Moving Iron Podcast Moving Iron LLC

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This is the Barchart article link Shawn mentioned in today's podcast.
"The Era of Weather Volatility Will Continue to Escalate Peaking in the mid 2030's"
https://www.barchart.com/story/news/26300746/the-era-of-weather-volatility-will-continue-to-escalate-peaking-in-the-mid-2030s


Summary
The conversation covers a wide range of topics related to commodities, weather, and market trends. Shawn Hackett provides insights into planting progress, weather patterns, and their potential impact on crop yields. He also discusses the cattle marketplace and upcoming live sessions on weather patterns and climate change. The conversation concludes with information on how to reach out for more information.

Keywords
#commodities, #weatherpatterns, #cropyields, #cattlemarket #climatechange, #markettrends

Takeaways
Planting progress and weather patterns play a significant role in determining crop yields.

The cattle marketplace is expected to see strong prices due to tight supplies and potential demand.

Understanding long-term weather cycles and their impact on market volatility is crucial for making informed decisions.

Live sessions on weather patterns and climate change provide valuable insights for market participants.

Shawn Hackett's expertise in analyzing weather data and market trends offers valuable information for those involved in the commodities market.

Sound Bites
"I expect this year to be no different."
"We have a very, very, very active tornado season this year."
"2011 was actually not dry. We had moisture, but we had incredibly hot warm nights."

Chapters
00:00 Insights into Planting Progress and Weather Patterns
11:47 Market Trends and the Cattle Marketplace
13:14 Upcoming Live Sessions on Weather Patterns and Climate Change

Click To Watch:
https://youtu.be/GsQ4-g6idMM

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP Markets with Chip Nellinger Rally in Wheat; Range Bound Oil Prices

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Summary
In this conversation, Chip Nelger discusses the current state of commodities, including wheat, corn, soybeans, beef, and oil. He provides insights into the weather conditions affecting crop growth, the impact of global factors on commodity prices, and the potential risks and opportunities in the market. Chip also highlights the importance of risk management and staying informed about market trends.

Keywords
#commodities, #wheat, #corn, #soybeans, #beef, #oil, #weatherconditions, #crop #growth, #globalfactors, #markettrends, #riskmanagement

Takeaways
Weather conditions, such as drought and frost, impact crop growth and yield potential in various regions.

Wheat prices have rallied due to dry weather in Russian and Ukrainian growing areas and issues in other wheat-producing countries.

Corn prices have been supported by a lower-than-expected carryout and the potential for a smaller crop due to delayed planting.

Beef prices have remained strong, but there are concerns about a potential overhang in the market due to slowed packer kills.

Oil prices have been range-bound, with uncertainty surrounding OPEC production cuts and US government actions affecting market sentiment.

Sound Bites
"Wheat somewhere around $7 and 10 cents a bushel."
"December corn right now is about $4.85, getting close to that $5 number."
"Crop losses from the best projections are probably starting to be in the market with this move higher."

Chapters
00:00 Introduction and Weather Conditions
02:59 Rally in Wheat Prices
03:29 Support for Corn Prices
09:59 Strength in Beef Market
16:26 Range-Bound Oil Prices

Click To Watch:
https://youtu.be/-IPnPSKj9MA

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP #436 The Future of Autonomy in Agriculture with Matthew Fleet and Justin Canada

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Summary
In this episode of the Moving Iron Podcast, Casey Seymour interviews Justin Canada and Matthew Fleet from James River Equipment. They discuss the crop mix in their region, the current state of the used equipment market, and the impact of technology on farming. They also explore the potential of upgrade kits for machinery and the future of autonomy in agriculture. The conversation highlights the importance of technology in improving efficiency and productivity on the farm.

#MovingIronPodcast #letsgomovesomeiron #JamesRiverEquipment #cropmix #usedequipment #technology #upgradekits #autonomy #agriculture #efficiency #productivity

Takeaways
The region's crop mix includes corn, soybeans, winter wheat, cotton, peanuts, tobacco, and hay.

The used equipment market is influenced by the availability of trade-ins and the demand for technology upgrades.

Upgrade kits for machinery offer an opportunity to improve performance and extend the lifespan of equipment.

Autonomy in agriculture is expected to increase efficiency and address labor shortages.

Technology is critical in farmers' buying decisions, and early adopters may have a competitive advantage.

Titles
The Future of Autonomy in Agriculture
The Competitive Advantage of Early Adopters

Sound Bites
"I think the upgrades we have done have been with customers that own and are upgrading their existing equipment."

"I don't know if any of that adds much to our resale value and what we want to own those machines for."

"As it becomes more mainstreamed and accepted, people get comfortable with it, which I think is happening quicker than we anticipated."

Chapters
00:00 Introduction and Regional Crop Mix
08:12 Exploring Upgrade Kits and Technology
25:15 The Impact of Technology on Farming Efficiency
29:30 The Competitive Advantage of Early Adopters

Click To Watch:
https://youtu.be/PWuI_l5aEgM

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett From Russia with Love

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Summary
In this conversation, Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of commodities, focusing on wheat, milk, corn, and soybeans. They discuss the impact of the crop tour on wheat prices, with Sean emphasizing that Russia's control over the wheat market is the main driver. They also highlight the weather-related issues in Russia and Australia that could affect wheat and milk production. Additionally, they touch on the potential for a milk shortage in the US due to avian flu and high cattle prices. Finally, they discuss the outlook for corn and soybeans, noting the bearish impact of the wet May and the need for hot weather to counteract it.


