Podcasts about october wasde

The October World Agricultural Supply and Demand Estimates Report says the 2024-2025 corn outlook is for smaller supplies, larger exports, and reduced ending stocks.See omnystudio.com/listener for privacy information.

Nathan Mangold with Advance Trading is back to discuss takeaways from the October WASDE report. He offers his thoughts on where harvest basis will go and also shares his perspective on how to approach 2025 marketing. Tune in!

The October WASDE dropped Friday October 11th, and though it largely held pat on USDA updates from both the September report and from the end of month stock updates, there was still news to be made as South America's crop comes into clearer focus and tensions across the country and around the globe continue to escalate.DTN's Lead Markets Analyst Todd Hultman joins us today for one last WASDE breakdown, talking us through trade expectations and market reactions since the report came out, and how the global picture for corn, soybeans and wheat has been tweaked. We'll dig into the confidence growers can have in the October numbers, and dive deep on the livestock markets to understand what USDA is predicting for the final quarter of 2024. Then we'll tackle China trade news, the winter energy outlook and how Mideast conflict might be affecting that picture, and what the weather outlook might have in store for harvest season.Then we'll talk about market impacts of the election and the long term potential of a growing Brazilian harvest.

Last week's October WASDE was free from any big surprises, but today we'll talk about harvest progress, more buying in the spec market, and fall weather finally showing up here in the US.

The USDA's October WASDE report was largely in line with the September forecast and private analysts estimates. 

This week Jeff and Mike discuss the October WASDE report. The protein markets have been in a solid uptrend. Jeff breaks down the recent highs. 

Wheat U.S. wheat stocks decline, but still up YOY Soy complex Soybean & soybean oil balance sheets unchanged Corn See soy complex Sugar Beet sugar production up 2023/23 high-tier raised by how much? Now available for purchase! McKeany-Flavell's U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more Don't forget to register for our next webinar! Fall Market Outlook on October 23, 2024 Registration is now open! Check your email or visit mckeany-flavell.com Host/Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Commodity Specialist

We have an October WASDE report on Friday, various world drought issues of note in the markets and many other factors to take a look at. Mike Zuzolo with Global Commodity Analytics joins us to discuss on today's show. Learn more online at https://www.globalcommresearch.com. Plus, we have a catch-up conversation on autonomy in agriculture with Sabanto founder Craig Rupp in Segment One and discuss issues with red crown rot in soybeans in Segment Four with Brian Norton from Syngenta.

Grains close lower on Thursday, with livestock mixed to lower as well.  Grains saw profit taking and farmer selling.  DuWayne Bosse, Bolt Marketing, says grains ran up into some chart resistance and he thinks the fund short covering is starting to subside as well.  Plus, harvest pressure may be picking up and overwhelming any technical buying.  The markets are still watching global weather and rains forecasted for Brazil and Argentina next week had the market removing weather premium.  However, geopolitical tensions in the Middle East and caution ahead of the October WASDE are also market factors.  Livestock were mixed to lower on profit taking and hedge pressure following new near term highs on Wednesday and even though cash cattle trade so far has been strong.See omnystudio.com/listener for privacy information.

NOPA crush analysis, a review of the October WASDE and Jay's look at dairy.

MIP Markets with Shawn Hackett - October WASDE ReportShawn looks at the WASDE report and breaks down what happened and the market's reaction. Click To Listen:https://www.spreaker.com/user/9810017/mip-markets-with-shawn-hackett-october-w Click To Watch:https://youtu.be/McLKSpB902IPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstalk #letsgomovesomeiron Contact Me at:movingironllc.commovingironpodcast@movingironpodcast.com

The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat markets, we saw 2023/24 estimations for both global production and trade trimmed.

On today's episode of the AgCast, we recap the October WASDE report numbers, give the latest data on the Mississippi River levels and do the math on Arkansas' net farm income calculations. We also taste tested all the food at the state fair and tell you what to leave room for and what you can skip.

