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Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 China Digs In2:27 US Crop Progress5:05 Futures Industry Consolidation9:12 Bayer to Ditch Roundup?10:37 Russian Wheat Prices Dip11:36 Grain Shipments12:41 Corn Sale to JapanChina Orders Halt on US Aircraft Purchases ✈️
A 90-day tariff pause from China sent the cattle markets soaring—and that's just the start. On today's Channel Final Bell, Arlan Suderman breaks down former President Trump's tariff announcement and what it could mean for consumers at the grocery store. We also dig into how ag commodities have been surprisingly insulated in the trade war talk and look ahead to what the upcoming WASDE report might reveal.
Markets continued to see red in reaction to tariff news, Chinese retaliation against the U.S. on Friday and more. We break down the latest moves in grains (including corn holding its own), pressure in livestock and thoughts on crude oil breaking down to near $60 a barrel in WTI futures. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for Midday Commentary.
Egg prices have been on a wild ride, with unprecedented volatility creating headaches for everyone from producers to restaurant chains. But what if there was a financial tool designed specifically to smooth out these price swings? That's exactly what StoneX has developed with their new shell egg contract.As Ryan Turner of StoneX explains, this innovative risk management solution emerges just as the company celebrates its centennial anniversary—a meaningful full-circle moment considering StoneX began as an egg brokerage in Chicago back in 1924. From those humble beginnings, they've grown into a global financial services powerhouse while maintaining deep agricultural roots.What makes this contract particularly valuable is its customer-driven origin. Turner emphasizes that the best financial products always emerge from client needs. While external factors like recent tariff announcements will impact commodity markets broadly, shell eggs remain somewhat insulated due to their predominantly domestic consumption. Nevertheless, having effective risk management tools becomes even more crucial during periods of geopolitical uncertainty. As Turner notes, once these financial instruments gain traction during volatile periods, they typically become standard industry tools for decades to follow.The industry's participation is vital for this contract to develop its full potential, Turner notes.
Markets are continuing to react to President Trump's tariff announcement from Wednesday with plenty of "risk-off" trade happening in various complexes. Corn and wheat, however, have worked back to unchanged after gapping lower in early trade. Arlan Suderman from StoneX joins us to discuss in our Midday Commentary for Thursday, April 2rd, 2025.
It's Purdue Ag Week! We'll tell you how they're educating the rest of campus about what's happening in the College of Agriculture on today's #HATPodcast. Chief Meteorologist Ryan Martin also shares his Indiana Farm Forecast and we provide grain market analysis from Arlan Suderman at StoneX after a solid up-move for corn, soybeans, and wheat on Tuesday. The HAT Podcast is presented by First Farmers Bank & Trust!
On Wednesday's AOA, powered by Cenex, we start the show with a look at markets as David Brock from The Brock Report joins the show. In Segment Two, we discuss forthcoming tariffs from the Trump Administration, ECAP funds and more with Josh Baethge, Policy Editor for Farm Progress. Next up in Segment Three, we discuss the outlook for the fertilizer market as we enter spring planting season with Josh Linville, VP of Fertilizer at StoneX. Then we close the show with a recap of a recent Northern Soy Marketing trade mission to Thailand with NSM Executive Director Patrick O'Leary from Minnesota.
Markets are trading quietly mixed ahead of tariff announcements later on Wednesday afternoon. Mark Lucas with StoneX joins us to discuss the market action in grains and livestock on Wednesday.
Grains are higher at midday on Tuesday with soybeans and soyoil leading the charge. The same goes for livestock futures which have found good money flow on the first day of April. We talk markets with Arlan Suderman from StoneX in our Midday Commentary for Tuesday, April 1st, 2025.
USDA is calling for 95.3 million acres of corn to be planted this spring in the U.S. along with just shy of 83.5 million acres of soybeans. There were not many changes to the grain stocks number as well that were released on Monday. Arlan Suderman, Chief Commodities Economist at StoneX joins us to recap the data in our Midday Commentary.
