Podcasts about wasde

The July WASDE dropped Friday, July 11th, coming fast on the heels of USDA's big June 30th update for planted acres, grain stocks, and more. Those latest figures updated the balance sheet, and when combined with the USDA's new expectations for domestic and global demand, there were at least a few fireworks lighting up the market in the days after. To help us drink from this firehose of recent news, we're joined today by DTN Lead Analyst Rhett Montgomery. He talks us through why unexpectedly quiet grain stocks and acreage reports still managed to cause a stir in the soybean market, and then discuss production expectations for the wheat crop as winter wheat harvest continues apace. Then he'll dig into the unexpected updates to the corn demand picture, which puts estimated ending stock numbers in record range, a startling situation given the current price picture, but one that traders might not believe given the current weather and trade forecasts.Finally, we'll look ahead to the rest of the summer, taking into account the latest news around tariffs, interest rates, and other hiccups that might still lie ahead. 

Market expert, Bryan Irey says that the increase is necessary in ag markets.

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Expectations of How the Grain Market Will React Wheat Harvest Update and Value of Residue Be Weather Ready   00:01:05 – Expectations of How the Grain Market Will React: TK-State grain economist, Dan O'Brien, begins the show as he gives his grain market outlook that includes pre-report WASDE expectations and current market conditions.  Dan O'Brien on AgManager.info   00:12:05 – Wheat Harvest Update and Value of Residue: Romulo Lollato, K-State wheat production specialist, keeps today's show rolling as he provides another wheat harvest update. He also discusses the value of wheat residue in fields. kswheat.com   00:23:05 – Be Weather Ready: Ending the show is K-State meteorologist, Chip Redmond, as he explains his weather forecast and the importance of a weather radio.     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 Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and 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, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

This week Lucas and Mike discuss many items including the WASDE report and the BBB. Please listen in to how all of those things impact Ag this week. 

Wheat U.S. wheat ending stocks projected higher YOY Production up due to higher yields? Global production is declining Corn U.S. corn ending stocks fall further for this year and next Who is the big buyer of corn? Consumption assumptions are strong! Soy complex BBB and EPA driving large biofuel consumption for soybean oil in 2025/26 Food use change is a head-scratcher What's 2025/26 looking like? Sugar Sugar deliveries for food use are down from last year What's the forecast for 2026? Beet production lowered Mexico imports down Next week is our Wheat Market Update Webinar! Wed., July 19, 11am PT / 2pm ET Be on the lookout for your invite or 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

The July USDA WASDE Report is here, with minimal changes overall as expected. We take a look at the numbers, get a look at more strength in cattle futures and talk tariffs with Arlan Suderman, Chief Commodities Economist at StoneX.

Feeder cattle hit historic highs on USDA's Mexico border pause due to screw worm scare, but quickly fell. Grain trade mixed ahead of key WASDE report.

Graham Utter, GROWMARK, inputs to stay high this Fall;Rita with Brad Summa, NASS Heartland OfficeNaomi Blohm, Total Farm Marketing by Stewart Peterson

Grain futures steady to higher in corn and wheat, soybeans weaker. Traders positioning ahead of Thursday's CONAB and Friday's WASDE. Cattle rallying, crude oil firmer.

The grain markets seem to be in a feedback loop of bearishness as of late with nothing to pull us out of the loop. Various private yield estimates are starting to talk of higher corn yields and funds are trading off these estimates. What does this all mean for the markets and farmers? How about the balance sheets heading into Friday's WASDE report? Brian Splitt with AgMarket.net joins the show to discuss what he is seeing in the markets this week. Find more online at https://www.agmarket.net.

The latest World Ag Supply and Demand Estimates report for June says the 2025-26 U.S. corn outlook didn't change much from last month, and food insecurity affects 47 million people in America, with a disproportionate impact in rural areas.

The June WASDE dropped Thursday, June 12, in the midst of a wild period of domestic and global news about everything from newly released biofuel commitments to the latest on the emerging conflict in the Middle East. There's a lot to keep track of as the USDA aims to evaluate the old and new crops in the U.S. and around the world, and give producers a thoughtful look at what might come next — over a summer that meteorologists still predict will be hot and dry.To help us sort the signal from the noise, we're joined today by DTN Lead Analyst Rhett Montgomery. Rhett takes us beat by beat through the expectations going into the report and the market moves that we've seen since this new data was released, providing insight on which information is proving most important to traders and analysts alike. Then he'll walk us through the balance sheets for the major grains, helping us put USDA's global and domestic updates into perspective and think through what the latest numbers might mean for the year ahead. Finally, we'll take a look ahead at the weather picture for the summer, and hear what Rhett will be looking for in the next batch of USDA reports, due out June 30th. 

