Podcasts about wasde

The Friday Free-for-all with Jim Wiesemeyer of Wiesemeyer's Perspectives podcast and Shaun Haney or RealAg Radio join Chip Flory to discuss USDA's Crop Production and WASDE reports, the mishandled “modernization” tweet, Black Sea choke point, Tyson closing plant, extension of the Jones Act Waiver, NGFA against UP/Norfolk Southern merger and moreSee omnystudio.com/listener for privacy information.

Panelists- Jim McCormick, AgMarket.net- Ted Seifried, ZanerAgHedge.com- Mike Zuzolo, GlobalCommResearch.comThe August 13 edition of Commodity Week, hosted by Todd Gleason, features panelists Jim McCormick, Ted Seifried, and Mike Zuzolo analyzing the latest USDA crop production and WASDE reports. The discussion centers on the USDA's adjustments to corn and soybean acreage, as well as the unexpectedly yield estimates despite adverse weather in the western Corn Belt. The panelists evaluate the significant geopolitical risks impacting the agricultural sector, particularly the disruption of Black Sea grain exports due to the Russia-Ukraine conflict and the tightening global supply of diesel and fertilizer linked to ongoing tensions in the Middle East. Looking ahead, the experts debate the potential impact of a super El Niño on upcoming South American production. ★ Support this podcast ★

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 USDA's WASDE report today revealed increased acres for both corn and soybean crops. Corn yield per acre fell but total production was forecast above 16 billion bushels. Soybean yield was also down, but production was forecast at a record level. 

Ukrainian attacks on Russia's largest grain exporting facilities rallied grains overnight into Wednesday's session. The latest USDA yield projections were slightly lower than anticipated for corn and soybeans. Acreage was increased in today's WASDE for corn and soybeans, with around 2 million additional acres, combined. Arlan Suderman with Stone X Financial recaps today's trade.

Corn & soy complex Oh boy! More U.S. corn production and less ending stocks (and lower yield?) Wild Midwest weather and upside market bias Soybean changes benign, but spillovers from other markets supporting soybeans/soybean products Wheat Wheat takes a back seat with only limited changes in August WASDE However, starting to see early signs appear from the Ukraine/Russian conflict and Black Sea constraints Sugar Major changes for 2025/26 beet sugar A surprise for 2026/27 beet estimate Florida cane down more than expected Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

Mike Zuzolo of Global Commodity Analytics joins Jesse Allen on Market Talk for a full breakdown of the August 2026 WASDE and Crop Production reports. USDA pegged corn yield at 180.7 bushels per acre and soybeans at 52.7, both under the average trade estimate, while adding more than a million acres of harvested area to each crop. Zuzolo's own client survey, released the night before, had corn at 181.0 and beans at 52.7. We cover the USDA modeling change that pulled the agency's numbers in line with private survey work, why Illinois and the western Corn Belt did the damage, the same-day subsoil moisture picture, new-crop corn carryout at 1.653 billion bushels, the deleted USDA tweet and the transparency questions that followed, Black Sea shipping and the rumor that pulled risk premium out of wheat, the feeder-corn ratio, USDA's 2.7 percent cut to third quarter beef production, and the cattle-to-S&P correlation flip. Also in Segment Four, we learn about Bayer's new exclusive licensing agreement with RAGT to bring hybrid wheat into commercialization by the early 2030s. Dr. Francis Beecher with Bayer joins us to discuss on the show.

Corn and soybean yields came in a bit lower than analyst expectations while harvested area for both crops came in higher according to USDA's August World Agricultural Supply and Demand Estimates report out on Wednesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and reaction in our Midday Commentary.

Dave says grains explode higher on a bullish WASDE for corn and Black Sea export concerns. Cattle crash. 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.

