Podcasts about stonex

On Friday's show, we get started with market analysis from Scott Varilek of Kooima Kooima Varilek in Segment One followed by a market conversation with Mike Castle, Senior Commodities Economist at StoneX in Segment Two. Then, we spend the rest of the show looking back at the 53 year career of Mark Gold in the commodity and brokerage business. Susan Littlefield sits down with Gold, who just retired this month, for a wide ranging conversation about his career and today's market world.

On Thursday's show, we start things off with a market conversation between Susan Littlefield and Arlan Suderman of StoneX in Segment One followed by a new episode of Cattle Chatter with Susan and Brad Kooima from KKV Trading. Then, Jesse sits down for analysis with Bryan Doherty from Total Farm Marketing and we also kickoff a series of educational tips on futures and options, focusing on long call options to start.

Soybeans are pushing higher to start the week with corn up slightly as well. Cattle are also trying to end their losing streak to start the week. Arlan Suderman from StoneX joins us for our Midday Commentary on Monday.

Arlan Suderman, Chief Commodities Economist at StoneX Group, says it's news and headlines which are currently in the driver's seat when it comes to what's on buyers' minds and what's driving the markets.

Agriculture's top headlines this week focus on the policy decisions, trade developments and market forces influencing producers as the growing season continues. Additional headlines include Corn Congress in Washington D.C., where growers are advocating for new demand and trade opportunities, along with China's latest soybean import figures and proposed EPA changes to diesel engine regulations. We also cover ag labor reform, water infrastructure legislation and the latest crop progress report. This week's interview is with Arlan Suderman, chief commodities economist at StoneX, who joins Delaney Howell at the NAFB Summer Showcase to discuss the latest developments in the grain markets. They break down the factors influencing recent price fluctuations, what has changed over the past several weeks, and what producers should keep an eye on as the growing season continues. Stay connected with us for daily agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

The July 16 edition of Commodity Week, hosted by Todd Gleason from the National Association of Farm Broadcasting (NAFB) Summer Showcase in Kansas City, Missouri, features agricultural analysts Mike Zuzolo of GlobalCommResearch.com and Arlan Suderman of StoneX. The program delves into deep macroeconomic and geopolitical parallels between the current market environment and the 1980s, highlighting how shifts in Chinese demand and escalating global conflicts, particularly new drone-driven disruptions in the Black Sea, are altering international grain and energy trade. The panel examines the operational complexities of domestic biofuel policies, such as the 45Z tax credit and RVO programs, noting that while soybean crushing remains robust, older biomass diesel plants are facing maintenance and cash flow limitations due to delayed regulatory guidelines. Looking ahead to the fall harvest, the experts advise grain producers to carefully monitor regional basis swings, look past short-term fund-driven market volatility, and proactively manage risk by securing early pricing protections.Panelists  - Mike Zuzolo, Global Commodity Analytics and Consulting  - Arlan Suderman, StoneX ★ Support this podcast ★

Global conflict in the Persian Gulf have impacted fuel and fertilizer prices for U.S. farmers. Now, conflict in the Black Sea Region between Russia and Ukraine threaten not only fuel but food for the rest of the world. Arlan Suderman with StoneX says some of the worst fears in the market are now being realized. 

The grain markets are mixed on Tuesday with some pressure in corn and soybeans while the cattle complex is under pressure through midday. We also got the June Consumer Price Index data this morning and it was better than expected. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Tuesday, July 14th, 2026.

Santa Catarina se consolida como o quarto maior produtor de leite do país, com propriedades ampliando a produtividade por meio de assistência técnica e gestão no campo. StoneX alerta para riscos climáticos às lavouras e mudanças no mercado global de insumos e energia. Brasil exportou 435 mil toneladas de milho em junho, enquanto a corrida pela colheita do cereal eleva o risco de contaminação por aflatoxina, segundo especialista. Na previsão do tempo, semana começa com risco de geadas e temperaturas baixas na Região Sul.

USDA made a few changes to the balance sheets with the release of its July 2026 World Agricultural Supply and Demand Estimates report on Friday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a recap of the July WASDE Report in our Market Talk Midday Commentary for Friday, July 10th, 2026.

The July WASDE Report from USDA made some interesting changes to the balance sheet for corn, wheat and soybeans. Does the USDA math make sense? How much is weather and war concern overseas factoring in to the wheat market? Bryan Irey with Crossroads Coop joins us for analysis and perspective after the WASDE report and thoughts on the cattle trade as well. Find more at https://www.crossroadscoop.com. Another day lower in cattle futures on Friday while this week's cash trade is coming in around $7 lower. Meanwhile, lean hogs were mixed on the session and the grain trade was higher on the back of some interesting changes in the July WASDE Report. Joe Kooima with Kooima Kooima Varilek joins us to discuss. More at https://www.kkvtrading.com. We also hear analysis to open the show from Arlan Suderman, Chief Commodities Economist at StoneX.

