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Corn stocks came in much higher than trade estimates anticipated, causing fund liquidation that spilled over into the soybeans and wheat futures. Wheat production was raised slightly, but the report was overall neutral for wheat and soybeans. Cattle futures ended the day higher, with expectations that packers need more cattle to make up for last week's interrupted kill. Arlan Suderman with Stone X Financial recaps today's trade.
USDA's quarterly Grain Stocks report gave corn a bearish surprise and sent front-month futures down about 20 cents. Kristi Van Ahn-Kjeseth of Van Ahn & Company joins Market Talk to break down what the numbers mean for corn, soybeans, wheat and cattle, and how to approach 2027 marketing. We also hear from Arlan Suderman with StoneX in Segment One and look at news headlines to close the show in Segment Four.
USDA provided a bit of a bearish surprise for the corn market in the Quarterly Grain Stocks report out on Wednesday. But, was it something that needed to be done? We discuss that and recap the numbers with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.
Grains and oilseeds are under pressure to start the week amid some disappointment it seems from some traders regarding the US/China summit. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to put into perspective the market reaction and more as we move forward this week.
This edition of *Commodity Week*, hosted by Todd Gleason, features market analysts Arlan Suderman, Dave Chatterton, and Ted Seifried evaluating current grain marketing dynamics, harvest progress, and geopolitical trade developments. The panel examines the recent US-China summit, anticipating official details regarding China's 25-million-metric-ton soybean commitment, proposed agricultural tariff exemptions, and a $17 billion purchase agreement. Discussion also covers yield projections, with Suderman modeling the national corn yield at 181.1 bushels per acre amidst harvest-related basis pressure and tight global shipping logistics. Chatterton highlights fuel price volatility and reminds producers of upcoming crop insurance and Farm Bill ARC/PLC deadlines. Finally, Seifried previews the September 30 USDA Grain Stocks report, projecting steady carryover figures, and advises utilizing synthetic puts to lock in profitable cash sales while maintaining upside exposure to potential early 2027 South American weather risks.Panelists- Arlan Suderman, StoneX- Dave Chatterton, Strategic Farm Marketing- Ted Seifried, Zaner Ag Hedge ★ Support this podcast ★
The week brings no news from China. Wheat continues to struggle because of the Black Sea. Rainfall distribution hammers soybeans.
China talks leave markets waiting for details as harvest delays pressure corn and soybeans. Arlan Suderman breaks down the week's market moves.
Mixed action in the markets at midday Thursday as traders await news from the Trump/Xi meeting in Washington D.C. while also watching other headlines. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.
Traders are watching headlines this week for any news about the potential for peace talks between Russia and Ukraine, and also the US and Iran. The trade summit with China begins tomorrow, and that will also have heavy influence on grains, depending on what news comes out of the negotiations. Cattle ended the day higher, optimistic about the week's cash trade.
We see the grain markets under pressure at midday while cattle are trending higher. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Wednesday, September 23rd, 2026.
Brian Splitt of AgMarket.Net joins Market Talk for technical analysis to break down corn, soybeans, wheat, cotton and cattle charts as the market braces for a big meeting with China and the quarterly Grain Stocks report. Splitt lays out three separate technical measurements pointing to $6.50 corn, a soybean target near $13.60, an SRW wheat objective around $8.60, and a feeder cattle setup that could carry prices toward $3.60.We also hear from Arlan Suderman from StoneX in our opening segment with analysis and perspective on Tuesday's trade and look at ag news headlines to close the show.
Grain and livestock markets are mixed to lower in a turnaround Tuesday type of trading session. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Tuesday, September 22nd, 2026.
Grain and livestock markets have found support to the upside through midday Monday. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.
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Soybean and soy product futures fell at the Chicago Board of Trade. Technical factors and fundamentals plagued the end of the week trade. Arlan Suderman with StoneX believes commodity futures are well positioned in front of meetings with China. Harvest delays are expected next week.
Arlan Suderman is the Chief Commodities Economist for StoneX Group Inc. and he joins us as our guest market analyst today plus Zach Tindall of Producers Livestock Marketing shares analysis and perspective on the cattle and beef markets. Nick Tsiolis of Farmer's Keeper has mid-week our cash grain update.See omnystudio.com/listener for privacy information.
