Podcasts about seasonally

US and the World It is that time of year again when we’re in the homestretch hurtling toward most critical crop development time of the year. Often times, seasonality tells us that some of the best prices for new crop are had in mid-June and early July. This is the time when the crop can go through difficult times during the growing season. However, so far things look pretty good. US corn planting was 97% complete as of June 8th with soybeans coming in at 92%. 66% of the US corn crop looked good to excellent as of June 8th about four points less than last year's 71%. USDA estimated that 65% of soybeans that had emerged were in good to excellent condition. It is a long road; the USDA released their latest report on June the 11th. The USDA made few changes in their June WASDE report. It is sticking with their estimate of 15.995 billion bushels of corn based on an average yield of 183 bushels per acre which will put us at the second largest corn crop ever after last year. Acreage remains the same at 95.3 million acres. Total domestic use for US corn is forecast at 13.055 billion bushels with corn exports projected now would be 3.15 billion bushels. New crop ending corn ending stocks are set to come in at 1.96 billion bushels. Old crop corn ending stocks also were bumped up sitting at 2.145 billion bushels. Brazilian and Argentinian corn production was also raised to 138 MMT and 43 MMT respectively. On the soybean side of the equation the USDA made no changes from last month’s report. We are still looking at 4.435 billion bushels of soybeans at a trend line estimate of 53 bushels per acre and 84.7 million acres. If this comes to fruition, it’ll be the second largest soybean crop in U.S. history. One telling statistics from the USDA report was the US winter wheat production which was cut from 1.048 billion bushels to 1.029 billion bushels. This will mean that is the smallest US winter wheat crop since 1965. On June 12th corn, soybeans and wheat were lower than the last Market Trends report. July 2026 corn futures was at $4.12 a bushel. Dec 2026 corn was at $4.40 bu. The July 2026 soybean futures was at $11.13 bu. The November 2026 soybean futures were at $11.13. The July 2026 wheat futures closed at $5.84 a bushel. The Minneapolis July 2026 wheat futures closed at $6.18 a bushel with the September 2026 contract closing at $6.42 a bushel. The nearby oil futures as of June 12th, 2026, closed at $84.88/barrel much lower vs the nearby futures recorded in the last Market Trends report of $105.42/barrel. The average price for US ethanol in the US was $2.18/gallon, lower vs the $2.22/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on June 12th, 2026, was .7155 US, down vs the .7272 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario A long stretch of good weather his certainly been good for planting progress across Ontario. For the most part both corn and soybeans have been planted as of June the 13th. Rainfall has been in short supply which is added planting progress. There is some uneven emergence in heavier soils but the big issue going into later June is moisture. The crop will need that to give it a head start on what could be a very hot Month of July. Winter wheat continues to march toward harvest time. It has benefited from some ideal temperatures earlier in June and later in May. Lots of fungicide application is apparent as you drive by Ontario wheat fields. As it stands now we’re looking at 1.17 million acres of wheat, 2.89 million acres of soybeans and 2.32 million acres of corn in Ontario this spring. Basis levels have actually been maintained versus the last Market Trends report partly because the Canadian dollar is lower at .7155 US. This has mitigated the price decline regarding basis as futures have declined significantly. With the Canadian dollar showing weakness old crop corn basis is actually increased slightly while the soybean basis has maintained where it was. Old crop corn basis levels are $1.50 to $2.22 over the July 2026 corn futures on June 12th across the province. New crop corn basis levels were $1.20 to $1.60 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.40 to $4.15 over the July 2026 futures. New crop soybeans range from $3.30 to $3.60 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.04. For July 2026 new crop the bid is in the $7.00/bu range. On June 12th the US replacement price for corn was $6.26/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/daily-commodity-report/ The Bottom Line There has been a huge move down in grain futures prices, so aggressive you got to wonder the reason why? Although the vagaries of trading algorithms can be complex at times in retrospect this is pretty obvious. The funds had held huge, long positions most of the spring in grains and they bailed out over the last several weeks. Part of the reason for this is because of the improved crop weather and the progress of the crop. It also had to do with following the energy markets. The war in Iran has had a lot to do with this. Initially there was a price spike in oil, which reached $105 a barrel in mid-May. Grains tended to follow this pattern and funds were using it as somewhat of a hedge. However, as ceasefires grew longer, the trading algorithms sent energy prices down currently at $84 a barrel. As of June 14th, there is a permanent settlement supposedly in the works, which could soften up the energy markets even more. Grain prices have fallen in concert. Keep in mind that much of this market volatility has to do with geopolitics but also something different in 2026. Trading algorithms are dialed into what the President of the United States says on social media and this becomes trading behavior the next day. It is also being affected by predictive markets like Kalshi and Polymarket, where you can bet on just about anything. In many ways, is just another form of demand, something that is very difficult to measure. That new reality is still grounded in grain fundamentals even though at times it’s very hard to see. For instance, we have been given pretty good opportunities to price grain over the last several months before the funds left. This new predictive supercharged speculation giveth and taketh away. It surely will continue. Commodity Specific Comments Corn Old crop corn is just a long story now having lost easily $0.60 over the last 30 days. Keep in mind despite what the algorithms our trading at the crop is not made in May and June, it’s usually July and August. That's when new crop is made but we can’t ignore what has happened to new crop prices. Your December futures were trading just at $5 a bushel just over a month ago and of course it’s down now to lows we seen last October. Will we get back to that $5 level? It seems unlikely now but of course if hot and dry hits in July there is precedent for that. The July 2026 corn contract is currently priced at 8 cents lower than the September 2026 contract a bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The July 2026 corn futures contract is at the 6th percentile of the past five-year price distribution range. Soybeans Believe it or not soybeans don’t like wet feet and in some parts of the American growing area that’s exactly what they have. It is a completely different scenario than what we have here in Ontario. However, as we all know it’s usually August weather that determines soybean yield and high temperatures and sunshine can eliminate those wet feet very quickly. Needless to say, it is a reminder that weather will continue to dominate the health of this crop. The energy markets have also had an effect on the soybean market but less so than in corn partly because of the strength in soybean oil. The soybean oil market has also retreated in concert with oil but not as much as might be expected given the dynamism of that market. The US policy toward biodiesel is really helping. The July 2026 soybean contract is currently priced 5.25 cents below the August contract considered bearish for old crop soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The July 2026 soybean contract is currently at the 20th percentile of the past five-year price distribution range. Wheat The wheat market has broken hard over the last 30 days and in many ways, it doesn’t quite add up. We’re looking at the smallest American winter wheat crop since 1965 with crop conditions in Nebraska and Kansas very poor. As per usual there is wheat everywhere in the world except maybe in the United States with potential getting less and less. Despite that, the funds have exited large parts of the agricultural commodity market and the wheat was not immune from that. In Ontario producers have seen approximately a dollar decrease in the price of new crop wheat over the last month, a bitter pill but still much higher than a year ago. Despite the bearishness in wheat the Ontario crop does look good going into July and producers will be hoping for good quality. That would put Ontario producers at a great advantage especially with the Americans having the smallest crop in 60 years. The Bottom Line (cont.) The Canadian dollar has been weaker based on a number of reasons but there has been a call from the American President regarding the 51st state once again. Anytime that that happens it usually drives down the Canadian dollar and this time was no exception. Also too, we have slipped into a technical recession having a couple quarters of negative economic growth. Some of this has come from the tariff effect from the United States on manufacturing in Ontario. As it is, the Canadian dollar is usually in an inverse relationship with the US dollar. However, the Canadian economy needs a boost or at least a boost of good economic news to take the loonie higher. Basis values for Ontario grains will be largely dependent on the crop that we get this year. At the present time, all things look good except for maybe some dryness in southwestern Ontario. We need to remember last year eastern Ontario had continual drought and that it resulted in much better cash basis values this past winter and spring. Any such production calamity in Ontario would produce the same type of thing next year. Of course, the value of the Canadian dollar will always impact basis levels especially for soybeans and wheat. What is it going to take to rally these grain markets? Well, bad weather on the other guys farm is usually what does it with regard to reducing overall yield. However, the weather is always a wild card, and it will continue to be. Keep in mind another wild card in this might be China who has been very limited in any American buying but has made some vague buying commitments. If the Chinese were to come along and buy 25 million bushels of soybeans in a year like this one which has projected carry out of 310 million bushels, that would shake up this market. Keep in mind, markets go both ways and at the present time we’re at the bottom of a pretty tough four-week time frame. Grain surpluses are building. For instance, USDA recently increased their outlook for Brazilian corn production to be a new record at 138 MMT. Argentina is looking at record corn as well and we know the Americans are looking at their second biggest crop ever. One thing that means is Ontario producers will be challenged to find their profitable niche in this vastly bigger grain world. However, that’s partly what risk management is for, finding profitability amid challenging circumstances. What it will take will be daily market intelligence. There will be many marketing opportunities ahead. The post Market Trends Report – June & July 2026 appeared first on Grain Farmers of Ontario.

US and the World Planters are rolling across the Great North American corn belt. It is that time of year when the rubber meets the road with regard to all the plans put in place over the last few months. As of May, the 10th 57% of corn was planted in the US and 49% of intended soybean acreage was in the ground. So we’re off to a very good start. However, as every farmer knows there’s lots of risks planting those fields and there’s lots of risk ahead. Markets have been volatile. On Tuesday May the 12th the USDA released their latest WASDE report. The May report is USDA’s first detailed look into crop production for the 2026/2027 crop year. USDA is predicting new crop corn to be 15.995 billion bushels based on the yield guess of 183 bushels per acre. This was within pre report estimates and if it comes to fruition, it will be the second largest corn crop on record trailing only last year's 17.02-billion-bushel blockbuster. The planted acreage is set to come in at 95.3 million acres with harvested acreage projected at 87.4 million acres. It really wasn’t a big surprise with regard to these fundamental numbers. The corn ending stocks for 2026/27 are projected to be 1.957 billion bushels. Total corn usage is estimated to be 16.205 billion bushels. On the soybean side of the equation, USDA estimated numbers of 4.435 billion bushels of soybeans with a trendline yield of 53 bushels per acre and 84.7 million acres. If it comes to fruition, this will be the second largest soybean crop in U.S. history. US domestic soybean stocks are set to come in at 310 million bushels which was on the bottom end of the pre report estimates. The Brazilians are set to produce another 186 MMT crop of soybeans and the Argentinians are set to come in at 48 MMTs. USDA estimated 2026/2027 US wheat production to be 1.561 billion bushels which is a decrease from the 1.921 billion bushels last May. If this production comes to fruition, it will be the lowest wheat production since 1972. On May 15th corn and soybeans were about the same and wheat futures were higher than the last Market Trends report. July 2026 corn futures was at $4.55 a bushel. Dec 2026 corn was at $4.81 bu. The July 2026 soybean futures was at $11.77 bu. The November 2026 soybean futures were at $11.70. The July 2026 wheat futures closed at $6.35 a bushel. The Minneapolis July 2026 wheat futures closed at $6.85 a bushel with the September 2026 contract closing at $7.05 a bushel. The nearby oil futures as of May 15th, 2026, closed at $105.42/barrel much higher vs the nearby futures recorded in the last Market Trends report of $94.40/barrel. The average price for US ethanol in the US was $2.22/gallon, higher vs the $2.21/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on April 24th, 2026, was .7272 US, down vs the .7311 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario The Grain Farmers of Ontario's estimation of planting put corn planting at 52% complete, soybeans are at 16 per cent complete, and spring cereals planting is 62 per cent complete across the province as of Wednesday, May 13, 2026. Weather has been uneven early in the season and especially cold going into mid-May. Producers will be hoping for hot weather for good crop emergence and adequate rainfall to get the crop off to a good start. Rainfall has been a bit on the light side in some areas of the province as of mid-May. In fact, although some wheat fields look very good some of the wheat fields that got side dressed late because of tough ground conditions are in need of a good rain. So far at least in the deep southwest of Ontario that has not happened. Weather is always a dominant factor with regard to crop progress. So far it is led to slow development, but of course we’re hoping for a quick turnaround. Ontario corn basis levels have hardly changed from the last Market Trends report. In fact if anything they are a bit lower. Soybeans on the other hand have much higher basis levels which are reflection of the lower Canadian dollar, higher futures prices and the lower soybean supplies in eastern Canada. The Canadian dollar currently at .7272 US continues to add stimulus to Ontario grain prices. Old crop corn basis levels are $1.40 to $2.05 over the July 2026 corn futures on May 15th across the province. New crop corn basis levels were $1.20 to $1.63 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.45 to $4.20 over the July 2026 futures. New crop soybeans range from $3.16 to $3.45 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.72. For July 2026 new crop the bid is in the $7.66/bu range. On May 15th the US replacement price for corn was $6.74/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line Our grain marketing reality is growing a little bit more mixed. A month ago, one of the main topics of discussion was the Iran war and how that had affected both fertilizer and fuel prices. By extension the grain markets rallied. However, that war has now become more dialed into the trading algorithms and a month-long ceasefire has mitigated some of the effect. Needless to say, oil prices are still elevated and the war could continue to flare up anytime. It is truly a wild card for grain producers this year across the North American corn belt. That might be the wild card but of course there is always the weather which has a big effect on what’s happening ahead. For instance, by the weekend of May 16th about 70% of the US corn crop could be planted as well as 2/3 of the soybean crop. Things have turned bearish and that’s partly because of the disappointment in Beijing and partly because of the great crop planting progress and the benign weather. It is leaning into a bearish market environment. If the weather decides to play nice, we know the rest of the story. We will have big crops and probably rising ending stocks. However, on the other hand if there is a hiccup involved with regard to crop weather in supply, we will likely see a mitigating effect on the price dropping. It is shaping up to be a super El Nino year. Looking back at the past super El Nino years, 2015, 1997 and 2023, all had record corn yields. Wheat is at an interesting point. The Chicago wheat contract which is especially relative to producers in Ontario has been dragged up by the HRW wheat price rally. This is happened because of the dry weather in the US southern plains. It is key because the United States will be at a low ebb for HRW for another year. This should support to some extent the Chicago wheat market. As always, with wheat grown everywhere, cheaper foreign wheat always has the potential to show up in US ports. Commodity Specific Comments Corn The US old crop corn ending stocks sitting at 2.1 billion bushels is putting a drag on the corn price. However, it is much higher than it was a year ago and has constantly threatened to go through $5 US. However, it has not done that and backed off currently at $4.81 a bushel. New crop ending stocks at 1.96 billion bushels are telling us there’s not a lot of concern. Old crop prices reflect this. We’ll have to see what the weather does this summer. The December contract breaking through $5 is a tough ask. Seasonality is always part of that and traditionally that has been mid-June for the highest new crop prices. However, over the past five years the seasonality seems to have changed because the best new crop prices being in the first part of May. That possibly might have happened this year. Weather risk and renewed war risk will likely be two factors to break that $5 barrier. The July 2026 corn contract is currently priced at 7.25 cents lower than the September 2026 contract a bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The July 2026 corn futures contract is at the 16th percentile of the past five-year price distribution range. Soybeans Soybeans have been on call with regard to any news coming out of China. At this point there hasn’t been specific numbers mentioned with regard to any type of renewed Chinese demand coming out of the presidential meeting in Beijing. Positive news out of that meeting might have taken the nearby month into the $12.00 futures territory. As it is now, there is really no shortage of soybeans in the United States or in the world at any level. Soybean prices fell after the summit with funds taking profits from the lack of news. However, there still could be increased Chinese buying but it might be more likely that it comes later in the season, when soybeans could be cheaper. Cheap always is the great elixir for Chinese soybean buying. The July 2026 soybean contract is currently priced .25 cents above the August contract considered bullish for old crop soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The July 2026 soybean contract is currently at the 28th percentile of the past five-year price distribution range. Wheat Wheat went up the limit in one trading session of the week ending May 16th. In the May USDA report all wheat production was down to 1.561 billion bushels, and this was 170 million bushels below trade estimates. The HRW wheat was estimated at 515 million bushels which is nearly 290 million bushels below last year. So, for whatever reason, we went up the limit but keep in mind most US wheat is still priced out of global markets. At the moment it’s a US phenomenon seeing this wheat price higher, at a certain point it will likely disappear. Needless to say, it does represent opportunity to price wheat. The Ontario wheat crop could sure use a rain in some areas, but generally looks good. Quality issues can always be a problem when it comes to wheat but drier than normal usually works well. Prices are also a dollar plus higher this year compared to what was received last harvest season in 2025. The Canadian dollar certainly helps with that. Producers will be hoping as the weather grows warmer wheat finds its sweet spot to bring in bumper yields. The Bottom Line (cont.) The Canadian dollar continues to flutter around the 72 cent level US. Over the last several weeks it is gyrated between 73 cents and 71 cents US bouncing in an inverse fashion to where the US dollar goes. At a certain point there is going to be a breakout to the upside and when it does it will be a problem for Ontario cash grain prices. As it is, stronger USD economic data and trade uncertainty with Canada hasn’t been good for the loonie. $0.80 US still seems like a long way off, thankfully for Ontario grain prices. The geopolitical situation continues to be a bit of a hot mess, but a hot mess that the grain trading algorithms have readily devoured. Whether it is Russia and Ukraine or Iran and the United States or Israel and Lebanon grain algorithms have adjusted. However, oil prices are still elevated which help grain prices generally. In the bearish fundamental environment for grain, which we are in now these geopolitical concerns can add a lot of spark to the market at unusual times. Keep in mind that we are in a time frame of grain seasonality we’re often times you can capture new crop marketing opportunities. It is also true that you can sell grain throughout the year successfully especially if you have market orders set. Capturing those market opportunities can be elusive especially in markets like these affected by geopolitical events beyond the grain fundamentals. Despite that, we move on. Here in Ontario, we have the challenge once again this spring of getting the crop in the ground. That can always certainly be a challenge, but it’s also challenged to market our crops in a profitable manner and capture those marketing opportunities when they come along. Grain continues to move out into the export market to compete with cheaper options. At the same time there are value added opportunities here at home built up by our industry overtime. Daily market intelligence remains key. Risk management never grows old. There will be many marketing opportunities ahead. The post Market Trends Report – May & June 2026 appeared first on Grain Farmers of Ontario.

