Podcasts about stonex

Agro 4x4 #20 | Preço melhor acelera venda da safra 26/27, mas safrinha segue em abertoA comercialização da soja e do milho avançou no Brasil com a melhora dos preços. Segundo a StoneX, a venda antecipada da soja e do milho verão 2026/27 está entre os ritmos mais fortes dos últimos anos para este período.Mas a próxima safrinha ainda exige atenção. No Paraná, apenas 3% da safrinha 2026/27 foi comercializada, abaixo da média nacional de 9,4%. Tocantins também aparece abaixo da média, com 2%, enquanto São Paulo ainda não tem volume indicado no levantamento.Nesta edição do Agro 4x4, você também entende como o USDA trouxe suporte ao milho, por que o El Niño aumenta o risco climático no campo e como fertilizantes, custo e pacote tecnológico entram na conta da margem.Acompanhe o Agro 4x4 e entenda os principais pontos que impactam o seu resultado no campo.Temas do episódio:Comercialização da safra nova, soja, milho verão, safrinha, USDA, El Niño, fertilizantes, margem agrícola e mercado de grãos.

Carnes, óleo de soja, fumo e bovinos vivos sustentam avanço da receita do agronegócio no RS em agosto. No Paraguai, colheita do milho chega ao fim, com preços em queda de braço, enquanto comercialização antecipada da soja avança, aponta StoneX. Safra 26/27 começa antes do plantio e coloca margem no centro das decisões do produtor, alerta especialista. Quase 95% dos produtores rurais enfrentam dificuldades para contratar trabalhadores. Tempo: quinta-feira terá novos temporais no Sul, Centro-Oeste e Sudeste do país.

We talk grain and livestock market pullbacks, record high diesel prices, jobs numbers and more ahead of the Labor Day weekend with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Another volatile week across livestock and grains heading into the holiday weekend as diesel prices hit all-time highs this week. We begin the show listening back to Friday's Midday Commentary with Arlan Suderman from StoneX who discuss grains, livestock with the rumored Executive Orders from President Trump, jobs numbers and more.Then in Segment Two, Tommy Grisafi of Ag Bull Media and Nesvick Trading joins the show to break down why it's less a farm problem and more an American problem with high diesel prices— a hidden tax touching everything from grocery prices to freight surcharges. Tommy walks through how to manage 2027 marketing risk in a high-input environment, why one client bought a December '27 put to set a floor while keeping upside open, the corn futures curve out through 2029, Friday's jobs numbers and what they mean for the Fed, and a candid take on AI already reshaping jobs in ag media.In Segment Three, Scott Varilek of Kooima Kooima Varilek (KKV Trading) in Sioux Center, Iowa joins the show to break down the MCOOL beef labeling move, why the U.S. cattle herd is at a 75-year low and can't be rebuilt overnight, sluggish hog trade, Black Sea headlines driving grain, and diesel prices hitting all-time highs just as producers start budgeting for 2027.

On today's REX Daily Podcast, Dom talks with REX Producer Jo Grigg about the big ag stories of the week, including the spring outlook, avocados and a casting call for a tall, weathered and wild individual for a new international commercial... He talks with Bovonic Managing Director Chris Morgan about increasing sales of its mastitis screening technology, QuadSense, by over 50% in the last year, the rollout of the product into the UK and Ireland, and the development of the next version of the technology... And he talks with Ty Phillips from Figured about its strategic partnership with StoneX, how the global commodity trader has just received regulatory approval from the FMA in NZ to offer milk price risk-management and financial hedging solutions directly to retail dairy farmers and sharemilkers, and what it means for NZ dairy farmers. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

Dom talks with Ty Phillips from Figured about its strategic partnership with StoneX, how the global commodity trader has just received regulatory approval from the FMA in NZ to offer milk price risk-management and financial hedging solutions directly to retail dairy farmers and sharemilkers, and what it means for NZ dairy farmers. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.

Craig Turner of StoneX is guest market analyst this afternoon plus Kip Tom, former United States Ambassador to the United Nations Agencies for Food and Agriculture, joins us to talk about USDA's rollout of modernizing NASS. Nick Tsiolis of Farmer's Keeper has mid-week cash market update.See omnystudio.com/listener for privacy information.

