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GrainTALK
Market Trends Report – February & March 2026

GrainTALK

Play Episode Listen Later Feb 17, 2026 12:19


US and the World Winter is still with us but if you look really hard you might see signs of spring. It is the time of year which can be quiet on farms across the greater North American corn belt. However, as the days go by their surely will be more warmth coming over the land with visions of planters heading out into the field. At the same time in South America, harvest and planting are in full swing. That is creating all kinds of variables for market action. Then there is the USDA which chimed in with their latest WASDE report on February the 10th. As reports go the February report is often quiet because it’s sandwiched between the bigger January reports and the later Prospective Planting report in late March. This USDA report did not veer from that script. In the report US corn ending stocks were reduced 100 million bushels but they’re still the largest in seven years. Also too, world stocks outside of the US and China are still tight and there were no changes to South American corn estimates. Corn exports were increased by 100 million bushels up to 3.3 billion bushels which is a record for corn exports. Corn exports are sitting at 2.127 billion bushels. On the soybean side of the ledger US balance sheet remain unchanged from January. There was an increase in production in Brazil which had been widely expected. Brazil soybean production is now expected to be 180 MMTs which is up to 2 MMTs from last month. Simply put, it was a quiet report for soybeans. US soybean ending stocks remained at 350 million bushels. World wheat ending stocks or increased 5 million bushels from last month currently sitting at 931 million bushels. On February 13th corn, soybeans and wheat futures were higher than the last Market Trends report. March 2026 corn futures was at $4.31 a bushel. Dec 2026 corn was at $4.64 bu. The March 2026 soybean futures was at $11.33 bu. The November 2026 soybean futures were at $11.13. The March 2026 wheat futures closed at $5.48 a bushel. The Minneapolis March 2026 wheat futures closed at $5.71 a bushel with the September 2026 contract closing at $6.14 a bushel. The nearby oil futures as of February 13th closed at $62.89/barrel higher vs the nearby futures recorded in the last Market Trends report of $59.44/barrel. The average price for US ethanol in the US was $2.03/gallon, up vs the $1.97/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on February 13th, 2026, was .7345 US, up vs the .7188 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario In Ontario it has been an icy cold winter leading up to February the 14th. Parts of Ontario in the snow belt north and West of London as well as toward Barrie have an inundated with snow most of the winter and relief would be welcome. Hopefully this created an environment where winter wheat could survive underneath all the snow. Producers will be looking for some respite as we go into March to facilitate grain movement and production plans for 2026. In the meantime, Agricorp released final figures on last year's crop putting Ontario corn at 191 bushels per acre and soybeans at 46 bushels per acre. Ontario basis levels have hardly changed for grains over the last 30 days since the last Market Trends report. In fact, there’s been a slight improvement in some parts of Ontario with eastern Ontario showing historical advantage on the corn basis. Very surely some of this is because of the terrible yields that were experienced in parts of eastern Ontario last year. As we move ahead it’s pretty clear in this part of Ontario and into Quebec that they will need corn to satisfy their needs. The Canadian dollar remains a significant stimulus to cash grain prices. This has happened even though the Canadian dollar did gain almost $0.02 over the last 30 days. Part of the issue has to do with the American dollar sinking and inversely the Canadian dollar gaining within that paradigm. This will likely continue because the American dollar is seeing pressure it is not seen before partly resulting from some of the political moves being made in the United States. For instance, the American President recently commented that he thought it was a good thing that the US dollar was going down. Foreign exchange markets are more complicated than that but their trade algorithms feed on those comments too. As we move ahead Ontario grain producers should be focused on the value of the Canadian dollar as always but also keep abreast of what’s happening with the US dollar. The two are highly inversely interrelated. Old crop corn basis levels are $1.35 to $2.15 over the March 2026 corn futures on Feb 13th across the province. New crop corn basis levels were $1.15 to $1.47 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.10 to $3.69 over the March 2026 futures. New crop soybeans range from $2.90 to $3.06 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.02. For July 2026 new crop the bid is in the $6.72 bu. range. On February 13th the US replacement price for corn was $6.28/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line We are at somewhat of a standstill in grain prices. Or is this the start of something new even to the point of kidding ourselves for a bit thinking it might be the start of a bull market. All three grains have shown a little bit of resilience in the last 10 days meaning something might be up. That might be China coming in and buying US corn and even more soybeans and it may not be. However, corn prices have recovered from the downdraft from the January USDA report and soybeans have moved much higher. Geopolitics is always a factor when it comes to grain prices and China is usually part of that equation. In fact, you might say it’s always old news. Last year they didn’t buy American soybeans until there was some type of dialogue with the American President. This year there seems to be more optimism by the Americans that the Chinese might come around. Part of that is based on their better relationship and the specter that President Trump will be visiting China in April. In many ways this is key. You've got to believe in the run up to that meeting there will be social media posts from the President about selling more soybeans and corn to China. Our trading algorithms feed on that phenomena. The only way to capture market opportunities from this is to have standing market orders ready. A weather market it continues to be if you consider South American production. The Mato Grosso Institute of Agricultural Economics recently reported that the Safrinha corn planting had reached 46% by mid-February. This is a touch behind where it usually is. At the same time keep in mind that on the Chinese Dalian corn futures exchange prices have been rising since last October. Corn is not quite like wheat; it is grown mostly in the United States but even still producers should keep an eye on market information about the Safrinha crop. Traders in China are looking at that too. As we move into March there will certainly be a shift for some producers from old crop to new crop. Keep in mind that every day of the year is an opportunity to buy and sell grain. 