The October WASDE dropped Thursday, October 12th, and it wasn't certain that it would, given the threat of a government shutdown that was narrowly avoided in recent weeks. Chaos in Congress is just one of the breaking news stories causing anxiety throughout financial and commodity markets, especially after a renewed conflict in the Middle East thrust the geopolitical state of Central Asia and Eastern Europe back into the spotlight. Agricultural markets are not seeing outsized impacts for the news, but analysts are watching carefully as the stories continue to evolve. DTN's Lead Markets Analyst Todd Hultman joins us today to tackle the report and offer his thoughts and insights on the bigger picture. We'll discuss expectations going into a report that is known for being much more reliable for yield predictions than earlier editions, and we'll fit the latest figures into USDA's outlook for global stocks and demand for corn, soybeans and wheat. Plus, Todd will explore the latest in the livestock sector, dig into the latest on the unexpected, pre-report soybean rally, and think more about the weather effects still ahead. Then we'll talk interest rates and employment and how they may affect ag markets going forward.

Corn and soy complex Lower yields expected and were delivered for both Wheat U.S. wheat production bucks trend of global reduction Sugar 2022/23 US sugar imports lowered 154,000 STRV 2023/24 production lowered 12,000 STRV as lower beet production mostly offset by higher cane production 2023/24 ending stocks lowered 157,000 STRV Next Wednesday! Join us for our Fall Market Outlook webinar Wednesday, Oct. 18, 2023, 11am PT / 2pm ET Register now at mckeany-flavell.com Host: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Craig Ruffolo, Vice President – Commodity Specialist    

Jeff and Mike discuss the October WASDE results and its impact on the grain markets. To wrap up this weeks podcast they also discuss the hog market moves along with a glimpse into current fundamentals. 

The October WASDE was friendly for soybeans with ending stocks unchanged at 220 mb while global stocks were cut 3.6 mmt.  Corn ending stocks were lowered 110 mb.  Wheat numbers were bearish up 55 mb on U.S. carryover.  Jim McCormick of AgMarket.Net has analysis and price reaction.  See omnystudio.com/listener for privacy information.

On Wednesday's AOA, powered by Cenex Roadmaster XL, we start the show with Engine Technology Forum (formerly the Diesel Technology Forum) Executive Director Allen Schaeffer in Segment One. In Segment Two, we preview the October WASDE report coming up on Thursday with Ted Seifried, Chief Market Strategist at Zaner Ag Hedge. In Segment Three, we discuss Farm Bill, the Bunge/Viterra merger and more with DTN Ag Policy Editor Chris Clayton. Then we wrap up the show learning more about the passage of the Animal Drug User Fee Act (ADUFA) with NCBA Chief Veterinarian Dr. Kathy Simmons.

October WASDE preview, impact of Israeli invasion, weather and dairy.

In its October WASDE report, the government indicated a reduction in soybean yields, partly offset by a gain in grain stocks.See omnystudio.com/listener for privacy information.

David discusses yield details from the newly released October WASDE report, trends in wheat pricing, and the relationship between corn and wheat prices, highlights the four remaining questions in the AEI Yield Forecast Challenge, and introduces the newest season of AEI Presents - Nothing Borrowed, Nothing Gained.

On this episode, AT&T's President of Broadband Adoption and Access Initiatives, Jeff Luong, discusses the telecom giant's push to expand rural broadband and Soiltech Wireless founder Ehsan Soltan talks about the soil monitoring device company's growth and its partnership with AT&T. We also catch up with Precision Planting's Bryce Baker, to discuss the latest developments with the company and to talk about what farmers should think about when preparing their planters for 2023. U.S. Meat Export Federation President Dan Halstrom discusses another strong month for U.S. red meat exports, Jesse Allen brings perspective on the October WASDE report in our Market Talk segment and Ray Bohacz discusses generator maintenance in “Bushels and Cents.” The episode also features the latest single from true Nashville honky-tonk artist Joe Michaels. Timestamps Soil Test Pro advertisement: 0:00 Intro and news: 0:30 Goatlifeclothing.com advertisement: 6:28 Jeff Luong, AT&T: 6:47 Ehsan Soltan, Soiltech Wireless: 23:26 Bryce Baker, Precision Planting: 33:03 Dan Halstrom, U.S. Meat Export Federation:  44:00 Jesse Allen, Market Talk: 46:42 Ray Bohacz, “Bushels and Cents”: 52:18 Joe Michaels: 53:56

Friday's AOA began with a wheat crop quality update from Dave Green, Executive Director of the Wheat Quality Council, and the update was good news! Clayton Pope, of Clayton Pope Commodities joined the show in segment 2 to discuss the markets reaction to the October WASDE report. Ken Zuckerberg, Lead Economist for Grains and Farm Supply at CoBank broke down their recent report on the potential impact of biofuels in ag over the next 8 years. And we closed the show with Erin Borror, Economist at the US Meat Export Federation about the latest jump in pork exports to the rest of the world.

