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We have seen a large selloff in the grain markets over the past month as funds and speculative money have been heading for the exits, causing lots of chart damage along the way. Why did funds leave and when could they come back? Could inflation drive money back into grains? What do we make of the moves in the cattle markets as of late? These are all questions we explore today with Ted Seifried from Zaner Ag Hedge who joins us to close out the week. Find more at https://www.zaner.com. We wrapped up livestock trade on Friday with more volatility in the cattle markets, as we saw some pressure in futures possibly tied to morning headlines of two JBS plant closures in Pennsylvania and Tennessee. What do we make of some of the head-scratching moves in cattle as of late? Also, are we finding support in lean hog futures? Joe Kooima with Kooima Kooima Varilek joins us to wrap up the week in the livestock trade. Find more online at https://www.kkvtrading.com.
The June 11, 2026 edition of Commodity Week, hosted by Todd Gleason, evaluated the contrasting environmental and structural shifts altering the global agricultural landscape. Ellen Dearden highlighted severe weather disparities across the US Midwest, where central Illinois recently faced excessive rain and wind damage, while portions of South Dakota and Nebraska continue to suffer from severe drought and expanding wildfires. Ted Seifried analyzed the subtle domestic demand adjustments and global production updates in the June USDA WASDE report, noting that while US ending stocks remained relatively flat, surprise production increases for corn crops in Brazil and Argentina present long-term competitive threats to US exports.The panelists further scrutinized fund flows and international demand dynamics, emphasizing that the recent market slide is heavily driven by index funds liquidating historic long positions as previous alternative energy and fertilizer supply narratives lose momentum. This speculative exit coincides with stagnant buying activity from China, which continues to meet its immediate processing needs through cheaper, high-volume South American soybean supplies rather than turning to the US. Consequently, Matt Darragh projected that the US may only realize about half of the USDA's targeted 25 million metric ton export volume to China for the 2026–2027 marketing year, reflecting the global pricing edge and storage advantages held by Brazil and Argentina. Additionally, the panel briefly addressed the risk of the New World screwworm, noting that its spread is primarily a hazard tied to livestock transportation patterns rather than simple fly migration.On the global front, Darragh shared insights from Kpler regarding the softening wheat and fertilizer sectors. Global wheat contracts continue to face downward pressure from high carryover stocks and intense export competition out of Russia, Ukraine, and Europe, though looming El Niño conditions could severely penalize Australian crop yields later in the season. Meanwhile, critical supply chain vulnerabilities persist in the fertilizer sector, where 37 vessels laden with roughly 2 million tons of fertilizer products remain bottlenecked in the Middle East Gulf near the Strait of Hormuz. While down from a peak of 50 vessels in May, these ongoing logistical constraints and export limits from major producers threaten to trigger a delayed, severe impact on global crop production extending into the 2027–2028 marketing year.Panelists- Matt Darragh, Kpler - Birmingham, UK- Ellen Dearden, AgReview - Morton, IL- Ted Seifried, Zaner Ag Hedge - Chicago, IL ★ Support this podcast ★
Ted Seifried of Zaner Ag Hedge is our guest host this afternoon and he has fellow Zaner Ag Hedge analyst Dan Hussey help him break down the week's market action.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge discusses why funds would defend their long grain market positions if the Iran war ends and energy prices fall. Drew Lerner with World Weather details growing season weather and El Nino.See omnystudio.com/listener for privacy information.
Strong planting progress continues across much of the Corn Belt as new China trade agreements and John Deere's right-to-repair settlement remain top issues across the agriculture sector. This week's agriculture headlines include new U.S. and China trade agreements expected to boost demand for American commodities, along with continued discussion over year-round E15 sales and biofuel policy. Crop news includes the latest USDA Crop Progress report showing corn and soybean planting remaining ahead of average pace across much of the Midwest. Additional headlines include preliminary approval of John Deere's right-to-repair settlement, efforts to expand U.S. corn access into African markets and new pork trade restrictions tied to recent pseudorabies detections in U.S. swine herds. Today's interview includes a market update with Ted Seifried, vice president and chief market strategist at Zaner Ag Hedge, discussing where commodity markets currently stand — especially wheat — along with the latest developments involving China following reports released over the weekend. Stay connected with us for daily agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!
