The Commstock Report Podcast

Grain Farming Profitability Shrinking For 2026

Play Episode Listen Later Dec 23, 2025 9:37

Send us a textIn this conversation, Matthew Kruse from Commstock Investments discusses the cost structure for agricultural production in 2026, focusing on seed, fertilizer, and chemical costs. He highlights the significant increases in fertilizer prices and the implications for profitability in corn and soybean production. The discussion also touches on yield expectations and the importance of crop rotation in managing costs and maximizing returns.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

farming grain profitability shrinking

Matter of How Big For Brazil Bean Crop

Play Episode Listen Later Dec 22, 2025 10:19

Send us a textThis conversation provides an in-depth analysis of Brazilian soybean production as it heads into the final stages of the 2025-26 growing season. Analyst Brian Grete discusses the current state of the harvest, weather forecasts, and regional production dynamics, highlighting the potential for a record crop despite some weather-related challenges.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Subscription Sneak Peek

Play Episode Listen Later Dec 19, 2025 9:04

Send us a textIn this conversation, the host provides a detailed analysis of the current cattle and grain markets, discussing recent trading activity, market trends, and technical indicators. The insights include expectations for cattle trade following the cattle on feed report, a review of grain prices, and a technical analysis of key market indicators for corn and cattle futures. The host emphasizes the importance of monitoring market conditions and technical levels for future trading decisions.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

sneak peek subscription

Do Soybeans Even Care About Chinese Purchases?

Play Episode Listen Later Dec 18, 2025 13:51

Send us a textIn this conversation, Senior Analyst Brian Grete discusses the current state of the soybean market, focusing on the implications of Chinese demand for U.S. soybeans. He explores the dynamics of market reactions to trade agreements, the significance of export forecasts, and the overall sentiment among traders regarding soybean prices. Grete emphasizes that while initial reactions to Chinese purchases were positive, the market has since become disenchanted, leading to a decline in prices. He also makes projections about future demand and the likelihood of meeting USDA export forecasts.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Holiday Market Mechanics Take Over

Play Episode Listen Later Dec 17, 2025 10:45

Send us a textIn this conversation, Joe Camp discusses the current state of the markets as the year comes to a close, focusing on technical influences, speculator behavior, and the impact of economic indicators on commodity trends. He emphasizes the importance of understanding consumer sentiment and the potential for a Santa Claus rally, while also expressing caution about the overall economic outlook as we head into 2026.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Brazil Producing 3 X More Soybeans Than They Need

Play Episode Listen Later Dec 16, 2025 10:37

Send us a textIn this conversation, Matthew Kruse discusses the current weather patterns in Brazil and their impact on soybean production. He highlights unexpected rainfall in regions typically affected by La Nina, leading to positive crop yields. However, he raises concerns about Brazil's overproduction of soybeans, which may lead to market saturation and lower prices. The discussion also touches on the dynamics of the global soybean market and future projections for production and exports.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Funds Clearly Front-Run Chinese Soybean Buys

Play Episode Listen Later Dec 15, 2025 7:20

Send us a textIn this conversation, Senior Analyst Brian Grete discusses the recent soybean export sales, particularly focusing on the significant purchases made by China. He highlights the discrepancies in reported sales data, the impact of fund positioning on soybean prices, and the overall market dynamics influenced by Chinese demand and government actions. The analysis provides insights into the current state of soybean exports and future expectations.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Apparently Exports Don't Matter

Play Episode Listen Later Dec 12, 2025 9:05

Send us a textIn this episode, Eric Relph from Comstock Investments discusses the current state of agricultural markets, focusing on export sales, market reactions, and technical analysis. He highlights the importance of China as a buyer and the impact of economic trends on commodities like soybeans, corn, and cattle. The conversation also touches on the influence of equity futures on the cattle market and the overall sentiment in the agricultural sector as the holiday season approaches.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

china exports

China's Soybean Shell Game

Play Episode Listen Later Dec 11, 2025 12:14

Send us a textThis conversation delves into the complexities of Chinese soybean demand, focusing on recent purchases of U.S. soybeans, the implications of state-owned auctions, and the ongoing trade agreement between the U.S. and China. The discussion highlights the economic factors influencing these purchases, including tariffs and market conditions, while also addressing the strategic maneuvers by China to meet its commitments amidst a backdrop of fluctuating supply and demand.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Soybeans Stay Nothing but Political