The Fed just raised rates for the first time in three years, a Saudi supply shock has Brent crude back near 2008 highs, and record rail fuel surcharges are hammering grain basis right as harvest gets underway. Mike Zuzolo of Global Commodity Analytics joins Jesse Allen to unpack all of it, plus what's next for cattle, wheat, and the upcoming Trump-Xi meeting.We also get Fed reaction to open the show with Susan Littlefield and Arlan Suderman at StoneX in Segment One as they talked immediately following the rate announcement.Also, Brevant Seeds retail sales agronomist Doug Becher joins Market Talk to talk through the 2026 growing season in southeastern Minnesota and how this year's field conditions, yield data, and disease pressure should shape seed decisions for 2027. Doug covers what farmers experienced this season, why taking notes during harvest matters as much as yield maps later on, the diseases showing up across Minnesota fields (southern rust, bacterial leaf streak, and Goss's wilt), and why locking in seed decisions early gives farmers the best shot at their top hybrid and variety picks for next year.
We talked the Fed, interest rates, energies and commodities in Wednesday's Midday Commentary with Arlan Suderman, Chief Commodities Economist at StoneX.
On Tuesday's Market Talk, we begin the show with news headlines and listen back to our Midday Commentary with Arlan Suderman at StoneX in Segment One. Then, we listen back to a conversation with Terry Johnston, Development Officer for Farm Rescue, during this year's Farm Progress Show in Segment Two.Jacob Burks of AgMarket.Net joins Tuesday's Market Talk in the second half of the show to break down the market's reaction to Friday's WASDE, a surge in energy prices tied to Middle East supply threats, and early signs of life in the cattle market. Burks and Jesse Allen cover soybean crush data, the diesel price squeeze hitting producers mid-harvest, 2027 acreage math, wheat's geopolitical exposure, and why hogs still can't find a bottom.
Soybeans and soybean meal are finding support on Tuesday while it's mixed across other commodities. Arlan Suderman with StoneX joins us to discuss the trade action in our Market Talk Midday Commentary.
Soybeans are the upside leader on Monday while corn and wheat are quietly mixed, as crude oil prices move about $100 a barrel. Meantime, cattle futures are moving higher once again with feeders the leaders to start the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.
USDA slightly cut the U.S. corn yield projection on the September WASDE report while there were minimal changes elsewhere. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a recap and analysis of the September report out on Friday.
Soybeans and cattle are finding support on Thursday while we saw a rise in the latest headline Producer Price Index out this morning. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a conversation about the markets in our Midday Commentary.
Mark Miller, senior manager of phosphate and potash for Growmark, discusses a growth of availability of imports from around the world.Wyatt Williamson, manager of the Edgar County Farm Bureau, discusses the results of the county's yield survey.Arlan Suderman, Stone X, joins the program to disucss another market week as it's beginning to wind down and the size of the projected crop.
Managed money flows out of grains ahead of the USDA report on Friday, taking a cautious approach to what the yield projections may be. Corn and soybean yields are expected to be lower, but with a wide range of estimates. Wheat futures slid with pressure from row crops and the potential for higher winter wheat acreage. Arlan Suderman with Stone X Financial recaps today's trade.
We see broad pressure in grain and livestock trade on Wednesday while energy prices are on the rise once again. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the markets and review the September StoneX Customer Survey yield results that were released on Tuesday afternoon.
Mixed market action out of the holiday weekend. We talk about it with Arlan Suderman from StoneX in our Midday Commentary.
We talk grain and livestock market pullbacks, record high diesel prices, jobs numbers and more ahead of the Labor Day weekend with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.
