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Grains choppy on China uncertainty; Brazil and US lowering soybean basis; weather still mostly ideal for South American corn and soy crops, record wheat harvest underway in Southern Hemisphere; grains look to get a bump on expected re-opening of US government; world FOB update.
Grains pushed higher on China hopes; Brazil soybean basis plummets to stay competitive; export inspection update; world FOB summary.
In this episode of The Hydrogen Podcast, we dive into the real mechanics of the hydrogen economy — not the hype, but the contracts that make it all work. Drawing on the latest data from the August 2025 Oxford Institute for Energy Studies report, Paul Rodden breaks down how offtake agreements are defining the future of hydrogen finance, investment, and market credibility.
Grains struggle to hold gains after trade deal with China; Brazil's soybean FOB offers decline to well below US; Argentina reports possible frost damage to wheat in southern region.
Toward the close, Live Cattle futures were an average of $5.33 higher. Feeder Cattle futures were an average of $8.57 higher. Negotiated cash fed cattle trade was inactive on light demand in all major cattle feeding regions through Wednesday afternoon, according to the Agricultural Marketing Service. So far this week, FOB live prices are [...]
Grains pushing higher on trade optimism; South American weather ideal for corn and soybeans; world FOB update.
Com a expansão do pré-sal e avanços na infraestrutura offshore, o Brasil se aproxima da marca de 4 milhões de barris de petróleo produzidos por dia. Acompanhando esse crescimento, a Argus lançou preços FOB para os óleos de Tupi, Mero e Búzios, facilitando a comparação com matéria-prima de outras localidades e o entendimento dos custos para as refinarias. Saiba mais nesta conversa entre Camila Fontana, chefe adjunta de redação no Brasil, e João Scheller, especialista do relatório Argus Crude.
With the expansion of the pre-salt fields and advances in offshore infrastructure, Brazil is approaching the milestone of producing 4 million barrels of crude per day. Attentive to this growth, Argus has launched FOB prices for the Tupi, Mero, and Buzios grades, facilitating comparisons with feedstock from other regions and supporting the understanding of refinery costs. Learn more in this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Brazil, and João Scheller, specialist for the Argus Crude report.
Con la expansión del presal y los avances en la infraestructura offshore, Brasil se acerca a la marca de 4 millones de barriles de petróleo producidos por día. Acompañando este crecimiento, Argus lanzó precios FOB para los crudos Tupi, Mero y Buzios, lo que facilita la comparación con materias primas de otras regiones y la comprensión de los costos para las refinerías. Conozca más en esta conversación entre Camila Fontana, subjefa de la oficina de Argus en Brasil, y João Scheller, especialista del informe Argus Crude.
Negotiated cash fed cattle trade ranged from limited on moderate demand in the North to inactive on light demand in the Southern Plains through Thursday afternoon, according to the Agricultural Marketing Service. Although too few to trend, there were some early FOB live sales in Nebraska at $240/cwt. and in the western Corn Belt [...]
How to Find the Right Manufacturer for Your Apparel Brand (Without Wasting Time or Money) Think finding a manufacturer is as easy as a Google search? Think again. In this episode of The Business of Apparel, Rachel breaks down the crucial process of sourcing and interviewing manufacturers the right way, so you don't waste thousands of dollars or end up with unsellable inventory. With 25+ years in the industry and real experiences from members inside her mentorship program The Board, Rachel shares very crucial steps to compare vendors, calculate true unit costs, negotiate MOQs, and protect your brand with a solid vendor agreement. If you're sourcing your very first production run or switching vendors to reduce tariffs, this is the guide you must follow to keep your margins clean and your operations smooth. In this episode, you'll hear: - How to start the manufacturer sourcing process strategically - Using your extended network to get real vendor recommendations - Understanding minimum order quantities (MOQs) and their impact on budgeting - Breaking down different types of costing: CMT, FOB, and DDP - Why vendor agreements are non-negotiable for protecting quality - Navigating tariffs and freight costs in today's global apparel market Sign up for the Secrets Behind Billion Dollar Apparel Brands Masterclass here: https://www.thebusinessofapparel.com/secrets Join The Board here: https://www.thebusinessofapparel.com/the-board We can't wait to hear what you think of this episode! Purchase the Business of Apparel Online Course: https://www.thebusinessofapparel.com/course To connect with Rachel, you can join her LinkedIn community here: LinkedIn. To visit her website, go to: www.unmarkedstreet.com.