WASDE Wild Cards, Trading Volatility & Why Good Producers Still Struggle This week Kevin and Todd dig into today's WASDE report, where Kevin sees the biggest potential surprises, and why he believes the market may be sitting in a spot where one USDA number could trigger a much larger technical move. Kevin also explains why he is trading smaller as volatility increases, why he would rather react to a market mistake than try to predict the USDA, why some very good producers still struggle financially, and why the business side of agriculture is becoming an even bigger separator. A few highlights from this week's conversation: 00:40 — What should the most important room in agriculture be talking about?AI, robotics, government policy, new investment ideas, and one overriding question: How do we use all of these new tools to improve ROI? 02:15 — Kevin's biggest WASDE wild cardKevin says acreage may be the number that creates the surprise. He also discusses yield, feed and residual demand, exports, and why adjustments to last year's crop could still matter. 08:30 — Stop putting too much weight on weekly crop ratingsKevin pushes back hard on using USDA Good-to-Excellent ratings as a precise yield predictor and says he puts more weight on private tours, producer intelligence, and actual boots-on-the-ground observations. 19:25 — Don't predict the report. Wait for the market to make a mistake.Kevin compares trading around USDA reports to wrestling: stay balanced, let the opponent overextend, and then take advantage. 29:15 — Why Kevin is trading smaller than he used toMore speculative money, larger price swings, and greater volatility mean the consequences of being over-leveraged are dramatically higher. 37:40 — Are struggling producers simply bad operators?Kevin's distinction is important: most producers he knows are very good at producing a crop. The bigger separator is business — marketing, equipment decisions, insurance, inputs, technology, taxes, capital allocation, and ROI. 43:20 — Put a great businessperson against a great producer. Who wins?Kevin's answer is immediate: the businessperson. They may need time to learn production — or hire somebody who already knows it — but strong business judgment eventually becomes the advantage. 49:25 — The AI conversation comes down to one word: EXECUTEHaving data isn't enough. Having AI isn't enough. Having advisors isn't enough. The advantage comes from actually implementing what improves the business. 59:15 — Why Kevin is still holding substantial cash even as Wall Street gets more bullishKevin explains the difference between being bearish and maintaining dry powder. His long-term investing accounts remain bullish — he simply wants enough cash available to capitalize when markets hit one of the “trap doors” he believes are inevitable. KEVIN QUOTES “I'm not trying to predict or forecast what the USDA is gonna do… I'm trying to play if the market overreacts one way or the other.” “The whole key is to be able to stay with a move and not get shook out.” “The differentiator is on the business side.” “A great person can take a really shitty or bad idea and make it good. A bad person can take a really great business and make it really bad.” The bigger theme running through this episode is simple: Volatility creates opportunity — but only if you have the discipline, liquidity, and business structure to survive long enough to take advantage of it. Listen to the full episode of FARMCON Conversations. FARMCON — The Most Important Room in Agriculture

The WASDE report coming Wednesday could have the most bearish impact yet.See omnystudio.com/listener for privacy information.

It was a quiet day for commodities without much for news ahead of tomorrow's WASDE report. Cattle futures are waiting to see if cash will move higher again, or if packers are sufficiently supplied for now. Zach Tindall with Producer's Livestock recaps today's trade.

Corn and soybean futures face a volatile week as traders position ahead of Wednesday's USDA WASDE report, with analysts expecting a lower U.S. corn yield. SF Daily host Lorrie Boyer breaks down the market-moving developments shaping grain, livestock, and weather markets.

We saw grains weaken ahead of WASDE, wheat pressured by Black Sea ceasefire rumors, cattle mixed, crude higher, and metals diverge into Tuesday midday trade.

Rich says grains fall on Tuesday with risk off selling ahead of the WASDE report but what's already priced in? Wheat slides on talk of a Black Sea deal. Cattle end mixed with hogs mostly lower. See omnystudio.com/listener for privacy information.

Mike talks about the pressure in grain markets early Tuesday on weather, WASDE positioning and Ukraine announcing an alternative export route. Cattle higher with help from cash and death loss, hogs fail with poor demand. See omnystudio.com/listener for privacy information.

With plenty of rain in the forecast, market bulls are waiting to see what the USDA expectations are for corn and soybean yields. Only time will tell what the global grain supply will look like, depending on how long the Black Sea fighting restricts grain exports. The decline in boxed beef has shown that consumer demand may have shifted away from beef for now. Shawn Hacket with Hackett Financial Advisors recaps today's trade.

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

This week's market round table features DuWayne Bosse of Bolt Marketing and Randy Martinson of Martinson Ag. We talk yield heading into the WASDE, crop conditions, China, the Black Sea War, cattle and more! See omnystudio.com/listener for privacy information.

Corn and soybeans ended the day fairly flat, while wheat markets rose higher. Next week's WASDE should be relatively quiet, though trade will be waiting for acreage and yield updates. Cattle continue their daily volatility, while the beef market struggles to hold steady. Clint Hoffman with Tredas recaps today's trade.

