com.

Friday is bringing us a mixed and quiet session in the grains and oilseeds as we can't seem to find much follow through from the gains seen on Thursday. Mike Castle from StoneX joins us to discuss the grain and outside markets headed to the weekend.

We saw grains and cattle find some supportive price action on Thursday with moderate gains in corn, wheat and soybeans while the cattle complex continues its impressive run to the upside. Are we possibly turning a corner in these markets? Is it time for a summer rally in the grain markets? Bryan Doherty with Total Farm Marketing joins us for analysis and conversation on today's program. You can learn more and contact Bryan by visiting https://www.totalfarmmarketing.com. Plus, as this cattle market continues its run higher in the futures complex, we get a breakdown of this fascinating bull market on a new episode of Cattle Chatter. Susan Littlefield is joined again this week by Brad Kooima from KKV Trading to discuss. learn more at https://www.kkvtrading.com.

We are finding green on the screen across most of the ag markets on Thursday. Could we be finding some much needed support in the grain complex? What about fertilizer prices and global news impacting that side of the crop input markets? Mike Castle, Senior Fertilizer Analyst at StoneX, joins us to discuss in our Midday Commentary for Thursday, August 7th, 2025.

It was another mixed to lower day on Wednesday in the grain and oilseed complex as the trade continues to seemingly focus on big U.S. supplies more than anything. We dive into the charts, balance sheets and more for wheat and corn along with a look at cattle and energy on today's show with Mike Zuzolo from Global Commodity Analytics. More at https://www.globalcommresearch.com.

Another mixed to lower day in grains and oilseeds on Wednesday while the cattle complex is finding more support. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis on the grain, livestock and outside market trade at midweek.

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.