December corn hit $5.01 and three quarters on Friday, before falling back to close below the elusive $5 mark. Overall, it was another decent money flow day to end the week in grains but what is holding this corn market back? Ted Seifried with Zaner Ag Hedge joins us to talk funds, demand, E15, money flow across commodities, livestock trade and much more. Find more online at https://www.zaner.com. Cash cattle trade was red hot this week, anywhere from $10-15 higher in some cases. It was odd though that business was wrapped up by Wednesday......is there something going on we need to watch? Also in lean hogs, reports of pseudorabies in Iowa and Texas may have impacted the end of the week trade action. Joe Kooima with Kooima Kooima Varilek joins us for livestock and grain market analysis to close out the week. Find more online at https://www.kkvtrading.com. We also get the show started and here a bit of Susan Littlefield's Friday afternoon market conversation with Mark Gold From Top Third Ag, a division of StoneX, in Segment One. Hear the rest of their conversation at https://www.markettalkag.com or via the Farm and Ranch Media mobile app.
Always be looking towards the next crop. Ted Seifried has thoughts about ‘27 in our Market Plus.
A seasonal rally is returning to the corn market according to Ted Seifried in our Market Analysis.
Panelists - Shane Holtorf, Logic Ag Marketing - Chuck Shelby, RMCommodities a Div of Zaner - Ted Seifried, Zaner Ag Hedge ★ Support this podcast ★
Ted Seifried, Zaner Ag Hedge See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge joins us to discuss market outlook, supply and demand balance sheets, and risk management plus Jack Scoville of The Price Futures Group shares price action perspective and Cary Artac of artacadvisory.com and wickedstocks.com has a chart update and stock watch.See omnystudio.com/listener for privacy information.
Ted Seifried, Zaner Ag Hedge See omnystudio.com/listener for privacy information.
The Supreme Court ruled against President Donald Trump's sweeping global tariffs imposed under the International Emergency Economic Powers Act on Friday. The President responded in a press conference saying other measures would be taken. And the markets didn't seem to know what to think when it was all said and done. Ted Seifried with Zaner Ag Hedge joins us to discuss as we close out the week. More at https://www.zaner.com. Also as we wrap up the week, the cattle markets are watching multiple items including the Supreme Court tariff ruling, any updates on a potential strike at JBS in Greeley, CO, the cash markets and much more. Scott Varilek with Kooima Kooima Varilek joins us to discuss the cattle, hog and grain markets as we close out the week. More at https://www.kkvtrading.com. And finally, what does this tariff news mean for the grain and fertilizer markets in the short and long term? Also, regarding fertilizer, what does this week's Executive Order mobilizing the Defense Production Act to safeguard the domestic production of elemental phosphorus and glyphosate-based herbicides mean for the markets? Mike Castle with StoneX joins us to break it all down. More at https://www.stonex.com.
Ted Seifried of Zaner Ag Hedge sits in for Chip and his guest analyst is Brian Splitter of AgMarket.net plus Karen Braun, also of Zaner Ag Hedge, stops by to share perspective from her recent visit to Brazil.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge is our guest host this afternoon and Karen Braun, also of Zaner Ag Hedge, is our guest market analyst. They discuss her up-coming visit to Brazil, the grain markets, and later Ted shares perspective on USDA's biannual cattle report released today.See omnystudio.com/listener for privacy information.
Naomi Blohm and Ted Seifried discuss the economic and commodity markets in this web-only feature on corn and soybeans.
Naomi Blohm and Ted Seifried discuss the economic and commodity markets of corn, soybeans, wheat, cattle, hogs.
Ted Seifried discusses the economic and commodity markets in this web-only feature on corn, soybeans and wheat.
Ted Seifried discusses the economic and commodity markets of soybeans, corn, wheat, live cattle, hogs.