Grains slip lower on advancing harvest and lack of trade progress; markets waiting for tomorrow's Stocks/Small Grain Summary reports; world FOB update.
Cattle futures regained some ground Thursday. Toward the close, Live cattle futures were an average of $1.17 higher. Feeder Cattle futures were an average of $2.03 higher. Negotiated cash fed cattle trade was moderate on moderate demand in Nebraska through Thursday afternoon, according to the Agricultural Marketing Service. So far this week, FOB live [...]
Wheat leads grain complex higher; Russian wheat production increasing; STATS Canada releases stocks report; world FOB update.
Interview with Kiran Morzaria, CEO, Cadence MineralsRecording date: 5th September, 2025Cadence Minerals presents one of the mining sector's most compelling valuation disconnects, trading at a £10 million market capitalization while holding 35% ownership in Brazil's Amapá iron ore project valued at $1.97 billion NPV. The AIM-listed diversified investment company operates what may be one of the most undervalued mining assets in the current market.The Amapá project stands apart through its fully integrated infrastructure, encompassing mine, railway concession, and port facilities under single ownership. This rare configuration enables the company to target production of 5.5 million tons annually of premium 67.5% Fe grade direct reduction pellets with exceptionally low operating costs of $27 per ton FOB. The integrated supply chain provides both cost leadership and potential third-party revenue streams, with the railway historically carrying 700,000 tons of external material.CEO Kiran Morzaria emphasizes the infrastructure advantage: "One of the reasons that we can keep this low is because we own our own port. We have effectively a renewable concession on the railway, which will renew every 23 years." This positioning allows competitive delivery to China at $55-60 CFR, maintaining profitability even under pessimistic pricing scenarios.The investment thesis centers on two key catalysts. The immediate opportunity involves restarting the Azteca plant with just $3.5 million investment to generate 330,000-390,000 tons annually within nine months, providing cash flow and operational validation. Longer-term value creation requires securing strategic partnerships to access the $370 million capital needed for full-scale development.The company's brownfield advantage, premium product quality, and defensive cost structure position it favorably against market volatility. However, execution depends critically on partnership arrangements, making this a high-leverage play on management's ability to attract suitable joint venture partners while demonstrating operational capability through near-term production.Learn more: https://www.cruxinvestor.com/companies/cadence-minerals-plcSign up for Crux Investor: https://cruxinvestor.com
The Garage Hour: home of microaggressions (plus the other kind) - your favorite gearhead goons got lost in the good stuff (Collegiate Mountains above Salida, Poncha Springs, Buena Vista and St. Elmo) and their trucks will never be the same. Cohosts White Mark the Diversity Hire and the Walkin' Dude came along, and dragged FOB cohosts Papa Smurf and Mike the Gimp along for the fracas. Trails? Tomichi Pass and Hancock Pass (so many rocks), the Bonanza Mine complex (so many options), Mt. Antero (so many feet above sea level), Taylor Mountain (so many llamas), and Billings Lake (so many free beers)... On the way up and down, new Ineos Grenaders were dropped on old rocks, old 4Runners climbed some new obstacles, an Extreme Outback toolbox compressor got a cohosting credit, and an e-Jeep almost drove itself off a cliff. See more at "JFSummit3" on Instaspam. Along the way, many sidelong awesomes occurred: Sammy Davis Jr. and the "Cannonball Run", Charlie Daniels and the Beau Weevils, illegal ham and some Bad Fangs, a sweet StayinSalida rental won the cabin versus tent argument, and somebody decided to buy some new shocks.
