Podcasts about wasde

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.

US and the World The changeover in the calendar year always represents a shifting of the gears in our grain marketing outlook. At least in North America it seems that way with winter settling in with most of the crops in the bin. At the same time in South America, it is the middle of their summer. This means that all of the marketing factors with regard to crop weather are weighing into the price discovery equation. Needless to say, the mechanics of markets go on whether you change gears or not. It has been an incredibly good growing season this past year in North America. On December the 9th the USDA weighed in with their latest WASDE report. The December USDA report is usually a non-starter wedged between harvest in the United States and the January report which is usually much bigger from a market standpoint. This December report reflected not only that but also the slow regeneration of numbers coming out of the US government shutdown. The biggest change from the December report was reflected in the corn export number which was increased 125 million bushels from last month up to 3.2 billion bushels which is record territory. This brought down the corn ending stocks for 2025/2026 to 2.029 billion bushels down that 125 million bushels from last month. Everything else remained the same including the 16.752 billion bushels of corn production from this year. The soybean numbers remained the same from last month with US production at 4.253 billion bushels with a yield of 53 bushels per acre. Soybean exports at 1.635 billion bushels was unchanged from November. Brazilian production remained at 175 MMTs and in Argentina at 48.5 MMTs. The wheat numbers were also the same except for world ending stocks were actually increased this month to 274.87 MMTs, up from 271.43 MMTs in November. On Dec 12th corn and wheat futures were higher than the last Market Trends report. Soybeans were lower. March 2026 corn futures was at $4.40 a bushel. Dec 2026 corn was at $4.62 bu. The January 2026 soybean futures was at $10.76 bu. The November 2026 soybean futures were at $10.88. The March 2026 wheat futures closed at $5.29 a bushel. The Minneapolis March 2026 wheat futures closed at $5.75 a bushel with the September 2026 contract closing at $6.12 a bushel. The nearby oil futures as of December 12th closed at $57.44/barrel lower vs the nearby futures recorded in the last Market Trends report of $60.09/barrel. The average price for US ethanol in the US was $2.04/gallon, down vs the $2.12/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on December 12th, 2025, was .7263 US, up vs the .7130 US reported here in the last Market Trends report. The Bank of Canada’s lending rate was reduced to 2.25%. Ontario Corn harvest is continuing in Ontario. As of December 13th, there is still a significant amount of Ontario corn still left in the field. Let’s estimate that at about 20 to 25%. We got here because of heavy snow that came early in December and looks to be staying as the month wore on. Much of this snow and cold temperatures is preventing any significant harvest progress in areas where it is apparent. Some of this Ontario corn we’ll be waiting till spring to be harvested. Production estimates vary but it looks like we’re looking at winter wheat acreage this past fall in a range between 1.046 million acres and 1.18 million acres. This is significant especially when you consider the low prices of wheat. It would seem that Ontario producers always need a good fall weather forecast to get wheat planted and 2025 was good. For many of those wheat acres they’re under a blanket of snow now even in the deep south west of the province. Ontario basis levels for corn has hardly moved from the last Market Trends report. The Canadian dollar has been fluttering within the $0.71 range during this time currently at.7263 US. There also is the spectre of crop still in the field in some parts of Ontario as well as uneven supply in others. Corn yields in Ontario overall are likely down from last year even with the huge yields in the deep south west of Ontario. The soybean basis has increased slightly from last month partly reflecting the moves in the Canadian dollar. Old crop corn basis levels are $1.35 to $2.12 over the March 2026 corn futures on Dec 12th across the province. New crop corn basis levels were $1.15 to $1.45 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.18 to $3.50 over the January 2026 futures. New crop soybeans range from $2.87 to $3.13 over the November 2026 futures. Ontario SRW wheat prices are approximately $6.49. For July 2026 new crop the bid is in the $6.56 bu. range. On December 12th the US replacement price for corn was $6.49/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line The December 9th USDA report can only be considered neutral for price action as of early December. At the same time that this was happening we did see the price of soybeans start dropping rather significantly into the report and it is continued into mid-December. Part of this is the realization that China is not going to come to the rescue as well as good South American weather and a record South American crop on its way once again. Earlier the Chinese had agreed to buy 12 MMTs of soybeans from the United States. This came out of the presidential meetings between President Trump and President Xi. This is happening with small purchases of US soybeans amounting to about half of that as of now. That commitment should be fulfilled by the end of February even when South American soybeans are cheaper. In reality, there’s really no reason for China to buy anymore American soybeans especially in the political climate we have today. That is, of course as long as the South American crop does not get in trouble. The US government shutdown was significant for market action in November going into December. For the week ending November 22nd fund buying was off the chart for both corn and soybeans and much of this had to do with the vacuum of USDA information. In fact, USDA number since then have not supported this fund buying and this is partly why we’ve seen the funds exciting their longs over the last