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Wheat is showing some support while corn and soybeans trade lower at midday. The livestock sector is a mixed bag as well on Thursday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and perspective in our Market Talk Midday Commentary for July 9th, 2026.

According to Senior Commodities Economist Mike Castle of StoneX, the market wasn't really surprised by the White House's decision to not renew the USMCA for several reasons.

StoneX destaca riscos climáticos para lavouras e mudanças no mercado internacional de insumos e energia. Embarques do agro brasileiro avançam 14% em junho. Esmagamento de soja e exportações de carne batem novos recordes em Mato Grosso. Indústria do biodiesel e compras da China sustentam desempenho do agronegócio no primeiro semestre. Entidades reforçam defesa dos interesses do Brasil nos Estados Unidos. Na previsão do tempo, ar seco domina Brasil e eleva risco de queimadas.

Tensions are on the rise once again between the US and Iran, which sent energies higher Wednesday and put volatility into the outside markets. We also confirmed soybean sales to China, but the grains finished mostly lower on the day. Mike Zuzolo with Global Commodity Analytics joins us to look at the trade action, charts, geopolitics and more. Find more at https://www.globalcommresearch.com. Plus, we open the show in Segment One and hear Wednesday's Midday Commentary with Arlan Suderman from StoneX who shares thoughts on the midweek market action.

The grain markets are quieter on Tuesday as rumors continue to swirl on Chinese grain purchases. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the trade action across grains and livestock today.

Soybeans are surging to start the week, post 4th of July holiday, which is helping move corn and wheat higher as well. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss what's happening across the markets to start the week.

The markets are closed in observance of Independence Day – Happy 250th Birthday, America! We have StoneX vice president of fertilizer Josh Linville join us to discuss this critical input and the evolving policies affecting U.S. farmers access to it. Then Susan Stoud of No Bull Ag takes us through the history of America, particularly the story of U.S. agriculture, over the past 250 years.See omnystudio.com/listener for privacy information.

Grain markets are continuing to find some positive trade as we near the holiday weekend while this morning's jobs data was underwhelming. We talk about all of that and more with Mike Castle, Senior Commodities Economist at StoneX, in our Midday Commentary for Thursday, July 2nd, 2026.

USDA on Tuesday said farmers planted just over 95 million and 85 million acres of corn and soybeans respectively along with higher grain stocks for corn, soybeans and wheat. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for report reaction in our Market Talk Midday Commentary for Tuesday, June 30th, 2026.

Corn and soybeans are under pressure to start the week ahead of USDA's end of June reports on Tuesday. Arlan Suderman with StoneX joins us to run through the market action to kickoff the week on Monday.

The cash cattle trade was in a bit of a standstill late in the day on Friday and that may have factored into some profit taking on the futures side. Meanwhile, lean hogs found a little support and the grain complex (although it was quiet to lower) did have some things to talk about this week. Scott Varilek with Kooima Kooima Varilek in Sioux Center, IA joins us for market analysis in Segment Two today. Find more information online by visiting https://www.kkvtrading.com. Also on today's show, we begin in Segment One with some analysis from Kyle Bumsted from Allendale and close the show with comments from Arlan Suderman at StoneX and Naomi Blohm with Total Farm Marketing in Segment Four. In between, during segment three of the show, we talk with Farm Credit Mid-America Livestock Product Specialist Austin Robinson. He joins the show to share perspective on managing risk, changes to Livestock Risk Protection and more.

Corn and soybeans are trying to rally just a bit after early pressure as the wheat market bounces off support levels. Meantime, hogs are higher and cattle are mixed as we near the end of the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