2025 did not offer a very long period of profitable grain pricing opportunities. Who knew we would see some of our largest price increases during harvest time? As we move ahead the March Prospective Planting report looms as a major market mover. However, in the relatively bearish environment which we find ourselves in a big change in acres might not be significant to market action until we actually see what gets planted in late June and July. Commodity Specific Comments Corn As we all know demand for US corn continues to be record setting. This is a very good thing considering that we had 17.02 billion bushels last year. Add a certain point there will be a small tussle for acres between corn and soybeans. Will corn acres be about 95 million this year compared to 99 last year? If they are that is reduction of 4 million acres of corn a fairly major move in the market environment we are in now. We will see if that happens and of course there will be estimates released in late February on the number of acres, but the big prediction will be coming at end of March USDA Prospective Plantings report. Any variation on the script like China buying US corn because there’s has quality concerns will certainly weigh on prices. Simply put, there is so much risk for price as we look ahead toward blowing off the dust on those corn planters. The March 2026 corn contract is currently priced at 10.5 cents lower than the May 2026 contract a neutral to bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The March 2026 corn futures contract is at the 11th percentile of the past five-year price distribution range. Soybeans There is a lot going on in soybeans, possibly increased China buying, a resilient soybean oil market not only with exports abroad but also increased domestic consumption within the United States and possible quality issues in Brazil. For instance, all of these factors are relevant, but the earlier harvested soybeans in the northern part of Mato Grosso have been affected by very rainy weather. Needless to say, with the USDA predicting 180 MMTs of soybeans being produced in Brazil surely it is a minor factor. Brazil continues to be the titan of soybean production and harvest is continuing there at this time. Keep in mind that Brazil has had 19 straight season of production expansion and 75% of their exports go to China. Also keep in mind that Chinese demand growth for soybeans has been in concert with this production increase in Brazil. There is really no sign of this changing other than the fact you have to ask yourself the question can both China and Brazil continue to boost capacity on demand in production respectively. The March 2026 soybean contract is currently priced 15.25 cents below the May contract considered bearish for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 22nd percentile of the past five-year price distribution range. Wheat There are strong wheat crops almost everywhere. As always, these crops are ready to fill supply gaps. There is also rain in the American southwest plains which will help the wheat crop. That’s a partial list of bearish factors with wheat so why is the price been going up recently? Some might argue the law of averages but there’s been some movement up in wheat based on the other commodities. However, it is a bearish environment. Funds have been short wheat since 2022. Breaking out of that might have to be led by soybeans or corn prices catching fire in the next few weeks. In Ontario old crop wheat prices shot up above $7.00 in the last few weeks helping some producers who were tempted to store wheat from last summer. This reflected the increases in futures prices as well as the Canadian dollar still being relatively low in the $0.73 US range. With snow still inundating most of the Ontario wheat crop it is always difficult to know how and when to contract new crop wheat. Is it alive or is it not? As the snow recedes, we should get a better answer. The Bottom Line (cont.) The Canadian dollar has gained about two cents since the last Market Trends report. It is always hard to tell why but the American dollar has been dropping significantly starting about a month ago but has recently been rising getting within three points of its value on the US dollar index where it was in January. Usually, a 2 cent rise in the Canadian dollar means that basis values go down for Ontario producers. It is not as acute this time around but will likely be next time. Still, the Canadian dollar at $0.73 US will always be good for Ontario cash grain prices. As now it stands Ontario farmers need to continue to watch the markets and keep an eye on South America. There is still time for something to change in the big crop that’s coming off there. Also keep in mind that we will have another March WASDE report coming up as well as the big Prospective Plantings report at the end of the month. Then there are the Black Swans, those market events that happen which nobody sees coming. You tell me when they will happen. The challenge for Ontario producers is to balance all of these market factors. It is difficult, but the profession we chose means risk is almost part of our lifeblood. Managing that risk is a continuing experiment for all of us. Markets will continue to be fluid but so will be our ability to price our grain. Each trading session is an opportunity for us. Daily market intelligence will be key. There will be many grain marketing opportunities ahead. The post Market Trends Report – February & March 2026 appeared first on Grain Farmers of Ontario.