week from December the 12th. Clearly, these things can happen when USDA information is dialed into algorithms. As we move ahead, we might expect these algorithms to retrench based on more bearish USDA information. Of course, there are all kinds of issues that affect market price but at the end of the day a weather market is the thing that it usually comes down to. At the present time soybean futures do represent many things but they also represent the good crop weather in South America. As we all know USDA’s predicted record crops for Brazil this year and it’s happening as we speak. Lately South American weather has been bulletproofed, we will see if that continues. Commodity Specific Comments Corn Corn has been somewhat of a star among the agricultural commodities all year. That’s because we had the biggest record crop in the field by a country mile and futures prices did not fall apart, in fact they are higher than last year. USDA even increased corn demand by 125 million bushels in their last report. However, the January report could be confession time for corn. Is the crop really that big? Will the USDA continue to change the number of planted acres and harvested acres which will be reflected in production? It’s also hard to say at this point but as we look into the January 12th, 2026, report, those marketing variables have to be kept in mind. The March 2026 corn contract is currently priced at 8.25 cents lower than the March 2026 contract a neutral indication of old crop corn demand. This spread has been cut in half from last month. 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 13th percentile of the past five-year price distribution range. Soybeans Soybeans have lost about a dollar a bushel since mid-October. There was a mysterious pent-up demand for Chinese buying which of course never really happened in any big way. The funds have also exited soybeans over the last few weeks, and we know there’s a big Brazilian crop down south. There is some thought that the USDA will reduce the soybean national yield in the January report. In fact, some of this conjecture has been up to two bushels per acre which could carve off about 160 million bushels over the ending stocks figure. This would put soybean ending stocks at a very low level setting up the spectre for some fireworks ahead. The bulls can only hope. The January 2026 soybean contract is currently priced 10 cents below the March contract considered neutral 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 16th percentile of the past five-year price distribution range. Wheat The December WASDE report did document an increase in world wheat production as well as an increase in world wheat stocks. In addition to this, last week the Rosario exchange forecasted that the Argentinian wheat crop was increased by another 3 MMTS. It is an old story about the wheat supply always filling the gaps and that’s exactly what we have now. Any major wheat exporter has to have problems for us to see a major increase in the price of wheat and at the present time we are in a bumper situation. There is wheat seemingly everywhere in good supply. In Ontario the 1.046 million acres to 1.18 million acres now safely under snow which should help it get to the starting gate in April. However, as usual wheat is the only crop that we expose to four different seasons and there is a plethora of risk ahead. Cash prices for wheat at $6.50 per bushel do not offer Ontario wheat producers profitable opportunities when all things are considered. However, keep in mind and nothing ever stays the same especially when it comes to prices and market orders should be set to capture good wheat pricing opportunities over winter. The Bottom Line (cont.) The Canadian dollar continues to add stimulus to Ontario cash grain prices. A key driver in the Canadian dollar’s continuing trade relationship with the United States and as we all know that’s a pretty tough one. It is hard to know how that is all going to work out. At the same time the Bank of Canada kept interest rates at 2.25% earlier which is bearish to neutral for the Canadian dollar. At a certain point the Canadian dollar is going to turn up, but of course it’s very difficult to know when. Needless to say, when it does turn up it will have a negative impact on Ontario cash grain prices. The challenge will be to continue to balance our foreign exchange concerns with grain futures prices. Our geopolitical world continues to churn. The Ukraine Russia war has dominated much of this concern over the last 3 1/2 years. It continues with almost daily reports of peace initiatives led by the Americans. The grain market especially for wheat and corn seems to have neutralized their trading algorithms with regard to the war. It seemingly doesn’t matter anymore. However, as always it is a big concern and hopefully in 2026 will come to an end. At the end of the day, if peace ever reaches that region agriculture production should increase substantially. As mentioned earlier, South American weather will remain top of mine for every producer whether they’re in Ontario, Iowa or in Mato Grosso Brazil. At the present time about 59% of Argentinian soybean planting has been completed according to the Buenos Aires grain exchange. It is rated at 58% good to excellent. Meanwhile our Brazilian friends have 90% of their soybean crop planted. Yes, even though it’s cold outside watch for news regarding weather markets forming out of South America. As we careen into the new year there certainly will be many challenges for those of us on the farm. One constant that we will always have is building our marketing plan to manage all the risks that we have looking forward. 2026 will be no different. There is a record crop behind us, and there is a record crop in front of us. However, demand is growing, and you never know when some butterfly will be causing chaos somewhere. Sometimes the best laid plans don’t happen, and markets start to gyrate. Yes, even in 2026 risk management will not grow old. Daily market intelligence will remain key. There will be many marketing opportunities ahead. The post Market Trends Report – December 2025 & January 2026 appeared first on Grain Farmers of Ontario.