Send us Fan MailCara Sullivan drops in to discuss her journey as a Theater Director, her role at Athens Creative Theater, and some upcoming shows including a Shakespeare in the Park production.  You can find info about upcoming shows at:https://www.accgov.com/646/ShowsBIO: Cara Rose Sullivan is the Program Specialist (Artistic Director) for Athens Creative Theatre. Cara holds an MFA in Theatre Directing from the East 15 Acting School at the University of Essex and a BFA in Musical Theatre from Young Harris College. A lifelong theatre artist, she has been in the performing arts since the age of seven and continues to find her greatest sense of home within the theatre community. Though new to the Athens arts scene, she is thrilled to collaborate with such a passionate creative community. Her recent directing credits include Sylvia, Stonewater Rapture, Sucker Punch, Appropriate (Co-Director), and most recently One Man, Two Guvnors with Athens Creative Theatre, among others. Outside of the theatre, Cara enjoys film, reading, and spending quiet time at home with her beloved dog, Hugo. She extends heartfelt gratitude to her parents, Jackie and Charlie, whose encouragement and presence at every performance have made this journey possible.About ACT: Athens Creative Theatre (ACT) has been a cornerstone of the Athens community for over 60 years, enriching lives through the power of performance and storytelling. Established in 1966 by University of Georgia Drama professor Jane Quinn, ACT began as part of UGA's Children's Theatre and Creative Dramatics classes. These early programs not only nurtured young talent but also provided invaluable hands-on training for graduate students pursuing master's degrees in Children's Theatre. Each student-director led a full production, featuring a child cast performing for young audiences—a tradition of mentorship and creativity that remains at the heart of ACT today.Since those humble beginnings, ACT has evolved into a vital cultural and educational asset in the Athens area. After being adopted by the City of Athens' Leisure Services Department, the theatre expanded its offerings beyond youth productions to include community and university participants. In 2004, Quinn Hall at Memorial Park was dedicated to Athens Creative Theatre and productions also take place at the beautifully restored Morton Theatre in Downtown Athens, where ACT continues to delight audiences with mainstage performances. Seasonally, ACT offers a diverse range of classes and workshops for a variety of ages. Every summer, the theatre hosts multiple theatre camps for students entering grades three through twelve, providing a fun and formative experience in the performing arts.ACT operates as a proud unit of the Arts Division within the Athens-Clarke County Department of Leisure Services. Despite receiving administrative and technical support, ACT thrives as a largely volunteer-driven organization. Community members are invited to contribute their talents in every aspect of theatre—actors, ushers, musicians, designers, builders, designers, choreography, directing, stage management, and front-of-house operations.The ACT team includes: Cara Rose Sullivan, Artistic Director and Program Specialist, Paige Baugher, Stage Manager and Program Leader, and Jeremy Miller, Scenic Artist.

US and the World It is that time of year again when planters are rolling across the Great North American corn belt. As always, there are variations on this theme depending on the weather. Some producers are going well, some are delayed by rain, and some haven’t even started yet. However, as we look into 2026, we have a world awash in grain but at the same time deeply troubled by geopolitical events in the Black Sea and the Strait of Hormuz. Our grain price environment equation is being buffeted every which way. On April 9th the USDA came out with their latest WASDE report. There were few changes coming from the USDA on April 9th. US corn production for 2025/26 Is still pegged at a record 17.02 billion bushels with a yield forecast of 186.5 bushels per acre. Corn ethanol usage came in at 5.6 billion bushels, feed and residual usage came in at 6.2 billion bushels and food seed and residual use and industrial use was projected at 6.97 billion bushels. This year US farmers surveyed came up with the figure of 95.3 million acres of corn which is down 3% from a year ago. Soybeans on the other hand are projected to be 84.7 million acres which is up 4% from last year. Winter wheat acreage is the lowest since 1919. On the soybean side of the equation old crop ending stocks are still set at 350 million bushels. USDA did trim its export estimate by 35 million bushels to 1.54 billion bushels. Total usage is set at 4.262 billion bushels. There was a lowering a world ending stocks reflecting some higher crushed estimates. Production in Brazil remains at 180 MMT and 48 MMT in Argentina. On the global side of things, wheat ending stocks actually increased slightly from the March estimate. On April 24th corn, soybeans and wheat futures were higher than the last Market Trends report. May 2026 corn futures was at $4.55 a bushel. Dec 2026 corn was at $4.84 bu. The May 2026 soybean futures was at $11.78 bu. The November 2026 soybean futures were at $11.55. The May 2026 wheat futures closed at $6.08 a bushel. The Minneapolis May 2026 wheat futures closed at $6.76 a bushel with the September 2026 contract closing at $7.09 a bushel.The nearby oil futures as of April 24th, 2026, closed at $94.40/barrel much lower vs the nearby futures recorded in the last Market Trends report of $111.54/barrel. The average price for US ethanol in the US was $2.21/gallon, down vs the $2.25/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on April 24th, 2026, was .7311 US, up vs the .7185 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario Wet weather has been a characteristic in the early spring throughout Ontario limiting field activity. However, there has been widespread side dressing nitrogen on the wheat with some acres left behind as of Saturday April 25th because of rain showers inundating Ontario. Producers will be looking for dry weather both to get this side dressing done as well as commence corn planting. Statistics Canada is estimating Ontario farmers will grow 2.316 million acres of corn this year and 2.894 million acres of soybeans. In Quebec we’re looking at 825 thousand acres of corn and a million acres of soybeans. Intuitively, the Ontario corn number doesn’t seem quite right especially with the higher fertilizer and fuel costs this spring. However, much of the corn acreage in the province will depend on spring weather. At this early date there is still wide opportunity to garner big corn acres the spring. The erosion in the Canadian dollar of a couple cents since the last Market Trends report is partly responsible for the lower soybean basis in Ontario. However, keep in mind that the short crop in eastern Ontario last year is resulting in a deficit of soybeans to export. This has led to basis strength especially a few weeks ago. At the same time there has been US corn imported into Quebec to satisfy some local requirements. It is all a function of price and as local prices approach the US replacement price, there will be corn imports. Old crop corn basis levels are $1.45 to $2.15 over the May 2026 corn futures on April 24th across the province. New crop corn basis levels were $1.25 to $1.60 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.10 to $3.91 over the May 2026 futures. New crop soybeans range from $3.09 to $3.40 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.43. For July 2026 new crop the bid is in the $7.36/bu range. On April 24th the US replacement price for corn was $6.68/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line In many ways, it’s a new day. For some producers they may have old crop left in the bin but for others it is long in the rear view mirror. What we face as we go into planting our crops this year is risk that we’ve become accustomed to overtime. There are the fundamentals of grain which refers to the supply and demand but of course there is also the weather which we deal with all the time. As we look into 2026 weather concerns will continually dominate where we go. Outlier years like 2012 and 1988 will happen again. However, for the most part they are rare. Needless to say, we will be in a continual weather market until the crop is made. Another important point to realize as we move ahead is that grain fundamentals don’t seem to matter as much as they used to. For instance, right now the world is awash in grain especially coming off good crops from last year. At the same time futures prices have moved higher partly because of geopolitical events and partly because of things unknown. In many ways there is no connection to previous days no classic technical or fundamental analysis to apply. What we’re finding is that trading algorithms are dialed in to social media posts especially at the highest level of the American government and over the last several weeks this has made market prices go higher. Also too, with war in Iran much uncertainty has reigned and the trading algorithms have responded positively. It is always hard to know what will come next especially in this market environment. We know that the potential for another big crop in the United States followed by another big crop in South America is more or less likely. Keep in mind that also will be dialed into the grain trading algorithms. In fact, you might make an argument cash basis may become even more important depending on where you farm. At the end of the day, it is our cash prices which is the litmus test for our market decisions. The war in Iran continues and its effect on our agricultural markets will surely continue. Keep in mind that grain analysts are not military analysts, which creates a lot of noise within the marketplace. As it is, the energy market will continually be a place for big volatility. Soybean oil will be affected as well as our corn markets. We cannot ignore the daily headlines out of Iran. It will always be an influence until things settle down Commodity Specific Comments Corn Corn futures prices lost about $0.40 from their March highs and are currently working halfway back to those March levels. Whether they get there or not is another point of contention. For instance, at the present time we are planting new crop corn and you would think it would take a lot of weather delays and new news to have an effect on our old corn prices as we move forward. For new crop corn there has always been the discussion since the start of the war in Iran about how higher fuel and fertilizer prices might affect US acreage this spring. That debate is still ongoing, but it is probably more likely that weather will affect the corn acres vwesus the fuel and fertilizer debate. Keep in mind that earlier the USDA had forecast 95.3 million acres of corn to be planted this spring. The July 2026 corn contract is currently priced at 5.25 cents lower than the September 2026 contract a neutral to bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The July 2026 corn futures contract is at the 18th percentile of the past five-year price distribution range. Soybeans Soybeans usually have a lot to say, but not so much for the moment. We have been in a trading range of about $0.25 up and down since the big drop on March the 12th. Keep in mind the Chinese have not been back to buy soybeans even though there is a US China summit supposed to be taking place in May. US export demand has been pretty nonexistent within this vacuum. We also know there are likely be more soybeans planted this year in the United States. It is no secret that at the present time South America and Brazil in particular owns the soybean market. They’ve had another record crop over 180 MMT and this will continue to permeate within soybean prices for the near future. As we move ahead, there would have to be another explosion in oil prices or some type of weather calamity in the United States to make this soybean price get much higher. The July 2026 soybean contract is currently priced 6.75 cents above the August contract considered bullish for old crop soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The July 2026 soybean contract is currently at the 28th percentile of the past five-year price distribution range. Wheat Wheat has been a bit of a bright spot in the agricultural commodity market, something that doesn’t usually happen. Remember, wheat is almost everywhere in abundance, but it is spring in the southern US plains where it is dry. This with reduced acres has put a bit of kick in wheat's step. However, keep in mind the wheat prices are lower on the global stage versus in the US. Remarkably, even the US has imported some wheat this year based on that fact. All of this might mean that we are looking at a major marketing opportunity for wheat at the present time. It may be that time in Ontario as well. Wheat prices now are approximately a dollar plus higher than they were last harvest in July of 2025. Wheat producers might argue it’s still not enough, but plus $7.50 wheat has not been here for at least a couple years. Quality issues are always a concern when it comes to wheat, but we are still a long ways from that. For many producers especially on heavy soils, side dressing nitrogen is still the main priority as we head into May. The Bottom Line (cont.) The Canadian dollar is up about a cent in half from three weeks ago which is always a dampening effect for Ontario cash grain prices. These times are tumultuous with the war going on in Iran and recently the American dollar has been sliding which usually results in the Canadian dollar gaining in value. We have also had some Canadian economic data that was pretty good combined with the spectre of interest rate cuts being less likely and oil prices being supportive. Having our Canadian loonie flutter around the 73-cent mark as always good for Ontario cash grain prices. As it is, there is still trouble in the Strait of Hormoz and producers will need to keep abreast of these things especially with regard to how it affects the US and Canadian dollar. When you combine the geopolitical effects, we see now with the oncoming growing season there is a world of risk ahead for grain prices. Keep in mind that ignoring the war for a minute we’re going into a time where seasonality with grain pricing tells us we may see contracting opportunities quite near. In fact, we have already seen some based on the lower prices we had last season. It will be important during this time to keep market orders current in pricing your grain. As stated, earlier USDA has forecast 95.3 million acres of corn and 84.7 million acres of soybeans this year. That’s happening right now and will surely be affected by weather and who knows what else. Once again, there seemingly will be grain everywhere following a consistently normal script for grain prices. However, we all know as producers it is a long way till payday. There is a world of risk ahead including USDA reports which may define price direction for the near future. Needless to say, the planting season does represent a bit of a new day for grain pricing. Everything seems new. A new fundamental will emerge. A new story will be told. The algorithms need more distraction. Within this mix, it's not lost on farmers that risk management doesn't grow old. Daily market intelligence will remain key. There will be many grain marketing opportunities ahead.The post Market Trends Report – April & May 2026 appeared first on Grain Farmers of Ontario.

In this solo episode, Jean-Martin Fortier celebrates his 48th birthday by reflecting on his 24-year journey as a market gardener. He revisits the foundational influence of Eliot Coleman's The New Organic Grower, emphasizing how the "agricultural craftsmanship" of small-scale farming offers a meaningful alternative to industrial food production. The core of the episode outlines three guiding "North Stars" for the movement: reclaiming the integrity of the organic label, strengthening local food sheds to keep money in the community, and embracing seasonality as a social value. Jean-Martin argues that eating in-season from local greenhouses and root cellars creates a "good food revolution" that is impossible for industrial systems to replicate. He concludes by calling on farmers to stay rooted in their communities and fight for a food system defined by proximity, ecology, and joy.Timestamps [0:00] Intro[04:18] Birthday reflections: 24 years of hustling, dreaming, and the "Good Food Revolution"[06:33] Current projects: Research at FQT farm and the Old Mill garden[08:58] Returning to the source: The enduring influence of Eliot Coleman's The New Organic Grower[12:24] Trends in the movement: From the pressure to scale up to mastering the small-scale model[14:10] Agricultural Craftsmanship: Why growing food is a practice of presence, not industry[19:43] North Star #1: Reclaiming "Organic" and fighting off the dilution of the label[27:32] North Star #2: The power of locality and keeping wealth within the community[33:21] North Star #3: Seasonality as a tool for health, ethics, and community celebration[41:27] Summary: Building a future of proximity, ecology, and back-to-basics joy SponsorsReal Organic Project: Get Involved. Get Certified. Join the movement to fight the co-opting of organic.Thinkific: Built for the Business of Learning.Activevista: Specialised Tools and Seeds for Diversified Crop and Home GrowersLinks/ResourcesMarket Gardener Institute:  https://themarketgardener.com Masterclass:  https://themarketgardener.com/courses/the-market-gardener-masterclass Newsletter:  https://themarketgardener.com/newsletterBlog:  https://themarketgardener.com/blog Books: https://themarketgardener.com/booksGrowers & Co: https://growers.coHeirloom: https://heirloom.ag/The Old Mill: https://www.espaceoldmill.com/en/Follow UsWebsite: http://themarketgardener.com Facebook: http://facebook.com/marketgardenerinstitute Instagram: http://instagram.com/themarketgardeners Guest Social Media LinksJM:Instagram: https://www.instagram.com/jeanmartinfortierFacebook: https://www.facebook.com/jeanmartinfortier