Jack Scoville with The Price Futures Group discusses Thursday's grain market action which included WASDE, war and China news, Chris Swift with Swift Trading talks cattle and hogs, Monty Christian with Texas Tech has details of the Global Sorghum Conference. See omnystudio.com/listener for privacy information.

The August 6 edition of Commodity Week features agricultural market analysis from Ellen Dearden and Naomi Blohm ahead of the upcoming USDA crop production and WASDE reports. The panelists anticipate the USDA will maintain corn and soybean yield estimates near 183 and 53 bushels per acre, respectively, while emphasizing the need to monitor how European drought conditions and South American El Niño weather patterns will impact global grain stocks. The discussion details critical technical trading thresholds for December corn and November soybeans, advising producers to employ defensive marketing strategies, while waiting for potential seasonal harvest lows. Finally, the analysts provide brief outlooks on the livestock sectors—noting strong dairy demand, stable but softening live cattle fundamentals, and a persistently weak hog market—and warn that ongoing geopolitical tensions remain a volatile risk to global agricultural trade.Panelists- Naomi Blohm, TotalFarmMarketing.com- Ellen Dearden, AgReview ★ Support this podcast ★

Ahead of the next WASDE report and our own ProFarmer Crop Tour, we are focusing in on private yield estimates. Despite declining crop conditions, the yield might be better than you think.See omnystudio.com/listener for privacy information.

On Thursday we saw corn and soybeans quietly higher, wheat, cattle, and hogs all lower. We start the show in Segment One with analysis from our Midday Commentary with Mike Castle, Senior Commodities Economist at StoneX. Then, it's a new episode of Cattle Chatter with Susan Littlefield as she talks with Brad Kooima from Kooima Kooima Varilek, who breaks down the ongoing volatility, including the lack of open interest and the challenges facing the market. He also discusses the uncertainty surrounding the Fort Morgan plant, dry pastures across parts of the West while other areas are finally receiving rain, and what those conditions could mean for cattle supplies. Then we talk with Bryan Doherty from Total Farm Marketing who discusses why corn may be closer to a breakdown than it looks, what next week's WASDE and FSA numbers could mean for direction, why the stock market rally isn't translating cleanly to livestock, and why he can't find a convincing bearish case for wheat right now. Later, Bryan continues his ongoing options strategy series with a breakdown of short call and short put options — what they are, how they work, and why they can be powerful tools for producers and end users alike.

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

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

We saw grains fall as crude oil plunged, rains eased crop concerns, cattle rallied, and export demand reinforced tighter corn carryout outlook ahead of WASDE.

The July WASDE dropped Friday, July 10th, pulling in the June 30th acreage numbers to give farmers and traders the clearest look yet at the 2026 crop in the field.With some expectations that the report would lean into bullish estimates, watchers also had to keep in mind ongoing conflicts around the world that continue to disturb markets. To help us dig into the latest, DTN Lead Analyst Rhett Montgomery joins us to unpack all the updates to corn, soybean, and wheat balance sheets in the aftermath of the report. We'll dive a bit into the archives for some of USDA's recent updates, then zoom ahead to the current and forecasted figures as the growing crop comes into view. We'll talk trade, ethanol and crush, global stocks and basis, and hear what Rhett is keeping in mind as the weather picture continues to drive daily trading between now and the August update. ▶️ WATCH the July WASDE report webinar or read DTN analyst coverage of the report.  

Rusty Halvorson and Sarah Heinrich share some of the week's top stories in agriculture.See omnystudio.com/listener for privacy information.

Look Into the Wheat and Grain Sorghum Market Look Into the Corn and Soybean Market Hot, July Kansas Weather   00:01:05 – Look Into the Wheat and Grain Sorghum Market: Daniel O'Brien, K-State grain economist, and Guy Allen, the senior economist at the IGP Institute, start today's show as they explain what they have seen one week post-WASDE for wheat and grain sorghum. Daniel on AgManager.info   00:12:05 – Look Into the Corn and Soybean Market: Continuing the show is Daniel and Guy as they keep discussing the domestic and international grain market for corn and soybeans.    00:23:05 – Hot, July Kansas Weather: K-State meteorologist Chip Redmond ends today's show as he talks about the hot weather and how drought concerns are starting to increase again in Kansas.      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 Extension.ksu.edu. K-State Extension is an equal opportunity provider and employer.

See omnystudio.com/listener for privacy information.