Josh Linville, Vice President of Fertilizer at StoneX, talks more about the current fertilizer market. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Wheat is surging again on Friday, pulling the soy complex higher while corn is up just a bit. Livestock are mixed to lower and the outside markets are talking about what Fed Chair Kevin Warsh had to say this morning in Jackson Hole. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

Another Friday, another headline out of Washington for the cattle market. Joe Kooima of Kooima Kooima Varilek Trading in Sioux Center, Iowa joins Market Talk to break down why President Trump's latest social media post on meat processing deregulation barely moved an already oversold cattle market, where the technical support levels sit for October live cattle and feeders, why the lean hog chart has gone quiet, and why fund money is pushing corn toward a run at $5.65 with wheat and soybeans following along.Also corn, wheat and soybeans closed out a powerful two week rally on Friday even as they faded into the close, while the cattle market kept sliding under the weight of headline risk and weak feedyard leverage. Brady Huck of Empower Ag Trading in Kansas joins Market Talk to walk through his December and March corn seasonal charts, explain why funds keep piling into length, and break down why the cattle market's damage may not be finished yet.We also have analysis and perspective from Mike Castle, Senior Commodities Economist at StoneX in Segment One and discuss the topic of beef on dairy and U.S./Canada trade impact on dairy in Segment Four.

Grain markets cooled the rally a bit on Wednesday while the outside markets are watching this week's Jackson Hole meeting and what the Fed Chair will say tomorrow. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

We saw the corn and soybean markets rally on Tuesday while the cattle complex continued to struggle amid headline news and more. On today's Market Talk, we get analysis and perspective on the grain markets and managing your marketing with Kristi Van Ahn-Kjeseth with Van Ahn & Company in Segment Two.Later in the show, we take a deep dive into the cattle market struggles and talk charts, sentiment and more with Tyler Schau from AgMarket.net. He also gives us his thoughts on feed costs, energy prices and the recent rallies in the grain complex. We also begin the show with some thoughts from Tuesday's Midday Commentary with Mike Castle at StoneX.

Grain markets are showing some support on Tuesday with corn holding strong an soybeans rallying. Meantime, the cattle market is under more pressure and the outside markets are watching policy moves and more. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

Corn is higher while soybeans are under pressure on Monday. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss the early week headline news and more that is impacting the market trade.

The Mexican government is considering tougher trade restrictions on Chinese imports, a move likely to be supported by President Trump.

President Trump announced on Friday that he has reached a deal to lower beef prices for consumers and that news has sent volatility into the cattle markets. Arlan Suderman with StoneX joins us to discuss that, a quiet Friday in the grain markets and more in our Market Talk Midday Commentary.

Markets are mixed at midday Thursday as we continue to try and rally in the grain complex this week. Arlan Suderman with StoneX joins us to discuss the rally, the. tightening balance sheets, Treasury buybacks and more.

On today's show, Matt Bennett of AgMarket.net joins Market Talk to break down a mixed Tuesday session in the grains, why the corn market seems to want proof before it rallies despite a tightening balance sheet, and what's ahead for acreage, fertilizer decisions, and the cattle market following recent beef plant news. Find more online at https://www.agmarket.net. We also begin with news headlines including more perspective on the Tyson news and thoughts on the grain market volatility and impacts on cash basis in Segment One. Then in Segment Two, we hear from Mike Castle, Senior Commodities Economist at StoneX, who joined us for Tuesday's Midday Commentary to discuss grain market action, fertilizer prices and the outside markets he is watching this week.

Grains are rallying again on Wednesday while livestock are showing pressure, particularly in cattle. Arlan Suderman with StoneX joined us to discuss in our Market Talk Midday Commentary for Wednesday, August 19th, 2026.

Soybeans were the star at midday on Monday while the rest of the markets were mixed. Arlan Suderman with StoneX joined us for our Midday Commentary on Monday, August 17th, 2026.

Birdie Keller will den Tod ihrer Schwester rächen. Als der Täter aus dem Gefängnis entlassen wird, wittert sie ihre Chance. Von Pia Patt.