The Agribusiness Update
WASDE Report is Out and USDA Data Questioned

The Agribusiness Update

Play Episode Listen Later Feb 17, 2026


The USDA's World Agricultural Supply and Demand Estimates report shows the 2025-26 U.S. corn outlook is for greater exports and lower ending stocks, and the USDA is facing doubts about the reliability of its data from farmers, grain traders, and economists.

Line on Agriculture
WASDE: Elevated Corn Use Strains Feed Supply as Mexican Border Closure Clouds U.S. Cattle Outlook

Line on Agriculture

Play Episode Listen Later Feb 17, 2026


The USDA's latest World Agricultural Supply and Demand Estimates (WASDE) report shows elevated numbers amid uncertainty about future demand. One market analyst notes that the U.S. is currently feeding 525 million more bushels of corn than last year, but this is unsustainable due to the Mexican border shutdown.

Agriculture Today
2118 - Grain Market Report...Macroeconomic Topic Impacts

Agriculture Today

Play Episode Listen Later Feb 13, 2026 28:01


Grain Reactions to the WASDE Report, Part 1 Grain Reactions to the WASDE Report, Part 2 Moisture and Drying Back Out   00:01:05 – Grain Reactions to the WASDE Report, Part 1: Beginning today's show is Daniel O'Brien, K-State grain economist, and Guy Allen, the senior economist at the IGP Institute, as they provide a grain market report and their reactions to the recent WASDE report. In the first segment, they discuss corn and grain sorghum.   00:12:05 – Grain Reactions to the WASDE Report, Part 2: Daniel and Guy keep the show rolling as they chat about transport, currency, soybeans and wheat in the second segment.  Daniel on AgManager.info   00:23:05 – Moisture and Drying Back Out: K-State meteorologist, Chip Redmond, ends the show explaining the recent warm temperatures and what moisture and continued temperatures Kansans can be expecting.     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Extension is a short name for the Kansas State University Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices statewide. Its headquarters is on the K‑State campus in Manhattan. For more information, visit www.ksre.ksu.edu. K-State Extension is an equal opportunity provider and employer.

Professional Ag Marketing Podcast
Corn vs Soybeans | Grain Talk February 13th, 2026

Professional Ag Marketing Podcast

Play Episode Listen Later Feb 13, 2026 12:56


In this episode, Mike and Jayden discuss the recent WASDE, futures, and Crop Insurance.

Farm Talk Podcasts
2-13-26 Frayne Olson NDSU From Webinar on WASDE

Farm Talk Podcasts

Play Episode Listen Later Feb 13, 2026 6:37


Frayne Olson NDSU From Webinar on WASDE

Professional Ag Marketing Podcast
Hog Market Headwinds | Hog Talk February 11th, 2026

Professional Ag Marketing Podcast

Play Episode Listen Later Feb 12, 2026 12:27


Mike and Luke talk about the sell off that occurred in the hog market, and the recent WASDE report.

Growing Harvest Ag Network
Mid-morning Ag News, February 12, 2026: A look at the latest WASDE numbers

Growing Harvest Ag Network

Play Episode Listen Later Feb 12, 2026 2:26


The USDA’s World Agricultural Supply and Demand Estimates report shows the 2025-2026 U.S. corn outlook is for greater exports and lower ending stocks. The season-average corn price is unchanged at $4.10 per bushel. The U.S. soybean supply and use projections are unchanged this month. NAFB News ServiceSee omnystudio.com/listener for privacy information.

numbers usda wasde mid morning ag news demand estimates world agricultural supply
Grain Markets and Other Stuff
MORE Soybeans Sold to China - Were Trump and Bessent Telling the Truth??

Grain Markets and Other Stuff

Play Episode Listen Later Feb 10, 2026 11:47


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.

Agri-Pulse DriveTime
Agri-Pulse DriveTime: February 10, 2026

Agri-Pulse DriveTime

Play Episode Listen Later Feb 10, 2026 4:59


The Ag Coalition for the U.S., Mexico, Canada Trade Agreement shared new study results of the benefits of the 2020 trade deal including half a million jobs and  $149 billion dollars in total economic output. Today's USDA's WASDE report held few surprises for traders to consider.

