Podcasts about wasde

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.

USDA has started figuring the president's tariffs against China and the resulting retaliation into this month's grain and livestock reports.

The April WASDE dropped Thursday, April 10, bringing with it a raft of bearish and bullish updates for the three major grains. This month's report came in the wake not only of market-cratering tariff announcements, but also in the week after the department's latest Grain Stocks Report and the annual Prospective Planting update, meaning the USDA had plenty to chew on when shaping the latest numbers.To guide us through this trove of information, we're joined once again by DTN Lead Analyst Rhett Montgomery, who takes us beat by beat through all three reports, and puts USDA's outlook on the South American crop that's wrapping up and conditions in the US in perspective. He'll talk us through expectations, and how updated demand figures are finally aligning with data from other sources, and hopefully providing farmers some price incentives, even as impacts in the wider economy promise to shift trade and export figures in future reports. We'll also discuss the breakdown between corn, soybean and wheat acres farmers are planning to plant this year, and how recent announcements, and weather forecasts, might still be able to shift those numbers around.Plus, Rhett digs into stocks, the strength of the U.S. dollar, and the state of the global wheat trade.

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

In today's show Riley breaks down yesterday's WASDE report with Ben Breisch of Allendale, Dustin learns about the price comparison options from FBN's Charles Barron, and Riley speaks to Mike Murphy of the Murphy Foundation about a recent donation to the Food Bank of Iowa.

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

Send us a textStay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

Soy complex Slight change to soybean ending stocks Production increases in soybean oil along with decreases to biofuels and food use were mostly offset by an increase to exports Wheat Significant increases to hard red winter and spring wheat How has the market reacted? Corn Corn use up putting ending stocks-to-use down Sugar Beet production up to a record, while cane production is lowered High-tier imports increased McKeany-Flavell's 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today! Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

The April WASDE report out Thursday did not feature many big surprises in the marketplace. We recap the numbers and discuss the broader market trade, new inflation data and more with Arlan Suderman from StoneX.

Scott Varilek, Kooima Kooima Varilek, says grains mixed pre-WASDE, cattle retreat with he stock market and lower cash, while hogs are higher. See omnystudio.com/listener for privacy information.

Brian Splitt, AgMarket.Net, says WASDE friendly for corn with ending stocks below 1.5 bb, soybeans at 375 mb, but wheat up 27 mb. See omnystudio.com/listener for privacy information.

Chip Nellinger, Blue Reef Agri-Marketing, says corn and soybeans end higher with lower ending stocks in the WASDE and trade optimism. Wheat was lower on higher carryout. Cattle followed the stock market lower again. 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.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.

A 90-day tariff pause from China sent the cattle markets soaring—and that's just the start. On today's Channel Final Bell, Arlan Suderman breaks down former President Trump's tariff announcement and what it could mean for consumers at the grocery store. We also dig into how ag commodities have been surprisingly insulated in the trade war talk and look ahead to what the upcoming WASDE report might reveal.

Sam Hudson of Cornbelt Marketing recaps factors impacting today's trade. Topics: -Attitude of the markets - Early day and ate day changes - Flash sales and Crop Progress - Livestock futures vs. grains - WASDE preview

The March WASDE dropped Tuesday, March 11th, and bullish farmers and traders looking to see upside for corn and possibly soybeans too were disappointed the USDA held pat across the two major U.S. grain balance sheets. Wheat, on the other hand, which was expected to go unchanged, overshot expectations in a bearish direction, but markets on the day ended up. Go figure.Luckily, we're joined once again this week by DTN's Lead Markets Analyst Rhett Montgomery, who will not only take us beat by beat through the latest numbers, but also help us understand why the numbers did and didn't shift, and why we might expect greater changes this month, even when they didn't arrive in March. As we zoom in on the domestic and global balance sheets, Rhett explains how a near final weather outlook for the Latin American crop season is changing USDA, and the market's, perspective on stocks, and how updates to wheat numbers out of the black sea region may, and may not, create more opportunity for U.S. wheat growers in 2025. Then, Rhett talks tariffs, recession, and how to follow markets and news during an uncertain planting season.