US and the World The calendar date has changed and with that so has the psychology. Where we have been musing about old crop stocks for several weeks and months now, April 2026 will be the month where planters will really start to roll both in corn and soybeans. The March 31st USDA Prospective plantings report always serves as a benchmark for the new crop year ahead of us. Sometimes, this report can see explosive market action as the algorithms have it dialed in. With war raging it is an uneven time in markets. The March 31st report set this up for what we may be looking at in crop acreage this year. US producers surveyed across the United States will be planting less corn and more soybeans in 2026. The US corn acreage came in at 95.3 million acres which is down 3% from last year. On the soybean side of the ledger US soybean producers intend to plant 84.7 million acres in 2026 which is up 4% from last year. The winter wheat acreage for 2026 is estimated to be 43.8 million acres down 3% from 2025 and the lowest number since 1919. Winter wheat acreage planted area was set at 32.4 million acres which is down 2% from last year.The acreage numbers are very similar to a year ago. Keep in mind that that could change greatly over the year ahead. Case in point is if you look over the last 20 years the average corn change between March intentions and final plantings is 1.634 million acres with soybeans at 1.868 million acres. The biggest swings during this have been 6.5 million acres for corn and 8.5 million acres for soybeans. So, despite the USDA report on March 31st being important there are always variations on the theme as we move ahead. On April 3rd corn, soybeans and wheat futures were lower than the last Market Trends report. May 2026 corn futures was at $4.52 a bushel. Dec 2026 corn was at $4.81 bu. The May 2026 soybean futures was at $11.63 bu. The November 2026 soybean futures were at $11.54. The May 2026 wheat futures closed at $5.98 a bushel. The Minneapolis May 2026 wheat futures closed at $6.46 a bushel with the September 2026 contract closing at $6.76 a bushel. The nearby oil futures as of April 2nd, 2026, closed at $111.54/barrel much higher vs the nearby futures recorded in the last Market Trends report of $98.71/barrel. The average price for US ethanol in the US was $2.25/gallon, up vs the $2.16/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on April 2nd, 2026, was .7185 US, down vs the .7291 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario In Ontario, it’s that time of year when everybody’s getting ready to plant. However, there have been hints of spring with a few warm days but so far is not wide open. Side dressing of nitrogen on wheat has barely started early in April with uneven weather. Needless to say, the wheat crop looks good although are there are a few poor fields from winter kill in specific areas. Basis levels are very close to the same or slightly higher than they were since the last Market Trends report. Eastern Ontario corn basis which has been significantly higher than southwestern Ontario has eroded slightly. This likely will continue to be volatile throughout 2026 because of the short crop in this area last year. The soybean basis is largely affected by the volatility in the Canadian dollar and with it fluttering in the $0.71 range soybean basis has been strong. Basis is always a reflection of supply and demand within your local area, however, as usual Canadian basis levels reflect greatly the value of the Canadian dollar. This is especially true for soybeans and wheat. It has been accentuated lately by the big moves in futures values caused by the war in Iran. If this continues, we should expect continuing volatility on basis levels. Old crop corn basis levels are $1.45 to $2.15 over the May 2026 corn futures on April 2nd across the province. New crop corn basis levels were $1.25 to $1.69 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.30 to $4.24 over the May 2026 futures. New crop soybeans range from $3.20 to $3.55 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.43. For July 2026 new crop the bid is in the $7.40/bu range. On March 13th the US replacement price for corn was $6.76/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line It’s been all about the war for the last two weeks but at a certain point you become numb to the pain. In other words, even the markets get the war dialed in. However, keep in mind that this price volatility isn’t going to go away, and it has been significant. For instance, after the January USDA report corn went down $0.50 a bushel. The rally in May futures did regain all of that and more before trailing off. Who would have expected that after the January limit down move. As it is, with war dialed in to the algorithms we’ve seen a 22-month high in both corn and soybeans. Of course, the question is what happens now? With war raging in the Middle East affecting the price of oil it is also hard to say. However, prices are higher now than we’ve become accustomed to over the last 18 to 24 months. Closing your eyes for a minute and imagine a trading world without the war and we would likely see a far different picture. Think about seasonality, think about the spring weather, and think about “hot and dry” that may come this summer. At this point in early April, we are sitting better than we expected, almost a gift on the price front. US farmers produced 17.02 billion bushels of corn last year. Will that happen again and if it does will prices stay where they are? Keep in mind it's usually around the middle of June going into the July 4th weekend new crop corn reaches its high point. Soybeans are made in August which likely will be the same this year. However, there are always variations on the theme, and we’ll need to manage that risk looking ahead into a 2026 growing season. Crude oil is always a default when it comes to the prices of our agricultural commodities. It is always part of the Market Trends report but in 2026 it is really changing the game. We have seen about a doubling in price of crude oil in the last 30 days with the resulting increase in the price of gasoline, diesel fuel and other distillates. Who knows if it’s over and who knows if $200 oil is possible. It’s a war thing, but it is reality. Our grain prices to some extent are taking a lead from oil but of course they are much more reluctant than oil probably will be Commodity Specific Comments Corn One of the bigger questions this spring is how much corn will be shifted into soybeans because of higher fertilizer prices. Estimates vary but about 75% of fertilizer has already been put down for corn in the United States mitigating much of that move. However, we never know and for the remaining acres it definitely could shift out of corn. Keep in mind, the American farmer loves growing corn and even with higher fertilizer prices it’s hard to see new crop acreage going down much further than what the USDA estimated. Simply put, we are well supplied with corn in the United States. On March 1st, USDA put quarterly stocks at 9.024 billion bushels. That was slightly lower than the trade expected. Keep in mind that demand for this corn has been off the chart this year and price has been partly accentuated since the drop off in January by the war going on in the Middle East. The May 2026 corn contract is currently priced at 11.75 cents lower than the July 2026 contract a neutral to bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The May 2026 corn futures contract is at the 18th percentile of the past five-year price distribution range. Soybeans The soybean rally started back in late January possibly to the notion that the market wanted to buy soybean acres. However, we know after that that the forces of the world took over with war starting to rage in Iran. The funds have also piled on hoping to ride the wave up. This is happening despite big supplies coming out of South America. Sometimes, things just don’t make sense. Earlier we had been looking at the Trump meeting with President Xi of China as the flash point for American soybean buying. However, that meeting was postponed with a result in the decrease in the price of soybeans. Keep in mind that meeting is now rescheduled for May and market algorithms will be dialed into renewed buying from China for American soybeans. It’s like betting on how noisy can a firecracker pop. Trading algorithms pay attention to these news items and as we get closer to the meeting in May, so the prices will be sensitive to it. The May 2026 soybean contract is currently priced 16 cents below the July contract considered bearish for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 26th percentile of the past five-year price distribution range. Wheat Wheat prices are higher than they’ve usually been, which should set off celebrations in the wheat complex. However, we know that some of this is due to the dryness in the American southwest plains, but also due to some of these prices tied to the increasing price of oil. Keep in mind that we’re coming off 5-year lows at the end of 2025. At the same time USDA prospective plantings report tells us that we have the least wheat acres since 1919. At a certain point you would hope it would break out, but in the wheat market that’s like waiting for Godet. In Ontario, wheat prices are much higher than they were a year ago and although producers would like to see them surely go higher, lots of market orders might have hit lately. We are approximately $1.50 a bushel higher than we were last summer when the wheat was taken off the field. A Canadian dollar at .7185 US certainly helps. As per usual, in a war situation all bets are off, but we are in a better situation than we were a year ago. The Bottom Line (cont.) The Canadian dollar is telling a story even though it is hard to know what it is. From March 9th to April 3rd, 2026, the Canadian dollar dropped from almost 74 cents US to .7185 cents US. This was significantly positive for Ontario cash grains prices and will continue to be if the Canadian dollar continues to break. As always, the value of the Canadian dollar moves in an inverse fashion to the US dollar. However, there is always a variation on the theme, this time with war being part of it. The Canadian dollar at the 71 US dollar level likely presents good opportunities for cash grain pricing. We know that these are unique times in the grain market. The hot war of the last few weeks has made it that way. Part of the reason for this are the funds which form non-commercial demand have piled into corn and soybeans. In fact, we have the largest net long position in corn and soybeans in the funds since May of 2026. In fact, you might argue that the funds are banking on more war, energy gains and China picking up in buying US soybeans. When they are long, farmers so to speak are riding the wave, when they go short, often times we end up in the drink. Here we are in April of 2026. Keep in mind March 1st corn stocks were up 11% at 9.02 billion bushels the largest on record. Soybean stocks were at 2.01 billion bushels up 10% and the largest in ten years. Wheat stocks were the largest in five years. Simply put these onerous grain stocks are punching way below their weight. Grain prices spurred by oil and war have spawned an alternative fundamental universe, a least for the time being. We move ahead with caution, but with market orders in the mix. War markets make everything volatile and violent. At the same time many of us will have started planting by the next time Market Trends in published. As the weeks move on so will the war risk, but it will be mixed with the inherit production risks we always face. The challenge for Ontario farmers will be to manage that risk. As always, daily market intelligence will remain key. There will be many marketing opportunities ahead. The post Special Edition – Market Trends Report – USDA Report April 5, 2026 appeared first on Grain Farmers of Ontario.

We love seasonal living. But online, seasonal living often looks too perfect. It seems organized, energetic, and perfectly timed. But sometimes, we do not feel that way. We're chatting about how to navigate seasonal changes when the outside doesn't match the way you feel inside.

US and the World In mid-March it is that time of year when planters are either rolling in the southern regions of the American corn belt or are being adjusted for the planting season that is almost upon us. It has been an eventful winter to say the least with prices advancing especially in the last few weeks with war breaking out in the Middle East between the United States, Israel, and Iran. War markets are never easy to explain, always filled with uncertainty. It will make it challenging as all of our planters get ready to roll. Amid all of this upset, the USDA released their latest WASDE report on March 10th. The March USDA report was a bit of status quo compared to reports of the past. There were no domestic changes for corn soybeans and wheat but a few changes globally. US corn production is still pegged at 17.02 billion bushels with the yield forecast of 186.5 bushels per acre. This is a huge number which should remain a benchmark for all producers this year. Total domestic use for US corn is still pegged at 13.17 billion bushels with ending stocks coming in at 2.127 billion bushels. USDA increased Brazil’s corn production by 1 MMT to 132 MMTs. Argentinian Production was decreased by the same amount down to 30.7 MMTs. These were all the same from the February report, but the US crush was increased slightly to 2.575 billion bushels. The total soybean usage was projected at 4.262 billion bushels reflecting the slight increase in the soybean crush. Soybean ending stocks are still projected to come in at 350 million bushels. Brazilian soybean production was kept the same at 180 MMTS but Argentinian soybean production was actually decreased slightly down to 48 MMTs. US domestic wheat stocks were unchanged from 931 million bushels. Globally, wheat stocks were down slightly from the February report. On March 14th corn, soybeans and wheat futures were higher than the last Market Trends report. May 2026 corn futures was at $4.67 a bushel. Dec 2026 corn was at $4.91 bu. The May 2026 soybean futures was at $12.25 bu. The November 2026 soybean futures were at $11.61. The May 2026 wheat futures closed at $6.13 a bushel. The Minneapolis May 2026 wheat futures closed at $6.45 a bushel with the September 2026 contract closing at $6.75 a bushel. The nearby oil futures as of March 13th closed at $98.71/barrel much higher vs the nearby futures recorded in the last Market Trends report of $62.89/barrel. The average price for US ethanol in the US was $2.16/gallon, up vs the $2.03/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on March 13th, 2026, was .7291 US, down vs the .7345 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario Winter is still holding on in Ontario although there was a bit of a thaw in early March where much of the snow disappeared. On the weekend of March 14th some areas of Ontario were hit again with heavy snow. The winter wheat that has emerged from the snow looks quite good at this time. Producers will be hoping for good weather ahead. Basis levels for grains have increased slightly over the last 30 days partly related to the Canadian dollar still under $0.73 and or the appreciation in grain futures value. There is not as much grain in Ontario bins as there usually is especially in eastern Ontario and basis does reflect this. Basis levels in Ontario are also fluid and will probably continue to be throughout 2026 until harvest time. Yes, we still have a lot of empty space in eastern Ontario because of the drought last year. We will have to see how that changes depending on the crop develops this summer. On top of that we always have the movement of the Canadian dollar which will affect basis levels to producers. All of this is a moving target and something that producers always have to have their eye on. Old crop corn basis levels are $1.30 to $2.28 over the May 2026 corn futures on March 13th across the province. New crop corn basis levels were $1.15 to $1.60 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.25 to $4.04 over the May 2026 futures. New crop soybeans range from $3.04 to $3.34 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.56. For July 2026 new crop the bid is in the $7.40/bu range. On March 13th the US replacement price for corn was $6.89/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line Forget about what you been thinking, it’s all about the war now. About four years ago we saw what the Ukraine and Russia war did to the commodity market with wheat exploding higher. However, it was unexpected to some extent when the Americans and Israelis attacked Iran about 12 days ago and with that it upset the grain market apple cart. Funds who had been net short the market suddenly were exiting their positions. Also too, the price of oil exploded and there was spillover effect in grains. It simply is a new world in 2026. Keep in mind it is so difficult to know where we’re going. Much of it will depend on how long it lasts but is likely to last long. The oil market was languishing in the $50s and $60s but now pushed up toward $120.00 briefly on the futures market. The Strait of Hormuz have been blocked which is transit to about 20% of the world’s oil. In many ways this is a Black Swan we didn’t see coming. For a world that is full of grain seemingly only a few weeks ago now there is a completely different planning horizon. Prices have risen substantially over the last month and especially in the last two weeks. This is happening despite bearish fundamentals that have kept the lid on grain prices for quite some time. It will also probably raise the specter of extreme volatility as we could be facing a world calamity not seen in quite a few years. The Brazil harvest in soybeans is coming to a completion and it is record setting once again. As these soybeans are being harvested, planters are in the fields with the second crop of corn for Brazil. This means that there will not only be the war risk, but we are also in a weather market watching how much moisture these new corn plants will be provided. There is a world of risk out there. Commodity Specific Comments Corn With the war on going, it is no secret that prices are going higher for both fuel and fertilizer. With corn a bigger user of fertilizer than soybeans it would seem that the funds are remaining a little bit more neutral on the corn acres that could be planted this spring. We will find that out in the March 31st USDA report. In the meantime, to some extent corn will follow the price of oil and the funds are setting up to go long depending on the immediate future. At the present time they don’t have a big, long position, but this could certainly change and when it changes to could change in a big way. However, the state of acres for 2026 is still in flux. Earlier the USDA had pitched 94 million acres of corn in their outlook conference. The May 2026 corn contract is currently priced at 11.25 cents lower than the July 2026 contract a neutral to bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The May 2026 corn futures contract is at the 19th percentile of the past five-year price distribution range. Soybeans The soybean market has been fairly effusive even before the war started. It also is sensitive to the social media posts coming out of the White House. Earlier, the American president had said that he hoped China would come in and buy an extra 8 MMTs of soybeans in the immediate future. Since then, there hasn’t been any American beans sold and Brazilian beans are still a dollar a bushel below American values. There is a meeting scheduled in Beijing between President Trump and President Xi at the end of March and early April. It’s hard to know now exactly what will come from this meeting especially with the war going on. However, it has not been beyond the realm of possibility that new soybean buying announcements would come from this meeting. However, the new price volatility caused by the war may eat that narrative alive. Earlier the USDA had mused about 85 million soybean acres for this year in the United States. That number will be refreshed on March 31st, and it certainly also will be enhanced by any announcement coming from the potential meeting of the leaders in Beijing. The May 2026 soybean contract is currently priced 12.5 cents below the July contract considered bearish for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 33rd percentile of the past five-year price distribution range. Wheat There is wheat everywhere but keep in mind that this is war and wheat prices are up about a dollar a bushel since the end of January. With the war seemingly chasing out the market bears, it is likely that wheat prices will be a bit more sensitive to weather concerns going forward such as dryness in many of the worlds production areas where wheat is coming out of dormancy. It’s also true that wheat might just be explosive based on a volatile nature of war in the Strait of Hormuz. It’s hard to imagine wheat prices going back down in this environment but that spectre also exists. In Ontario it is an important time coming up for wheat about to break dormancy. Fields in the deep southwest of the province are already very green and nitrogen application will likely take place very soon for the early birds. According to Agricorp there are 1,046,568 wheat acres this year in Ontario. Currently prices are about a dollar higher than they were last year for wheat off the combine in July of 2026. The Bottom Line (cont.) The Canadian dollar continues to flutter around the 73 cent US level. The war has actually caused an increase in the value of the American dollar which is always negative for the Canadian dollar. This has continually added stimulus to Ontario gain crash prices. Keep in mind there is a war going on none and none of this is stable and as producers we must watch our currency fluctuations to capture good basis levels especially on soybeans. It’s important to keep in mind then when it comes to grain marketing we’re still on the long road. Yes, we should expect extreme gyrations based on the geopolitics of the day. For instance, we all know that the price of oil is in the crosshairs. If it continues to go up possibly over $125.00 a barrel you could see the funds take their money and get it into grains. Keep in mind the non-commercial demand which is commonly referred to as funds will have no loyalty during this difficult time of war. Of course, as always nobody knows what is about to happen. For new crop pricing surely there have been some market orders hit already as December corn was headed toward $5 and beans were headed toward $12.00. We also have the tremendous costs involved this year of higher fertilizer and higher fuel prices which seems to be getting worse after already being high. Much will depend on geopolitical events in the war, and much will depend on the price of oil and how much a jilted global economy becomes. Market orders can be one of the best ways to capture these price opportunities. It is a long road to payday for Ontario grain producers. It might be argued that the latest geopolitical event with the problems in the Middle East is an opportunity and a gift along the marketing highway. This has happened despite grain fundamentals which are onerous suggesting price goes the other way. We need to set up for success. It is a difficult time for sure based on the war. Keep in mind risk management is a continual process and there will be many marketing opportunities ahead. Daily market intelligence will remain key. The post Market Trends Report – March & April 2026 appeared first on Grain Farmers of Ontario.