Wheat is rallying on more Black Sea tensions while the cattle complex is under pressure Friday from the news of Tyson Foods closing facilities in Illinois and Utah. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Friday, August 14th, 2026.

More Black Sea headlines, continued reaction to the August WASDE Report and a down day in livestock are all top of mind in Thursday's trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the market trade, new PPI data and more in our Market Talk Midday Commentary.

Eddie Connor, SVP of Commercial Sales with StoneX, talks through the August WASDE report and big production change in the Western Corn Belt vs last year. What are the implications to the US farmer? Tune in!

Corn and soybean yields came in a bit lower than analyst expectations while harvested area for both crops came in higher according to USDA's August World Agricultural Supply and Demand Estimates report out on Wednesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and reaction in our Midday Commentary.

Markets were mixed to lower at midday Tuesday as it appeared traders were positioning ahead of the August WASDE Report out on Wednesday from USDA. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

This afternoon's guest market analyst is Mike Castle of StoneX plus Cary Artac of artacadvisory.com and wickedstocks.com has a chart update and stock watch and Jack Scoville of The Price Futures Group shares price action analysis.See omnystudio.com/listener for privacy information.

https://19-minutes.supercast.comSome UAN and anhydrous summer-fill programs opened at 8 a.m. and were pulled by lunch, according to Josh Linville. But moving fast on fertilizer only protects one side of the farm's margin. Shay Foulk and Josh, Vice President of Fertilizer at StoneX, explain how to compare the fertilizer quote with the grain price before locking in 2027 inputs.Josh shares why he advised his own family to secure fall anhydrous, when waiting until spring may still be worth discussing, and why phosphate has to be handled field by field. Shay says the opening phosphate quotes he has seen are $60 to $80 per ton above last year. If soil fertility can support a reduced application without costing yield, there may be room to cut demand. If it cannot, price alone is not a reason to take agronomic risk.They also cover:Why locking fertilizer without grain-price protection leaves the overall margin exposedHow to judge fertilizer in bushels of corn, not only dollars per tonHow the buy-or-wait decision differs among UAN, anhydrous, phosphate, and potashWhy a bearish August WASDE may delay fertilizer demand rather than eliminate itWhat to discuss with your retailer before harvestFarmer Fertilizer Focus by Josh Linville:https://shop.stonex.com/products/farmer-fertilizer-focusBuild and compare your 2027 crop budget in Farm Profit Manager:https://farmprofitmanager.app#FertilizerPrices #FarmManagement #GrainMarketing

On Friday's Market Talk, we start the show with Mike Castle, senior commodities economist at StoneX, to break down a rebound in grains to close out the first week of August. Mike explains why the wheat rally tied to Black Sea escalation between Russia and Ukraine has more room to run. He also details a massive week of new-crop soybean flash sales to China and shares a look at the fertilizer complex, where sulfur and ammonia supply disruptions tied to the Strait of Hormuz are already forcing plant closures, including a fresh announcement in Europe this week. In Segment Two, Susan Littlefield joins us to share a broad market conversation with Heather Ramsey from The ARC Group as they look at the markets after the first week of August. Then, Scott Varilek of Kooima Kooima Varilek joins Friday's show to break down a volatile first week of August in the cattle complex. Scott discusses the stalled recovery in live cattle, why packer interest picked up briefly near $235-236, and why he expects late August and September to bring tougher trade. He also digs into early signs of heifer retention after years of talk without much movement, why packer margins could shift leverage back in their favor, and why lean hogs have struggled to capitalize on record beef demand.

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.

On Thursday we saw corn and soybeans quietly higher, wheat, cattle, and hogs all lower. We start the show in Segment One with analysis from our Midday Commentary with Mike Castle, Senior Commodities Economist at StoneX. Then, it's a new episode of Cattle Chatter with Susan Littlefield as she talks with Brad Kooima from Kooima Kooima Varilek, who breaks down the ongoing volatility, including the lack of open interest and the challenges facing the market. He also discusses the uncertainty surrounding the Fort Morgan plant, dry pastures across parts of the West while other areas are finally receiving rain, and what those conditions could mean for cattle supplies. Then we talk with Bryan Doherty from Total Farm Marketing who discusses why corn may be closer to a breakdown than it looks, what next week's WASDE and FSA numbers could mean for direction, why the stock market rally isn't translating cleanly to livestock, and why he can't find a convincing bearish case for wheat right now. Later, Bryan continues his ongoing options strategy series with a breakdown of short call and short put options — what they are, how they work, and why they can be powerful tools for producers and end users alike.