Successful Farming Daily
Successful Farming Daily, February 10, 2026

Successful Farming Daily

Play Episode Listen Later Feb 10, 2026 5:10


Listen to the SF Daily podcast for today, February 10, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. The WASDE report is set to be released today with no major changes expected, with a focus on South American crops and China's production and demand. USDA data showed corn inspections rose to 1.31 million metric tons, wheat to 580,130 metric tons, and soybean inspections declined to 1.14 million metric tons. The cattle market is unaffected by Argentina's beef imports due to tight supplies. High beef prices persist. Severe winds are forecast for Central Oklahoma, and flood advisories are issued for eastern Nebraska due to ice jams. Learn more about your ad choices. Visit podcastchoices.com/adchoices

McKeany-Flavell Hot Commodity Podcast Series
February WASDE: How typical for this time of year?

McKeany-Flavell Hot Commodity Podcast Series

Play Episode Listen Later Feb 10, 2026 19:43


Sugar Louisiana record cane crop boosted USDA cleans up 2024/25 delivery figures Wheat Changes minimal (as expected) for wheat Small decrease to food demand bumps up ending stocks Could we reach 1 billion bushels in ending stocks for new crop 2026/27? Corn & soy complex U.S. corn balance sheet showing slightly lower ending stocks; still neutral to bearish Nothing new and enlightening for soybeans or soybean oil, in the U.S. anyway Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services

Market Talk
Midday Commentary 2/10/26- Arlan Suderman (WASDE Recap)

Market Talk

Play Episode Listen Later Feb 10, 2026 4:43


On Tuesday, USDA released the February 2026 WASDE report and showed minimal changes as expected. Changes included some revisions to the U.S. ending stocks for corn and wheat along with Brazil soybean production being raised. Arlan Suderman, Chief Commodities Economist at StoneX joins us to break down the numbers in our Market Talk Midday Commentary.

Successful Farming Daily
Successful Farming Daily, February 9, 2026

Successful Farming Daily

Play Episode Listen Later Feb 9, 2026 5:44


Listen to the SF Daily podcast for today, February 9, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Futures markets are seeing little movement, with minor adjustments expected in the upcoming WASDE report. South American production, particularly Brazilian soybean sales, is slow, affecting export potential. Speculators increased bullish bets on soybeans and reduced net short positions in corn and wheat. The JBS plant strike and tariff reduction on Argentine beef may impact the market psychologically. Dry conditions in the U.S. southern plains and Nebraska pose fire risks. The podcast also highlighted cattle futures volatility and weather warnings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Agriculture Today
2113 - Grain Market Prices and Export...Warming Up and Drying Out

Agriculture Today

Play Episode Listen Later Feb 6, 2026 28:01


Exports and Conversation with China Muddy Conditions and Fire Weather Wheat Scoop: Market Relationship   00:01:05 – Exports and Conversation with China: K-State grain economist Daniel O'Brien begins the show as he recaps this week's grain market and says what he expects to see in the WASDE report next week.  Daniel on AgManager.info   00:12:05 – Muddy Conditions and Fire Weather: Chip Redmond, K-State meteorologist, continues the show as he discusses muddy conditions, drought degradation, fire weather concerns and more potential cold in the future. Mesonet.ksu.edu   00:23:05 – Wheat Scoop: Market Relationship: Ending the show is a Kansas Wheat, Wheat Scoop from Gordon Clark as he reports on how Kansas delegation met with people from Mexico to reinforce the importance of the market.  KSWheat.com Winter Wednesday Webinar Series     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Extension is a short name for the Kansas State University Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices statewide. Its headquarters is on the K‑State campus in Manhattan. For more information, visit www.ksre.ksu.edu. K-State Extension is an equal opportunity provider and employer.

Successful Farming Daily
Successful Farming Daily, February 6, 2026

Successful Farming Daily

Play Episode Listen Later Feb 6, 2026 5:10


Listen to the SF Daily podcast for today, February 6, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Commodity markets are stable ahead of the WASDE report, with soybean sales down 47% week-over-week to 436,900 metric tons, led by China. Corn sales dropped 37%, and wheat sales fell 33%. Live cattle futures declined due to potential strikes at a JBS plant in Greeley, Colorado. Weather updates included flood watches in eastern Nebraska and winter weather advisories in eastern Indiana and Ohio. The podcast is sponsored by Bear Crop Science, offering 0% APR financing on crop protection products. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brownfield Ag News
Appraisal Report: Farmland Values in Southwestern Minnesota: A 2026 Outlook - January 2026

Brownfield Ag News

Play Episode Listen Later Jan 21, 2026 16:07


In this episode of the Compeer Financial Appraisal Report, Senior Certified Appraiser Rachel Daberkow talks all about the differences in the regions she appraises, the impact of cattle markets on land values, and the shifts in the prices for farmland. Listen now to learn more about the supply and demand estimates from WASDE this year. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Professional Ag Marketing Podcast
Grains: WASDE Reaction

Professional Ag Marketing Podcast

Play Episode Listen Later Jan 16, 2026 8:21


This week Jayden and Mike discuss the WASDE report and the markets reaction. 