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.

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

Farmers have a lot on their minds when it comes to state policy. Jill Welke gets some of the rationale behind their agenda from Trine Spindler, a dairy farmer from Marathon county. She says the development of solar arrays and data centers are some of the new items they wanted monitored and measured by state legislation. They're also continuing to look for improvement and expansion on the Agricultural Road Improvement Program(ARIP). The 511WI website is alive with crazy colors this morning. Stu Muck updates the weather system moving across Wisconsin and where it's having the greatest impact. After this moisture moves through, he says we need to prepare for bone-chilling cold temperatures. Side-by-side comparisons are something the Steffes Group is offering as we end the calendar year. Ashley Huhn from the Steffes Group talks to Pam Jahnke about some of the data comparison buyers can make online looking at the value of previous sales of certain groups of equipment. Paid for by Steffes Group. Pam Jahnke reports that markets are flat after Tuesday's December World Ag Supply Demand report (WASDE). You can't control the weather or commodity prices but they won't matter if Wisconsin farmers can't find a lender willing to share the risk for operations in 2026. Kiley Allan finds out how the appetite of independent ag lenders in the state is from Rose Oswald Poels, President and CEO of the WI Bankers Association. Allan learns that in the third quarter lending increased by 4.81% quarter over quarter and 5.3% year over year. She says the close relationship lenders have with the state's farmers remains strong.See omnystudio.com/listener for privacy information.

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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.

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.

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.

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

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/

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

USDA report tightened corn and bean stocks, wheat steady, South American rains pressured beans, cattle mixed on supply concerns, silver surged, Fed expected to cut rates, energies softer.

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.

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. 

No episódio de hoje do BBcast Agro, apresentamos o resumo semanal dos principais mercados agrícolas. Confira as análises e as perspectivas para os contratos de soja, milho, café e boi gordo.Destaques do episódio:

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

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.”

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.”