The US Department of Agriculture (USDA) is projecting there will be less corn and soybean production according to the October World Agricultural Supply and Demand Estimate (WASDE) report.Senior Editor Mark Milam talks to Sylvia Traganida about what the latest update reveals about US corn and soybean crops and also how this could impact the US domestic fertilizer markets.  

The October WASDE dropped Wednesday, October 12th, and this month's estimates include insight from farmer surveys as harvest gets underway across the country. Markets have rallied as USDAs numbers inch closer to those reported by Gro Intelligence and other yield tours, though outside influences are holding down prices in some regions.DTN's Todd Hultman joins us to help us link the data from the recent September 30th report with today's global figures, and to unpack what changes in inputs, exports, and global demand might mean for prices in the months ahead. We'll dig into record setting wheat and corn crops, and shape up possibilities for livestock markets in the fourth quarter of 2022. More on rising interest rates, shipping disruptions, and the state of Eastern Europe's grain market.

On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappearing. Relative to expectations, the report was bearish on corn and bullish on soy, and it resulted in funds partially unwinding their corn/soy spread. The prime takeaway is that supply inflation is being increasingly controlled by weak, recession-linked demand.

The U.S. Department of Agriculture released its WASDE report for October on Wednesday, and soybeans definitely received the bulk of the market reaction. Although corn and wheat yield projections were relatively in-line with analyst expectations, it was the soybean yield that made the market go…hmm. Arlan Suderman, of StoneX tweeted, “USDA pegged the #soybean yield... Read More

Wheat Ending stocks lowest since 2007/08 Wheat exports fall to lowest in 50 years Corn Corn will need help from consumption Soy complex Fingers crossed for South American soybeans! Sugar Compared to its row crop cousins, sugar is the “quiet child” Make sure to register for next week's natural gas webinar! Wednesday, Oct. 19 Register here! Host: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist

On Wednesday, USDA released the October WASDE report and gave updates to the balance sheets both in the U.S. and globally. The U.S. soybean yield estimate came down to 49.8 bushels per acre, which surprised the trade. We discuss the numbers, their impact on the trade and much more with Mike Zuzolo of Global Commodity Analytics. Learn more online by going to https://www.globalcommresearch.com. We also get analysis of the October WASDE report in segment one with Arlan Suderman of StoneX from our Midday Commentary on Wednesday. Today's show brought to you in part by Growmark/FS; learn more online at https://www.growmark.com.

USDA has released the October WASDE report and provided most numbers within pre-report expectations. However, there were a few surprises to be had. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the report and look at the market trade reaction.

October WASDE, MPOB report, weather and dairy.

Listen this week as David discusses changes brought by the October WASDE and the pros and cons of being "defensive" with fertilizer choices. Not yet a member of AEI Premium? Sign up for a free 14-day trial to AEI Premium: https://aei.ag/premium/.  

On this episode, we preview next week's Sunbelt Ag Expo in Moultrie, Georgia, as well as the 94th annual National FFA Convention & Expo, set for Oct. 27-30, in Indianapolis. Jesse Allen discusses the October WASDE report in our Market Talk segment and Ray Bohacz is talking blend air doors in “Bushels and Cents.” The episode also features singer/songwriter Paige King Johnson, a Pam Tillis protégé who just released a new single, “Baby Don't.” Timestamps Intro/news: 0:00 Goatlifeclothing.com advertisement: 5:10 Becca Turner, Sunbelt Ag Expo: 5:29 Concept AgriTek advertisement: 15:28 Mandy Hazlett, National FFA Organization: 16:00 Jesse Allen, Market Talk: 31:30 Ray Bohacz, “Bushels and Cents”: 37:17 Gateway Seed advertisement: 38:56 Paige King Johnson: 39:26

The October WASDE dropped Tuesday, October 12th. This report was expected to be a market mover, as USDA was expected to make some significant adjustments in the aftermath of the September 30th Grain Stocks report, and this months' report was their first opportunity to correct the record.  DTN's Todd Hultman joins us today to unpack the updated figures in a report that turned out to be one of the more bearish we've seen in 2020.  We'll talk more about the changes to stocks and demand estimates, how global supply chain disruptions are likely to continue unsettling ag exports, and how changes in the size of the US's livestock herds might be affecting feed demand.   Then we'll discuss short stocks for wheat, harvest weather, and how COVID, inflation, and a dispute debt ceiling could impact ag markets. 