The Garage Hour: home of microaggressions (plus the other kind) - your favorite gearhead goons got lost in the good stuff (Collegiate Mountains above Salida, Poncha Springs, Buena Vista and St. Elmo) and their trucks will never be the same. Cohosts White Mark the Diversity Hire and the Walkin' Dude came along, and dragged FOB cohosts Papa Smurf and Mike the Gimp along for the fracas. Trails? Tomichi Pass and Hancock Pass (so many rocks), the Bonanza Mine complex (so many options), Mt. Antero (so many feet above sea level), Taylor Mountain (so many llamas), and Billings Lake (so many free beers)... On the way up and down, new Ineos Grenaders were dropped on old rocks, old 4Runners climbed some new obstacles, an Extreme Outback toolbox compressor got a cohosting credit, and an e-Jeep almost drove itself off a cliff. See more at "JFSummit3" on Instaspam. Along the way, many sidelong awesomes occurred: Sammy Davis Jr. and the "Cannonball Run", Charlie Daniels and the Beau Weevils, illegal ham and some Bad Fangs, a sweet StayinSalida rental won the cabin versus tent argument, and somebody decided to buy some new shocks.
In Teil 2 unserer Incoterms-Serie gehen wir richtig in die logistische Tiefe: Welche Klauseln machen in der Praxis wirklich Sinn – und wann wird es gefährlich teuer, wenn man nicht sauber arbeitet?
From a young immigrant kid running barefoot in Mexico to serving as a U.S. Air Force veteran in Iraq — this is the incredible untold story of Hector Cabrera.In this Urban Valor episode, Hector opens up about growing up with a single mother, losing his father, facing cultural identity struggles, and ultimately finding his calling in the U.S. military. His journey takes us through childhood adversity, immigrant resilience, boot camp discipline, and combat deployments in Iraq — where survival was never guaranteed.This is more than just a veteran story. It's about family, grit, sacrifice, and finding purpose after trauma. Hector shares raw, unfiltered moments — from his first days in America learning English with a Roberto Clemente book, to working the register at his uncle's taco shop when armed robbers walked in, to the night mortars rained down on his base in Kirkuk, Iraq.For veterans, immigrants, or anyone searching for meaning through hardship — Hector's story is proof that how you do anything is how you do everything.YouTube Chapters:00:00 – Life-changing moment in the field01:28 – Hector's childhood in Mexico03:08 – Growing up as an immigrant in America06:25 – Losing his father & family struggles07:17 – Learning English and adapting10:20 – Hard lessons from his mother11:18 – Working at Roberto's Taco Shop (and being robbed at 14)13:08 – First exposure to the military16:30 – September 11th and the call to serve19:04 – Enlisting in the U.S. Air Force22:01 – Boot camp experiences24:42 – Culture shock & military discipline29:04 – Defending missions downrange31:03 – Deployments in Iraq & FOB life36:35 – Mortar attacks and survival routines38:10 – Reflections on resilience and mindset#military #warstories #urbanvalor #marines #warstories #immigrantstruggles #immigrants
Futures continue mostly lower; Black Sea wheat production estimates declining; world FOB update.
Futures drift lower while FOB improves at the Gulf; would FOB update; trade deals happening but little clarity for agriculture.
Negotiated cash fed cattle trade was light on moderate demand in Nebraska and limited on light demand in Kansas through Thursday afternoon, according to the Agricultural Marketing Service. Although too few to trend, there were some early FOB live trades in Nebraska at $230/cwt. and a few in Kansas at $223-$225. Last week, FOB [...]