Agweek Podcast
Agweek Market Wrap: Wildly bearish WASDE meets strong corn and soybean demand

Agweek Podcast

Play Episode Listen Later Jan 16, 2026 9:07


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss screwworm news and some phenomenal grain exports this week on the Agweek Market Wrap. 

Field Posts
Episode 278: January WASDE Stuns Markets

Field Posts

Play Episode Listen Later Jan 16, 2026 42:01


The January WASDE dropped Monday, January 12th, shocking market watchers with an updated U.S. corn crop that's now a record by an even wider margin. Almost no one expected USDA to add 1.3 million harvested corn acres to the mix on top of a half bushel boost to the national average corn yield, bringing the estimated 2025 U.S. corn crop to over 17 billion bushels. To help us put this, and all the other updates, into perspective, we're joined once again by DTN Lead Markets Analyst Rhett Montgomery. He'll guide us through expectations going into the report to help us understand why markets reacted to the updates the way they did, and to offer insight into where they might go from here. He'll also take us beat-by-beat down the national and global balance sheets for the major grains as he tracks the shifting trade picture, updated wheat seeding numbers, and how the latest updates are affecting the basis right now. Finally, he'll share what he's expecting to move the markets between now and the February WASDE.

Successful Farming Daily
Successful Farming Daily, January 13, 2026

Successful Farming Daily

Play Episode Listen Later Jan 13, 2026 5:04


Listen to the SF Daily podcast for today, January 13, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. USDA data on corn markets, including increased harvested acres, national yield, and production, as well as raised global corn ending stocks and US cash price estimates. Export inspections for corn, soybeans, and wheat saw significant increases. In livestock, packers purchased some cattle for deferred delivery, while feedlots held out for higher cash cattle prices. The WASDE report was favorable for the cattle market. Weather forecasts included snow and ice in northern Minnesota and strong winds in central Iowa, potentially affecting agricultural activities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

MID-WEST FARM REPORT - MADISON
95% Of Wisconsins Population Has Visited A Fair And WASDE Deflates Hopes - Heinberg

MID-WEST FARM REPORT - MADISON

Play Episode Listen Later Jan 13, 2026 50:00


Large portions of what would normally be a Farm Bill have already been included in the "Big Beautiful Bill". That's part of the update from Congressman Derrick VanOrden. The western Wisconsin representative tells Ben Jarboe about several components designed to protect food safety elements, animal health, and international competition. The last of the snow may be gone around most of Wisconsin by the end of the day today. Stu Muck says you're already hearing the gusting winds this morning. That will be a big part of the weather story today and tomorrow. 95% of Wisconsin's total population have made a stop at a county fair or the fairgrounds. That's part of the economic story revealed at the WI Fair Associations annual meeting in WI Dells. Pam Jahnke talks with Ray Alisson, chair of the International Association of Fairs and Expositions, and executive director of the Indiana State Fair. Alisson says that in Wisconsin, fairs contribute over $1.5 billion to the local and state economy. This is part of the story that will be shared with policy makers and local businesses. It's also helping to launch a new phase of questioning focused on the non-financial value of county fairs. The market is still shocked after big numbers were released in Monday's World Ag Supply Demand report. John Heinberg, market advisor with Total Farm Marketing says he heard the deflation in his clients voices yesterday. If there is a bullish element left in the market, it's corn. Heinberg says we need to keep grinding through this girth of corn if there's any hope of trying to reclaim higher prices without a weather event.See omnystudio.com/listener for privacy information.

MID-WEST FARM REPORT - EAU CLAIRE
Drone update, January WASDE, 2026 Van Orden Priorities

MID-WEST FARM REPORT - EAU CLAIRE

Play Episode Listen Later Jan 13, 2026 47:56


See omnystudio.com/listener for privacy information.

Grain Markets and Other Stuff
China Buys 87% of Soybean Target + Trump vs. Powell

Grain Markets and Other Stuff

Play Episode Listen Later Jan 12, 2026 15:31


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.

The Final Bell
Corn plunges 24 cents, beans down 15 cents after January WASDE | Channel Final Bell with Sue Martin | January 12, 2026

The Final Bell

Play Episode Listen Later Jan 12, 2026 13:34


Grains plunged following unexpected numbers in the January WASDE. Sue Martin with Ag & Investment breaks down Monday's reaction.

