The Commstock Report Podcast

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/

china chinese doubt joe camp

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/

brazil farmers brazilian silently going broke

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/

china mexico record corn bean buys usda

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/

brazil kazakhstan

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/

thanksgiving stress farm costs elevated farm bureau