00:00 Introduction to Coffee Terminology02:50 Understanding FOB and Its Importance05:57 The Process of Coffee Stripping09:05 Buying Forward: Securing Future Inventory12:02 Defining Your Coffee Position15:06 Delivery Orders and Their Role17:49 Understanding NANS and Its Implications21:10 Grain Pro: Enhancing Coffee Quality23:56 The Role of the Green Coffee Association27:12 Hedging: Managing Risk in Coffee Trading27:54 Understanding Hedging in Coffee Trading30:17 The Importance of Allocation33:38 Counterparty Dynamics in Coffee Transactions35:51 Differentials: A Unique Pricing Strategy38:32 Long and Short Positions Explained41:52 The Concept of Lots in Coffee Trading46:32 Understanding Carry Charges49:52 Unit of Measure: The Basics of Coffee Pricing Visit and Explore Covoya! TAKE OUR LISTENER SURVEY
Negotiated cash fed cattle trade was mostly inactive on moderate demand in all major cattle feeding regions through Thursday afternoon, according to the Agricultural Marketing Service. So far, this week, FOB live prices are $4-$6 lower in Nebraska at $236/cwt. and $3-$4 lower in the western Corn Belt at $236-$238. Dressed delivered prices are [...]
Soybeans lead higher; weather non-threatening; world FOB update.
Negotiated cash fed cattle trade ranged from mostly inactive on moderate demand in the western Corn Belt to moderate on very good demand in Kansas through Thursday afternoon, according to the Agricultural Marketing Service. FOB live prices were $3-$8 higher in Kansas at $233-$238/cwt. Although too few to trend, there were some FOB live [...]
Negotiated cash fed cattle trade was limited on good demand in the Texas Panhandle through Wednesday afternoon, according to the Agricultural Marketing Service. Although too few to trend, there were some FOB live trades at $235/cwt., which was steady with the previous day and $3 higher than last week. Elsewhere, demand with limited on [...]
Wheat leads higher; good weather sticks around for corn and beans; world FOB update.
Thursday was a banner day for cash fed cattle with active trade and very good demand in all major cattle feeding regions, according to the Agricultural Marketing Service. Compared to the previous week, FOB live prices were mostly $9 higher in the Texas Panhandle at $232/cwt., $10 higher in Kansas at $232 with some [...]
Negotiated cash fed cattle trade was limited on good demand in Kansas, Nebraska and the Western Corn Belt through Wednesday afternoon, according to the Agricultural Marketing Service. Although too few transactions to trend, there were some early FOB live trades in Nebraska at $229-$230/cwt. and a few dressed delivered sales at $360-$370. Likewise, there [...]
Negotiated cash fed cattle prices gained on Thursday with moderate trade and good demand in the Texas Panhandle, Nebraska and the western Corn Belt, according to the Agricultural Marketing Service. FOB live prices were $1-$2 higher in the Texas Panhandle at mostly $220/cwt., $1-$4 higher in Nebraska at $229 and $1-$2 higher in the [...]
The Truth About Apparel Manufacturer Sourcing & Factory Partnerships In this episode, Rachel breaks down everything you need to know about sourcing an apparel manufacturer and choosing the right factory partner. We go into the key differences between FOB, X-Works, and CMT production models—and why understanding these terms is critical to your brand's success. If you're still unclear on MOQs (minimum order quantities) and MCQs (minimum color quantities), be sure to catch last week's episode for a full explanation here: https://youtu.be/z7d7_kjmWxE. We also talk about sustainability certifications like Bluesign and Oeko-Tex, how to assess factory conditions (hint: check out those floors), and why clear communication with your vendors can make or break your production process. Whether you're just starting out or looking to improve existing supplier relationships, this episode gives you actionable steps to build strong, lasting partnerships. Plus, learn why visiting your factory in person can reveal the real story behind their practices. In this episode, you'll hear: - FOB vs. X-Works vs. CMT pricing models. - Sustainability certifications, specifically Bluesign & Oeko-Tex. - The importance of building strong factory & supplier relationships. - What to look for on a factory visit and why a clean floor says more than you think. Sign up for the Secrets Behind Billion-Dollar Apparel Brands FREE Course here! We can't wait to hear what you think of this episode! Purchase the Business of Apparel Online Course: https://www.thebusinessofapparel.com/course To connect with Rachel, you can join her LinkedIn community here: LinkedIn. To visit her website, go to: www.unmarkedstreet.com.