Brian Roach with StoneX joins the discussion for the first time to talk through the big picture. Plus, a more detailed discussion on what is driving the soybean market. Listen in!

The latest World Ag Supply and Demand Estimates report for June says the 2025-2026 U.S. corn outlook didn’t change much from last month. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Join Carlos Mera and Charles Hart as they unpack the USDA's June WASDE report in the latest ACMR podcast. At first – and even second – glance, this month's WASDE might seem like a nonevent. The absence of revisions to major forecasts was conspicuous, but the changes that the USDA did not make are where the report's significance lies. We'll examine the department's current harvest outlooks for several major wheat producers, including the EU, Canada, and the US, and why the US corn and soybean balance sheets were left unchanged – except for an anticipated bump in corn exports in 2024/25. The USDA's modeling of crop yields will ensure the market keeps a close eye on weather conditions in the months ahead, while the soybean export forecast for the new season will continue to be debated amid a volatile US-China relationship. Weather risks to crop prospects in Argentina and Ukraine are also discussed before the episode closes with an initial view on how Israel's recent strikes on Iran could affect agricultural commodities markets.   Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer  

Jeremy Doetch and Greg McBride - Director or Trading with Allendale, Inc discuss the recent WASDE report and analyzed current market trends, noting that corn was undervalued while soybeans and wheat faced various challenges due to geopolitical tensions and weather conditions.

This week Lucas and Mike discuss the WASDE, oil (RVO), and ECOs big payday. Listen in to a broad market overview today. 

In this week's episode: Dustin runs down the news headlines Russ has his faith-based Food for Thought segment.  Mark talks with Tractorcade drivers Stan Misbach and Ronnie Mausser Riley talks about the WASDE report with Allendale broker Greg McBride

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Soybeans and wheat were lower on Thursday, while livestock settled mixed. Mike Zuzolo with Global Commodity Analytics recaps the trade. Topics: - Pre-report attitude - WASDE highlights - EPA biofuels announcement rumors - Cattle and hogs ease off early moves - Keys for Friday

USDA's June World Agricultural Supply and Demand Estimates and Crop Production Reports are scheduled for release Noon Eastern time on Thursday, June 12th. USDA Radio NewslineSee omnystudio.com/listener for privacy information.

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Typical June WASDE with few changes to grain supply and demand estimates Corn 2024/25 corn exports increased, lowering ending stocks by same amount Brazil and Argentina corn production unchanged at 130 MMT and 50 MMT Wheat 2025/26 wheat saw a healthy increase to exports Soy complex No changes to U.S. soybean complex estimates Sugar Sugar deliveries continue to trend lower Beet production also lowered for current and next year   Update on sugar negotiations Our next webinar is fast approaching! Seasonal Market Outlook Webinar: Summer Crop Estimates & Market Direction Wed., June 25, 11am PT / 2pm ET Look out for your invite or sign up on mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Lower U.S. corn ending stocks and no change to South American crop production were some of the key highlights in the latest World Agricultural Supply and Demand Estimates from the USDA. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the latest numbers from the June report.

June WASDE report shows friendly numbers compared to expectations, with corn carryout lowered. Soybeans mixed, wheat stable. Market reacts cautiously amid USD decline and stable commodity prices.

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Corn and wheat settled within a penny of unchanged, while soybeans were down as much as 7 cents. Feeder cattle traded $1.50 to $2 lower. Arlan Suderman, Chief Commodities Economist at StoneX, breaks down Wednesday's trade. Topics: - Narrow swings in grains - WASDE preview - Ethanol production - "Trade" announcement - Cash cattle vs. futures

The markets are getting positioned ahead of tomorrow's WASDE report. Riley Smith talks with Bill Moore of PRICE Futures Group.

Grain markets show soybeans and corn up, while wheat struggles despite improved forecasts. Vigilant selling pressure affects wheat, awaiting USDA's WASDE report for new crop insights.

Corn and wheat finished with double-digit losses, while soybeans were of 1 to 6 cents on Monday. Feeder cattle finished $1.50 higher, while lean hogs also started the week with 10 to 70 cent gains. Sam Hudson of Cornbelt Marketing recaps Monday's trade. Topics: - Low volume, low excitement day in grains - Benign weather forecast - WASDE this week - Cattle catch late-day rally - Hogs reach medium-term highs

Jeremy Doetch talked with Jim McCormick, Chief Operating Officer of AgMarket.net about the current state of crop conditions, focusing on corn and soybean planting progress, weather impacts, and the upcoming WASDE report.