We had a fairly quiet ag market trade at midday on Friday while we saw heavy pressure in the stock market. Arlan Suderman from StoneX joins us to discuss ahead of the weekend.
What is the market assessment moving forward? Many reports and data dump for next week Canada & tariffs Mexico & tariffs Could we see lower cash this week for cattle?
Soybean oil and soybeans are the story on Thursday with apparent strength from comments by the Trump Administration about having oil and biofuel groups work together on updated biofuels policy. Meantime, corn and wheat are quiet and livestock is mixed. We talk about it with Arlan Suderman from StoneX.
We saw cattle and hog futures finding some strength at midday while it was another quietly lower day in grains and oilseeds. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Wednesday.
Grain markets, along with the cattle complex, are trading quietly lower on Tuesday. We just can't seem to stir up any fresh news to drive this trade and we continue to drift. Ryan Moe with StoneX joins us for thoughts in our Midday Commentary.
Grains are mostly lower to start the week on Monday while cattle futures are a bit higher and stocks are showing some optimism. We talk markets with Arlan Suderman from StoneX.
We saw another quiet day overall in the markets on Thursday with corn showing a little more strength. Mike Castle with StoneX joins us to discuss the grains and the macro markets.
Corn was a bit higher again on Thursday and that helped pull soybeans into the green as well. Wheat struggled again while the outside markets were quieter and cattle futures had another solid day higher. We talk charts, balance sheets and dive into the grain and livestock trade on today's show. Bryan Doherty from Total Farm Marketing joins us and we also hear from Craig Turner with StoneX during today's program.
Grain markets are mixed to quietly lower on Wednesday with a lack of fresh news in the trade. The outside markets are waiting for the Fed to wrap up their latest meeting today. We discuss the midweek trade action with Mike Castle from StoneX.
Join Dan Aberhart on Growing the Future Productions as he discusses the volatile global fertilizer market in 2025 with Josh Linville, a trusted Fertilizer Market Analyst at Stonex. In this episode, they tackle the unpredictable fluctuations in fertilizer prices, including the impacts of tariffs, geopolitical events, and supply constraints. Josh provides a detailed analysis of the global factors affecting nitrogen, urea, potash, phosphate, and sulfur markets, and offers insights on how farmers and industry professionals can best navigate these challenges. Learn the current state of the market, predict future trends, and understand the complex forces at play in the agricultural sector.00:00 Introduction to Global Fertilizer Market00:26 Current Fertilizer Market Challenges02:07 Audience Interaction and Questions03:49 Josh Linville's Market Analysis07:49 Global Supply Issues and Political Impacts15:45 Middle East and Global Shipping Concerns20:22 European Production and Market Dynamics33:54 Technological Advances and Future Outlook35:15 Phosphate Market and Tariff Implications37:58 Understanding Market Signals38:27 Global Phosphate Supply Issues39:01 Impact of US Government Policies40:07 China's Export Restrictions43:52 India's Struggle with Subsidies48:05 Internal Fertilizer Trade Dynamics49:51 Tariffs and Market Reactions54:05 Potash and Sulfur Market Insights01:01:05 Conclusion and Final Thoughts
KC wheat is the upside leader again on Tuesday with mixed action elsewhere in the markets. We talk with Arlan Suderman, Chief Commodities Economist at StoneX about Tuesday's market action.
The wheat complex is leading the ag sector on St. Patrick's Day to start the week while it is mixed to higher in corn, soybeans and livestock trade. Arlan Suderman, Chief Commodities Economist at StoneX joins us to discuss the early week market trade action.