Matt Bennett of AgMarket.net is our guest analyst this afternoon and he shares his impressions of the WASDE report released today plus Scott Varilek of Kooima Kooima Varilek analyzes the cattle market.See omnystudio.com/listener for privacy information.

Jayden and Jordan discuss today's WASDE report, the following rally in corn, and upcoming weather.

Corn & soy complex U.S. corn ending stocks growing tighter for 2026/27 Less carry-in, more production, and more exports for U.S. soybeans Soybean oil balance sheet unchanged but external factors carrying more weight with prices Wheat U.S. wheat ending stocks decline further by 22 million bushels Wheat crop in the U.S. projected smallest since 1970 at 1.536 million bushels Thankfully, weaker U.S. demand is keeping stocks-to-use ratio declines in check Sugar Beet forecasts lower due to crop development and weather concerns Mexico's baseline imports set Food deliveries set little higher than expected Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services

USDA made a few changes to the balance sheets with the release of its July 2026 World Agricultural Supply and Demand Estimates report on Friday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a recap of the July WASDE Report in our Market Talk Midday Commentary for Friday, July 10th, 2026.

The July WASDE Report from USDA made some interesting changes to the balance sheet for corn, wheat and soybeans. Does the USDA math make sense? How much is weather and war concern overseas factoring in to the wheat market? Bryan Irey with Crossroads Coop joins us for analysis and perspective after the WASDE report and thoughts on the cattle trade as well. Find more at https://www.crossroadscoop.com. Another day lower in cattle futures on Friday while this week's cash trade is coming in around $7 lower. Meanwhile, lean hogs were mixed on the session and the grain trade was higher on the back of some interesting changes in the July WASDE Report. Joe Kooima with Kooima Kooima Varilek joins us to discuss. More at https://www.kkvtrading.com. We also hear analysis to open the show from Arlan Suderman, Chief Commodities Economist at StoneX.

Shawn Hackett of Hackett Financial Advisors joins us to discuss grain market conditions, weather, crop outlook, and WASDE. Professor Dr. Derrell Peel of Oklahoma State University talks about changes to cattle industry and shares perspective on why fed cattle futures have been under pressure. Krista Swanson, chief economist at National Corn Growers Association, takes us through NCGA's recently-released cost comparison study.See omnystudio.com/listener for privacy information.

We saw wheat rebound while corn and soybeans stayed lower ahead of Friday's WASDE, as improving weather and easing Spain trade concerns pressured row crops.

Weather took markets higher to close the session, with the focus on hot and dry conditions across much of the Midwest as well as continued drought throughout Europe. Friday's WASDE report expected to reflect high demand for US corn and potential shifts in South American production. Cattle markets lower with disappointment over a lack of fundamental support. Mike Castle with Stone X Financial recaps today's trade.

In the July 2 edition of Commodity Week, host Todd Gleason and panelists Shane Holtorf, Naomi Blohm, and Matt Bennett review regional disparities in crop conditions, highlighting strong growth in Iowa and Wisconsin against waterlogged, disease-threatened fields in East Central Illinois. Analyzing the USDA Grain Stocks report, the panel notes that while a brief market rally occurred, old crop corn stocks remain near an eight-year high, advising producers to sell before seasonal pressure mounts. New crop corn carryout is projected between 1.80 and 1.90 billion bushels, with prices likely to test harvest lows unless major weather disruptions occur or WASDE reports introduce bullish data. Similarly, despite current resilience driven by strong domestic crush margins, the soybean market faces significant downside risk and technical selling pressure without immediate new crop purchases from China.Panelists - Matt Bennett, AgMarket.net - Windsor, IL - Naomi Blohm, TotalFarmMarketing.com - West Bend, WI - Shane Holtorf, LogicAg.com - Alta, IA ★ Support this podcast ★

Register for the June 24th DTN Cattle Webinar here.The June WASDE dropped Thursday, June 11th, offering the latest update on USDA's thinking since President Trump's historic trip to China in the middle of May and in light of the fallout from the conflict in the Middle East.But these market-moving events are far from the only things disrupting expected trends in the grain complex.So to help us stay on top of all the news, we're dropping in on DTN Lead Markets Analyst Rhett Montgomery's monthly WASDE webinar this week, to hear his reactions to the department's updated figures on corn, soybean, and wheat balance sheets. He offers special insight on the biofuels and crush pictures as we head into the key summer driving months at the same time that fuel prices remain elevated due to the closure of the Strait of Hormuz. He'll also dive deep on the current trade picture, with an eye to how things have, and haven't, changed since the meeting between President Trump and Chinese President Xi Jinping. Finally, we'll look ahead to the heart of the season, taking into account the emerging demand picture, weather pressure, and the state of global markets, to understand what might be ahead in 2026.