Wheat pushes higher on Friday, but row crops stalling; weather issues remain for wheat; would FOB update.
Grains mixed on weather and political uncertainty; world FOB update.
Negotiated cash fed cattle trade ranged from limited on light demand in the western Corn Belt to inactive on very light demand elsewhere through Friday afternoon, according to the Agricultural Marketing Service. For the week, FOB live prices were $4-$6 higher in the Texas Panhandle at $208-$210/cwt., $6 higher in Kansas at $210, $4-$6 [...]
Negotiated cash fed cattle trade and demand were moderate in the Texas Panhandle through Thursday afternoon, according to the Agricultural Marketing Service. FOB live prices were $4 higher at $208/cwt. Elsewhere, trade was limited on light-to-moderate demand with too few transactions to trend. However, private sources were reporting higher prices in the North, too. [...]
Cattle futures were higher again Tuesday. Toward the close, Live Cattle futures were an average of 70¢ higher. Feeder Cattle futures were an average of $1.44 higher. Negotiated cash fed cattle trade was at a standstill in all regions through Tuesday afternoon, according to the Agricultural Marketing Service. Last week, FOB live prices were [...]
Negotiated cash fed cattle trade was active on very good demand in all major cattle feeding regions through Friday afternoon, according to the Agricultural Marketing Service. FOB live prices were $7-$8 higher in the Southern Plains at $210/cwt. and $6-$9 higher in the North at $212-$215. Dressed delivered prices were $10 higher at $335. [...]
Wheat surging on weather stress, pulling corn higher; world FOB update.
Cash fed cattle prices helped lead Cattle futures higher Friday and for the week. Negotiated cash fed cattle trade was light to moderate on good demand in the North through Friday afternoon, according to the Agricultural Marketing Service. FOB live prices were $3-$5 higher at $205/cwt. in a light test. Dressed delivered prices in [...]
Grains see strong rebound last week but run into economic headwinds this week; USDA sets spring crop insurance prices; world FOB update; Supply/Demand tomorrow.
Grains see significant pressure last week; tariffs coming tomorrow?; world FOB update.
Grains slip on trade war concerns and improving weather; world FOB update; Ag Outlook Forum starts Thursday.
Wheat leads higher on winter-kill concerns as major cold snap hits southern plains; world FOB update.
There was no USDA report for Monday negotiated cash fed cattle trade at press time. Last week, FOB live prices were $203/cwt., which was $3 lower in the Southern Plains, $5 lower in Nebraska and $2-$5 lower in the western Corn Belt. Dressed delivered prices were $7-$8 lower in Nebraska at $320-$321. The previous [...]
Negotiated cash fed cattle trade ranged from mostly inactive on light demand to a standstill in the Southern Plains through Friday afternoon, according to the Agricultural Marketing Service. In the North, trade ranged from slow on moderate demand in the western Corn Belt to moderate on moderate demand in Nebraska. For the week, FOB [...]
Grains stall on Friday but up strong for the week; Supply/Demand Tuesday; Brazil's soy harvest picks up speed; world FOB update.
Negotiated cash fed cattle trade was active on very good demand in the North through Friday afternoon, according to the Agricultural Marketing Service. FOB live prices were $7 higher in Nebraska at $210-$212/cwt. and $6-$7 higher in the Western Corn Belt at $210-$212. Dressed delivered prices were $6-$8 higher In Nebraska at $328-$330 (a [...]
Negotiated cash fed cattle trade was at a standstill in all major cattle feeding regions through Monday afternoon, according to the Agricultural Marketing Service. Last week, FOB live prices were $1 higher in the Texas Panhandle at $201/cwt., steady to $1 higher in Kansas at $201, unevenly steady in Nebraska at $203-$205 and $1-$3 [...]
Negotiated cash fed cattle trade ranged from mostly inactive on light demand in the Southern Plains to light to moderate on light to moderate demand in the North through Friday afternoon with too few transactions to trend, according to the Agricultural Marketing Service. For the week, FOB live prices were $1 higher in the [...]