The market this week began to refocus, with strong tariff pressure leading into the trade. On this week's Nebraska Soybean Board Weekly Market Roundup, J.J. Lauby with Agri Management Systems and David Ericson with Ag Optimus discuss how tariff talks are starting to take a back seat to WASDE data, weather, and the increasing acreage battle. In the cattle market, are bullish traders feeling disappointed, or is the focus shifting to contract highs, feeder cattle gains, and the lingering effects of earlier tariff discussions?

We still have some WASDE analysis to harvest so we have Sam Hudson of Cornbelt Marketing join us for that and to discuss tariffs and trade plus Todd Horwitz of bubbatrading.com joins us to talk market action.See omnystudio.com/listener for privacy information.

 Tariff pressure  Mexico is still important  Delayed sell off of WASDE came today  Brazil & Argentina crops with harvest underway  Rain levels  Cash cattle market feels good

Nick and Mike discuss the long bull cycle in cattle futures. Trade direction for cattle vs the stock market has been interesting. Last but not least the WASDE report was this week. Listen in for Mikes update on the supply and demand. 

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

Corn and soy complex U.S. corn, soybean balance sheets unchanged with much in the way of consumption uncertainty Global S&D for corn and soybeans both show declining ending stocks vs. last month's report Wheat USDA cuts exports due to slower sales and shipments Global wheat ending stocks FINALLY deviate from the 257 MMT stranglehold! Sugar Sugar deliveries lowered Beet production increased to a record amount Our next webinar: Seasonal Market Outlook Wednesday, March 26, 2025 Look for your email invite, or sign up now on mckeany-flavell.com McKeany-Flavell's 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Free for all clients! Wednesday, April 23, 2025 Visit mckeany-flavell.com to register today! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

We saw minimal changes to the balance sheets with the release of the March WASDE Report from USDA on Tuesday. Arlan Suderman, Chief Commodities Economist at StoneX joins us to take a look at the numbers and share his perspective on the market action to start the week.

On this episode of Agriculture Today, we'll learn about the data that came out of USDA's Supply and Demand Report on Tuesday, the continued shutdown of a number of biodiesel plants in the Midwest, the need for conservation programs for farmers and ranchers, and how farm managers and their employees are learning to use new technologies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Grain Market Volatility Workplace Communication Kansas Weather Being Kansas Weather   00:01:05 – Grain Market Volatility: Dan O'Brien, K-State grain economist, kickstarts today's show with his grain market outlook where he touches on the markets recent volatility and WASDE report expectations. Dan O'Brien on AgManager.info   00:12:05 – Workplace Communication: K-State Extension beef cattle specialist Justin Waggoner keeps the show rolling as he talks about the value of communication in the workplace and shares a few reminders about good communication with listeners. Communication in the Workplace   00:23:05 – Kansas Weather Being Kansas Weather: Ending the show is K-State meteorologist Chip Redmond as he explains how Kansas has experienced a wide variety of weather in the past week and if it can be expected again.     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

Markets this week absorbed the impact of the WASDE report while keeping a close watch on ongoing tariff discussions. On this week's Nebraska Soybean Board Weekly Market Roundup, Mark Gold with Top Third/StoneX and Mike Zuzolo with Global Commodity Analytics break down how tariff uncertainty continues to weigh on the markets, while weather remains a key market mover. Dry conditions in the eastern Corn Belt and bitter cold temperatures, combined with minimal snow cover in the central U.S., are raising concerns for winter wheat trade and broader market volatility in the weeks ahead.

The February WASDE dropped Tuesday, February 11th, and with few updates expected for U.S. balance sheets, the market's attention was locked on the Southern Hemisphere, where harvest for the major grains is in view. This week, we're joined once again by DTN's Lead Markets Analyst Rhett Montgomery, who took a break from his work at the National Farm Machinery Show to guide us through the latest from USDA. He'll walk us through the critical updates to global balance sheets, and help us understand the perhaps counterintuitive market moves that came as a result of the reports publication. Then, we'll dive deeper into the world weather picture, and what wild cards remain for what looks to be a bin-busting Latin American crop. We'll also dig deeper into the wheat picture to understand demand adjustments and shifting global stocks. Finally, Rhett will speak to the recent trade and tariff talk coming out of the White House, and how he thinks these risks may (and may not) be getting priced into current market prices.