Ted Seifried of Zaner Ag Hedge again sits in for Chip Flory and his guest analyst is Brian Splitt of AgMarket.net. Together they review the WASDE report released today and how it affected the markets. Matt Bennett (also of AgMarket.net) shares post-WASDE price action analysis as well.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge sits in for Chip Flory and his guest analyst is Susan Stroud of No Bull Ag plus Jack Scoville shares price action perspective and Cary Artac of artacadvisory.com and wickedstocks.com has a chart update and a stock watch.See omnystudio.com/listener for privacy information.
As we work into the end of 2025, there is still plenty of news and even uncertainty surrounding the broader market picture. Trade, catching up on data from the shutdown, South American weather and so much more is at play here moving forward. We dive into all of that and look at a mixed market trade on Wednesday with Ted Seifried from Zaner Ag Hedge on today's show.
Ted Seifried of Zaner Ag Hedge is our host this afternoon and Karen Braun, also of Zaner Ag Hedge, is guest market analyst. Brian Splitt of AgMarket.net shares price action perspective.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge hosts this afternoon's program – a College Roadshow visit with South Dakota State University. Matthew Elliott, Associate Professor and Extension Agribusiness SpecialistNess School of Management and Economics at SDSU, talks about the university and also shares perspective on the grain markets.See omnystudio.com/listener for privacy information.
Friday's markets took a turn to the downside after President Trump posted on Truth Social that there is now no reason to meet with Chinese President Xi Jinping and that he is weighing "massive increases" in tariffs on Chinese imports. This in response to the Chinese government's announcement of new trade limits on crucial rare earth elements and related technologies. Soybeans were hit the hardest on Friday's trade while cattle ended up rallying into the green. Ted Seifried with Zaner Ag Hedge joins us to discuss and wrap up the week in the market trade. More at https://www.zaner.com. As harvest season rolls along, we sit down to discuss fall fieldwork considerations including nitrogen management. We also take a look at how best to prepare for 2026. Adam Millang, retail sales agronomist for Brevant seeds in Iowa and Andrew Luzum, nitrogen stabilizers strategic account manager for Corteva Agriscience, join us for a conversation. More at https://www.brevant.com. Today's program powered by John Deere.
Market Plus with Kristi Van Ahn-Kjeseth, Karen Braun and Ted Seifried
Market Analysis with Kristi Van Ahn-Kjeseth, Karen Braun and Ted Seifried
On Friday, there was word of no deal between the U.S. and China regarding soybeans. Meantime, there is more talk this week of a potential bridge payment for farmers amid the current state of the farm economy. Could a farm payment have a negative impact on the markets? What about the upcoming shipping fee deadline? There are a lot of things to talk about as we close out the week with Ted Seifried from Zaner Ag Hedge. Learn more online at https://www.zaner.com.
Southern rust and late-season dryness are adding some uncertainty to U.S. corn yield potential, shifting fund positioning heading into harvest. However, the estimated scale and size of the crop (i.e. huge!), is weighing heavily on prices, and demand uncertainty makes it worse, says Ted Seifried of Zaner Ag Hedge. Seifried returned Friday from the ProFarmer... Read More
Welcome to RealAg Radio! On this Wednesday edition of the show, your host Shaun Haney is joined by: Ted Seifried of Zaner Ag Hedge on corn supplies and price blips; Lauren Comin of Seeds Canada, on the CFIA seed regulatory modernization consultation; and, Justin Funk of RealAgristudies on how farmers feel about grain movement and... Read More
Welcome to RealAg Radio! On this Wednesday edition of the show, your host Shaun Haney is joined by: Ted Seifried of Zaner Ag Hedge on corn supplies and price blips; Lauren Comin of Seeds Canada, on the CFIA seed regulatory modernization consultation; and, Justin Funk of RealAgristudies on how farmers feel about grain movement and... Read More
Sherman Newlin of Risk Management Commodities joins guest host Ted Seifried for a conversation on the markets to wrap up the week before a 3-day weekend.See omnystudio.com/listener for privacy information.
Market Talk Live from The Farm Progress Show in Decatur, Illinois We talk with the team at Geringhoff about 145 years of business, the new XFR50 and more. Plus, we look at markets with Ted Seifried from Zaner Ag Hedge in the middle of the show.