Join Luke and Grain Specialist Caleb Pelster as they go over the main features of the October WASDE. Caleb shares his thoughts on where you should be on corn and soybean sales and offers a few strategies as well.

USDA has released the October WASDE report with a few numbers of note. Were there any big surprises to the trade? Arlan Suderman of StoneX joins us to discuss and share the numbers he was keeping a close eye on in today's report.

Grain markets reacted mostly as expected after the release of the October WASDE and Crop Production reports from USDA on Tuesday. Soybeans were down hard, corn was down moderately and wheat was higher. We break down all the numbers and where we go from here with Jim McCormick of AgMarket.net on today's show.

Of course, we celebrate farmers every day on The Big Show yet today is extra special and it's October WASDE report day so one of the best market analysts in the business Don Roose joins Bob and Andy to break down the bearish report. PLUS ISU's Allison Robertson takes us out in the field with some up-to-the-minute breaking news about black mold being found AND the Three Big Things You Need to Know.

Corn & soy complex Big bear day for corn, soybeans, and soybean oil—higher stocks Wheat Production now the lowest in 19 years Ending stocks fall to 580 million bushels Sugar Record beet crop forecasted at 5.348 million STRV Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Commodity Specialist Expert: Kevin Combs, Vice President – Sweeteners Specialist    

We saw mixed to weaker trade on Monday as we gear up for the Tuesday release of the October WASDE report from USDA. Did the soybean market price in the potentially bearish report today? What about corn and wheat? John Heinberg with Total Farm Marketing joins us to discuss.

The September 30th Quarterly Stocks report wasn't expected to cause much of a stir, but bigger than expected updates to soybean totals surprised markets and analysts alike. DTN's Todd Hultman joins us today to unpack USDA's updates and discuss how these updated figures fit into the overall picture as the 2021 season inches closer to the close. We'll talk more about what new stock levels mean for adjacent markets like ethanol and crush, how exports might come into play, and what might be on the horizon in terms of prices going into the October WASDE and beyond.

11-9-20 • WASDE Report out tomorrow (11/10) • How was the October WASDE set up? • Corn the highs made & carryout • Outside market influences…NASDAC & DOW • Cattle market & what does a vaccine mean to the proteins • Outlook for the rest of the week

Caleb Pelster, Grain Specialist in Elgin, joins Luke to discuss the October WASDE report. Listen as they discuss the ever-changing report and how they would start to plan for 2021.

This week in the markets – Cash cattle traded $3.25 higher this week and feeder cattle markets were anywhere from steady to $4 higher. December live cattle futures contract closed $1 higher and November feeder cattle closed $3 higher. Choice box beef price was $1.50 higher this week. Cash barrow and gilt prices were $.50 higher this week. The December lean hog futures contract closed a little more than $2.50 higher. The pork cutout value was $2.75 higher this week, supported by the strength in the bellies.Retail prices for September – Both Choice beef and pork prices were higher in September relative to a year ago. Beef was up $.07 and pork was up $.09. However, both choice beef and pork retail prices were lower than a month ago. Boneless sirloin steak prices were 5.7 percent lower than a year ago in September, while boneless pork chops were 1.6 percent above year-ago levels. Consumer Sentiment – The Index of Consumer Sentiment show a rebound in October, up 3 percent. The Current Economic Conditions portion of the index rose 4.5 percent in October. Supply and Demand – The USDA report showed growing supplies of pork and chicken for 2020 an increase of 650 million pounds from last month's report. Exports were also increased in the October WASDE for 2020, with pork leading the way, up 240 million pounds. USDA made modest revisions for their livestock price out look for 2020. The most interesting price outlook increase is for barrow and gilt prices, which are projected $9 higher for 2020. USDA lowered soybean estimates by 1 bushel per acre. From a feeding standpoint the increased the expected soybean meal price by $20/ton.Monthly Trade Data – In August production of beef, pork, and chicken was actually down 166-million-pounds from year-ago levels, while exports were up 2 5 million pounds year over year. August pork exports increased by 22 percent relative to a year ago as China led the way with stronger trade. Year to date, exports to China are 142 million pounds above year-ago levels. August beef exports were 4 percent below year-ago levels. Both exports to Japan and South Korea fell below year-ago levels in August. Trade, trade, and more trade – Big news this week with Japan and potentially China.Next week's reports: No reports. But there will be a lot of trade to talk about then.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.