Podcasts about stonex

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

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

Arlan says grain markets were slightly higher except corn trading war, weather and WASDE. Cattle extended gains with higher cash. See omnystudio.com/listener for privacy information.

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.

Mike says corn and soybeans bounced off support with fresh China soybean sales and positioning ahead of the WASDE. Wheat saw technical selling with poor exports. Cattle hit resistance and saw profit taking, hogs were also under pressure. See omnystudio.com/listener for privacy information.

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.

Tom Dosdall, StoneX, joins the program to discuss the firm's latest expectations ahead of an August 12 WASDE report.Marlon Eilts, Country Financial Representative out of Pontiac, talks about risks on the farm.

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.

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.

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.

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.

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!

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.

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.

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.

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 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 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 ★

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  

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!

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.

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.