McKeany-Flavell Hot Commodity Podcast Series
January WASDE: Corn puts on a show!

McKeany-Flavell Hot Commodity Podcast Series

Play Episode Listen Later Jan 12, 2026 27:15


Corn & soy complex Bearish surprise for U.S. corn via production Soybean ending stocks higher as a result of paltry export demand What gives with U.S. soybean oil stocks? Sugar Louisiana cane production forecast breaks record! Sugar deliveries forecast to drop, but by how much? Wheat Catch up with wheat S&D on this Friday's pod! Join us Wednesday, January 21 for our first webinar of the year! Key Ingredients in 2026 Webinar: Anticipate Volatility & Plan Effectively Clients, be on the lookout for your invite, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Weekend Ag Matters
Closing Market Podcast- Bill Moore PRICE Futures Group- 1-12-26

Weekend Ag Matters

Play Episode Listen Later Jan 12, 2026 5:23


The markets were not a fan of the numbers the USDA put out in today's Quarterly Grain Stocks and WASDE reports. Riley Smith visits with Bill Moore of PRICE Futures Group.

Brownfield Ag News
Agriculture Today: January 12, 2026

Brownfield Ag News

Play Episode Listen Later Jan 12, 2026 24:59


Headlines on today's episode include:-A corn surprise in Monday's WASDE report-RFA says new corn numbers amplify need for year-round E15-Cattle industry continues to battle uncertainty-Iowa Corn wants conservation funding maintained-National 4-H Council's Beyond Ready program helps shape careers in agriculture See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Grain Markets and Other Stuff
USDA Preview, Brian Talks Charts, 2026 Acreage Chat

Grain Markets and Other Stuff

Play Episode Listen Later Jan 9, 2026 24:17


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.

The Commstock Report Podcast
Macro Volatility

The Commstock Report Podcast

Play Episode Listen Later Jan 9, 2026 7:49


Send us a textIn this episode, Eric Relph from Comstock Investments provides a comprehensive overview of the current market landscape, focusing on key updates regarding the Supreme Court's decision on Trump tariffs, upcoming USDA reports, and the performance of various commodities. He discusses the grain market's expectations, particularly corn and soybean yields, and highlights significant movements in crude oil, gold, and cattle markets. The conversation emphasizes the importance of the upcoming WASDE report and its potential impact on trading strategies.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

Professional Ag Marketing Podcast
Grains: Farmcon 2026

Professional Ag Marketing Podcast

Play Episode Listen Later Jan 9, 2026 13:35


This week Pat and Mike discuss their experience at Farmcon this week and what we are watching before the WASDE next Monday. 

Weekend Ag Matters
Closing Market Podcast- Bill Moore PRICE Futures Group- 1-9-26

Weekend Ag Matters

Play Episode Listen Later Jan 9, 2026 5:44


The markets are positioning themselves ahead of the WASDE report on Monday. Riley Smith visits with Bill Moore of PRICE Futures Group.

Farm City Newsday by AgNet West
AgNet News Hour: Policy, Innovation & the Future of Agriculture

Farm City Newsday by AgNet West

Play Episode Listen Later Jan 7, 2026 48:00


In this episode of the AgNet News Hour, hosts Nick Papagni, “the Ag Meter”, and Lorrie Boyer deliver a wide-ranging discussion on the most pressing issues facing agriculture at both the state and national levels. The show opens with California weather updates and a look at renewed activity from the USDA under the Trump administration, including export reports, WASDE data, and growing attention on agriculture policy. A major theme throughout the episode is farm labor and immigration reform. The hosts stress the urgent need for practical solutions that protect long-term agricultural workers while ensuring accountability and legal pathways for employment. Water policy, regulatory burdens, and the widening gap between production costs and farm income are also highlighted as critical challenges, especially for California growers facing some of the strictest regulations in the world without corresponding price support. The conversation also addresses concerns over imported produce undercutting U.S. farmers, including calls for a federal investigation into alleged Mexican strawberry dumping. Papagni and Boyer emphasize the importance of protecting domestic agriculture and ensuring American farmers can compete on a level playing field. World Ag Expo Spotlight A centerpiece of the episode is an in-depth interview with Megan Lawson, Marketing Director for the World Ag Expo, taking place February 10–12 in Tulare, California. Lawson explains why the World Ag Expo is the largest agricultural trade show in the world, featuring more than 1,200 exhibitors, representation from over 70 countries, and 2.6 million square feet of exhibit space. The hosts and Lawson discuss cutting-edge automation, driverless tractors, drones, irrigation systems, and the highly anticipated Top 10 New Products Competition. The event's strong focus on education, youth involvement through FFA, and support of local nonprofits through food vendors underscores its importance beyond just equipment sales. Farmers and non-farmers alike are encouraged to attend and experience the future of agriculture firsthand. Propane Innovation & Farm Energy Solutions The final segment features AgNet Media's Dale Sandlin in conversation with the Propane Education Research Council. The interview explores propane's growing role in agriculture, including cost-saving opportunities, backup power generation, irrigation engines, and emerging technologies such as steam soil treatment and flame weeding. With increasing strain on the electric grid, propane is presented as a reliable, affordable, and scalable energy solution for farms of all sizes. Grant opportunities through the Propane Farm Research Program and USDA programs are also discussed. Final Takeaway This episode reinforces AgNet West's pro-farmer mission—highlighting policy, innovation, and real-world solutions that help agriculture remain productive, competitive, and sustainable in a rapidly changing landscape.