The November WASDE dropped Friday, November 14th, marking a return to normalcy as the longest government shutdown in history came to an end and USDA began to process and release more than a month of unpublished data. Surprises abounded, and markets oscillated between responding to new and confirmed information and reacting to the latest comments and updates from the Trump Administration in the hours after the report. This week, DTN Lead Analyst Rhett Montgomery joins us to not only tackle the first WASDE in nearly two months, but also to bring us up-to-date on all the market news we might have missed since the September WASDE release. In addition to taking a deep look at the balance sheets for the major grains, we'll also talk about tariff news that's been driving price fluctuations, and explore the space between trade commitments and actual sales on the books. We'll also plug into the global picture, and learn how finding the signal in the noise around stocks and usage offers some optimism for even the most bearish soybean traders. Finally, we'll hear what Rhett is on the lookout for as combines are officially put up for the year.

Tuesday seemed to be a consolidation day in the grains and cattle, with a bit of pressure in the lean hog complex. Overall, did traders take a bit of a pause after the volatility of Friday and Monday? Jacob Burks with AgMarket.net joins us for a conversation and look at the markets. Find more online by visiting https://www.agmarket.net. Also, what did the WASDE have to tell us for wheat and cotton balance sheets? What about price action in corn, soybeans and cattle? Nick Lawrence with TraderPhD joins us to discuss on today's show. More at https://www.traderphd.com.

The markets made a full rebound today after closing lower on Friday following the WASDE report. Riley Smith visits with Bill Moore of PRICE Futures. 

Headlines on today's episode include:-EPA discusses new WOTUS proposal-Farmer has some WASDE skepticism-USDA gears up in HPAI fight-Farm groups welcome tariff relief-Iowa farmer uses Pork Cares report to guide environmental goalsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

El USDA presentó nuevas estimaciones para la campaña 2025/26 que reflejan recortes en los rendimientos de soja y maíz en Estados Unidos, en línea con lo anticipado por el mercado.20º Aniversario de la aprobación de la Ley 10/2005 de vías pecuarias de Aragón. La ONU cifra en casi tres billones de euros las pérdidas agrícolas por desastres naturales en los últimos 30 años. Según Naciones Unidas, cada año se pierden 86.000 millones de euros por culpa de la sequía, las olas de calor o las inundaciones.Un grupo de siete empresas aragonesas han participado en la mayor feria de maquinaria agrícola del mundo, Agritechnica, que se ha celebrado esta semana en Hanóver, con el apoyo de AREX y el clúster CAMPAG.Investigadores del Instituto de Agricultura Sostenible (IAS) del Consejo Superior de Investigaciones Científicas (CSIC) en Córdoba, liderados por José Antonio Jiménez Berni, han desarrollado un innovador robot, CROPTIMUS-PRIME, que ha revolucionado el fenotipado agrícola, es decir, la definición de los rasgos observables de los diferentes cultivos.El Grupo de Trabajo de Jóvenes de Cooperativas Agro-alimentarias de España ha mantenido un encuentro con el ministro en Expo SAGRIS y una reunión de trabajo en el Ministerio de Agricultura, para analizar los retos del relevo generacional y la PAC post 2027.La Asociación Española de Denominaciones de Origen, Origen España, y la Conferencia Española de Consejos Reguladores Vitivinícolas (CECRV) han celebrado este miércoles una reunión con la Comisión Europea para analizar el futuro de las Indicaciones Geográficas (IIGG) en el marco político actual y valorar la propuesta de un Plan de Acción que impulse la protección y el conocimiento de estos sellos de calidad en la Unión Europea.Repasamos, como hacemos cada domingo, la actualidad del sector cinegético en Aragón y damos respuesta a las preguntas que durante la semana han enviado a nuestra ‘Gestoría agrícola y ganadera'.

This week Mike and Jayden discuss the highly anticipated WASDE report. 