Soybeans, soybean oil, cattle and equities had a decent end of the week on Friday while corn and wheat ended mostly lower. KC Wheat though had a strong week to the upside when you look at the weekly close. We discuss the market action on Friday and more with Bryan Doherty from Total Farm Marketing. Find more online at https://www.totalfarmmarketing.com. Also, we hear a conversation from earlier this week in Washington D.C. with Dr. John Newton from Terrain discussing the ag economy, Farm Bill and more. And we hear our Friday Midday Commentary with Mike Castle of StoneX in the opening segment of the show.
Tariff pressure Mexico is still important Delayed sell off of WASDE came today Brazil & Argentina crops with harvest underway Rain levels Cash cattle market feels good
We saw minimal changes to the balance sheets with the release of the March WASDE Report from USDA on Tuesday. Arlan Suderman, Chief Commodities Economist at StoneX joins us to take a look at the numbers and share his perspective on the market action to start the week.
After a volatile week of trade and plenty of headline risk impacting the markets, we essentially finished near unchanged in many markets to close out the week on Friday. Plus, we can't forget that we still have various fundamentals at play that are underpinning these markets. Kent Beadle with Paradigm Futures joins us for market analysis to close out the week. Find more online at https://www.paradigmfutures.net. Also, we hear our Midday Commentary with perspective on the grains, energies, macro markets and fertilizer with Mike Castle from StoneX in Segment Two of today's show.
On Thursday's AOA, powered by Cenex, we are live from the StoneX Ag & Dairy Outlook in Nashville, TN. We start the show with a dairy market outlook as Nate Donnay, Director of Dairy Market Insight for StoneX joins us. In Segment Two, we get perspective on crop production and outlooks from the Black Sea region with Matt Ammermann, Vice President-CIS, Black Sea Region for StoneX. Next up in Segment Three, we talk tariffs and the broader commodity market outlook with Arlan Suderman, Chief Commodities Economist at StoneX. Then we close the show with thoughts on the livestock markets with Ben Parks, Risk Management Consultant for StoneX.
On Thursday morning, President Trump announced an exemption from the 25% tariffs for any Mexico products under the USMCA agreement. We discussed that and the market volatility with Arlan Suderman, Chief Commodities Economist at StoneX. ***DISCLAIMER, Canada was added to have the same exemption as Mexico late on Thursday afternoon after this was recorded.
We saw a solid rebound in the grain and livestock markets on Wednesday as rumors seem to indicate that some of the tariff fears could subside in short order while we also had some bounce from oversold conditions. DuWayne Bosse with Bolt Marketing joins us for perspective on the midweek bounce. Find more online at https://www.boltmarketingllc.com. Also, we listen to our Midday Commentary from Wednesday with an update and thoughts on grains, crude oil and fertilizer markets with Mike Castle from StoneX in Segment One. And we close the show with a conversation from Commodity Classic with Amy France, Chairwoman of the National Sorghum Producers in Segment Four.
Want your views heard on the show? Tap here to send us a message!Duncan and Alex are joined by the unmistakable Nigel Eaton to celebrate a glorious semi final win in the sun for the Ladies against Quins, as they also look forward to the PWR Final which this year will be at our own Stonex Stadium.Follow the Fezcast on Twitter, Instagram, Facebook and YouTube to hear all our latest news first!Click here for subscription links[Disclaimer: The Fezcast is brought to you on behalf of the Saracens Supporters Association and is not an official product of Saracens Ltd]Title Music (from Season 4): "Herald" by This Winter Machine
Night before tariffs China Containing them-Canada & Mexico Weather in S.A. Harvest/planting moving forward Cattle reacting to trade
Plenty of risk-off trade on Friday as money flow is to the downside at midday. We discuss the trade action as we near the end of the month of February with Arlan Suderman from StoneX.
We have grain market info aplenty on today's #HATPodcast with analysis from Tom Fritz at EFG Group in Chicago and news from Arlan Suderman, Chief Commodities Economist at StoneX after another selloff on Wednesday. The Indiana Farm Forecast is a bit more active with rain and some storms around the state with snow possible in some areas as well. Tune in thanks to First Farmers Bank & Trust - proudly serving local farms, families, and agribusiness for 140 years! Visit them online at FFBT.com to learn more.