US and the World Winter is still with us but if you look really hard you might see signs of spring. It is the time of year which can be quiet on farms across the greater North American corn belt. However, as the days go by their surely will be more warmth coming over the land with visions of planters heading out into the field. At the same time in South America, harvest and planting are in full swing. That is creating all kinds of variables for market action. Then there is the USDA which chimed in with their latest WASDE report on February the 10th. As reports go the February report is often quiet because it’s sandwiched between the bigger January reports and the later Prospective Planting report in late March. This USDA report did not veer from that script. In the report US corn ending stocks were reduced 100 million bushels but they’re still the largest in seven years. Also too, world stocks outside of the US and China are still tight and there were no changes to South American corn estimates. Corn exports were increased by 100 million bushels up to 3.3 billion bushels which is a record for corn exports. Corn exports are sitting at 2.127 billion bushels. On the soybean side of the ledger US balance sheet remain unchanged from January. There was an increase in production in Brazil which had been widely expected. Brazil soybean production is now expected to be 180 MMTs which is up to 2 MMTs from last month. Simply put, it was a quiet report for soybeans. US soybean ending stocks remained at 350 million bushels. World wheat ending stocks or increased 5 million bushels from last month currently sitting at 931 million bushels. On February 13th corn, soybeans and wheat futures were higher than the last Market Trends report. March 2026 corn futures was at $4.31 a bushel. Dec 2026 corn was at $4.64 bu. The March 2026 soybean futures was at $11.33 bu. The November 2026 soybean futures were at $11.13. The March 2026 wheat futures closed at $5.48 a bushel. The Minneapolis March 2026 wheat futures closed at $5.71 a bushel with the September 2026 contract closing at $6.14 a bushel. The nearby oil futures as of February 13th closed at $62.89/barrel higher vs the nearby futures recorded in the last Market Trends report of $59.44/barrel. The average price for US ethanol in the US was $2.03/gallon, up vs the $1.97/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on February 13th, 2026, was .7345 US, up vs the .7188 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario In Ontario it has been an icy cold winter leading up to February the 14th. Parts of Ontario in the snow belt north and West of London as well as toward Barrie have an inundated with snow most of the winter and relief would be welcome. Hopefully this created an environment where winter wheat could survive underneath all the snow. Producers will be looking for some respite as we go into March to facilitate grain movement and production plans for 2026. In the meantime, Agricorp released final figures on last year's crop putting Ontario corn at 191 bushels per acre and soybeans at 46 bushels per acre. Ontario basis levels have hardly changed for grains over the last 30 days since the last Market Trends report. In fact, there’s been a slight improvement in some parts of Ontario with eastern Ontario showing historical advantage on the corn basis. Very surely some of this is because of the terrible yields that were experienced in parts of eastern Ontario last year. As we move ahead it’s pretty clear in this part of Ontario and into Quebec that they will need corn to satisfy their needs. The Canadian dollar remains a significant stimulus to cash grain prices. This has happened even though the Canadian dollar did gain almost $0.02 over the last 30 days. Part of the issue has to do with the American dollar sinking and inversely the Canadian dollar gaining within that paradigm. This will likely continue because the American dollar is seeing pressure it is not seen before partly resulting from some of the political moves being made in the United States. For instance, the American President recently commented that he thought it was a good thing that the US dollar was going down. Foreign exchange markets are more complicated than that but their trade algorithms feed on those comments too. As we move ahead Ontario grain producers should be focused on the value of the Canadian dollar as always but also keep abreast of what’s happening with the US dollar. The two are highly inversely interrelated. Old crop corn basis levels are $1.35 to $2.15 over the March 2026 corn futures on Feb 13th across the province. New crop corn basis levels were $1.15 to $1.47 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.10 to $3.69 over the March 2026 futures. New crop soybeans range from $2.90 to $3.06 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.02. For July 2026 new crop the bid is in the $6.72 bu. range. On February 13th the US replacement price for corn was $6.28/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line We are at somewhat of a standstill in grain prices. Or is this the start of something new even to the point of kidding ourselves for a bit thinking it might be the start of a bull market. All three grains have shown a little bit of resilience in the last 10 days meaning something might be up. That might be China coming in and buying US corn and even more soybeans and it may not be. However, corn prices have recovered from the downdraft from the January USDA report and soybeans have moved much higher. Geopolitics is always a factor when it comes to grain prices and China is usually part of that equation. In fact, you might say it’s always old news. Last year they didn’t buy American soybeans until there was some type of dialogue with the American President. This year there seems to be more optimism by the Americans that the Chinese might come around. Part of that is based on their better relationship and the specter that President Trump will be visiting China in April. In many ways this is key. You've got to believe in the run up to that meeting there will be social media posts from the President about selling more soybeans and corn to China. Our trading algorithms feed on that phenomena. The only way to capture market opportunities from this is to have standing market orders ready. A weather market it continues to be if you consider South American production. The Mato Grosso Institute of Agricultural Economics recently reported that the Safrinha corn planting had reached 46% by mid-February. This is a touch behind where it usually is. At the same time keep in mind that on the Chinese Dalian corn futures exchange prices have been rising since last October. Corn is not quite like wheat; it is grown mostly in the United States but even still producers should keep an eye on market information about the Safrinha crop. Traders in China are looking at that too. As we move into March there will certainly be a shift for some producers from old crop to new crop. Keep in mind that every day of the year is an opportunity to buy and sell grain. 2025 did not offer a very long period of profitable grain pricing opportunities. Who knew we would see some of our largest price increases during harvest time? As we move ahead the March Prospective Planting report looms as a major market mover. However, in the relatively bearish environment which we find ourselves in a big change in acres might not be significant to market action until we actually see what gets planted in late June and July. Commodity Specific Comments Corn As we all know demand for US corn continues to be record setting. This is a very good thing considering that we had 17.02 billion bushels last year. Add a certain point there will be a small tussle for acres between corn and soybeans. Will corn acres be about 95 million this year compared to 99 last year? If they are that is reduction of 4 million acres of corn a fairly major move in the market environment we are in now. We will see if that happens and of course there will be estimates released in late February on the number of acres, but the big prediction will be coming at end of March USDA Prospective Plantings report. Any variation on the script like China buying US corn because there’s has quality concerns will certainly weigh on prices. Simply put, there is so much risk for price as we look ahead toward blowing off the dust on those corn planters. The March 2026 corn contract is currently priced at 10.5 cents lower than the May 2026 contract a neutral to bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The March 2026 corn futures contract is at the 11th percentile of the past five-year price distribution range. Soybeans There is a lot going on in soybeans, possibly increased China buying, a resilient soybean oil market not only with exports abroad but also increased domestic consumption within the United States and possible quality issues in Brazil. For instance, all of these factors are relevant, but the earlier harvested soybeans in the northern part of Mato Grosso have been affected by very rainy weather. Needless to say, with the USDA predicting 180 MMTs of soybeans being produced in Brazil surely it is a minor factor. Brazil continues to be the titan of soybean production and harvest is continuing there at this time. Keep in mind that Brazil has had 19 straight season of production expansion and 75% of their exports go to China. Also keep in mind that Chinese demand growth for soybeans has been in concert with this production increase in Brazil. There is really no sign of this changing other than the fact you have to ask yourself the question can both China and Brazil continue to boost capacity on demand in production respectively. The March 2026 soybean contract is currently priced 15.25 cents below the May contract considered bearish for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 22nd percentile of the past five-year price distribution range. Wheat There are strong wheat crops almost everywhere. As always, these crops are ready to fill supply gaps. There is also rain in the American southwest plains which will help the wheat crop. That’s a partial list of bearish factors with wheat so why is the price been going up recently? Some might argue the law of averages but there’s been some movement up in wheat based on the other commodities. However, it is a bearish environment. Funds have been short wheat since 2022. Breaking out of that might have to be led by soybeans or corn prices catching fire in the next few weeks. In Ontario old crop wheat prices shot up above $7.00 in the last few weeks helping some producers who were tempted to store wheat from last summer. This reflected the increases in futures prices as well as the Canadian dollar still being relatively low in the $0.73 US range. With snow still inundating most of the Ontario wheat crop it is always difficult to know how and when to contract new crop wheat. Is it alive or is it not? As the snow recedes, we should get a better answer. The Bottom Line (cont.) The Canadian dollar has gained about two cents since the last Market Trends report. It is always hard to tell why but the American dollar has been dropping significantly starting about a month ago but has recently been rising getting within three points of its value on the US dollar index where it was in January. Usually, a 2 cent rise in the Canadian dollar means that basis values go down for Ontario producers. It is not as acute this time around but will likely be next time. Still, the Canadian dollar at $0.73 US will always be good for Ontario cash grain prices. As now it stands Ontario farmers need to continue to watch the markets and keep an eye on South America. There is still time for something to change in the big crop that’s coming off there. Also keep in mind that we will have another March WASDE report coming up as well as the big Prospective Plantings report at the end of the month. Then there are the Black Swans, those market events that happen which nobody sees coming. You tell me when they will happen. The challenge for Ontario producers is to balance all of these market factors. It is difficult, but the profession we chose means risk is almost part of our lifeblood. Managing that risk is a continuing experiment for all of us. Markets will continue to be fluid but so will be our ability to price our grain. Each trading session is an opportunity for us. Daily market intelligence will be key. There will be many grain marketing opportunities ahead. The post Market Trends Report – February & March 2026 appeared first on Grain Farmers of Ontario.

Markets sold off sharply Tuesday, then bounced into the close—continuing a familiar pattern: when price tests the 50-day moving average (50-DMA), dip buyers step in. That's been working, but it's also how traders get trapped when the "buy-the-dip" playbook finally fails—so risk management matters. This morning, futures are pointing higher as the market tries to reclaim the 20-day moving average (20-DMA). Tuesday's weakness was concentrated in mega-cap tech (NVDA, MSFT, GOOGL), and early action suggests a bounce attempt. Meanwhile, the "heat map" continues to highlight rotation: value and defensives (WMT, COST, PG) plus energy have been outperforming while growth digests valuations. That rotation can persist, but value is getting overbought/overextended, raising the odds of a rotation back toward growth as we move through earnings season. Seasonally, February can be volatile, and we're watching the VIX closely as volatility's trendline remains elevated. Bottom line: expect choppy, sloppy trading—keep allocations disciplined, avoid chasing stretched moves, and stay focused on process over predictions. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV --- Watch the Video version of this report on our YouTube channel: https://youtu.be/EY04EexrThs --- Articles mentioned in this report: "Precious Metals Aren't Predicting Economic Collapse" https://realinvestmentadvice.com/resources/blog/precious-metals-arent-predicting-economic-collapse-draft/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DipBuyers #BuyTheDip #SP500 #Premarket #RiskManagement

Written by Philip Shaw BSc(Agr.)MSc. Email: philip@philipshaw.ca Social Media X @Agridome US and the World January always represents a pivotal time in grain markets as well as farms across the Great North American corn belt. There is always a recalibration but much of it usually has to do with the January USDA report which represents the final numbers on the crop put to bed last year. Future spreads and basis are important but so are the numbers in these USDA reports as they are dialed in to the trading algorithms which generate futures prices around the clock. The January report historically can be explosive for volatility. This year was one of those years. On January 12th the USDA raised corn production to 17.02 billion bushels increasing yield by half a bushel as well as increasing harvested acreage. The corn yield is now forecast to be 186.5 bushels per acre which was way above pre report estimates. The USDA also bumped harvested acreage by 1.3 million acres pushing it up to 91.3 million acres. This was a shock to the market and nearby corn futures plummeted $0.24 on the day. Old crop carryover was bumped up to 1.551 billion bushels while new crop carryover was increased to 2.227 billion bushels. While the corn number was wildly bearish, soybeans were much more benign in comparison to corn. The USDA had a slightly increased harvested acreage of 80.4 million. It kept yield unchanged at 53 bushels per acre putting the total domestic crop at 4.262 billion bushels in 2025. The new crop ending stocks for soybeans totaled 350 million bushels which was up 60 million bushels from last month. The USDA increased Brazilian production to 178 MMTs while keeping Argentinian production at 48.5 MMTs. USDA set planted area for winter wheat in 2026 to be 33 million acres which is down 1% from last year and 2% from 2024. On January 16th corn and soybean futures were lower than the last Market Trends report. Wheat was higher. March 2026 corn futures was at $4.24 a bushel. Dec 2026 corn was at $4.49 bu. The March 2026 soybean futures was at $10.76 bu. The November 2026 soybean futures were at $10.69. The March 2026 wheat futures closed at $5.18 a bushel. The Minneapolis March 2026 wheat futures closed at $5.65 a bushel with the September 2026 contract closing at $6.04 a bushel. The nearby oil futures as of January 16th closed at $59.44/barrel higher vs the nearby futures recorded in the last Market Trends report of $57.44/barrel. The average price for US ethanol in the US was $1.97/gallon, down vs the $2.04/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on January 16th, 2025, was .7188 US, down vs the .7263 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario This is a more classic Canadian winter than we’ve had in the near past. Snow and cold temperatures have inundated large parts of the province which can be a double-edged sword. Yes, it is normal Canadian January weather but at the same time there is still some Ontario corn left out in the field. Also too, the snow cover will provide some insulation for the winter wheat lying dormant underneath it. Basis levels are either the same or have increased slightly since the last Market Trends report. This reflects the Canadian dollar still fluttering below the 72 cent US level. The Ontario corn basis level is similar to what it has been in the past few years with the eastern Ontario basis being much higher than southwestern Ontario. This is historical but it also reflects dry weather experienced in much of eastern Ontario this year hurting corn yields. Both corn and soybeans will be exported out of Ontario and Quebec this year. All of it is a reflection of price but it’s also a reflection of infrastructure. Port expansions and improvements at ADM Windsor, Port of Oshawa, the new Picton terminals, the Port of Goderich, and the Port of Johnstown will only help grain movement. Exports are one thing and value-added domestic opportunities are another. The latter would be preferable and hopefully many new value-added projects are in the pipeline Old crop corn basis levels are $1.35 to $2.26 over the March 2026 corn futures on Jan 16th across the province. New crop corn basis levels were $1.05 to $1.45 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.10 to $3.55 over the March 2026 futures. New crop soybeans range from $2.91 to $3.11 over the November 2026 futures. Ontario SRW wheat prices are approximately $6.61. For July 2026 new crop the bid is in the $6.57 bu. range. On January 16th the US replacement price for corn was $6.32/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/daily-commodity-report/ The Bottom Line The USDA hit us pretty hard with the big surprise hardly anybody expected. When you see the USDA final number on corn come in outside the various trade estimates it means almost everybody was surprised. Of course, the biggest surprises were the increase in yield and the much bigger corn harvested acreage increase. One might ask how does the USDA predict 4.5 million acres of corn harvested then they predicted last July? It’s fuel for the conspiracy theorists. It will likely be a few years before we truly understand what happened. However, one theory that is being reported is the good crop with good yields filled up bunker silos with silage earlier than normal. What happens when these silos are full, then the rest of the corn goes into the pipeline and shows up in harvested acreage. There was a 1.3 million acre increase in harvested acres which would result in 200 million bushels of additional yield. The market simply was not expecting this. The USDA report was not particularly bearish on soybeans compared to corn. However, acreage was up slightly. Keep in mind that crush statistics are very good in the United States reflecting their commitment to biodiesel. For instance, the soybean crush is up approximately 285 million bushels over the last two years. There are commitments for an increased share of soybeans going to biodiesel. In 2025 this number was 3.3 billion gallons for biodiesel. The hope is to get it up to 5.5 billion gallons in 2026 and beyond. This blending credit equation is possibly being delayed by the supreme court considering the legality of tariffs. The blending credit is highly political and will be affected by the run up in the midterm elections. Commodity Specific Comments Corn 17.02 billion bushels of corn was a real wake up call for the corn market and it is hard to shake the big negativity. Keep in mind that old crop took the brunt of this and December corn held up relatively well. Last year December corn did not get above $4.80 a bushel and at the present time we’re hovering around $4.50 a bushel. It is splitting hairs but in a bearish environment that might be a positive. Keep in mind that the 2.2 billion bushel ending corn stocks created by such a big crop puts a cushion on any price increase for old crop corn. However, keep in mind there is lots of risk ahead. We still have to get through the Brazilian Safrinha crop as well as our new North American corn crop. We are always only one weather event away from a price increase. The world needs the corn as demand is so strong. The March 2026 corn contract is currently priced at 7.25 cents lower than the March 2026 contract a neutral indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The March 2026 corn futures contract is at the 9th percentile of the past five-year price distribution range. Soybeans Believe it or not even with the slightly bearish tone in soybeans from the USDA report, prices are still in a yearly uptrend. The decrease in price since mid-October might have dialed in a lot of the bearishness of late. Keep in mind that the gorilla in the room China has already bought 12 MMTs of American soybeans and there is unlikely to be more. Trade wars might be easy to win but it’s pretty clear China is looking elsewhere for their soybeans. Who could blame them with Brazil set to produce another 178 MMTs soybean crop. This continues to weigh on soybean prices in both the short and long term. The March 2026 soybean contract is currently priced 11 cents below the March contract considered neutral for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 13th percentile of the past five-year price distribution range. Wheat Wheat is bearish but what else is new. In fact, with such a bearish USDA report you would think that maybe wheat would join in sending everything down. However, that did not happen in many ways the wheat complex shook off the bearish nature of the move in corn. Also too, the Chicago futures contract has holding above the $5.00 level when there are probably a few reasons to go lower. In many ways, you might say that the wheat prices have the negativity already priced in. Keep in mind and the last USDA report had wheat domestic stocks and global stocks raised. With Ontario wheat currently underneath, snow cover it is always hard to tell where we’re at. With the likely number around 1 million acres of wheat Ontario producers will be hoping for better prices. At the present time $6.57 for wheat off the combine this July doesn’t have a lot of people rushing to the sales trigger. However, we must remember that price is much better than we received last summer. As January grows older and February comes about, Ontario wheat producers will be hoping for better price prospects ahead. The Canadian dollar fluttering under $0.72 US continues to be a stimulus for cash prices. The Bottom Line (cont.) The Canadian dollar gained over 2 cents in December, and it looked like things might be improving. However, since then the Canadian dollar has settled again under $0.72 US which is adding stimulus to Ontario cash grain prices. As per usual the Canadian dollar is usually valued as an inverse to the US dollar. However, at the present time gold and silver are surging almost as a hedge to the erratic behavior of the US dollar which is becoming a bit more volatile with some of the economic musings coming from the American administration. Will the Canadian dollar head into the $0.60 range or will it re-up and go back into the 80-cent range? It is also hard to tell but it will depend on how confident the currency traders are in Canada. That will have big implications for Ontario cash grain prices. Geopolitics have been boiling in the first part of January. What we saw was the removal of the President of Venezuela and an ongoing push by the American administration to take over Greenland. At the same time, we have the same Russia and Ukraine war going on. Grain is being traded just like oil is being traded and there is enough geopolitical instability just to raise uncertainty further. This instability will affect our grain futures prices as well as our currency markets. We have to be ready for this instability to affect grain prices. As January gets older keep in mind it is late summer in the southern hemisphere and those soybeans are growing well. There are some soybeans harvested in January in Brazil, but the main harvest will come along in February and March. This always holds out the possibility of a “weather market” affecting our grain futures prices. We need to be ready for that. It will likely happen. The January 12th USDA will continue to reverberate throughout the grain complex. Make no mistake, it was negative on so many fronts especially for corn prices. However, put it in the rear-view mirror, hopefully there will be better times ahead for prices and maybe the USDA will shock us to the upside someday. The challenge for Ontario grain farmers has to balance all of these marketing factors. There are futures prices and then there are cash prices and then there is that big job of balancing what makes sense in Canadian dollars. As we move ahead, our crop planning for this year will continue. With that, our risk management challenge will continue to ramp up. Daily market intelligence will be key to future marketing decisions. There will be many marketing opportunities ahead. The post Market Trends Report – January & February 2026 appeared first on Grain Farmers of Ontario.