Another volatile week across livestock and grains heading into the holiday weekend as diesel prices hit all-time highs this week. We begin the show listening back to Friday's Midday Commentary with Arlan Suderman from StoneX who discuss grains, livestock with the rumored Executive Orders from President Trump, jobs numbers and more.Then in Segment Two, Tommy Grisafi of Ag Bull Media and Nesvick Trading joins the show to break down why it's less a farm problem and more an American problem with high diesel prices— a hidden tax touching everything from grocery prices to freight surcharges. Tommy walks through how to manage 2027 marketing risk in a high-input environment, why one client bought a December '27 put to set a floor while keeping upside open, the corn futures curve out through 2029, Friday's jobs numbers and what they mean for the Fed, and a candid take on AI already reshaping jobs in ag media.In Segment Three, Scott Varilek of Kooima Kooima Varilek (KKV Trading) in Sioux Center, Iowa joins the show to break down the MCOOL beef labeling move, why the U.S. cattle herd is at a 75-year low and can't be rebuilt overnight, sluggish hog trade, Black Sea headlines driving grain, and diesel prices hitting all-time highs just as producers start budgeting for 2027.
Grains lose some momentum as traders set back with some profit taking with a lack of new bullish news. Underlying support still holds with lower expected yields and geopolitical risk. Cattle closed lower as the demand for beef after the holiday weekend is uncertain. Arlan Suderman with Stone X Financial recaps today's trade.
Markets are mixed at midday Thursday as we continue to try and rally in the grain complex this week. Arlan Suderman with StoneX joins us to discuss the rally, the. tightening balance sheets, Treasury buybacks and more.
President Trump announced on Friday that he has reached a deal to lower beef prices for consumers and that news has sent volatility into the cattle markets. Arlan Suderman with StoneX joins us to discuss that, a quiet Friday in the grain markets and more in our Market Talk Midday Commentary.
The ProFarmer Crop Tour continues, and after finding lower yield potential for corn and lower pod counts for soybeans for Nebraska and Indiana, corn and soybean futures rallied. Wheat futures were led higher by the row crops and new attacks in the Black Sea. Cattle futures dropped and made some technical damage as the market questions the stability of higher boxes. Arlan Suderman with Stone X Financial recaps today's trade.
Grains are rallying again on Wednesday while livestock are showing pressure, particularly in cattle. Arlan Suderman with StoneX joined us to discuss in our Market Talk Midday Commentary for Wednesday, August 19th, 2026.
Soybeans were the star at midday on Monday while the rest of the markets were mixed. Arlan Suderman with StoneX joined us for our Midday Commentary on Monday, August 17th, 2026.
Wheat is rallying on more Black Sea tensions while the cattle complex is under pressure Friday from the news of Tyson Foods closing facilities in Illinois and Utah. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Friday, August 14th, 2026.
More Black Sea headlines, continued reaction to the August WASDE Report and a down day in livestock are all top of mind in Thursday's trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the market trade, new PPI data and more in our Market Talk Midday Commentary.
Ukrainian attacks on Russia's largest grain exporting facilities rallied grains overnight into Wednesday's session. The latest USDA yield projections were slightly lower than anticipated for corn and soybeans. Acreage was increased in today's WASDE for corn and soybeans, with around 2 million additional acres, combined. Arlan Suderman with Stone X Financial recaps today's trade.
Corn and soybean yields came in a bit lower than analyst expectations while harvested area for both crops came in higher according to USDA's August World Agricultural Supply and Demand Estimates report out on Wednesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and reaction in our Midday Commentary.
Markets were mixed to lower at midday Tuesday as it appeared traders were positioning ahead of the August WASDE Report out on Wednesday from USDA. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.
Arlan Suderman with StoneX shares their latest yield estimates, Ed Usset with the University of Minnesota is our guest grain analyst, USDA Under Secretary Richard Fordyce talks Livestock Indemnity Program for cattle lost to heat. See omnystudio.com/listener for privacy information.
Grain and livestock markets are showing a bit of a rebound in Tuesday trade. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX.
Arlan Suderman of StoneX Group is guest market analyst to help us wrap up the week and Patrick Linnell of CattleFax shares perspective on the Cattle on Feed and inventory reports released today.See omnystudio.com/listener for privacy information.
Ukraine's drone technology has advanced, causing Russia to retaliate and close major shipping ports. Weather concerns heat up with the temperatures in both Europe and the US. Cattle fall again today ahead of Friday's Cattle on Feed report. Arlan Suderman with Stone X Financial recaps today's trade.