Listen to the SF Daily podcast for today, November 14, 2025, 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 update is expected to lower U.S. yields and production but maintain steady to slightly higher carryout demand, particularly for soybean exports and corn feed. The market is influenced by interest rates, with potential steady rates in December and rising inflation. USDA predicts Brazil's soybean crop at 175 million metric tons, corn at 131 million metric tons, and wheat at 7.5 million metric tons. Drought conditions in the Midwest have expanded slightly, affecting major corn and soybean producers. Livestock futures are down, and a new sterrefly dispersal facility in Mexico raises border concerns. Red flag warnings for fire danger are issued in Northwestern Nebraska and South Dakota due to extremely dry conditions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this podcast, Al Kluis and Bob Linneman and Nick Repke discuss the recent USDA crop report, focusing on corn and soybean yield estimates, market reactions, and global supply and demand dynamics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Corn Downward revision to usage for feed and residual Soy complex Soybean carry-in lowered a bit Most puzzling was soybean oil! Wheat U.S. balance sheet as expected Higher production boosts U.S. stocks Global wheat production increases galore! Sugar Massive adjustments to sugar deliveries Both beet and cane production lowered Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Kevin Combs, Vice President – Global Sweeteners Specialist Expert: Eric Thornton, VP

The grain markets reacted very negatively to the November WASDE report, which was the first WASDE since September. Riley Smith visits with Bill Moore of PRICE Futures Group.

After not providing a report in October due to the government shutdown, USDA on Friday returned with a November World Agricultural Supply and Demand Estimates report. USDA projected a slight reductions in overall corn production and yield along with overall soybean production an yield. USDA also released a backlog of daily flash sales data at the same time. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to go through the data in 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.

Tomorrow we will finally get our first WASDE report in 2 months. Riley Smith visits with Bill Moore of PRICE Futures Group.

Was Thursday's trade as simple as buy grains, sell livestock? We saw good strength in soybeans and corn with heavy pressure in cattle and hog futures on the day while stocks were also under heavy pressure. Bryan Doherty with Total Farm Marketing joins us to discuss the trade action, thoughts ahead of Friday's WASDE report and the impact of data flowing again with the government reopening. Find more at https://www.totalfarmmarketing.com. Also on today's show, we have another episode of Cattle Chatter with Susan Littlefield and Brad Kooima from KKV Trading as they discuss the on-going volatility in the cattle markets. And we also kick off the show talking markets with Kyle Bumsted from Allendale in Segment One.

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.

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.

This week Jayden and Mike discuss the risk off trading ahead of next weeks WASDE report. 

Listen to the SF Daily podcast for today, November 7, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Trade with China remains uncertain, with a 75% chance of the US Supreme Court ruling against President Trump's tariffs, affecting US exports. The USDA's next WASDE report is anticipated, with expectations of reduced corn and soybean production. Drought conditions have worsened in a nine-state region, particularly in Iowa and Illinois, impacting corn and soybean growth. Cattle futures face challenges, with tight supplies offering some support. Box beef prices were mixed, with choice down and select up. Weather conditions, including fire risks in Nebraska and cold fronts in the Midwest. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On the HAT Podcast Eric Pfeiffer has the news which is a final tour around Indiana for harvest updates from various farmers, and there will be a delayed government WASDE update this month. The Indiana Farm Forecast with HAT Chief Meteorologist Ryan Martin calls for beautiful weather the next few days including warmer temperatures before colder temps this weekend, and corn, soybean and wheat futures again worked higher Monday led by a strong close in beans. Andy Eubank has the settlements and analyst John Zanker has commentary. It's all part of the #HATPodcast, made possible by First Farmers Bank & Trust - proudly serving local farms, families, and agribusiness for 140 years. Visit them online at FFBT.com to learn more.

Wisconsin is getting more and more interest from data center developers. It's not new to the state. Michael Greif, fellow with the Midwest Environmental Advocates says that information transparency is critical for residents near these centers. He says knowing where power lines will be located is particularly important since utilities have been using "imminent domain" to secure land for power towers. Another nice sunny day for Wisconsin. Stu Muck says although the weather's breezy and dry, some of our remaining corn and soybean fields aren't drying down. Volume has picked up again with sales listings at the Steffes Group. Ashley Huhn tells Pam Jahnke that their latest catalog is ready to go! Interested parties can download it from the website or call for a physical copy. Paid for by the Steffes Group. Households are trying to figure out how to manage their needs without SNAP/FoodShare assistance this week. Even if the federal government gets payments moving, it's going to take a few days/weeks/months to restore normal flow. That's having an adverse effect on our grocery stores. Stephanie Hoff talks to Michael Seeman, president and CEO of the WI Grocers Association about how stores are managing this disruption. John Heinberg, market advisor with Total Farm Marketing in West Bend tells Pam Jahnke that the trade will start seeing some data release beginning next week. He notes that we'll get two dairy production reports, but there's still some uncertainty on the WASDE update content.See omnystudio.com/listener for privacy information.