The USDA’s February World Agricultural Supply and Demand Estimates report says the 2024-2025 U.S. corn supply and use outlook is unchanged from last month.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.USDA Report Due Today

Corn and soy complex USDA leaves U.S. corn/soybean balance sheet unchanged Wheat Limited changes to note for wheat U.S. wheat food demand increases, but was it justified? Global endings stocks: How much lower vs. last year? Sugar Sugar deliveries now compared to last year TRQ imports lowered McKeany-Flavell's 2025 Spring Market Seminar: Industry Trends & Consumption Live online event! Wednesday, April 23, 2025 Registration is now open! Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

USDA released a fairly uneventful WASDE report for the month of February on Tuesday. There were some cuts to South American production while the U.S. balance sheets were left mostly unchanged. We run through the numbers and get price perspective and analysis on a lower day in grains and cattle from Cory Bratland with AgMarket.net and Garrett Toay from AgTraderTalk on today's program. Find more online Cory and the team at https://www.agmarket.net and more for Garrett at https://www.agtradertalk.com.

We saw minimal changes on the February WASDE report from USDA. Arlan Suderman joins us to discuss some of the tweaks including to South American production and more in our Midday Commentary for Tuesday, February 11th, 2025.

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.US Farmer Income Soars With Government Aid

 Wheat dips after a firm open  Corn sales going to Mexico  Soybeans went to unchanged  WASDE report out tomorrow  Winter weather ramps up once again  Marketing plans for spring ‘25  Firmness in the cattle  Early cattle sales in Oklahoma

Kevin Gonnerman with New Vision Cooperative joins Luke to discuss the February WASDE report. Can old crop corn make a run to new highs? What should you be doing on new crop marketing? Kevin covers it all in this episode!

The January WASDE dropped Friday January 10th, and this blockbuster report left producers, traders, and analysts alike scrambling to respond to major drops in production estimates for corn and soybeans. This news came alongside a quarterly stocks report and a wheat seedings report, which meant there was a ton of new information to process from USDA on the state of U.S. grains.This week, we're joined once again by DTN Lead Analyst Rhett Montgomery, who helps us tackle each of the reports and takes us beat by beat through the changes that surprised market watchers so effectively. We'll walk down the corn and soybean balance sheets, updating everything from planted acres to yield to bring a slightly smaller crop than expected into focus for both these top products. We'll take a closer look at the demand picture as well, understanding where USDA thinks grains might end up, and how these expectations fit into a global trade picture that could change rapidly in the next few weeks due to the political transition in the U.S. Then we'll tackle the wheat crop, with the latest numbers on seeding as well as domestic and global stocks, we'll hear what to expect as the crop emerges from dormancy.

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 shocked the grain markets with cutting yield in the January WASDE report. Listen in to Mike and Jeff discuss the crazy grain and oilseed markets today along with a review on this weeks Risk Management Bootcamp at SDSU. 

Don Wick of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss the latest WASDE report on the Agweek Market Wrap. 

Corn and soy complex USDA surprises with reduced U.S. production for corn, soybeans Domestic soybean oil balance sheet is likely more ominous than ending stocks would indicate Wheat Winter wheat acres on the rise! Up how much from 2024? Grain stocks and WASDE about as expected Sugar Beet production increased A boost to stocks-to-use ratio Our next webinar: Key Ingredients in 2025 Wednesday, January 29, 2025 at 11 am PT / 2 pm ET Register now at mckeany-flavell.com or look for your invite starting next week Our thoughts and prayers are with those affected by the LA fires Host: Michael Caughlan, President & CEO Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Senior Commodity Advisor Expert: Kevin Combs, Vice President – Global Sweeteners Specialist

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 National Emergency and Tariffs2:57 USDA Preview6:45 Argentina Rains Expected8:01 Brazil Update9:33 Ethanol Production is Strong10:31 Flash Sale

 Weather in S.A. changes in past 24 hours  WASDE report  Strong market buying for corn, selling for beans & wheat  Reversal in the product market  Higher cash for the cattle

 Grains not a lot of push-coil around 20 day moving average  Weather in S.A.  WASDE report  Higher cash  Goldman roll  Are the cattle overbought?  Is there some nervousness amongst cattle producers  Why did the hogs turn negative