Agriculture's top headlines this week focus on the policy decisions, trade developments and market forces influencing producers as the growing season continues. Additional headlines include Corn Congress in Washington D.C., where growers are advocating for new demand and trade opportunities, along with China's latest soybean import figures and proposed EPA changes to diesel engine regulations. We also cover ag labor reform, water infrastructure legislation and the latest crop progress report. This week's interview is with Arlan Suderman, chief commodities economist at StoneX, who joins Delaney Howell at the NAFB Summer Showcase to discuss the latest developments in the grain markets. They break down the factors influencing recent price fluctuations, what has changed over the past several weeks, and what producers should keep an eye on as the growing season continues. Stay connected with us for daily agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!
The July 16 edition of Commodity Week, hosted by Todd Gleason from the National Association of Farm Broadcasting (NAFB) Summer Showcase in Kansas City, Missouri, features agricultural analysts Mike Zuzolo of GlobalCommResearch.com and Arlan Suderman of StoneX. The program delves into deep macroeconomic and geopolitical parallels between the current market environment and the 1980s, highlighting how shifts in Chinese demand and escalating global conflicts, particularly new drone-driven disruptions in the Black Sea, are altering international grain and energy trade. The panel examines the operational complexities of domestic biofuel policies, such as the 45Z tax credit and RVO programs, noting that while soybean crushing remains robust, older biomass diesel plants are facing maintenance and cash flow limitations due to delayed regulatory guidelines. Looking ahead to the fall harvest, the experts advise grain producers to carefully monitor regional basis swings, look past short-term fund-driven market volatility, and proactively manage risk by securing early pricing protections.Panelists - Mike Zuzolo, Global Commodity Analytics and Consulting - Arlan Suderman, StoneX ★ Support this podcast ★
Global conflict in the Persian Gulf have impacted fuel and fertilizer prices for U.S. farmers. Now, conflict in the Black Sea Region between Russia and Ukraine threaten not only fuel but food for the rest of the world. Arlan Suderman with StoneX says some of the worst fears in the market are now being realized.
Concerns over grain shipping infrastructure rise sharply as the war in the Black Sea escalates. Corn and soybeans rallied as well with the support from wheat. Cattle are faced more liquidation today, with lower cash and cutout prices. Arlan Suderman with Stone X Financial recaps today's trade.
Crude oil rallied today as the conflict with Iran reignites, with fresh attacks from both sides. The latest weather models, however, show a little cooler weather ahead of next week's heat wave, putting pressure back on grains. Cattle closed mixed as feeders found support on lower corn prices. Arlan Suderman with Stone X Financial recaps today's trade.
The June 25 edition of Commodity Week featured analysis from Arlan Suderman of StoneX, Curt Kimmel of AgMarket .net, and Greg Johnson of Total Grain Marketing. The panel evaluated the impending June 30 USDA acreage and quarterly grain stocks reports, noting that these figures, alongside developing weather patterns, will establish the primary direction for the markets. Expectations for corn acreage generally reflect a slight decrease from March intentions, while soybean acreage is anticipated to be marginally higher.Weather remains a dominant factor as the corn crop approaches its critical July pollination window. Elevated temperatures will accelerate growing degree days, but sustained heat combined with high overnight temperatures could negatively impact final yields. The panel also highlighted specific agronomic risks moving into the latter half of the summer. These include the eastward drift of smoke from western wildfires and the potential for southern mold spores to increase disease pressure, making fungicide application decisions crucial for producers this season (CropProtectionNetwork.org).Significant uncertainty persists regarding international trade commitments on the demand side. The market is closely monitoring China's purchasing pace to determine if the nation will meet its stated targets by the end of the calendar year. Additionally, potential agricultural shipments to Iran, facilitated by the use of frozen assets, represent another unresolved variable that could substantially tighten the overall balance sheet. Until these international demand factors and late-season weather impacts are clarified, producers are exhibiting notable reluctance to make new crop sales at current price levels.Panelists - Greg Johnson, Total Grain Marketing - Curt Kimmel, AgMarket.net - Arlan Suderman, StoneX ★ Support this podcast ★