Growing Harvest Ag Network
Afternoon Ag News, December 16, 2025: Analysts looking ahead to the January WASDE report

Growing Harvest Ag Network

Play Episode Listen Later Dec 16, 2025 2:28


Some analysts are looking to January’s WASDE report with anticipation. Naomi Blohm, Senior Market Advisor with Total Farm Marketing, says one of the positive factors for corn farmers at the moment is the continuing good demand. NAFB News ServiceSee omnystudio.com/listener for privacy information.

analysts looking ahead afternoons wasde wasde report ag news naomi blohm senior market advisor total farm marketing
Hoosier Ag Today Podcast
The Little Red Barn Ep. 117: Taking Your Ball and Going Home

Hoosier Ag Today Podcast

Play Episode Listen Later Dec 15, 2025 44:07


Controversy, Questions, Promises and Inaction. This week Ryan and Charlie rehash the headlines of the week, from Indiana re-districting to USDA's dud of a WASDE report. China's commodity buying to Charlie's harvest progress. Farmer Bridge Payments to bi-polar weather patterns. The thoughts and comments in our discussions this week may surprise you...or perhaps they wont. Either way, we probably don't care...as long as we provoke thought.

Field Posts
Episode 273: Unpacking the Final WASDE of 2025

Field Posts

Play Episode Listen Later Dec 12, 2025 34:44


The December WASDE dropped Tuesday, December 9th, bringing home what's been a tumultuous year of grain market news in the U.S. and beyond. Though the Department of Agriculture is still catching up on some reporting that was disrupted during the government shutdown, the coming of this relatively quiet report — which anticipates a more active January WASDE — marks a much-anticipated return to normalcy. To help us understand the latest we're joined once again by DTN Lead Analyst Rhett Montgomery. This week he'll give us important insights on his expectations going into the report, and offer analysis on why the market has reacted, and failed to react, to the new information as might be expected.Then we'll dive into the global and domestic balance sheets for the major grains, illuminating key hopeful nuggets you might have missed in the corn and soybean data, and highlighting why the world wheat picture continues to look challenging.Finally, we'll hear what Rhett will be watching over the holiday season and into the New Year, from weather to interest rates.

The FieldLink Podcast
A New Era of Farming at Star Rock Farms or Star Rock Farms: Where Tradition Meets Tomorrow

The FieldLink Podcast

Play Episode Listen Later Dec 11, 2025 48:28


Star Rock Farms combines deep generational knowledge with science, tools and data to move its operation forward. In this “FieldLink Podcast” episode, we speak with fourth-generation farmer Ellie Barley — featured in Episode 3 of the “Innovation Never Stops” video series — about her operation and how ituses Helena's AGRIntelligence platform to drive innovation and success at the farm. Jody Lawrence also explains the U.S. Department of Agriculture Farm Payment Program announcement and the recent WASDE report.   Follow Helena Agri on social media to stay informed:   Facebook: https://bit.ly/3pq8XVJ Instagram: https://bit.ly/347QAO8 X: https://bit.ly/3hwvWdG LinkedIn: https://bit.ly/3pwWLTh YouTube: https://bit.ly/35pLLQJ

Grain Markets and Other Stuff
Clueless and LYING!! China Soybean "Commitments" and the White House

Grain Markets and Other Stuff

Play Episode Listen Later Dec 10, 2025 14:38


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.

AgriTalk PM
AgriTalk-December 10, 2025 PM

AgriTalk PM

Play Episode Listen Later Dec 10, 2025 40:56


Michelle Rook sits in for Chip Flory this afternoon and her guest analyst is Mark Schultz of Northstar Commodity. Topics include China's supposed purchasing commitments, WASDE reaction, South American crops and weather, government aid and more.See omnystudio.com/listener for privacy information.