The USDA's WASDE Report, released this week, was the first to look at production for the upcoming growing season.See omnystudio.com/listener for privacy information.

The May WASDE dropped Monday, May 5th, and the market reacted to both predicted records and to a few unexpected surprises. Given the number of acres and the USDA's trendline yield, the department is officially estimating a record breaking corn crop in 2025– at least at this early moment in the season. To help us understand the latest, we're joined once again by DTN's Lead Markets Analyst Rhett Montgomery, who puts both old crop updates and new crop estimates into perspective as we take in the first look that spans from the 2024-25 season into 25-26. Rhett reminds us that these forward looking estimates still contain substantial uncertainty, especially on the global balance sheet, but that doesn't stop markets from reacting. In addition to analysis on new production and planting figures, we'll hear the latest basis news, updates on trade and usage for the major grains, and tackle bearish and bullish shifts throughout the market. Plus, we'll hear what Rhett will be paying attention to as planting comes to a close.

Join Paul Joules and Vítor Pistóia as they do a deep dive into the USDA's May WASDE figures, shedding light on what the 2025/26 season may bring to the global G&O and cotton markets.  RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Austin Schroeder of Brugler Marketing and Management breaks down Friday's trade. - Wheat eights heavy on markets - Corn/beans short covering - Preview of Monday's WASDE - Cattle weaker but support $300 feeders - Trade talks and planting progress

How did the crop reports look to you overall? What did the corn the corn numbers look like? How did the world corn numbers drop so much? What did the soybeans numbers look ? What will the corn and soybean markets focus on going forward? What do you think the funds will going forward? Are there any adjustments that need to be made to our marketing plans?

May is Mental Health Month. Ben Jarboe finds out what the Farm Credit System is doing to make resources available for farmers and their families. Christy Seyfert, the President and CEO of the Farm Credit Council in Washington D.C. tells him they recognize the unique struggles that farmers and their families may be facing. Yes, there is a chance of rain in the forecast. Pretty good timing considering all the acres that have already been planted in Wisconsin. Stu Muck shares the outlook. Weather is an important issue everyday in Wisconsin. From what you wear, to where you plant - it's part of the conversation. Now Wisconsinites have access to a newly enhanced network of weather stations that dot the state. Pam Jahnke takes a trip to Arlington to find out about the expansion of the Wisconet with Chris Vagasky, UW Meteorologist that's helping assemble the network. Meanwhile eyes continue to focus on potential cuts to programs and personnel that farms may depend on. Stephanie Hoff gets the perspective of the National Association of State Departments of Agriculture. NASDA, advocates for state ag agencies in Washington D.C. One of the things it's pushing for in Congress is for states to get more support to tackle animal disease outbreaks and carry out prevention measures. A primary example is testing milk for highly pathogenic avian influenza, says Becky Garrison Warfel, director of public policy for NASDA. Markets have cooled since the announcement that China and U.S. were relaxing tariffs. John Heinberg, market advisor with Total Farm Marketing in West Bend talks with Pam Jahnke about where traders' attention is focused today. Monday gave us the first glimpse of what farmers will be planting in the World Ag Supply Demand Estimates (WASDE). Heinberg says that was the real driver on where corn and beans went Monday, and where cattle could be going this week!See omnystudio.com/listener for privacy information.

The May WASDE report is out, with lower than expected ending stocks for both corn and soybeans. We discuss that, the latest between the US and China and the strength in cattle tied to the latest news on New World Screwworm as Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Da Pope1:03 Charts4:58 USDA Preview9:55 US/UK Deal12:21 Trump China Thoughts16:21 Drought/Weather Update20:28 Export Sales21:38 Flash Sales

This week Pat and Mike discuss this weeks trade deal with the U.K. Also China and U.S. trade negotiations start this weekend. Following that on Monday the USDA WASDE report with a brand new balance sheet. 

Sugar beet plantings are nearly complete What are the initial 2025/26 WASDE beet estimates likely to be? 2026 contracting is picking up pace, at about 50% complete Missed our 2025 Spring Market Seminar in April? IQ Premier-level subscribers may now watch presentation videos here! Not an IQ platform subscriber? Contact us to learn more! Our next webinar is coming up! Economy Update Webinar: Economic Growth, Employment, Inflation, & Global Trade Wed., May 21, 11 am PT / 2 pm ET Look for your invite or sign up now on mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

In today's show Dustin provides remarks from USDA Secretary Brooke Rollins in Washington D.C., Andy brings us a portion of the latest episode of Pods of Potential, and Riley has export sales and a WASDE report preview with Greg McBride of Allendale.