US and the World The changeover in the calendar year always represents a shifting of the gears in our grain marketing outlook. At least in North America it seems that way with winter settling in with most of the crops in the bin. At the same time in South America, it is the middle of their summer. This means that all of the marketing factors with regard to crop weather are weighing into the price discovery equation. Needless to say, the mechanics of markets go on whether you change gears or not. It has been an incredibly good growing season this past year in North America. On December the 9th the USDA weighed in with their latest WASDE report. The December USDA report is usually a non-starter wedged between harvest in the United States and the January report which is usually much bigger from a market standpoint. This December report reflected not only that but also the slow regeneration of numbers coming out of the US government shutdown. The biggest change from the December report was reflected in the corn export number which was increased 125 million bushels from last month up to 3.2 billion bushels which is record territory. This brought down the corn ending stocks for 2025/2026 to 2.029 billion bushels down that 125 million bushels from last month. Everything else remained the same including the 16.752 billion bushels of corn production from this year. The soybean numbers remained the same from last month with US production at 4.253 billion bushels with a yield of 53 bushels per acre. Soybean exports at 1.635 billion bushels was unchanged from November. Brazilian production remained at 175 MMTs and in Argentina at 48.5 MMTs. The wheat numbers were also the same except for world ending stocks were actually increased this month to 274.87 MMTs, up from 271.43 MMTs in November. On Dec 12th corn and wheat futures were higher than the last Market Trends report. Soybeans were lower. March 2026 corn futures was at $4.40 a bushel. Dec 2026 corn was at $4.62 bu. The January 2026 soybean futures was at $10.76 bu. The November 2026 soybean futures were at $10.88. The March 2026 wheat futures closed at $5.29 a bushel. The Minneapolis March 2026 wheat futures closed at $5.75 a bushel with the September 2026 contract closing at $6.12 a bushel. The nearby oil futures as of December 12th closed at $57.44/barrel lower vs the nearby futures recorded in the last Market Trends report of $60.09/barrel. The average price for US ethanol in the US was $2.04/gallon, down vs the $2.12/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on December 12th, 2025, was .7263 US, up vs the .7130 US reported here in the last Market Trends report. The Bank of Canada’s lending rate was reduced to 2.25%. Ontario Corn harvest is continuing in Ontario. As of December 13th, there is still a significant amount of Ontario corn still left in the field. Let’s estimate that at about 20 to 25%. We got here because of heavy snow that came early in December and looks to be staying as the month wore on. Much of this snow and cold temperatures is preventing any significant harvest progress in areas where it is apparent. Some of this Ontario corn we’ll be waiting till spring to be harvested. Production estimates vary but it looks like we’re looking at winter wheat acreage this past fall in a range between 1.046 million acres and 1.18 million acres. This is significant especially when you consider the low prices of wheat. It would seem that Ontario producers always need a good fall weather forecast to get wheat planted and 2025 was good. For many of those wheat acres they’re under a blanket of snow now even in the deep south west of the province. Ontario basis levels for corn has hardly moved from the last Market Trends report. The Canadian dollar has been fluttering within the $0.71 range during this time currently at.7263 US. There also is the spectre of crop still in the field in some parts of Ontario as well as uneven supply in others. Corn yields in Ontario overall are likely down from last year even with the huge yields in the deep south west of Ontario. The soybean basis has increased slightly from last month partly reflecting the moves in the Canadian dollar. Old crop corn basis levels are $1.35 to $2.12 over the March 2026 corn futures on Dec 12th across the province. New crop corn basis levels were $1.15 to $1.45 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.18 to $3.50 over the January 2026 futures. New crop soybeans range from $2.87 to $3.13 over the November 2026 futures. Ontario SRW wheat prices are approximately $6.49. For July 2026 new crop the bid is in the $6.56 bu. range. On December 12th the US replacement price for corn was $6.49/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line The December 9th USDA report can only be considered neutral for price action as of early December. At the same time that this was happening we did see the price of soybeans start dropping rather significantly into the report and it is continued into mid-December. Part of this is the realization that China is not going to come to the rescue as well as good South American weather and a record South American crop on its way once again. Earlier the Chinese had agreed to buy 12 MMTs of soybeans from the United States. This came out of the presidential meetings between President Trump and President Xi. This is happening with small purchases of US soybeans amounting to about half of that as of now. That commitment should be fulfilled by the end of February even when South American soybeans are cheaper. In reality, there’s really no reason for China to buy anymore American soybeans especially in the political climate we have today. That is, of course as long as the South American crop does not get in trouble. The US government shutdown was significant for market action in November going into December. For the week ending November 22nd fund buying was off the chart for both corn and soybeans and much of this had to do with the vacuum of USDA information. In fact, USDA number since then have not supported this fund buying and this is partly why we’ve seen the funds exciting their longs over the last week from December the 12th. Clearly, these things can happen when USDA information is dialed into algorithms. As we move ahead, we might expect these algorithms to retrench based on more bearish USDA information. Of course, there are all kinds of issues that affect market price but at the end of the day a weather market is the thing that it usually comes down to. At the present time soybean futures do represent many things but they also represent the good crop weather in South America. As we all know USDA’s predicted record crops for Brazil this year and it’s happening as we speak. Lately South American weather has been bulletproofed, we will see if that continues. Commodity Specific Comments Corn Corn has been somewhat of a star among the agricultural commodities all year. That’s because we had the biggest record crop in the field by a country mile and futures prices did not fall apart, in fact they are higher than last year. USDA even increased corn demand by 125 million bushels in their last report. However, the January report could be confession time for corn. Is the crop really that big? Will the USDA continue to change the number of planted acres and harvested acres which will be reflected in production? It’s also hard to say at this point but as we look into the January 12th, 2026, report, those marketing variables have to be kept in mind. The March 2026 corn contract is currently priced at 8.25 cents lower than the March 2026 contract a neutral indication of old crop corn demand. This spread has been cut in half from last month. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The March 2026 corn futures contract is at the 13th percentile of the past five-year price distribution range. Soybeans Soybeans have lost about a dollar a bushel since mid-October. There was a mysterious pent-up demand for Chinese buying which of course never really happened in any big way. The funds have also exited soybeans over the last few weeks, and we know there’s a big Brazilian crop down south. There is some thought that the USDA will reduce the soybean national yield in the January report. In fact, some of this conjecture has been up to two bushels per acre which could carve off about 160 million bushels over the ending stocks figure. This would put soybean ending stocks at a very low level setting up the spectre for some fireworks ahead. The bulls can only hope. The January 2026 soybean contract is currently priced 10 cents below the March contract considered neutral for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 16th percentile of the past five-year price distribution range. Wheat The December WASDE report did document an increase in world wheat production as well as an increase in world wheat stocks. In addition to this, last week the Rosario exchange forecasted that the Argentinian wheat crop was increased by another 3 MMTS. It is an old story about the wheat supply always filling the gaps and that’s exactly what we have now. Any major wheat exporter has to have problems for us to see a major increase in the price of wheat and at the present time we are in a bumper situation. There is wheat seemingly everywhere in good supply. In Ontario the 1.046 million acres to 1.18 million acres now safely under snow which should help it get to the starting gate in April. However, as usual wheat is the only crop that we expose to four different seasons and there is a plethora of risk ahead. Cash prices for wheat at $6.50 per bushel do not offer Ontario wheat producers profitable opportunities when all things are considered. However, keep in mind and nothing ever stays the same especially when it comes to prices and market orders should be set to capture good wheat pricing opportunities over winter. The Bottom Line (cont.) The Canadian dollar continues to add stimulus to Ontario cash grain prices. A key driver in the Canadian dollar’s continuing trade relationship with the United States and as we all know that’s a pretty tough one. It is hard to know how that is all going to work out. At the same time the Bank of Canada kept interest rates at 2.25% earlier which is bearish to neutral for the Canadian dollar. At a certain point the Canadian dollar is going to turn up, but of course it’s very difficult to know when. Needless to say, when it does turn up it will have a negative impact on Ontario cash grain prices. The challenge will be to continue to balance our foreign exchange concerns with grain futures prices. Our geopolitical world continues to churn. The Ukraine Russia war has dominated much of this concern over the last 3 1/2 years. It continues with almost daily reports of peace initiatives led by the Americans. The grain market especially for wheat and corn seems to have neutralized their trading algorithms with regard to the war. It seemingly doesn’t matter anymore. However, as always it is a big concern and hopefully in 2026 will come to an end. At the end of the day, if peace ever reaches that region agriculture production should increase substantially. As mentioned earlier, South American weather will remain top of mine for every producer whether they’re in Ontario, Iowa or in Mato Grosso Brazil. At the present time about 59% of Argentinian soybean planting has been completed according to the Buenos Aires grain exchange. It is rated at 58% good to excellent. Meanwhile our Brazilian friends have 90% of their soybean crop planted. Yes, even though it’s cold outside watch for news regarding weather markets forming out of South America. As we careen into the new year there certainly will be many challenges for those of us on the farm. One constant that we will always have is building our marketing plan to manage all the risks that we have looking forward. 2026 will be no different. There is a record crop behind us, and there is a record crop in front of us. However, demand is growing, and you never know when some butterfly will be causing chaos somewhere. Sometimes the best laid plans don’t happen, and markets start to gyrate. Yes, even in 2026 risk management will not grow old. Daily market intelligence will remain key. There will be many marketing opportunities ahead. The post Market Trends Report – December 2025 & January 2026 appeared first on Grain Farmers of Ontario.

The article I referenced in the episode:https://www.mindpumpmedia.com/blog/how-much-is-too-much-red-meat?gc_id=20664323466&g_special_campaign=true&gad_source=1&gad_campaignid=20673958774&gbraid=0AAAAADhtWENpOyl9bWUjC90SROlKd9ZSZ&gclid=CjwKCAiA3L_JBhAlEiwAlcWO55P7K3hlXQqg30Cs0QT5dd3INAvaMoZcECOdnAkVBUMW8i6IexwpTBoCCfYQAvD_BwERecipe I mentioned (sent to me by a CG member!):https://www.erinliveswhole.com/sticky-salmon-rice-bowls/I've put it all together for you! Press play & go all year long in our CHASING GREATNESS workout group: full video workouts, community, & more!Join CHASING GREATNESS now for 2026 & get a month FREE! Right here: https://brittany-pearson-0916.mykajabi.com/chasing-greatness-presale-landing-page-1PERSONALIZED WORKOUT OPTIONS: found at the bottom of this page: https://www.healthycatholicmoms.com/services/Start losing fat NOW with this FREE guide: https://mailchi.mp/fbd438cb9e15/free-macro-downloadTry my FREE 3 Day Pregnancy Workout Challenge here: https://mailchi.mp/3544a2978243/threedaypregnancyprogramGet the FREE GUIDE to Exercising Postpartum!https://mailchi.mp/4e93de16eeaf/q047rmh7veMy pregnancy and postpartum programs are ALWAYS available right here:https://www.healthycatholicmoms.com/services/Shop Healthy Catholic Moms merch here! Mugs, shirts, and more...https://www.healthycatholicmoms.com/shop/Join my email list here: https://www.healthycatholicmoms.com/____________________________________________________________________________________Schedule a 30 minute coaching call with me here:https://www.healthycatholicmoms.com/services/____________________________________________________________________________For recipes, workouts, and tips- follow me on:Instagram: https://www.instagram.com/healthycatholicmoms/Facebook: https://www.facebook.com/healthycatholicmomsEmail: brittany@healthycatholicmoms.com

I currently accept that the foundation of health is nutrition. I also accept that anything made by Nature is the best quality we have access to. This last statement assumes that most of us do not have the ability to make our own remedies and exalt them, or improve what Nature has provided us. The (more...)

Supreme Court Ruling on tariffs within weeks.... Say goodbye to the penny! November heading for a potential fall. Splits - Are they back? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter NEED A NEW CTP - How About a Crypto ETF? (IBIT) INTERACTIVE BROKERS Warm-Up - Supreme Court Ruling on tariffs within weeks.... - Say goodbye to the penny - November heading for a potential fall - Prediction - When will US Government Reopen - New Term - AI Washing Markets - OpenAI - even more deals - Palatir Earnings - Serepta FLOP -AMAZON BLOWOUT - Splits - Are they back? Election Day - Updates? The SAME Stories are making their way around - Seasonally good time for equities - Don't fight the Fed - Earnings trend - Buybacks again Under/Over on When US Government Opens - November 10th - Under/Over? November Outlook - On the heels of a good October... - Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa? - More NVDA excitement? More OpenAi deals??? - So much good news is priced in it is hard to imagine HUGE upside AI Washing - AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced. - It is also used when layoffs occur to say that there is less need for employees due to advances in technology. - Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year. Amazon - Great earnings - stock up HUGE to ATH ater the report - Amazon beats by $0.38, beats on revs; guides Q4 revs in-line - Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus. - Co reports Q3 operating income, excluding items, of $21.7 bln vs prior guidance of $15.5-20.5 bln. - North America segment sales increased 11.2% yr/yr to $106.27 bln. - International segment sales increased 14.0% yr/yr (+10% CC) to $40.90 bln. - AWS segment sales rose 20% yr/yr (+20% CC) to $33.01 bln. - Advertising Services rose 24% yr/yr (+22% CC) to $17.70 bln. - Co issues in-line guidance for Q4, sees Q4 revs of $206-213 bln vs. $208.41 bln FactSet Consensus. Co guides to Q4 operating income of $21-26 bln. OpenAi and Amazon - OpenAI has signed a $38 billion deal with Amazon Web Services, and will immediately start accessing Nvidia's graphics processing units. - This is one of OpenAI's biggest moves away from Microsoft, which was the company's exclusive cloud provider until earlier this year. - The partnership gives OpenAI the flexibility to scale infrastructure through 2026 and beyond. - Under the agreement announced on Monday, OpenAI will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia's graphics processing units (GPUs) in the U.S., with plans to expand capacity in the coming years. - Amazon up another 5% Palantir Earnings - Palantir Technologies prelim Q3 $0.21 vs $0.17 FactSet Consensus; revs $1.18 bln vs $1.09 bln FactSet Consensus - Palantir Technologies sees Q4 revs $1.327-1.331 bln vs $1.18 bln FactSet Consensus - Stock up slightly - been on a rager lately.... ATH - Stock down 8% on Tuesday - most of the good news is priced in? AMD Earnings - Advanced Micro Devices beats by $0.03, beats on revs; guides Q4 revs above consensus (250.05 -9.60) - Reports Q3 (Sep) earnings of $1.20 per share, $0.03 better than the FactSet Consensus of $1.17; revenues rose 35.6% year/year to $9.25 bln vs the $8.

You've got one more week until Halloween, which means seven days of horror and horror-adjacent media. Then November hits and it's all over. And that's a shame, because on top of decades of mandatory classics, you need to watch new stuff too. They should really think about extending the season a week or two into November.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

October kicks off the seasonally strong six months of the year (Oct–Mar), but investors shouldn't assume smooth sailing. Historically, October averages about a 1% gain. Yet markets just notched five straight months of S&P 500 gains during the seasonally weak window, raising the odds of a short-term pullback. In this pre-market update, Lance Roberts breaks down: Why history suggests a 4–5% correction may be due. How earnings season, corporate buybacks, and fund managers playing “catch-up” could fuel year-end support. The balance between seasonal strength and the need for markets to reset. Corrections are normal and often healthy—positioning portfolios for the rally that could close out the year.