#commodities, #wheat, #milk, #corn, #soybeans, #croptour, #Russia, #Australia, #avianflu, #cattleprices, #weather, #cropproduction

Takeaways
The main driver of wheat prices is Russia's control over the wheat market.

Weather-related issues in Russia and Australia could impact wheat and milk production.

There is a potential for a milk shortage in the US due to avian flu and high cattle prices.

Wet May could have a bearish impact on corn and soybeans, but hot weather is needed to counteract this.

Sound Bites
"The wheat market is not up because of worry over US production. It's up because of Russia and Ukraine weather problems."

"Without Russia, we have no wheat. They've been the linchpin."

"We're going to get a significant liquidation of dairymen who just want out at the top."

Chapters
00:00 Introduction and Overview
01:01 Crop Tour and Wheat Prices
05:57 Milk Shortage and Avian Flu
15:29 Bearish Outlook for Corn and Soybeans
23:48 Closing Remarks

Click To Watch:
https://youtu.be/A0klNBNQqT8

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP #435 Presented By AgDirect Wheat Supplies Are Tight with Tanner Ehmke

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Summary
The conversation focuses on the current state of the agricultural economy, with a specific emphasis on the wheat, corn, soybean, and beef markets. The main themes include the impact of crop conditions in Kansas and Russia on wheat prices, the effects of weather conditions in South America on corn and soybean prices, the strength of the US dollar, and the potential implications for the beef market. The conversation also touches on ethanol demand and the outlook for renewable jet fuel.

Keywords
#agricultural #economy, #wheat, #cropconditions, #Kansas, #Russia, #corn, #soybean, #SouthAmerica, #US #dollar, #beef, #ethanol, #renewablejetfuel

Takeaways
Crop conditions in Kansas, particularly for wheat, are poor, affecting commodity pricing.

Weather conditions in South America, including flooding in Brazil and drought in Argentina, impact corn and soybean prices.

Russia has been a major player in the wheat market, but crop concerns and a weakening currency may limit their influence.

The strength of the US dollar is a headwind for grain exports.

Ethanol demand is strong, which is supporting corn prices.

The US economy is still strong, but there are signs of a slowdown, which could impact beef consumption.

The cattle herd is shrinking, but higher slaughter weights offset some price pressure.

The outlook for renewable jet fuel demand is uncertain, with current margins for ethanol producers driving production.


Sound Bites
"Kansas wheat crop rated poor or very poor"

"Hot and dry conditions in Kansas during grain fill"

"Russia has distorted world wheat prices"

Chapters
00:00 Impact of Crop Conditions on Wheat Market
02:50 Russia's Influence on the Wheat Market
08:06 Recent Movements in Corn and Soybean Prices
11:35 Strength of the US Dollar and Grain Exports
13:10 US Economy and Beef Consumption
18:03 Ethanol Demand and Corn Prices
19:19 Outlook for Renewable Jet Fuel Demand

Click To Watch:
https://youtu.be/Ih59yUpE4tk

Click To Listen:
https://on.soundcloud.com/5rPyxr51uc5E5Rkn6

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP #434 Aimpoint Research Farmer of the Future 2.0 with Mark Purdy

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Summary
Mark Purdy from Aimpoint Research discusses the Farmer of the Future report and the changing landscape of agriculture. The conversation covers farm size distribution, the number of decision-makers on farms, and technology adoption in farming operations. The research shows a growth in smaller farms, driven by consolidation and a desire for a rural lifestyle. It also highlights the increase in multi-generational farming operations and the importance of data-driven decision-making. The report emphasizes the need for ag service providers to understand the different segments of farmers and tailor their approach accordingly.

Keywords
#agriculture, #farmsize, #consolidation, #technologyadoption, #datadriven #decisionmaking, #multigenerationalfarming, #rurallifestyle

Takeaways

The growth in smaller farms is driven by consolidation and a desire for a rural lifestyle.

Multi-generational farming operations are becoming more common, with each generation having a specific role and specialty.

Data-driven decision-making and the adoption of technology are crucial for the future of farming.

Ag service providers should understand the different segments of farmers and tailor their approach to meet their specific needs.

Titles
Multi-Generational Farming: The Role of Each Generation
The Importance of Data-Driven Decision-Making and Technology Adoption

Sound Bites
"Food security is national security."
"The growth in small farms is a result of consolidation."
"The number of decision-makers on farms is increasing, with multiple generations involved."

Chapters
00:00 Introduction and Background
06:46 The Farmer of the Future 1.0 and 2.0
11:12 Distribution by Farm Size
28:47 Technology Adoption in Farming
32:00 Advice for Ag Service Providers
34:37 Conclusion and Contact Information

Click To Watch:
https://youtu.be/iXSx-fj3kfw

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com