Arlan Suderman with StoneX shares their latest yield estimates, Ed Usset with the University of Minnesota is our guest grain analyst, USDA Under Secretary Richard Fordyce talks Livestock Indemnity Program for cattle lost to heat. See omnystudio.com/listener for privacy information.

We saw the grain markets under pressure on Tuesday with soybeans as the downside leader while cattle rallied let session led by the feeder complex. Could we be finding a bottom in the cattle trade to start August? That's one of many topics we cover with Brian Splitt from AgMarket.net on today's show. In Segment One, we also listen back to our Midday Commentary with Katy Doumit from StoneX who has thoughts on the crop condition ratings for grains and some perspective on the cattle trade as well. We close the show with news headlines in Segment Four.

For Monday's Midday Commentary, we get a breakdown of the livestock complex with Katy Doumit from StoneX as she talks with our own Susan Littlefield.

We get Friday's show started to close out July with market analysis and perspective from Mike Castle, Senior Commodities Economist at StoneX. In Segment Two, we discuss the week in the cattle and hog markets and get perspective from Joe Kooima with Kooima Kooima Varilek. Then we spend the rest of the show talking about a wild month of market volatility and look at the ag economy with Chad Hart from Iowa State University.

Wheat was under pressure again on Friday with mixed action elsewhere. Mike Castle, Senior Commodities Economist with StoneX, joins us to break down the week and the end of the month trade action in grains, livestock and the macro markets.

Wednesday on Market Talk we sit down with Mike Zuzolo, president of Global Commodity Analytics, to unpack a volatile midweek session — soybeans and corn lower, wheat mixed, cattle higher, and the Fed holding rates steady. Mike breaks down the ruble's slide against the dollar, fresh sanctions on Russia and Iran, an intense 24 hours of military escalation, why soybeans are giving back ground faster than corn, what the weather models mean for national yield, key technical levels in soybeans and December corn, and why he still sees feeder cattle as the market's leader heading into the border reopening. We also get price perspective from Mike Castle, Senior Commodities Economist at StoneX, in Segment One and talk more broadly about the ag economy situation including upcoming ARC/PLC payments, soybean crush margins and more with David Widmar from Agricultural Economic Insights in Segment Two.

Grain and livestock markets are showing a bit of a rebound in Tuesday trade. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX.

Heavy pressure is seen across grains, livestock and outside markets to start the week on Monday. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

More volatility is being seen in Thursday's market trade across grains and livestock. We talk through the trade moves and get perspective from Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Wheat led another strong session higher Wednesday after Russia announced an overnight shipping ban at Novorossiysk, its largest Black Sea port — while crude oil and soybean oil rallied right alongside it. Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down why this move feels less like a weather market and more like the early days of the 2022 invasion, plus a rough session for cattle and feeders ahead of Friday's Cattle on Feed report. Also in Segment One, we hear our Midday Commentary from Wednesday with Arlan Suderman at StoneX and news headlines to end the show in Segment Four.

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.

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. 

Chad Rebbe, Grain Specialist at CVA, steps in for Luke on this month's Grain Exchange. Joined by Brian Roach, Senior Risk Management Consultant in the FCM Division at StoneX, they discuss the July WASDE report and its impact on the markets moving forward. Tune in!

Coffee and chocolate, two of the world's most widely consumed and traded commodities, soared in value as investors appeared concerned El Niño weather patterns could disrupt harvests across Brazil and West Africa, with analysts warning that coffee has approached “meme-stock territory.” Coffee futures jumped as much as 18.5% on Monday, hitting $3.57 per pound in the commodity's largest intraday gain since 2000, and extending a 48% rally since June 10, before stumbling by more than 7% in early trading Tuesday. Monday's “historic session” pushed coffee futures into “meme-stock territory,” according to the financial services group StoneX, which said aggressive buying by institutional investors and computer-driven trading funds overwhelmed heavy selling from coffee-producing countries. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

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 ★