This week, Ryan and Brian sound like a couple of grumpy middle aged men -- but maybe that's what you're here for. It's almost October, which for some listeners, bears the bad news of it being baseball post-season. With any luck, everyone will lose this week and it can all be over. If you get bored (how could you?!), write something for the Fill Me In wiki. And if you're feeling philanthropic, donate to our Patreon. Do you enjoy our show? Actually, it doesn't matter! Please consider leaving us a 5-star review on Apple Podcasts. This will help new listeners find our show, and you'll be inducted into the Quintuple Decker Turkey Club. Drop us a note or a DM or a postcard or a phone call — we'd love to hear from you. Helpful links: Apple Podcasts link: https://podcasts.apple.com/us/podcast/fill-me-in/id1364379980 Google Play link: https://player.fm/series/fill-me-in-2151002 Amazon/Audible link: https://www.amazon.com/item_name/dp/B08JJRM927 RSS feed: http://bemoresmarter.libsyn.com/rss Contact us: Email (fmi@bemoresmarter.com) / Facebook / Twitter / Instagram We're putting these words here to help with search engine optimization. We don't think it will work, but you probably haven't read this far, so it doesn't matter: baseball, crossword, crosswords, etymology, game, hunt, kealoa, movies, musicals, mystery, oscar, pizza, puzzle, puzzles, sandwiches, soup, trivia, words

As the fallout continues from cyber attacks on Jaguar Land Rover and nursery chain Kido in recent days, so too does scrutiny of the food supply chain and how vulnerable it may be to hackers. We've talked a lot about the problems the baking weather this summer has caused farmers, but for apple, pear and plum growers it has been great. The Lyth Valley in south Cumbria is known for its damson orchards, a dazzle of snowy white blossom in spring and this year creaking under the weight of a bumper harvest. It's such a bumper crop that some growers have more damsons than they know what to do with.What will you eat today and where will it come from? For Max Cotton that's an easy question: he'll be having what's in season and grows in the UK. For the past year he has been following a UK only diet on a strict budget and he's made a series about how and why, Food Britannia on BBC Radio 4 next week.Presented by Charlotte Smith and produced by Beatrice Fenton.

It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy's stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio's view that real estate is a poor investment in today's environment with recent price drops accorss the U.S. Today we discuss... Media narratives often obscure the real developments happening quietly in the background. Stablecoins are emerging as a substitute for the dollar and could diminish banks' central role in the financial system. This shift resembles the fragmented multi-currency era before the creation of the Federal Reserve. Recent crypto markets have been volatile, with Bitcoin showing resilience despite sharp pullbacks. Ray Dalio argued that real estate is a poor investment today due to its interest rate sensitivity and immobility. U.S. real estate markets are already showing significant price declines in several regions. The administration is talking up lower rates, Trump has pushed cuts, and Powell left rates unchanged at the last meeting. Market behavior appears disconnected from economic data, undermining the usefulness of traditional reports. Government statistics are viewed as unreliable, with references to Shadow Stats' alternative takes on CPI history. Given data doubts, the focus should be on how markets and investor sentiment actually react. Seasonally, mid-August to mid-November is typically weak, and the second year of a presidency often underperforms. August and September have historically been the S&P 500's weakest months, while 2025 has so far outperformed typical post-election patterns. Personal spending is slipping, and fast-casual chains' same-store sales have fallen since Q4, suggesting strain. Housing and renovation activity looks softer versus the last five years but closer to pre-2020 norms—a reversion to the mean, not necessarily recession. Student loan and credit-card delinquencies are spiking, hinting at cash-flow stress that clashes with low unemployment data. Tariff revenues jumped from roughly $8B/month to about $29.6B/month, with companies largely absorbing costs so far. Money is chasing select commodities like gold, silver, and uranium, while others like lithium lag and could move with China trade shifts. The dollar sits mid-range historically and could sink on aggressive cuts, though today's “broken” market dynamics muddy typical cause-and-effect. Despite risks, the market's underlying tone is bullish, so a continued climb is possible on favorable policy headlines. Research notes humans rate AI higher when it agrees with them, suggesting systems learn to avoid conflict and may reinforce user beliefs.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/market-is-going-on-vacation-739 

It's a huge week on Wall Street, and Alex Coffey turns to the technicals investors should watch ahead of several market movers. He notes recent upside action still being mostly range-bound, though price action remains stronger compared to historical norms. Alex points out a historical "consolidation zone" ahead that may slow the rally.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We are rocking the re-runs this summer as I prepare for & snuggle baby #5! I hope you enjoy the these past favorite episodes & I look forward to coming back with fresh content this September!Your JULY workout plan is here! (for just $15/month)--> https://brittany-pearson-0916.mykajabi.com/joinus-c314ce99-4585-4cae-b251-ccae6f397184Start losing fat NOW with this FREE guide: https://mailchi.mp/fbd438cb9e15/free-macro-downloadTry my FREE 3 Day Pregnancy Workout Challenge here:https://mailchi.mp/3544a2978243/threedaypregnancyprogramGet the FREE GUIDE to Exercising Postpartum!https://mailchi.mp/4e93de16eeaf/q047rmh7veMy pregnancy and postpartum programs are ALWAYS available right here:https://www.healthycatholicmoms.com/services/Shop Healthy Catholic Moms merch here! Mugs, shirts, and more...https://www.healthycatholicmoms.com/shop/Join my email list here: https://www.healthycatholicmoms.com/____________________________________________________________________________________Schedule a 30 minute coaching call with me here:https://www.healthycatholicmoms.com/services/____________________________________________________________________________For recipes, workouts, and tips- follow me on:Instagram: https://www.instagram.com/healthycatholicmoms/Facebook: https://www.facebook.com/healthycatholicmomsEmail: brittany@healthycatholicmoms.com

Hello sunshine! How do you enter a new day? Do you slowly stretch into it, or do you immediately plug in to dopamine via technology and screens? Join Camille and Luis as they discuss how living seasonally and cyclically can be supportive and resourcing to our bodies. At one time everyone lived in tandem with the seasons.  Caffeine and electricity allowed our ancestors to break their own boundaries and nature's boundaries (of seasons, light, and temperature). This evolved into the dissociative "go go go crash" cycle, causing us to ignore the fatigue and exhaustion. Culturally this looks like overreach, personally it looks like burnout. Contributing to this mindset is the overcoupling of depression with the minimalism and stillness of winter. However, Fall and Winter are not about death, but about energy conservation in preparation for the productive seasons of Spring and Summer.  Join us as we harness the energy of the sun on Saturday, June 28, 2025 at 12pm EDT for a webinar where we sink more in to this juicy topic. When is your season of wintering in a year, month, and day? When is your season of rebirth and productivity in a year, month, and day? You can register for the webinar here: https://www.holisticlifenavigation.com/events/living-seasonally-cyclically-how-i-recovered-from-burnoutYou can read more about, and register for, the Living Seasonally & Cyclically webinar here: https://www.holisticlifenavigation.com/events/living-seasonally-cyclically-how-i-recovered-from-burnout You can read more about, and register for, the 6-month Embodied Nutrition group here: https://www.holisticlifenavigation.com/slow-practice-nutrition-group----You can learn more on the website: https://www.holisticlifenavigation.com/ Learn more about the self-led course here: https://www.holisticlifenavigation.com/self-led-new Join the waitlist to pre-order Luis' book here: https://www.holisticlifenavigation.com/the-book You can follow Luis on Instagram @holistic.life.navigationQuestions? You can email us at info@holisticlifenavigation.com

Being seasonally savvy in summer means fewer feeders can be ok, but the key is foundational feeding. Brian explains the benefits of a foundational feeder and food in summer and how it helps Dad (bird dads & people dads).   

Episode Summary: Are carbs really the enemy? Not when they're eaten in sync with seasons, hormones, and metabolic rhythms. In this episode, Shana breaks down why many women feel worse—not better—after long-term low-carb or keto, and how reintroducing seasonal, local carbohydrates can actually improve insulin sensitivity, hormone balance, and energy. You'll learn how to shift from fear and restriction to trust and flexibility—rooted in both biology and God's design. Links & Resources: Join Low Insulin Academy (On SALE the first week of June!): shanahussinwellness.com/programs-courses/low-insulin-academy-on-demand Free Fasting Guide + Starting Resources: shanahussinwellness.com Podcast Home: shanahussinwellness.com/podcast Shana's Carb Quiz: http://subscribepage.io/carbquiz What We Cover: Why going too low carb long term can sabotage hormones What seasonal eating really looked like for our ancestors How to reintroduce carbs safely without wrecking blood sugar Signs your body is asking for more carbs The difference between “low carb” and metabolically flexible Reconnecting to God's food design through local, seasonal eating

Is “biohacking” really the best path to optimal health—or are we missing something deeper? In this episode of The Dr. Josh Axe Show, Dr. Axe challenges the trendy biohacking movement and shares a radically simpler, more ancient approach to wellness: living according to your natural design. Discover how returning to nature—through practices like grounding, sun exposure, eating seasonally, and aligning your circadian rhythm—can heal your body, balance your hormones, and supercharge your immune system without expensive gadgets or extreme protocols. You'll learn: Why most “biohacks” treat symptoms, not root causes How dirt, sunlight, and fresh air act like natural immunizations The science behind grounding, forest bathing, and contrast therapy What your sleep, mood, and energy levels reveal about your lifestyle Practical tips for living in sync with nature—and why it matters now more than ever If you've ever wondered whether the modern wellness industry has it all backwards, this episode is a must-listen. ------  00:00 Introduction 01:07 Why BioHacking Isn't the Best Term 03:53 Nature as Natural Immunization 08:42 Benefits of Spending Time Outdoors 15:27 Importance of Sunlight Exposure  21:10 Benefits of Eating Locally & Seasonally  24:34 Benefits of Earthing & Grounding 27:25 Power of Hormesis 32:27 What is Contrast Therapy  33:31 Circadian Rhythm Synchronization 37:55 Healing with Natural Sounds & Frequencies ------  Staying healthy in today's world is an upstream battle. Subscribe to Wellness Weekly, your 5-minute dose of sound health advice to help you grow physically, mentally, and spiritually. Every Wednesday, you'll get:  Holistic health news & life-hacks from a biblical world view Powerful free resources including classes, Q&As, and guides from Dr. Axe The latest episodes of The Dr. Josh Axe Show ------  Links:  https://www.ucc.ie/en/news/2023/rural-environment-supports-childrens-immune-systems.html https://onlinelibrary.wiley.com/doi/10.1111/all.15832 https://pubmed.ncbi.nlm.nih.gov/18702654/ https://pmc.ncbi.nlm.nih.gov/articles/PMC7913501/ https://www.nature.com/articles/s41598-024-68235-8 https://www.frontiersin.org/journals/psychology/articles/10.3389/fpsyg.2024.1458418/ https://nutritionfacts.org/blog/how-is-natural-killer-cell-function-boosted-by-forest-bathing/ ​​https://www.bbc.com/future/article/20220929-how-outdoor-play-boosts-kids-immune-systems https://www.sciencedirect.com/science/article/pii/S0091674922008867 https://www.livescience.com/health/allergies/is-playing-in-the-dirt-good-for-kids-immune-systems https://pmc.ncbi.nlm.nih.gov/articles/PMC8125471/ https://www.psypost.org/getting-morning-sunlight-can-improve-sleep-quality-study-suggests/ https://pmc.ncbi.nlm.nih.gov/articles/PMC9941068/ https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-minute-how-change-in-sunlight-can-affect-your-mood/ https://lifespa.com/diet-detox/stanford-study-backs-seasonal-eating-for-healthiest-microbiome/ https://pmc.ncbi.nlm.nih.gov/articles/PMC3265077/ https://pmc.ncbi.nlm.nih.gov/articles/PMC4378297/ https://pmc.ncbi.nlm.nih.gov/articles/PMC10509423/ https://pmc.ncbi.nlm.nih.gov/articles/PMC3633882/ ​​https://pmc.ncbi.nlm.nih.gov/articles/PMC9273773/ https://pmc.ncbi.nlm.nih.gov/articles/PMC5023696/ https://www.ncbi.nlm.nih.gov/books/NBK580166/ https://pmc.ncbi.nlm.nih.gov/articles/PMC5462577/ https://hgic.clemson.edu/the-benefits-of-seasonal-eating-fresh-nutrient-dense-and-budget-friendly/ ​​https://www.seasonalfoodguide.org/ https://snaped.fns.usda.gov/resources/nutrition-education-materials/seasonal-produce-guide ------  Ads:  Even if your bloodwork looks "normal," your symptoms could point to Cell Danger Response (CDR). Discover how to break free from CDR and unlock your full potential at https://beyondbloodwork.com/.

(00:00-13:26) Seasonally, it doesn't really make sense. Billikens, Illini, Tigers, and Blues today. Some big names with some big numbers at The Players. The Athletic's list of top goalie tandems. Binner and Hofer ranked 26. Ray Hasek. Biggest Blues villain of all time. (13:34-16:23) Still struggling with the pronunciation of the name of this new Cardinals signee. Duck fat and beef tallow. (16:32-25:11) E-Mail of the Day Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(00:00-13:26) Seasonally, it doesn't really make sense. Billikens, Illini, Tigers, and Blues today. Some big names with some big numbers at The Players. The Athletic's list of top goalie tandems. Binner and Hofer ranked 26. Ray Hasek. Biggest Blues villain of all time. (13:34-16:23) Still struggling with the pronunciation of the name of this new Cardinals signee. Duck fat and beef tallow. (16:32-25:11) E-Mail of the Day Learn more about your ad choices. Visit podcastchoices.com/adchoices

EVEN MORE about this episode!Discover the hidden power of food as a gateway to spiritual and physical transformation. Join me for an eye-opening conversation with Sevanté Wulkan, founder of the Center for Intuitive Food Therapy, as we dive into the energetic properties of food, the impact of intention on nourishment, and how prayer may enhance nutritional value. Learn why what you eat—and how you eat it—can shape your well-being on a profound level.Uncover the symbolism behind everyday foods, from strawberries as a symbol of love to the root chakra connections within your diet. Explore insights from Dr. Bruce Lipton on epigenetics and how ancestral influences shape our cravings. Sevanté introduces her innovative Oracle deck, a powerful tool for decoding the deeper messages behind our food choices and generational eating patterns.Embrace the benefits of seasonal, local eating and the sacred nature of nourishment. This episode challenges conventional thinking, offering a fresh perspective on the link between spirituality and nutrition. Whether you're seeking healing, balance, or deeper self-awareness, Sevanté's wisdom will inspire you to trust your intuition and transform your relationship with food.Guest Biography:Sevanté Wulkan, founder of The Center for Intuitive Food Therapy, Nourish Your Soul Ayurveda, and Nourish Your Soul Retreats, is a multi-modality healer with advanced certifications in Food Healing, Theta Healing, and EFT/Tapping. She holds a BS in Food Science, Dietetics, and Nutrition and graduated top of her class in Jeff Primack's Advanced Food Healing program.An international bestselling author, she has contributed to numerous books, including High Vibrational Wellness, Top Exotic Foods for Natural Healing, and The Food Healing Oracle Deck series. She is currently writing Feeding Your Chakras, a seven-volume series, and co-authoring Angelic Resonance.Sevanté's passion for holistic wellness shines through her retreats, online classes, private healings, and Nourish Your Soul Show. She also curates Ayurvedic tea and incense imports from Nepal. Based in Southwest Florida, she enjoys island life with her husband, music producer Howard Merlin, and their beloved animals.Episode Chapters:(0:00:01) - Food Consciousness(0:08:51) - Food Healing and Intuitive Guidance(0:24:03) - Uncovering Generational Food Cravings(0:41:13) - Cultural Perspectives on Local Foods(0:53:19) - Eating Locally and Seasonally for Health(1:01:55) - Trusting Your GutSubscribe to Ask Julie Ryan YouTubeSubscribe to Ask Julie Ryan Español YouTubeSubscribe to Ask Julie Ryan Português YouTubeSubscribe to Ask Julie Ryan Deutsch YouTube✏️Ask Julie a Question!