The June 25 edition of Commodity Week featured analysis from Arlan Suderman of StoneX, Curt Kimmel of AgMarket .net, and Greg Johnson of Total Grain Marketing. The panel evaluated the impending June 30 USDA acreage and quarterly grain stocks reports, noting that these figures, alongside developing weather patterns, will establish the primary direction for the markets. Expectations for corn acreage generally reflect a slight decrease from March intentions, while soybean acreage is anticipated to be marginally higher.Weather remains a dominant factor as the corn crop approaches its critical July pollination window. Elevated temperatures will accelerate growing degree days, but sustained heat combined with high overnight temperatures could negatively impact final yields. The panel also highlighted specific agronomic risks moving into the latter half of the summer. These include the eastward drift of smoke from western wildfires and the potential for southern mold spores to increase disease pressure, making fungicide application decisions crucial for producers this season (CropProtectionNetwork.org).Significant uncertainty persists regarding international trade commitments on the demand side. The market is closely monitoring China's purchasing pace to determine if the nation will meet its stated targets by the end of the calendar year. Additionally, potential agricultural shipments to Iran, facilitated by the use of frozen assets, represent another unresolved variable that could substantially tighten the overall balance sheet. Until these international demand factors and late-season weather impacts are clarified, producers are exhibiting notable reluctance to make new crop sales at current price levels.Panelists - Greg Johnson, Total Grain Marketing - Curt Kimmel, AgMarket.net - Arlan Suderman, StoneX ★ Support this podcast ★

Soybeans are finding strength at midday Thursday while corn, wheat and livestock trade is mixed. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the trade action in commodities, more tensions in the Strait of Hormuz impacting crude oil and a look at Thursday's PCE inflation data.

Wednesday was another mixed day overall in the grain and livestock trade as we saw wheat and cattle bounce a bit while corn, soybeans and hogs were sideways to lower. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the midweek trade action, outside market moves and a look ahead to next week's USDA data dump.

It is a mixed market day across grains and livestock on Tuesday, with the wheat complex finding more pressure near midday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

Cattle futures have found some early week support to the upside while it is mixed to lower in grains and oilseeds. Arlan Suderman, Chief Commodities Economist with StoneX, joins us to take a look at the markets and news headlines coming out of the holiday weekend.

Matt Layman returns to The Lumber Word for an in-depth discussion on one of the hottest topics in the lumber industry: the summer lumber rally. With inventories running lean, freight markets tightening, and mills extending order files, the crew explores whether lumber prices still have room to run. The conversation begins with a recap of the Southern Pine hedging seminar hosted by StoneX and Westline Capital, where attendees discussed the future of lumber risk management, liquidity challenges, and why more companies need to gain hands-on experience using futures markets. The group then shifts to the cash lumber market, breaking down strength in SPF, Southern Yellow Pine, Hem-Fir, and Douglas Fir. Matt shares what he's seeing in the Pacific Northwest, while Gregg and Ashley discuss supply constraints, delayed shipments, trucking shortages, and why buying lumber is becoming harder than selling it. They also analyze the latest housing starts data, debate whether demand is stronger than many expect, and discuss how lean inventories throughout the supply chain continue to support higher prices despite widespread economic pessimism. Plus: freight disruptions, rail delays, inventory management, futures trading lessons, Elon Musk, SpaceX, and Ashley's outlook for where lumber prices may be headed through July and beyond. If you're a lumber dealer, wholesaler, manufacturer, builder, trader, or investor looking to stay ahead of the market, this episode is packed with actionable insights. Topics Covered Lumber Market Outlook SPF Lumber Prices Southern Yellow Pine (SYP) Hem-Fir & Douglas Fir Markets Lumber Futures & Hedging Freight & Trucking Costs Rail Service Challenges Housing Starts Analysis Inventory Management Lumber Industry Economics SpaceX & Market Psychology Summer 2026 Lumber Rally Timeline 00:00 – Matt Layman Returns to The Lumber Word 03:00 – Southern Pine Futures, Hedging & Market Participation 07:00 – Risk Management: How Lumber Companies Should Think About Futures 15:00 – Trading Lessons: Winning, Losing & Market Discipline 16:00 – SPF, Hem-Fir & Douglas Fir Break Higher 21:00 – Is Southern Yellow Pine Finally Joining the Rally? 27:00 – Housing Starts: What the Headlines Missed 30:00 – Elon Musk, SpaceX & Economic Optimism 34:00 – Ashley's Bullish Case for Lumber 38:00 – Freight Bottlenecks, Rail Delays & Inventory Shortages 44:00+ – Why Buying Lumber Is Harder Than Selling It Episode Takeaway The lumber market continues to be driven by one simple reality: inventories remain too low while supply struggles to keep up. Despite negative sentiment around housing and the economy, buyers continue to chase wood, mills are extending order files, and freight remains a major constraint. The panel agrees that the path of least resistance for lumber prices remains higher until inventories are rebuilt and supply catches up.   Guest: Matt Layman www.laymansguide.com Matt@laymansguide.com   Advertiser Fastmarkets RISI Tiranth Amarasinghe Product Marketing Manager Tiranth.Amarasinghe@fastmarkets.com www.fastmarkets.com Show Contacts: Gregg Riley: Gregg@sitkainc.com Charles DeLaTorre: cdelatorre@ifpwood.com Matt Beymer: mattbeymer@hamptonlumber.com Ashley Boeckholt: ashley@sitkainc.com  

USDA confirmed Chinese purchases of soybeans on Thursday morning, yet we are seeing a selloff across many commodities into the three-day weekend. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary for Thursday, June 18th, 2026.