USDA's May World Agricultural Supply and Demand Estimates are scheduled for release Monday, May 12th at 12 PM Eastern time..See omnystudio.com/listener for privacy information.

Rusty Halvorson and Sarah Heinrich share this week's top audio in agriculture.See omnystudio.com/listener for privacy information.

The Good and Bad of the International Grain Market Pea Aphids Join Alfalfa Weevils and Army Cutworms Spring Weather   00:01:05 – The Good and Bad of the International Grain Market: Guy Allen, the senior economist at the IGP Institute at K-State, kicks off today's show with a grain market outlook. He recaps the recent WASDE report for wheat, corn, grain sorghum and soybeans as well as the U.S. Dollar and freight.   00:12:05 – Pea Aphids Join Alfalfa Weevils and Army Cutworms: K-State crop entomologist Jeff Whitworth continues the show to remind growers of pests in their alfalfa. Jeff says how people could also start seeing pea aphids along with alfalfa weevils and army cutworms. Crop Insects in Kansas   00:23:05 – Spring Weather: Wrapping up the show is K-State meteorologist Chip Redmond with his weather forecast. He explains the spring weather we 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 Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and 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, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Trump's Trade Moves Spark Market Rally

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 104% Tariff Takes Effect2:55 Stocks and Crude Fall5:17 Corn Futures Rise8:07 Biofuel News9:08 AGCO10:05 Russia Wheat Damage11:07 Corn FlashTrump Administration's 104% Tariff on Chinese Goods Takes Effect The Trump administration's 104% tariff on Chinese goods officially went into effect early this morning, escalating trade tensions. China has rejected the move as "blackmail," making a near-term resolution unlikely. Meanwhile, the U.S. also implemented reciprocal tariffs on about 60 countries. Equities and Oil Prices See Sharp Declines The U.S. stock market experienced a major drop on Tuesday, with the Dow Jones, S&P 500, and Nasdaq all retreating sharply. The S&P 500 entered "bear market" territory, having fallen more than 19% from its all-time highs. WTI crude oil also fell nearly 2%, reaching its lowest level since April 2021.Corn Futures Rise on Weather Concerns U.S. corn futures saw a 4-cent increase on Tuesday, reaching $4.69 per bushel. The rally was driven by expectations surrounding Thursday's USDA report and concerns about planting delays due to historic rainfall in the Midwest and southern U.S. Analysts expect U.S. corn ending stocks to decline by 2% from March estimates. The USDA's Crop Production and WASDE reports are due Thursday at 11 a.m. CST. US Oil & Biofuel Groups Push for Higher Biomass Diesel Mandates U.S. oil and biofuel groups are advocating for an increase in biomass diesel mandates, proposing a 5.25 billion gallon mandate for 2026. While the suggestion falls short of previous proposals for 5.5-5.75 billion gallons, it highlights the sector's desire for a more robust advanced biofuel market. AGCO Suspends Some Agricultural Equipment Shipments AGCO, known for brands like Massey Ferguson and Hesston, has announced it will suspend certain agricultural equipment shipments into the U.S. due to the impact of tariffs. Although the company will continue importing parts, this move reflects the growing concern over the toll that tariffs are taking on agricultural machinery sales. Russia's Wheat Crop Faces Extreme Weather Threats Russia's wheat crop is under threat from extreme weather, including a hailstorm in Stavropol, a major wheat-producing region, and recent snowstorms with sub-zero temperatures. Despite these challenges, the Russian agriculture ministry claims that crop losses are under 3%, and the overall situation remains stable. However, authorities have warned that they may implement export restrictions if crop production falls short of expectations. Flash Sale of U.S. Corn U.S. exporters sold 240,000mt (9 million bushels) of corn to Spain for the 2024/2025 marketing year, according to USDA. This sale highlights the competitiveness of U.S. corn in the global market. 

There was breaking news just before we got on the air that President Trump put a hold on all tariffs except to China, for whom he significantly raised tariffs. Chad Hart shared his perspective on this news and the market reversals that followed. Plus he previews tomorrow's WASDE report. And Todd Horwitz of bubbatrading.com talks market action and shares his hot take on interest rates.See omnystudio.com/listener for privacy information.

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.00:00 Export Inspections3:03 Canola Market5:20 Brazilian Soybean Harvest7:19 USDA Report8:59 Stock Market10:50 Flash Sales