I've shared quite a few tips on HER Style Podcast about how I organize and maintain my closet and how to make your wardrobe audits more fun and effective. But I received a fantastic question from our friend, Nic, over on Instagram that I've never covered before.   She wants to know WHEN is the best time to declutter your closet — at the start or the end of the season? What a brilliant question, right? And as we start thinking ahead to spring (I know, it can't come soon enough!) and preparing to switch out our seasonal wardrobes, I'm happy to help you plan your decluttering session accordingly.   Whether you switch out your seasonal wardrobe or not, my tips today will ensure that your closet stays functional, streamlined, and optimized for every single season. I think you're going to love this system for maintaining your closet! So without further ado, let's dive in…   FREE 5-MIN PERSONAL STYLE QUIZ: https://herstylellc.com/quiz HER STYLE BLOG: https://herstylellc.com/blog HER STYLE ON INSTAGRAM: https://www.instagram.com/heatherriggsstyle/ JOIN OUR FREE FACEBOOK COMMUNITY: https://herstylellc.com/community   Related Episodes: 177 – Closet Organization Solutions So You Can Get Ready Quickly and Actually Enjoy It! 127 – This Is Exactly How I Organize My Closet (and Keep It That Way) 27 – My Best Advice for a Faster and More Fun Closet Clean Out

Episode 155 January 2, 2025! On the Needles 1:14 ALL KNITTING LINKS GO TO RAVELRY UNLESS OTHERWISE NOTED.  Please visit our Instagram page @craftcookreadrepeat for non-Rav photos and info   Weather or Knot Scarf by Scott Rohr, HolstGarn Coast in Butterfly, Black, Charcoal, Silver Grey, Wisteria, Freesia, Passion Flower: –DONE!!   Wildcat Warmth Easy Stripes Blanket by Joan of Dark, Knit Picks Brava Worsted in Dove Heather and Eggplant– DONE!!   Gnana's Visit by Sarah Schira, Little Squirrel Yarn Oak Sock in Gnana's House ( C1 Raspberry Jam, C2 Flint, C3 Tinsel, C4 Marshmallow) plus Dream in Color Smooshy in Green Light from previous kit– DONE!!   Gnome News is Good News by Sarah Schira, Lollipop Yarn Quintessential in We Need a Little Christmas, KnitPicks Stroll fingering in Strawberry– DONE!!   Twinkle Toes Saxe Point Socks by Andrea Rangel, Gauge Dyeworks fingering in Twinkle–DONE!!   Full Spectrum by Andrea Rangel, Koigu Painter's Palette Premium Merino in black and 861 (turquoise, olive, purple, black 2009!)   Succulents 2025 Blanket CAL by Mallory Krall, Hue Loco DK in Propagation   Cortney is working on the Pressed Flower Pullover by Amy Christoffers in Neighborhood Fiber Studio DK Ramblewood and Suri Loft Mondawmin (which is burgundy and hot pink). On the Easel 15:17 2025 Scenic Route Calendars! New secret 100-Day project with Daria and Marcy.   On the Table 21:42 upside-down cranberry cake – smitten kitchen   Broccoli Cheddar Beans with Crispy Cheddar Panko by Carolina Gelen   Swiss Chicken Cutlets Crisp Green Salad with Caramelized Citrus Dressing by Carolina Gelen   Cocktail Club Gingerbread cake–VERY forward on the molasses. Christmas for 26 people. Some family favorites. New favorite: Chicken with garlic & shallots (shallots added to this recipe). On the Nightstand 39:28 We are now a Bookshop.org affiliate!  You can visit our shop to find books we've talked about or click on the links below.  The books are supplied by local independent bookstores and a percentage goes to us at no cost to you! The City in Glass by Nghi Vo  Real Tigers, Spook Street, London Rules, Joe Country, Slough House, Bad Actors by Mick Herron (audio) The Examiner by Janice Hallett  A Fellowship of Bakers and Magic by J. Penner  The Teller of Small Fortunes by Julie Leong The City and Its Uncertain Walls by Huruki Murakami, trans by Philip Gabriel   Noel Nook:  Slay Bells Ring by Nancy Robards Thompson (maddie and jenna) Brightly Shining by Ingvild H. Rishøi, trans by Caroline Waight A Jingle Bell Mingle by Julie Murphy and Sierra Simone (sunny and issac) Season of Love, For Never and Always, Hers for the Weekend by Helena Greer  The Christmas Countdown by Holly Cassidy Make the Season Bright by Ashley Herring Blake (Brighton & Charlotte) One Week in January by Carson Ellis Clytemnestra by Costanza Casati Glass Houses by Louise Penny Life in Five Senses by Gretchen Rubin On the Horizon 1:02:37 Yearly goals 2025 Monica's  2024 Wrap-up/2025 Goals: Needles: 17,674 yards in 33 projects, knit 2 sweaters with pre 2022 yarn. Coming up: Succulents blanket CAL, Colorwork cuff club    Table: Started Cocktail Club for entertaining goal. Coming up: Great British bake off bakes   Read 175 books, completed most of Storygraph Reads the World and Tacoma Extreme Reader Challenges.  Coming up: Repeat Read the World and Tacoma Extreme!   Cortney's 2024 Wrap-up/2025 Goals:   Needles: finished the Mondo Cable Cardi & WORE it!! Aiming to: work more regularly on the Pressed Flower pullover, make/mend a garment each season. HOW: use a Make9 grid to inspire and achieve.   Easel: painted a book cover series for Nancy Robards Thompson via Tulle Publishing. Completed several “pretend” Field Guides. Did some plein air painting. Completed a secret 100-Day project with Daria. Gouachevember! Scenic Route calendar. Aiming to: paint a seasonal landscape/botanical, try a seasonal color palette, Fill a sketchbook each season. HOW: keep ref material at the ready, visit new flower mart, check museum on-line catalogues for “famous” seasonal landscapes…   Table: Cocktail Club is very inspiring! Teaching the boys how to prepare their favorites is heart-warming. Aiming to: seek out seasonal recipes, go to Farmer's market with seasonal list, look at favorite restaurant seasonal menus. Local, seasonal cookbooks!   Nightstand: read 68 fiction, many other art & cook books. “Found” my favorite genre: environmental lit. Aiming to: read a little more. Seasonally!  What Should I Read Next seasonal reading episode HOW: use the big library lists, esp Tacoma Public Library Extreme Reader resources.   Also: Cortney's winter playlist on Spotify.  

It features music from his modern holiday classic LP 'Socks' alongside handpicked, off-the-wall Christmas song selections and paired with interviews delving deep into 'Socks' and McPherson's own holiday traditions. It's guaranteed to be the only holiday special to reference 'Goodfellas,' dictatorial crowd control techniques and Black Sabbath's "Children of the Grave" right beside the Andrews Sisters, the Drifters and Vince Guaraldi.A WNXP Production.

What is the "holiday season", really? Savvy marketers have inserted gingerbread lattes, blow up lawn decor, and lots of gifts as synonymous with December. But we aren't in some made-up season of buying; instead, we are approaching the Winter Solstice. And when nature is our guide, living seasonally is less about shopping hauls and more about existing in pace with the changing seasons. In a world where we can buy just about anything, it takes intention to live in alignment with nature. On today's show Bailey Van Tassel offers suggestions for weaving what's outside your front door — not what's in Target! — into your seasonal celebrations. Here's a preview: [11:00] Transitioning from commercialized seasonal living to interacting with nature at your feet [15:00] The ways in which nature's pace complements modern life (if, of course, we allow it) [19:30] Minimalists, unite! Don't buy more ultra-trendy seasonal stuff; do this instead [25:00] Slow down your life by making your family traditions crave-able [33:00] Connections between seasons of a year and seasons of a life   Resources mentioned: Kitchen Garden Living: Seasonal Growing and Eating from a Beautiful, Bountiful Food Garden Bailey on Instagram @baileyvantassel Chatpods: www.chatpods.com/?fr=SustainableMinimalists   This show is listener-supported. Thank you for supporting! Join our (free!) Facebook community here. Find your tribe. Sustainable Minimalists are on Facebook, Instagram + Youtube @sustainableminimalists Say hello! MamaMinimalistBoston@gmail.com.

We kick off the month of December. The all important Scituate high school football super bowl forecast. Seasonally cold temperatures are the story this week. We begin our earliest sunsets of the calendar year. Perhaps a touch of snow is coming up.  What our warmest day ever recorded in December has been.  All that and the weekly weather preview for December 1 - December 8, 2024 on episode #179. Enjoy! Support the show

In this episode of Investing On Purpose, JP sits down with Mike Feldstein, founder of Jaspr Air, who shares his unconventional approach to business success through radical generosity. From driving Uber after making millions to creating a company he wouldn't sell for a billion dollars, Feldstein reveals how genuine giving can create exponential returns. He discusses the power of "abundance bartering," why he structures his business in seasons like an F1 racing team, and how investing in personal health is the foundation for sustainable success. This conversation offers a fresh perspective on building wealth while maintaining purpose and balance in life. Learn more about Jaspr and connect with Mike at Jaspr.co  This show is brought to you by Thrive FP. Learn more at https://thrivefp.com 

Welcome back to the Hosting Hotline! This is an Ask Me Anything where each week we'll answer your questions on Airbnb, STRs, real estate, and everything in between.Shaina asks:I have a quick question related to bedding. In the summertime, I have some light, colorful quilts. Going into winter, I was thinking about switching to duvets with white duvet covers. I'm wondering if you think we need to update the listing photos.(00:00:00) Introduction(00:01:58) The Importance Of Attention To Detail (00:03:18) Photo Refresh Opportunities (00:05:22) Embracing Seasonality With Linens Thanks to everyone who submitted questions. To hear your voice on the show and send a question to Sarah and Annette, submit your burning hosting questions at: hostinghotline.com.Resources:• Click here for full show notes • Video: Affordable Bedding Must Haves For Five Star Airbnb Stays • Airbnb Essentials Checklist: hostchecklist.comThanks for Visiting is produced by Crate Media.Mentioned in this episode:StayFi | Go to www.stayfi.com and enter TFV to get 50% off your first three months.

The clocks have turned back, the days are shorter, and the dropping temperatures make getting out of bed a struggle so your fitness motivation may be waning. Instead of getting frustrated and giving up, I have the secrets to leaning into the changes and using seasonality to make progress when it feels impossible. Your Strongest Body! New episodes Mondays and Thursdays!For more from Betsy, follow her on Instagram and visit bfosterstrong.com!

A walking episode with a dog and a very chatty baby. In this episode:Just thread the machine and walk awayShowing Up is a superpower that you can just choose to haveLetting things sit and developing your taste and knowledge in the meantimeI mention:Start with Hello by Shannan Martin

We are so used to having any type of food we want in any season right at our finger tips. We don't think twice about what to get at the store or when to get it because whatever we need is always there. However, what if we shift our eating to what happens seasonally with our local farmer's harvest? The amount of environmental and nutritional benefits are more than what we ever thought of…and if you're anything like us, you did not think about this too much at all. This is one where you definitely want to check out the reference links below to see the full list per season of what produce is the best to put on your table and in your families bellies!—————Real Tip of the Day: Coffee!Check out the more organic bags of coffee or more local bags of coffee at your grocery store. The price is a little bit more, but the taste will prove its worth it!Lets make it EXTRA! Get Social!Get on social media and check out when your town or the closest town is having a farmer's market! Schedule it into your weekly or monthly routine of you and your family!————If you want to workout with us, at home or in person, check us out www.CFITfitness.com We would love to have you join the CFIT Community :)Follow us for updates, inspiration, and ridiculousness!Instagram: @fittoberealpodcast Instagram/Facebook/Tik Tok @cfitfitness Email us! FITtobeRealPodcast@gmail.comReferences:The Benefits of Seasonal Eating, UMMS HealthSeasonal Food GuideSeasonal Produce Guide, USDA

Our US Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the US and around the world.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's US public policy strategist.Martijn Rats: And I'm Martijn Rats, Global Commodity Strategist.Ariana Salvatore: Today we'll be talking about a topic that's coming into sharper focus this fall. How will the US presidential election shape energy policy and global energy markets?It's Thursday, September 5th at 10am in New York.Martijn Rats: And 3pm in London.Ariana Salvatore: As we enter the final leg of the US presidential campaign, Harris and Trump are getting ready to go head-to-head on a number of key topics. Healthcare, housing, the state of the economy, foreign policy; and also high on the agenda -- energy policy.So, Martijn, let's set the stage here. Prices at the gas pump in the US have been falling over recent weeks, which is atypical in the summer. What's happening in energy markets right now? And what's your expectation for the rest of the year?Martijn Rats: Yeah, it's a relevant question. Oil prices have been quite volatile recently. I would say that objectively, if you look at the market for crude oil, the crude oil market is tight right now. We can see that in inventories, for example, they are buying large drawing, which tell[s] you, the demand is outstripping supply.But there are two things to say about the tightness in the crude oil market. First of all, we're not quite seeing that tightness merit in the markets for refined products. So, get the market for gasoline, the market for diesel, et cetera. At the moment, the global refining system is running quite hard.But they're also producing a lot of refined product. A lot of gasoline, a lot of diesel. They're pushing that to their customers. Demand is absorbing that, but not quite in a convincing manner. And you can see that in refining margins. They have been steadily trending down all summer.The second thing to say about the tightness and crude is that it's largely driven by a set of factors that will likely to be somewhat temporary. Seasonally demand is at its strongest -- that helps. The OPEC deal is still in place. And as far as we can see in high frequency data, OPEC is still constraining production.And then thirdly, production has been growing in a number of non-OPEC countries. But that absent flows and the last couple of months have seen somewhat of a flat spot in non-OPEC supply growth.Now, those factors have created the tightness that we're seeing currently in the third quarter. But if you start to think about the oil market rolling into the fourth quarter and eventually 2025, a lot of these things going to reverse. The seasonal demand tailwinds that we are currently enjoying; they turn into seasonal demand headwinds in four q[uarter]and one q[uarter] -- seasonally weaker quarters of the year. Non-OPEC production will likely resume its upward trajectory based on the modeling of projects that we've done. That seems likely. And then OPEC has also said that they will start growing production again with the start of the fourth quarter.Now, when you put that all together, the market is in deficit now. It will return to a broadly balanced state in the fourth quarter, but then into a surplus in 2025. Prices look a little into the future. They discount the future a little bitNow, as the US election approaches, investors are increasingly concerned how a Trump versus Harris win would affect energy policy and markets going forward. Ariana, how much and what kind of authority does the US president actually have in terms of energy policy? Can you run us through that?Ariana Salvatore: Presidential authorities with respect to energy policy are actually relatively limited. But they can be impactful at the margin over time. What we tend to see actually is that production and investment levels are reasonably insulated from federal politics.Only about 25 per cent of oil and 10 per cent of natural gas is produced on federal land and waters in the US. You also have this timing factor. So, a lot of these changes are really only incremental; and while they can affect levels at the margin, there's a lag between when that policy is announced and when it could actually flow through in terms of actual changes to supply levels. For example, when we think of things like permitting reform, deregulation and environmental review periods and leasing of federal lands, these are all policy options that do not have immediate impacts; and many times will span across different presidential administrations.So, you might expect that if a new president comes into office, he or she could reverse many of the executive actions taken by his or her predecessor with respect to this policy area.Martijn Rats: And what have Trump and Harris each said so far about energy policy?Ariana Salvatore: So, I would say this topic has been less prevalent in Harris's campaign, unless we're talking about it in the context of the energy transition overall. She hasn't laid out yet specific policy plans when it comes to energy; but we think it's safe to assume that you could see her maintain a lot of the Biden administration's clean energy goals and the continued rollout of bills like the Inflation Reduction Act, which contained a whole host of energy tax credits toward those ends.Now, conversely, Trump has focused on this a lot because he's been tying energy supply to inflation, making the case that we can lower inflation and everyday costs by drilling more. His policy platform, and that of the GOP has been to increase energy production across the board. Mainly done by streamlining, permitting and loosening restrictions on oil, natural gas, and coal.Now, to what I said before, some of that can be accomplished unilaterally through the executive branch. But other times it might require the consent of Congress, and consent from states -- because sometimes these permitting lines cross state borders.So, Martijn, from your side, how quickly can US policy, whether it's driven by Trump or Harris, affect energy markets and change production levels and therefore supply?Martijn Rats: Yeah, like you just outlined, the answer to that question is only gradually. Regulation is important, but economics are more important. If you roll the clock back to, say, early 2021, when President Biden has just took office; on day one, he famously canceled the permit for the Keystone XL pipeline.But if you now look back, at the last four years, start to finish; American oil production, grew more under Biden, than any other president in the history of the United States. With the exception of Obama, who, of course, enjoyed the start of the shale revolution.Production is close, to record levels, which were set just before COVID, of course. So, in the end, the measures that President Biden put in place, have had only a very limited impact on oil production. The impact that the American president can have is only -- it's only gradual.Ariana Salvatore: So, as we've mentioned, expanding energy development has been a massive plank of Trump's campaign platform. And listeners will also remember that during his term in office, he supported energy development on federal land. If Trump wins in November, what would it mean for oil supply and demand both in the US and globally?Martijn Rats: Admittedly, it's somewhat of a confusing picture. So, if you look at oil supply, you have to split it in perhaps a domestic impact and an international impact. Domestically, Donald Trump has famously said recently that he would return the oil industry to “Drill baby drill,” which is this, this shorthand metaphor for, abundant drilling in an effort to significantly accelerate oil production.But as just mentioned, there is little to be unleashed because during President Biden, the American oil industry hasn't really been constrained in the first place.A lot of American EMP companies are focused on capital discipline. They're focused on returns on free cashflow on shareholder distributions. With that come constraints to capital expenditure budgets that probably were not in place several years ago with those CapEx constraints, production can only grow so fast.That is a matter of shareholder preference. That is a matter of returns. And regulation can change that a little bit, but not so much.If you look at the perspective outside the United States, it is also worth mentioning that in the first Trump presidency, President Trump famously put secondary sanctions on the export of crude oil from Iran. At the time that significantly constrained crude oil supply from Iran, which in 2018 played a key role in driving oil prices higher.Now, it's an open question, whether that policy can be repeated. The flow of oil around the world has changed since then. Iranian oil isn't quite going to the same customers as it did back then. So, whether that policy can be replicated, remains to be seen. But whilst the domestic perspective -- i.e. an attempt to grow production -- could be interpreted as a potential bearish factor for the price of oil, the risk of sanctions outside the United States could be interpreted as a potential bullish risk for oil.And this is, I think, also why the oil market struggles to incorporate the risks around the presidential election so much. At the moment, we're simply confronted with a set of factors. Some of them bearish, some of them bullish, but it remains hard to see exactly which one of them played out. And, at the moment they don't have a particular skew in one direction.So, we're just confronted with options, but little direction.Ariana Salvatore: Makes sense. So, I think that makes this definitely a policy area that we'll be paying very close attention to this fall. I suppose we'll also both be tuning into the upcoming debate, where we might get a better sense of both sides policy plans. If we do learn anything that changes our views, we'll be sure to let you know.Martijn, thanks for taking the time to talkMartijn Rats: Great speaking with you, Ariana.Ariana Salvatore: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Don't miss out on Trendspider's BEST sale and unlimited 1-1 training - if you're new to technical trading - don't miss this offer. CLICK HERE FOR DETAILS⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠ 1) The story of Bob - Markets are all all time highs - so let's look 2) News this week for the market 3) $AAPL - sell the news 4) $SMCI update 5) $GOOG $NVDA and insiders 6) Earnings and $GCT ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  - save up to 20% plus a FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for ALPHA PICKS here - SAVE $50. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SIGN UP FOR TRENDSPIDER AND GET ALL OF THESE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 1) My 4 hour algorithm 2) 65 Min algorithm to day trade with 3) Custom watch lists  4) Custom Scanners to find entries  TRENDSPIDER SALE - best offer available (limited time)  Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.  Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SPONSORED BY VISIBLE - Check out this page - $20 off your first month - only $5 for the first month ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Webull and get free stocks like I did ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get AT&T Fiber at your home - I have 1GB service ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.att.com/referral/code/?ref=TVY-3964⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, August 28th. Read Hindenburg Research's note on Super Micro - Learn more about FactSet: https://www.factset.com/lp/mrkt-call Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Natalie Leon is a British Japanologist with a Master's Degree in Japanese Studies who has dedicated her life and career to sharing Japanese culture with the world and with the United Kingdom. Her passion lies in seasonality, and celebrating every day. She recently published “The Japanese Art of Living Seasonally” which is her love letter to seasonal living in Japan. Natalie shares her deep passion for Japanese culture, a journey that began with a childhood fascination with a kimono. The conversation explores various aspects of seasonality in Japan, such as the concept of 'shun' (eating what's in season), 'kisetsukan' (awareness of the seasons), and 'kasane' (color layering). Natalie also delves into the folklore and spirituality of Japan, illustrating how these traditions are interwoven with everyday life. If you enjoy this episode, Natalie's new book, “The Japanese Art of Living Seasonally: An Invitation to Celebrate Every Day” serves as a loving invitation to incorporate these enriching practices into our daily lives. Topics Discussed · Japanology · Seasonality · The unique · Kimonos, Tea Ceremony, Matsuri, and other Annual Ritual Festivals · Japanese Textiles & Symbolism · The Idea of Vintage · Art & The Connection and Elevation of Nature · John Ruskin the Art Critic · The Mingei Art Movement · William Morris Designs · Kisetsukan (季節感) · Shun (旬) · Takanoko / Bamboo Shoots · Western Culture's Impact on Japan · Kasane no Irome (襲の色目) · The Significance of Cherry Blossoms · Dealing with Rituals, Spirituality, and the Supernatural · Shintoism, Buddhism, and Confucianism · The 4 Japanese Seasonal Goddesses · The Climate & Ecosystem of Japan · Forest Bathing in Yakashima · Marie Kondo & Minimalist, Zero-Waste Culture · Furoshiki (風呂敷) · Kamikatsu - Japan's Zero Waste Town Episode Resources: · Read “The Japanese Art of Living Seasonally: An Invitation to Celebrate Every Day” by Natalie Leon Connect with Natalie Leon: · Website: https://www.natalie-leon.co.uk/ · Instagram: https://www.instagram.com/_natalie_leon/ · Newsletter: https://natalieleon.substack.com · Links: https://linktr.ee/sakura_sister_ ━━━━━━━━━━━━━━━━━━━━━━