Grain and livestock markets show mixed action on Wednesday as we near the end of a holiday shortened week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

The grain markets were quietly higher on Wednesday, with the wheat complex finding some great support. Cattle futures were mixed as we near the next Cattle on Feed report and overall, crude oil continued to try and find it's new trading level. Mike Zuzolo with Global Commodity Analytics joins us to discuss the potential role of weather, the energy story, inflation and more in the markets. Find more online by visiting https://www.globalcommresearch.com. As war in the Middle East between the U.S. and Iran is reportedly winding down, fertilizer prices have also been falling in a recent weeks. Are we out of the woods yet when it comes to price, supply, infrastructure and more? Josh Linville, VP of Fertilizer at StoneX, joins us for an update ahead of Father Day's weekend and shares some thoughts on what producers need to remember. Find more online as well at https://www.stonex.com.

Some volatility has returned to the grains and oilseeds on Tuesday while cattle show another strong day to the upside through midday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

Grains and livestock trade are fairly mixed as most of the attention is in the energy sector and financials after reports of a U.S. and Iran peace agreement. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

We saw a quieter day in the grain trade on Friday as we had mixed action through midday while there was some pressure in cattle futures and more inflation data to absorb to close out the week. We discuss those things with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

Eddie Connor with StoneX drops by to discuss the June WASDE report. Despite recent price performance, Eddie highlights positive undercurrents in our markets. Tune in!

We saw the grain markets mixed to lower on Thursday as the June WASDE report came and went with minimal changes. Cattle futures saw a good day to the upside as the markets continue to digest New World Screwworm in the United States. Bryan Doherty with Total Farm Marketing joins us for analysis and perspective on today's show. Find more at https://www.totalfarmmarketing.com. Meanwhile, it's been a week filled with head-scratching price action and volatility in the cattle market. According to Brad Kooima of Kooima Kooima Varilek, the market has become increasingly difficult to read on a day-to-day basis. He joins Susan Littlefield for a new episode of Cattle Chatter in Segment Two. PLUS, we have analysis of the WASDE to open the show from Arlan Suderman at StoneX.

Minimal changes to the overall balance sheets according to USDA's June WASDE Report out on Thursday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the numbers and discuss what he saw on the report.

Susan Littlefield sits in for one more day for Jesse as she has conversations with Mike Zuzolo from Global Commodity Analytics, Darin Fessler from Lakefront Futures and Arlan Suderman from StoneX today.

Susan Littlefield sits in on today's show and has conversations with Tyler Schau from AgMarket.net, Kyle Bumsted from Allendale and Arlan Suderman from StoneX.

08 Jun 2026. Riyadh Air will officially start widescale commercial operations to London on Wednesday 10 June, after taking delivery of its first three Boeing 787-9 aircraft. That's according to Tony Douglas, CEO of Riyadh Air, speaking on The Business Breakfast. World Cup fever is here, and so are the scams. 4,300 fake ticket sites are already targeting fans. Nick Palmer of Group-IB tells us how to stay safe. And SpaceX's $1.77 trillion IPO is days away. The biggest in history. But history says the biggest IPOs often come right at market tops. Razan Hilal from Forex.com by StoneX on what to watch for.See omnystudio.com/listener for privacy information.

Susan Littlefield sits in for Jesse Allen on Friday's show and has conversations with Arlan Suderman at StoneX, Mike Zuzolo with Global Commodity Analytics and Scott Varilek with Kooima Kooima Varilek to close out the week.

Arlan Suderman, the chief commodities economist for StoneX, said the markets have been anticipating this would happen at some point. NAFB News ServiceSee omnystudio.com/listener for privacy information.

We are bringing you an AgCast Extra, today, to let you know about a confirmation by USDA, that the New World Screwworm has been detected in Texas just north of the Mexico boarder. We will first have a conversation with our Beef Division Director, Chris Prevatt. Next will will hear from USDA Ag Secretary, Brooke Rollins and finally, we'll hear about the potential economic impact from Arlan Suderman, chief commodities economist for StoneX.Find out more about our sponsor, Alabama Ag Credit, and also about Alabama Farmers Federation. 