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.

Corn & soy complex U.S. corn crop looks great so far, much to be determined regarding global production for 2026/27 Bio-based diesel consumption of vegetable oil indicated as strong domestically and globally. Wheat Small crops get smaller…. Hard Red winter wheat lowered another 18 million bushels Stocks down 20% YOY at now 744 million bushels Spring wheat crop conditions are excellent: could help increase the all-wheat yield in the future Sugar US sugar production increase was the headline: up +253,000 short tons USDA decided to increase food demand by +126,000 tons; is it real demand? Stocks to use improved from 13.5 to 14.3 percent = adequately balanced Live Seasonal Market Outlook Webinar Wed., June 24, 2026 at 2pm ET / 11am PT Sign up now at mckeany-flavell.com Host: Shawn Bingham, CAIA, Director of Risk Management Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President

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.⛈️ SEVERE WEATHER SLAMS THE PLAINS & CORN BELT

The President has threatened to escalate attacks on Iran if a peace deal isn't reached soon, which boosted crude oil and helped to bounce commodity trade today. Tomorrow will bring an updated WASDE report with production estimates, and traders are not anticipating any large changes. Cattle were slightly higher with little cash trade for the week and stronger boxed beef. Arlan Suderman with Stone X Financial recaps today's trade.

The Closing Market Report from June 9, 2026, details a recent sell-off in commodity markets, with corn, soybean, and wheat prices returning to January lows due to the current absence of a weather premium. The upcoming WASDE report is expected to reflect strong export sales and potential adjustments to old crop carryouts, while technical support levels suggest potential short-term recovery bounces. In agricultural news, the Senate is developing legislation for year-round E15 sales to match a recently passed House bill, and the shipping company Maersk has successfully tested 100% ethanol as a bunker fuel in Rotterdam. Meanwhile, the Strategic Petroleum Reserve is projected to reach its lowest volume since the 1980s, and a Wisconsin farmland auction yielded nearly $22,000 per acre. Furthermore, the rapid expansion of large-scale data centers in the Midwest has prompted significant local and state regulatory pushback regarding energy and water consumption, leading to temporary development moratoriums and the proposed repeal of tax incentives in states such as Illinois and Michigan. Finally, the agricultural weather forecast predicts severe thunderstorms and heat across the northern plains and upper Midwest, which will shortly be followed by a transition to cooler, drier conditions driven by air masses from south-central Canada.- Ag Markets with Naomi Blohm, TotalFarmMarketing.com- WILLAg News Update for June 9, 2026- Lawmakers Rush to Regulate Data Center Development- Ag Weather with Don Day, DayWeather.com ★ Support this podcast ★

The June 8, 2026, edition of the Closing Market Report provides an assessment of agricultural commodities, upcoming USDA reports, and global weather impacts. Curt Kimmel of AgMarket.net highlights that a recent screwworm outbreak is causing market volatility, though long-term impacts depend on the disease's spread and its effect on available cattle supplies. Kimmel also anticipates minor adjustments in the upcoming WASDE report, projecting slight decreases in new crop corn ending stocks due to old crop demand, with soybeans and wheat remaining largely unchanged. Frayne Olson from North Dakota State University corroborates this subdued expectation for the June WASDE, noting the USDA is unlikely to revise export forecasts without concrete details from recent US-China trade agreements. Olson emphasizes the significance of the June 30th grain stocks report for tracking feed consumption and explains that recent market fluctuations are heavily influenced by index fund investors shifting capital between energy, agriculture, and the stabilizing stock market. Consequently, Olson advises producers to establish predetermined target prices rather than attempting to time volatile market swings. Finally, Everstream Analytics meteorologist Mark Russo reports that beneficial rainfall and above-average temperatures are accelerating crop development across the US Corn Belt, presenting no immediate yield threats. However, Russo warns that a returning, near-record heatwave combined with dry conditions in Western Europe poses a significant risk to their summer crops.- Ag Markets with Curt Kimmel, AgMarkets.net- Commodity Markets Discussion with Frayne Olson, NDSU Extension- Ag Weather with Mark Russo, EverStream.ai ★ Support this podcast ★

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.