AgriTalk PM
AgriTalk-December 9, 2025 PM

AgriTalk PM

Play Episode Listen Later Dec 9, 2025 40:56


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.

matt bennett wasde agmarket chip flory agritalk ted seifried brian splitt
The Commstock Report Podcast
WASDE: Corn Surprise; Punts Beans & Wheat

The Commstock Report Podcast

Play Episode Listen Later Dec 9, 2025 8:04


Send us a textIn this analysis of the USDA's December WASDE report, Brian Grete discusses significant changes in corn exports and ending stocks, the stability of the soybean market, and the lack of changes in wheat projections. He emphasizes the importance of the upcoming January reports, which are expected to provide critical insights into crop production and market trends. The conversation also touches on global supply factors, including developments in South America and geopolitical influences on agricultural markets.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

Professional Ag Marketing Podcast

This week Mike and Pat discuss the December WASDE report. Watch out for the FOMC results tomorrow afternoon. 

McKeany-Flavell Hot Commodity Podcast Series
December WASDE: The last one for 2025 & USDA punts!

McKeany-Flavell Hot Commodity Podcast Series

Play Episode Listen Later Dec 9, 2025 10:30


USDA punts any U.S. production changes to January Expect more volatility and market attention next month Corn The only change? Increase to exports  Soy complex No changes to the U.S. soybean balance sheet Wheat Ditto for U.S. wheat balance sheet: No changes Global wheat production rose further Now a 5% increase vs. 2024/25 Sugar Beet sugar production lowered, while cane increased Host: Michael Caughlan, President & CEO Expert: Eric Thornton, VP Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Grain Markets and Other Stuff
Trump to Announce $12 Billion Farmer Aid Package TODAY

Grain Markets and Other Stuff

Play Episode Listen Later Dec 8, 2025 11:54


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.The Trump administration is expected to announce a $12 billion aid package for farmers today. The announcement will take place around 2 this afternoon in Washington, DC. About $11 billion will go to crop farmers through the new Farmer Bridge Assistance program, with the rest going toward other commodities. The funds have been authorized under the Commodity Credit Corporation Charter Act and will be administered by the FSA.

Agri-Pulse DriveTime
Agri-Pulse DriveTime: December 8, 2025

Agri-Pulse DriveTime

Play Episode Listen Later Dec 8, 2025 4:59


The Trump administration announced a $12 billion dollar financial assistance package today for farmers impacted by a loss of global markets and high input costs. The USDA's WASDE report tomorrow could include revised export estimates for major commodities. 

The Final Bell
Modest strength in grain, cattle futures on Thursday | Channel Final Bell with Mike Zuzolo | Dec. 4, 2025

The Final Bell

Play Episode Listen Later Dec 4, 2025 13:44


Grain and livestock futures ended with modest gains on Thursday. Mike Zuzolo of Global Commodity Analytics recapped the trade. Topics: Supply and demand info meets weather Setting up WASDE next week South America Exports Meat movement over Thanksgiving Keys for trade

The High Ground - powered by Premier Companies
November WASDE Report, Domestic Bean Usage, & Hunting Stories

The High Ground - powered by Premier Companies

Play Episode Listen Later Nov 24, 2025 32:37


What happened to October's WASDE report? Returning and very special guest Aaron Bledsoe joins hosts Jeff Jarrett and Sal Sama for today's episode of The High Ground powered by Premier Companies.  He's the Grain Merchandiser and a resident hunter for Premier Companies, and between his hunting stories and thoughtful insight, you'll see today why he's such a fan favorite.Aaron will share how the government shutdown impacted October information including inspection data, and why the corn market is getting a temporary boost. Sal, Jeff, and Aaron will dig into the stocks-to-use rate for beans and you'll learn why it's tighter than it's been in the last few years in the United States.  They'll also discuss why there's been over a dollar rally in soybeans and why it continues to be important for growers to understand and know their targets. “There are some highlights… When we have these good days or this good month of bean rallies or even corn hanging around as strong as it has been, it gives you an opportunity to take some risk off the table.”

Grain Markets and Other Stuff
Soybean Prices Erase ALL "Trade War Losses" - but Why??

Grain Markets and Other Stuff

Play Episode Listen Later Nov 13, 2025 22:33


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.

Grain Markets and Other Stuff
Clock Ticks on US/China Soybean "Deal" - China Inks Deal to Buy More from Brazil

Grain Markets and Other Stuff

Play Episode Listen Later Nov 12, 2025 11:47


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.

Grain Markets and Other Stuff
Iowa Politicians Want "Absentee Landlords" to Pay Higher Taxes

Grain Markets and Other Stuff

Play Episode Listen Later Nov 11, 2025 11:31


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.