Copper steps out of the shadow of gold and silver in this wide‑ranging conversation with StoneX's Natalie Scott Gray and SummerHaven's Kurt Nelson. Jeff digs into why “Dr. Copper” sits at the heart of electrification, AI data centers, EVs, and defense, and how underinvestment in mines, fragile supply chains from Chile to the DRC, and China's smelting dominance are setting the stage for structural shortages. Natalie breaks down the real fundamentals: tariffs, sulfuric acid bottlenecks, strategic stockpiling, and the difference between visible and hidden inventories, while Kurt connects it all to macro, inflation, and why investors may be underestimating copper versus the miners. Along the way, they hit on rare earths, environmental trade‑offs, and what rising retail interest in copper bars might signal about the next phase of the metals trade. SEND IT!Chapters:00:00-01:16=Intro01:17–04:58 = Natalie & Kurt: From Chemistry Labs to Copper Markets04:59–14:09 = What Makes “Dr. Copper” Special? Conductivity, AI, EVs & the Grid14:10–26:41 = Inside the Copper Supply Machine: Mines, Smelters & China's Grip26:42–39:34 = Tariffs, Trade Wars & Regional Shortages: How Policy Moves Copper39:35–56:19 = Structural Deficits, Sulfur Shocks & the Coming Copper Crunch56:20–1:03:09 = Investing in Copper: Futures vs. Miners, Inflation & Retail FOMO1:03:10–1:08:43 = Copper Bars, Lab-Grown Diamonds & Restaurant RecsBlog Post: The Hardest Trade Is Holding the Thing That Doesn't Hug You BackPodcast episode: Unlocking the Commodity Risk Premium with Kurt Nelson of SummerHavenFollow along on LinkedIn with Kurt Nelson & Natalie Scott-Gray and be sure to check out summerhavenindex.com and stonex.com for more information!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

The May 28, 2026 edition of Commodity Week centers on the volatility and risk management challenges currently facing the agricultural sector. Analysts Naomi Blohm and Arlan Suderman emphasize that geopolitical tensions, specifically the conflict involving Iran and the potential reopening of the Strait of Hormuz, are creating significant headline risk that could drastically impact crude oil and fertilizer prices for the 2027 crop year. Domestically and globally, unpredictable weather patterns—including hot and dry forecasts in the United States and potential production struggles in Brazil and India—are adding uncertainty to crop yields and input costs. With December corn and November soybeans testing key technical support and resistance levels, the panelists urge farmers to establish written marketing plans to mitigate emotional decision-making. Furthermore, shifting global trade dynamics, such as Brazil overtaking Argentina in soybean meal exports and ongoing USMCA negotiations with Canada and Mexico, underscore the critical need for producers to execute objective sales strategies during seasonal price highs.Panelists - Naomi Blohm, TotalFarmMarketing.com - Arlan Suderman, StoneX.com ★ Support this podcast ★

While much of the world has been focused on the war in Iran's impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market is in a precarious spot. Roughly a third of the world's seaborne fertilizer trade goes through the Strait of Hormuz. Even before the war in Iran began, China, the world's top phosphate producer, halted exports of the crucial compound. As a result, the longer the strait remains closed, the more the threat to our global food supply escalates. In this episode, Shayle speaks with Josh Linville, vice president of Fertilizer at StoneX, to make sense of the global fertilizer market and its cascading impacts. Shayle and Josh cover topics including: The current state of global fertilizer markets The tenuous relationship between natural gas prices and the cost of producing nitrogen-based fertilizers in Europe How stalled shipments of fertilizer could impact supply and demand for next year's planting season The impact of Chinese phosphate export restrictions on the global market How a prolonged closure of the Strait could impact food supplies around the world Resources Josh Linville's X account Open Circuit: Iran, energy shocks, and the case for distributed power Latitude Media: DOE's second ‘Energy Dominance' loan was reworked to embrace coal Latitude Media: This isn't demand destruction. It's rationing. Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts.

Mike Castle of StoneX joins us to discuss China followed by Justin Gilpin of Kansas Wheat,then Joe Kooima of Kooima Kooima Varilek with cattle market report.See omnystudio.com/listener for privacy information.

Jerry Gulke of The Gulke Group joins us plus Alex Hodes of StoneX on diesel and livestock with Rob Andringa of Professional Ag Markering. Nick Tsiolis of Farmer's Keeper shares mid-week cash grain and basis update.See omnystudio.com/listener for privacy information.