Friday wrapped up a fairly busy week of news for agriculture as EPA announced a decision on small refinery exemptions, that was mostly a non-factor in Friday's grain trade. We also saw new yield estimates out from this week's Midwest Crop Tour that are a bit lower than USDA. And......cattle continued to impress into the weekend. DuWayne Bosse with Bolt Marketing joins us to discuss and close out the week of trade. Find more online by visiting https://www.boltmarketingllc.com. Also, it has been a major talking point on social media and throughout the grain markets this week.....what did scouts see on the Midwest Crop Tour? Is the massive crop being forecast actually out there? Ted Seifred with Zaner Ag Hedge joins us to share his thoughts on what he saw during his time on the western leg of the tour for 2025. More at https://www.zaner.com. And corn rootworm continues to be a pesky issue for many corn growers across the Midwest and it has really become a year-round management issue. Brian Ternus, LG Seeds agronomist in Minnesota, wants farmers to consider how they manage corn rootworm when they make their seed selections for the 2026 crop season. We also discuss extended diapause of northern corn rootworm and get tips on management. More at https://www.lgseeds.com.
- Naomi Blohm, TotalFarmMarketing.com- Oliver Sloup, BluelineFutures.com- Ted Seifried, ZanerAgHedge.com- Don Day, DayWeather.com ★ Support this podcast ★
Ted Seifried discusses the economic and commodity markets in this web-only feature.
Ted Seifried discusses the economic and commodity markets.
Our guest host this afternoon is Brian Splitt of AgMarket.net and his guest analyst is Ted Seifried of Zaner Ag Hedge. Jack Scoville of The Price Futures Group shares price action perspective and Cary Artac of artacadvisory.com and wickedstocks.com has a chart update and stock watch.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge welcomes Chuck Shelby of Risk Management Commodities to be this afternoon's guest analyst on AgriTalk, plus Jack Scoville of The Price Futures Group shares price action perspective, and Cary Artac of artacadvisory.com and wickedstocks.com has a chart update and stock watch.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge is our guest host and he wraps up the week's markets with Susan Stroud of No Bull Ag.See omnystudio.com/listener for privacy information.
Discussion in front of a live audience as part of our 50th season celebration with Ted Seifried in LeClaire, Iowa.
On Wednesday's AOA, we start the show discussing the MAHA Commission report along with thoughts on reconciliation and the sorghum yield contest with Amy France, Chairwoman of the National Sorghum Producers. In Segment Two, we get an update on various swine disease threats in the U.S. and around the world with Lisa Becton, Associate Director for the Swine Health Information Center (SHIC). In Segment Three, we talk about market action this week in grains and livestock with Ted Seifried, VP and Chief Market Strategist of Zaner Ag Hedge. Then we wrap the show with news headlines including an update on false reports of New World Screwworm in Missouri.
Zaner Ag Hedge's Ted Seifried joins us again today as host and he has a conversation with Susan Stroud of No Bull Ag plus Oliver Sloup of Blue Line Futures shares price action perspective.See omnystudio.com/listener for privacy information.
Ted Seifried of Zaner Ag Hedge hosts this afternoon's AgriTalk and his guest market analyst is Sherman Newlin of Commodity Risk Management. Todd Horwitz of bubbatrading.com shares market/economic perspective.See omnystudio.com/listener for privacy information.
Ted Seifried discusses economic and commodity markets in this web-only feature.
Ted Seifried discusses economic and commodity markets.
Naomi Blohm, Matt Bennett and Ted Seifried discuss economic and commodity markets in this web-only feature.
Guest host Ted Seifried of Zaner Ag Hedge and guest analyst Karen Braun of Reuters help us wrap of another week of volatility in the markets. Plus Davis and Ted talk about the Cattle on Feed report released today.See omnystudio.com/listener for privacy information.
The markets are closed in observance of Presidents' Day and we have dependable guest host Ted Seifried of Zaner Ag Hedge join Chip to share his perspective on the performance of the markets so far this year.See omnystudio.com/listener for privacy information.