The markets are now preparing for a WASDE report to be released at the end of next week. Riley Smith talks with Bill Moore of PRICE Futures. 

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 U.S. federal government began a partial shutdown starting Wednesday October 1st, disrupting services and efforts across sprawling agencies — though workers deemed essential remain on the job without pay. Farmers and the agricultural industry writ large have been affected, from delays at local FSA offices to lost momentum on trade deals to missed national reports.DTN Ag Policy Editor Chris Clayton has been following the shutdown as it unfolded over the last several days, and brings us the very latest from Washington and around the country on how producers are being impacted and what might be ahead. Today, he'll guide us through the latest shutdown news, bringing us up-to-date on how key USDA agencies and activities, from FSA loans and NRCS payments to disaster aid and WASDE reports, are being disrupted, and what the long-term fallout might be. We'll also get updates on work that's still being done, including pest detection at the Southern border, and touch on how trade discussions are being affected both by the shutdown and by Trump's recent announcement about an upcoming meeting with Chinese President Xi Jinping. Then we'll hear about some recent reactions from farmers, and learn where Congress and the Administration sit today and what might be a path forward towards a more stable outcome for farmers and the American people. 

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.

WASDE Report Insights Youth and Volunteer Leadership Forum Weather and Wind   00:01:05 – WASDE Report Insights: Daniel O'Brien, K-State grain economist, begins the show with a grain market update were he highlights what he and others expected from the WASDE report and how the harvest grain market is looking.   00:12:05 – Youth and Volunteer Leadership Forum: Beth Hinshaw and Patsy Maddy with Kansas 4-H keep today's show going as they discuss an upcoming youth and volunteer leadership forum and the Kansas Youth Entrepreneurship Challenge.   00:23:05 – Weather and Wind: Ending the show is K-State meteorologist Chip Redmond as he explains our recent temperature change and what windy conditions can be expected.     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

We may not have a WASDE report but there's still plenty to discuss with our guest analyst this afternoon, Mark Rempe of Quad Commodities, plus Oliver Sloup of Blue Line Futures shares price action analysis.See omnystudio.com/listener for privacy information.

College Roadshow is at the University of Missouri this week and we have a conversation with Assistant Professor Jamie Courter, State Beef Genetics Extension Specialist, about the Missouri Show-Me-Select (SMS) Replacement Heifer Program. Then Bill Lapp of Advanced Economic Solutions joins us to discuss the WASDE report that isn't and for all anyone knows never will be.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.

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 Farm Bankruptcies2:14 Bessent, Trade Talks, Farm Bailout5:16 "Debasement Trade"8:39 Brazil Update9:47 Shutdown, Rollins Interview

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.

“Everyone's wondering where's this market gonna go?”  Sal's the lone host for today's episode of The High Ground powered by Premier Companies, but he's in good company with fan favorite Aaron Bledsoe joining him in the podcast room.  If you've been around the podcast for any amount of time, you already know Aaron is the Grain Merchandiser for Premier Companies, and he's the person growers want to hear from when it comes to market news.From acreage surprises to August's lack of rain, Sal and Aaron will talk through the findings of the most recent WASDE report.  You'll learn what's changed with yield, harvested acres, and usage, and Aaron will share how that will impact the grower.  You'll also hear about how our domestic use is the bright side to the entire situation and how it provides insulation on the demand side.  If you're a grower who's feeling undersold or like you need to get some risk off the table, you're going to want to tune in!