China & U.S. Tariff's shifting to April 2 Ag Outlook Forum has trades attention Forum will set the yield for upcoming WASDE Cattle see a set back from yesterday
We see markets mostly under pressure at midday on Wednesday with lean hogs about the only exception. Arlan Suderman from StoneX joins us to discuss grains, livestock and outside market moves at midweek.
Stonex acredita que área canavieira será menor, mas que produção será acima de 610 milhões de toneladas
We see a mixed to lower day in grains and oilseeds at midday Tuesday with cattle futures moving higher again. Arlan Suderman with StoneX joins us for a look at the markets.
We see the grain markets under some pressure at midday with the cattle trade moving higher to start the week. Arlan Suderman from StoneX joins us for market analysis at midday on Monday.
Grain markets seem to be drifting a bit into the upcoming weekend while the stock market is seeing more pressure. We also have a mixed day in the livestock complex. Arlan Suderman with StoneX joins us for our Friday midday commentary.
While at Top Producer Summit in Kansas City we took advantange of opportunities to record conversations with Mark Gold of Top Third Ag Marketing at StoneX about markets and risk management, and two producers you may have heard of: David Hula and Randy Dowdy in a first of many discussions we'll have with them on AgriTalk. See omnystudio.com/listener for privacy information.
We see the soy complex as the leader on Thursday while the stock market and livestock are under pressure. Arlan Suderman with StoneX joins us to discuss what's happening in the market trade.
Grain markets are fairly quiet on Wednesday as March corn is trying to hold above $5 on the board while wheat is under pressure. We discuss grain and outside markets with Mike Castle from StoneX in our Midday Commentary.
After the three day weekend, we see decent money flow into the grain sector and feeder cattle on Tuesday. We discuss the market action with Arlan Suderman from StoneX.
Friday on AOA, we start the show with an update from Capitol Hill as Jerry Hagstrom of The Hagstrom Report joins the show. In Segment Two, we discuss a new ethanol exports report from CoBank's Jacqui Fatka and get her thoughts on the reintroduction of nationwide E-15 legislation, tariff concerns and more. In Segment Three, we get perspective on commodity market action, inflation news and more with Arlan Suderman, Chief Commodities Economist at StoneX. Then we close the show in Segment Four with a roundup of news headlines including more on Brooke Rollins confirmation as USDA Secretary of Agriculture, the introduction of the Death Tax Repeal Act in Congress and more.
Panelists - Matt Bennett, AgMarket.net - Arlan Suderman, StoneX.com - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★
Post WASDE South American production USDA didn't feed the bull on Tuesday-defended today in corn Wheat doesn't have the support it needs Beans continued to drop Chang in private production estimates China buying more beans from Argentina & Brazil Weather premium in the cattle Cash market movement this week
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Trump Temporarily Suspends Tariffs on Mexico
In this episode of AgNet News Hour, hosts Sabrina Halvorson and Lorrie Boyer discuss the new tariffs imposed by President Trump on Canada, Mexico (now delayed until March), and China, and their potential impact on the agricultural sector. Featuring expert analysis from Fertilizer Market expert Josh Linville of StoneX, and reactions from various agricultural organizations, including the National Farmers Union, American Farm Bureau, and National Cattlemen's Beef Association, the discussion covers concerns around rising input costs, potential retaliatory tariffs, and the timeline challenges posed by the new tariffs. Additionally, an update on a new trade agreement between the USDA and Mexico regarding cattle imports is provided, offering a glimmer of hope for future negotiations.
This week's inflation report showed food costs are easing, but experts say some categories will stay high. SBS Finance Editor Ricardo Gonçalves speaks with Stefan Vogel from RaboResearch to find out, plus David Scutt from StoneX goes through the day on the sharemarket.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.