Play Episode Listen Later Dec 10, 2025 10:07

Send us a textIn this conversation, Joe Camp discusses the current state of soybean markets, focusing on trader positions, political influences, and technical analysis of prices. He highlights the importance of timely data for making informed trading decisions and the psychological factors affecting market trends. The conversation also touches on the future outlook for soybean exports and demand, particularly in relation to China.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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WASDE: Corn Surprise; Punts Beans & Wheat

Play Episode Listen Later Dec 9, 2025 8:04

Send us a textIn this analysis of the USDA's December WASDE report, Brian Grete discusses significant changes in corn exports and ending stocks, the stability of the soybean market, and the lack of changes in wheat projections. He emphasizes the importance of the upcoming January reports, which are expected to provide critical insights into crop production and market trends. The conversation also touches on global supply factors, including developments in South America and geopolitical influences on agricultural markets.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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How Farmers Can Save Big Money With Tax Planning

Play Episode Listen Later Dec 8, 2025 31:27

Send us a textIn this conversation, Vance Glaser discusses the financial advantages of employing children on a family farm, particularly focusing on the tax benefits that can be leveraged. He explains how parents can pay their children up to $15,750 tax-free, which not only provides financial support to the children but also offers significant tax deductions for the parents. This strategy can lead to substantial savings on both income and self-employment taxes, making it a beneficial approach for families involved in farming.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Soybean Breakdown

Play Episode Listen Later Dec 5, 2025 15:03

Send us a textIn this conversation, Eric Relph and Justin McKinney from Comstock Investments discuss the current state of the agricultural market, focusing on the significant influence of China on soybean prices and export sales. They analyze market dynamics, the importance of timely sales, and the strategies involved in grain merchandising. The discussion also touches on the cattle market, highlighting the challenges and opportunities present as the year-end approaches.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

china soybeans

2025 Corn Crop Keeps Getting Better

Play Episode Listen Later Dec 4, 2025 9:39

Send us a textIn this conversation, Senior Analyst Brian Grete discusses the U.S. corn crop's record yield and quality for the year, highlighting insights from the U.S. Grain and Bioproducts Council's harvest quality survey. He emphasizes the importance of test weights, grading, and the implications for both biofuel and feed industries. Grady also addresses future market projections and the potential impact of USDA reports on corn usage and quality assessments.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Doubt Chinese Demand Later

Play Episode Listen Later Dec 3, 2025 8:10

Send us a textIn this conversation, Joe Camp discusses the current state of the grain trade, focusing on the soybean market and the implications of Chinese demand. He highlights the lack of recent export sales announcements and the potential bearish trends in soybean futures. The discussion also covers the corn market, emphasizing its role as a wild card in future trade dynamics and the importance of tracking export commitments from China.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Are Brazilian Farmers Silently Going Broke?

Play Episode Listen Later Dec 2, 2025 11:03

Send us a textIn this conversation, Matthew discusses the current state of Brazil's soybean crop, the impact of weather patterns, and the financial struggles faced by Brazilian farmers. He highlights the ongoing expansion in the agricultural sector despite rising bankruptcy rates, attributing this to new investments and a different bankruptcy process in Brazil. The conversation provides insights into the complexities of the agricultural market and the potential implications for future production.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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China Bean Buys Needed; Corn Record Quick

Play Episode Listen Later Dec 1, 2025 8:21

Send us a textThe conversation focuses on the export trends for corn, soybeans, and wheat, highlighting the significant role of Mexico as a buyer, the strong commitments for corn and wheat, and the lagging soybean exports, particularly in relation to China. The discussion emphasizes the importance of maintaining export pace to meet USDA forecasts and the implications of trade agreements on future purchases.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Bears Already Gone for Thanksgiving?

Play Episode Listen Later Nov 26, 2025 8:15

Send us a textThe conversation discusses the relationship between Thanksgiving and corn futures, particularly focusing on how the timing of first notice day can influence market dynamics during this period.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

thanksgiving bears already gone

What does Brazil and Kazakhstan have in common?

Play Episode Listen Later Nov 25, 2025 11:31

Send us a textThe conversation explores the growing popularity of biofuels in Brazil, particularly focusing on corn ethanol and its impact on traditional sugarcane production. The discussion highlights the political acceptance of biofuels and the significant shift in agricultural practices over the past decade.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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Thanksgiving Costs Down, Farm Stress Elevated

Play Episode Listen Later Nov 24, 2025 8:08

Send us a textThe conversation discusses the changing costs of Thanksgiving dinner, highlighting the Farm Bureau basket's components and the price fluctuations of various items, particularly turkey.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

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