Based in Burlington, Vermont, Jayson Munn owns Jayson Munn Design. He specializes in creating inspired arrangements for weddings, corporate events, and photo styling throughout New England, but Jayson never veers too far from his gardening influences. Join me for a heartfelt conversation with Jayson as we chat about nature, flowers, plants, and living slow & […] The post Episode 674: Floral designer Jayson Munn on living slow and seasonally, letting the garden be your aesthetic influence, and sourcing flowers close to home   appeared first on Slow Flowers Podcast with Debra Prinzing.

*Affiliate links and sponsors are included in this post. Thank you for your support! SHOW NOTES In this episode MacKenzie talks with health-supportive personal chef Whitney Aronoff. They dive deeply into how to nourish ourselves seasonally and sustainably, as well as some behind-the-scenes into the life of a personal chef. Some of Whitney's Best Tips and Insights- A lot of the “heath” products we are now seeing are actually processed foods Always check labels- never trust a store's personal brand Shop straight off of manufacturer's websites to get the best prices, most options, and freshest products When we go out to eat we are paying for more than just the food- we are paying the staff, the ambiance, and so much more Fruit is one of the best ways to eat seasonally Farmers Markets are a great way to get you out of a food rut Look at your favorite restaurant's menus for meal planning inspiration Avoid seedless fruit at all costs LINKS MENTIONED The High Vibration Living Podcast Whitney Aronoff on Instagram Starseed Kitchen on Instagram Starseed Kitchen Unreasonable Hospitality by Will Guidara Toungue Scraper Melt Method Life Wave Patches Human Garage Fascia Work MacKenzie's YouTube Channel MacKenzie's Newsletter MacKenzie's Instagram LWA Facebook Group MacKenzie's Monat Site JOIN US IN PATREON! We would love to welcome you into our Patreon Community! SHOP WITH US ON AMAZON Find our favorites here!

Shoot us a Text.We're rolling through the middle of the week as we cover Cox Automotive's June wholesale price data and its warnings about lease maturities. Plus, Carvana is now offering used EV tax credits at checkout and Google is making it easier to have advanced account protection.Show Notes with linksUsed-vehicle wholesale prices experienced a decline in June, continuing a downward trend observed over the past 22 months, according to Cox Automotive.Non-adjusted prices decreased 2.2% from May and were down 10% year-over-year.Retail sales disruptions from CDK outages impacted the market, but declines slowed to a normal pace by month-end.Seasonally adjusted prices were down YoY as well. Luxury vehicle prices dropped 9.9%, SUVs and crossovers 9.3%, Compacts 12%, Midsize 11%, pickups 8.3% and electric vehicles 17%.The availability of 3-year-old vehicles decreased due to fewer off-lease returns, affecting auction supply. Cox forecasts a 12% decrease in lease maturities in Q3, potentially dropping 17-18% in Q4."This is a pattern that is not going to go away for the next two years, and we'll likely be dealing with it through 2026," said Jeremy Robb, senior director of economics and industry insights at Cox Automotive Carvana is now offering up to $4,000 off at checkout for eligible used EVs and plug-in hybrids, advancing the federal tax incentive so customers can benefit immediately rather than waiting for tax refunds.Discounts are available on Carvana's app or website for vehicles with a green tax credit banner.Customers must file IRS Form 8936 and transfer the credit to Carvana when filing taxes.This comes as the House of Representatives Ways and Means Committee voted in favor of a bill that would undo federal EV tax credits, arguing they benefit Chinese companies.Google has simplified the process for securing high-risk accounts with its Advanced Protection Program. Now, users can enroll using just a passkey instead of the previously required two physical security keys.The program targets high-risk users like political campaign workers and journalists.Originally, two physical security keys were needed to activate and log in.Users can now set up the program with a single passkey using biometric authentication on Pixel or iPhone devices.Setup is streamlined: visit the Advanced Protection Program page, follow the steps, and choose a passkey or security key.Google also requires recovery methods such as a phone number and email address.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Have you ever tasted something as delicious as a strawberry milkshake made with real, freshly plucked, juicy, in-season strawberries?? Well, let us tell you, friend, it is SO GOOD.After a visit to a strawberry farm, Jared and Ava decided to turn fresh strawberries into the best milkshakes we've ever tasted! This experience once again reminded us of the profound difference in taste and quality when enjoying in-season produce.Moving to the countryside transformed our lifestyle and diet, inspiring us to grow our own veggies and embrace local, seasonal foods. Seasonal eating means enjoying fruits and vegetables at their peak nutritional value and flavor, harvested just as nature intended.In this episode, we explore the numerous benefits of eating seasonally, from fresher and more nutritious food to cost savings, environmental advantages, and supporting local farmers. Learn practical tips on how to source local produce, even if you live in the city, and discover ways to preserve your favorite seasonal fruits and veggies to enjoy all year round.Join us as we delve into the joys and benefits of eating with the seasons and get inspired to make delicious, nutritious choices that align with nature's rhythm!We also love to hear from you! Ask us anything about this topic. And if you don't mind, we will share and discuss it anonymously on this podcast with fellow listeners! Text your question or message to (310) 879-8441.If you like this episode and know of someone who needs to hear it, help us get this message out to improve people's personal lives and foster healthy relationships!Resources:Order Annette's new book - Simple Country Living - From how to start a garden to garden-to-table recipes, tips, and family activities. You'll reduce waste, save money, harness new skills, and be able to live the “simple country life” no matter where you live.Seasonal produce lists for all 12 months of the year.Subscribe to Azure Farm's newsletter for weekly inspiration, tips, informative blogs, recipes, and more!Visit our website - Azure Farm -  for all things concerning farm, home, gardening, and the simple life.Follow Annette on Instagram at Azure Farm for your daily inspiration.Follow Jared on Instagram at Jared Thurmon. Sign up for Jared's newsletter to level up your health. Here's a few links to some things we're passionate about:Annette's new book - Simple Country Livinghttps://www.amazon.com/Simple-Country-Living-Techniques-Recipes/dp/0760385408For our Workshops and How-to series - LiveHomeGrown.comApple Podcasts - https://podcasts.apple.com/us/podcast/azure-farm/id1463340821Spotify - https://open.spotify.com/show/4eieYkvDungVAwkcHewo89?si=j0_fZgcQSZq2e3lHAGFP0QWeb - https://www.azurefarm.com and HappyFarmily.comFollow along on IG or TikTok - @azurefarm

Send us a Text Message.Welcome back to the Happily Hormonal Podcast. In this episode, I talk with chef Whitney Aronoff about the impact of food on hormone balance. Whitney shares how she attended culinary school to heal her own gut issues and learn life skills. She discusses the benefits of eating seasonal whole foods and traditional cooking methods for optimal nutrition and hormone health. Whitney emphasizes listening to cravings and upgrading unhealthy options. We stress finding balance in nutrition and avoiding restrictive thinking. Whitney shares resources for moms, including recipes! Tune in to learn simple steps for cooking nourishing meals in harmony with nature's cycles.In this episode:01:25 - Why Whitney became interested in food and healthy eating03:44 - What Whitney learned about healthy eating from culinary school06:43 - Benefits of eating seasonally and how it impacts the body 11:53 - Reflecting on how disconnected modern life is from natural cycles 15:00 - Cooking basics: techniques to improve nutrient retention19:29 - Listening to cravings and understanding their physical and spiritual meaning23:46 - Upgrading unhealthy cravings and making nourishment accessible28:45 - Meal planning, meal prep, and balancing warm and cold foods for better nutrition31:58 - More resources and recipes to help you nourish your body and hormonesLET ME HELP YOU FIX THOSE HORMONES:FREE RESOURCESLove Your Liver GuideHormone Secrets WorkshopCOURSE + COACHING (When you're ready to fix your hormones without the drama of figuring it out on your own)Nourish Your Hormones Course1:1 Hormone CoachingPRIVATE PODCAST MINI-COURSELeave a 5 star rating on the podcast and DM me the word RATING on IG @leishadrews for $20 off the Restored mini-course on blood sugar balance. Blood sugar balance is one of the first steps I take for hormone balance so this is the perfect place to get started!LET'S CONNECT!Instagram: @leishadrewsRead my story + get more hormone resources at my websiteCONNECT WITH WHITNEYInstagram: @starseedkitchenFacebook: StSign up for the first 2 episodes of the Restored mini-course on blood sugar balance for FREE! Blood sugar balance is one of the first steps I take for hormone balance so this is the place to get started! PS: Want the whole course at a discount? Leave a 5 star-rating on the podcast and DM me the word REVIEW to get in for just $17.Use the code HHPODCAST for $50 off Nourish Your Hormones ...Disclaimer: Information shared on this podcast and any referenced websites are not to be taken as medical advice or to be used as a diagnosis or treatment plan for any medical condition. I'm sharing my educated opinions & experience but nothing shared here can be taken on a one size fits all basis and we always recommend you do your own research, talk to your own doctors and practitioners, and take full responsibility for any health & medical choices you make.

#229: In today's episode we're celebrating Black Maternal Health week by discussing the ways you can be more attune to the seasons of our bodies. Understanding the power of your hormones, menstrual cycle, and fertility can be a game changer and serve as a guide for how to move with your energy no what season you're in.Our guest is Latham Thomas, the founder of Mama Glow – a global maternal health and education platform serving women along the childbearing continuum. Latham serves as a visiting Professor at Brown University, where the Mama Glow Doula Training program is incorporated to extend her work as a global advocate for maternal health and education. She also recently opened The Soft Space, a wellness and education center in Brooklyn, NY.In this episode, we discuss unique ways to be in touch with your reproductive health.We Also Talk About…Latham's journey starting Mama Glow and opening a new facility in Brooklyn.Living seasonally and pushing through chaotic seasons of lifeMenstrual depression and finding moments of retreatWhy it's important to listen to your bodyHow to modulate your life to accommodate your reproductive systemHow aging affects the reproductive system in your 20s, 30s, and beyondCatch up on these reproductive health episodes:Reframing Fertility with Bri Braggs of Fertile AlchemySexual Health from the Womb to the Tomb with Michelle HopeDemystifying Reproductive Health: Egg Freezing, Fertility Treatments, and the Impact of Fibroids with Dr. Tiffanny JonesSexual and Reproductive Health with Dr. Sara FlowersEnding Generational Trauma with Epigenetics + Preparing to Conceive with Dr. CleopatraResourcesFollow Latham on Instagram @glowmavenFollow the Mama Glow community on Instagram @mamaglowVisit mamaglow.com/gatherings for professional doula training programs and moreHave a question you want answered on an upcoming episode? You can share them anonymously with me here.Keep in touch with Balanced Black Girl:Watch on YouTube @BalancedBlackGirlFollow on IG: @balancedles @balancedblackgirlpodcastFollow on TikTok @balancedlesVisit our website at balancedblackgirl.comSubscribe to our newsletter, Mirror NotesSponsors:LMNT | Stay hydrated with LMNT– electrolytes your body needs with no added sugar. Visit drinklmnt.com/balancedles for a free sample pack with any purchase!Thrive Market | Thrive Market is the go-to for affordable healthy grocery and household essentials, and the convenience of getting everything online then quickly shipped to your doorstep is a huge time saver! Go to ThriveMarket.com/balancedles for 30% off your first order and get a FREE $60 gift!Shopify | Get your online business up and running with Shopify. Sign up for $1 per month trial period at shopify.com/balancedblackgirlProse | Each and every bottle of Prose custom hair and skincare is made to order and personalized, with a unique blend of naturally powerful and proven-effective ingredients to meet your needs. Get 50% off your first subscription order at prose.com/balancedles.NPR Black Stories, Black Truths | In NPR's Black Stories, Black Truths you'll find a collection of some of NPR's best podcast episodes celebrating the Black experience. Listen here.Hinge | Hinge is the dating app that's designed to be deleted. Download Hinge and try voice prompts today!Please note that this episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode.Produced by Dear Media.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Eating fresh local produce is a great idea. But there's no reason to avoid fruits and vegetables because they aren't in season.Previous episodes:Nutrition Diva #379Nutrition Diva is hosted by Monica Reinagel, MS, LDN.  Transcripts are available at Simplecast.Have a nutrition question? Send an email to nutrition@quickanddirtytips.com or leave a voicemail at 443-961-6206.Follow Nutrition Diva onb Facebook and subscribe to the newsletter for more diet and nutrition tips. Find Monica's blog and other programs at Nutrition Over Easy.  Nutrition Diva is a part of the Quick and Dirty Tips podcast network.  LINKS:Transcripts: https://nutrition-diva.simplecast.com/episodes/Facebook: https://www.facebook.com/QDTNutrition/Newsletter: https://www.quickanddirtytips.com/nutrition-diva-newsletterNutrition Over Easy: https://nutritionovereasy.comQuick and Dirty Tips: https://quickanddirtytipscom Nutrition Diva is hosted by Monica Reinagel, MS, LDN. Transcripts are available at Simplecast.Have a nutrition question? Send an email to nutrition@quickanddirtytips.com or leave a voicemail at 443-961-6206.Follow Nutrition Diva onb Facebook and subscribe to the newsletter for more diet and nutrition tips. Find Monica's blog and other programs at Nutrition Over Easy. Nutrition Diva is a part of the Quick and Dirty Tips podcast network. LINKS:Transcripts: https://nutrition-diva.simplecast.com/episodes/Facebook: https://www.facebook.com/QDTNutrition/Newsletter: https://www.quickanddirtytips.com/nutrition-diva-newsletterNutrition Over Easy: https://nutritionovereasy.comQuick and Dirty Tips: https://quickanddirtytipscom