The Ag Commodity Corner+

The Ag Commodity Corner+ Podcast
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Weekly markets podcast focused on Ag commodities and financial markets.

  1. 28 août

    Soaring Wheat Futures a Repeat of 2022?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#KCwheat #2022 #ONYield26 #CFTC #Chicagowheat #MWwheat #corn #SRE #KipTom #USDA #NASS #NVDA #weather #frost Soaring wheat futures were the star of the week as the crisis in the Black Se region has worsened. This is the second time Trump is trying to lower high U.S. beef prices with subsidized government priced meat but it's just more noise. More U.S. SREs will lower biodiesel demand but this is just the oil lobby just having more funds than the farm lobby it’s trying to destroy a good thing. The old USDA maybe become a NEW USDA by September with Kip Tom in charge of the old guard and level the playing field for farmers. NVDA reported their 2027 revenue forecast at 70% growth vs. Wall Street estimates at 44%.The weather forecast for the 2026 growing season looks good but next weeks 90-to-100-degree temps for some parts of thew U.S. Midwest is not ideal as it prevents the slow cooker to add kernel and pod weight. The U.S./Canada trade war has become personal- why are we talking about a bi-lateral trade deal? What happened to CUSMA? The grain and oilseed markets are on fire enjoy the ride, funds in real time are now record long.

  2. 22 août

    Pro Farmer 2026 U S Corn Yield Estimate ay 173 2 BPA still too high?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#ONYield26 #pftour26 #USDA #corn #soybeans #wheat #canola #CFTC #ProFarmer #DTN #inflation #Canada #bitcoin #cattle The 2026 Pro Farmer Crop Tour U.S. corn yield estimate at 173.2 and soybeans at 53.3 both are still too high? DTN’s yield forecasts suggest potential upside for grain markets due to tightening production expectations with a corn yield forecast at 178.5 and soybeans at 52.1.2026 Great ON Yield Tour shows final corn yield for Eastern Ontario at 200 bpa a new record high! Soybean final yield is shy of the 2024 high on tour at 58 bpa. Final Ontario yields will be announced on August 27th. Record August rainfall across parts of the Ohio Valley and core of the U.S. Midwest prime crop land has done severe damage to crops. Soybeans led U.S. export sales, supported by a recent recovery in Chinese demand after a sluggish start to the 2025/26 marketing year with a 1.4 mmt USADA flash sale today the largest since November of 2025. The U.S. and Canada have yet to finalize a trade agreement, leaving proposed 50% U.S. tariffs set to take effect on Saturday.Bitcoin advanced and is on pace for a weekly gain exceeding 20%.July cattle placements were the lowest for the month in the report’s 30-year history and cattle on feed report for August 1 was neutral to friendly. +CFTC.

  3. 14 août

    FRIENDLY USDA August 2026 Crop Report + U.S. Rain/Storms Too Heavy?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #corn #soybeans #wheat #canola #CFTC #Brazil #DTN #ukraine #russiaukrainewar #russia #inflation #iranwar USDA’s 2026 August WASDE Crop Report cut U.S. 26/27 crop yields - friendly for grain markets.U.S. crop weather narrative switches from conducive rains to unwelcome heavy storms, flooding, hail, winds, etc.2026 DTN Digital Survey projects 178.5 bpa corn (USDA at 180.7) and 52.1 bpa soybean yields (USDA at 52.7) for 2026.U.S. crop conditions steady/lower. North Dakota crop conditions keep dropping.Ukraine drone attacks on Russian ports boost wheat futures. French/EU corn crop smallest in over 3 decades.U.S. inflation data eases price pressure some.Iran War not closer to peace deal.+ CFTC

  4. 7 août

    2026 USDA August Crop Report + Wet June East vs Hot/Dry West = Trend Line Yields or Lower?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #August #June #Hot #dry #Trendline #yields #CFTC #surprise #demand #soybeans #corn #unknown #ElNino #Brazil #drought North Dakotas G-E corn crop conditions plunged 13% to 37%! ND only got 50% of normal precip in July with temps 4.5 degrees higher than normal with a poor start to August and very little rain in the 8–14-day forecast. Will the USDA 2026 August crop report surprise with yields/acres and/or demand? China continues to buy U.S. soybeans and did China buy U.S. corn under “unknown.” Impact of a Super Strong El Nino on the 2026 North American harvest and the 2026 Brazil soybean plating season. U.S. drought monitor vs. last year .+CFTC.

  5. 31 juill.

    U.S. Crop Ratings Fall + Drama with China but Still Buying U.S. Soybeans & Corn?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#crop #drama #China #soybeans #corn #ND #SD #Hot #dry #funds #profits #Ukraine #Russia #BlackSea #tariffs #Iran #weapons #robots #E15 #Hamas #israel #rains #cattle #Mexico #KOSPI #CFTC U.S. crop ratings in corn and soybeans fell more than expected, especially in ND/SD, after a hot/dry trend. But rains this weekend and cooler temps is causing the funds to sell at month-end, and take profits. The Ukraine/Russian war has escalated as Ukraine tries to keep moving grain out of the Black Sea while 3 ports in Russia are offline as Russia looks to weaponize cargo ships! China was not happy with the new higher U.S. tariffs on forced labor; headline news that China was selling weapons to Iran and the U.S. banning humanoid robots for cyber security concerns. Talk of U.S. farm bill and E15 passing by next Thursday. Headline news that Hamas will disarm but Israel needs to approve. The U.S. weekend billion $ rains could disappoint after a dry July? A surprise reopening of the Mexican border to cattle is more noise.KOSPI down 44% in 40 days.+ CFTC.

  6. 24 juill.

    Black Sea, Red Sea, Sea of Azov + Hormuz Attacks = Higher Risk?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#BlackSea #RedSea #Hormuz #attacks #risk #CFTC #Azov #Odessa #Iran #Houthi #Saudi #demand #Trump #Pakistan #China #heatwave #drought #flash #Plains # August #soybeans #HRS #wheat #reversal #tariffs #Canada The escalation in the Ukraine/Russian war after 4 years + the escalation with Iran and now the Houthi’s blocking Saudi oil in the Red Sea has crude surging 40% in 2-weeks to ration demand. Trump threatens more attacks but Pakistan is now pushing for new U.S./Iran talks with China’s backing? The U.S. heatwave and “flash drought" in the U.S. Northern/Central Plains is weighing on crop conditions in ND. The 8-14 early August weather looks hot/dry not ideal for soybeans! 2026 U.S. hurricane season is 50% of normal! The Wheat Quality Council HRS tour forecasting 48 bpa, key downside technical reversal in wheat/canola?New 50% tariffs on Canada. + CFTC

  7. 17 juill.

    Wheat Futures Skyrocket, a Repeat of 2022?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#wheat #skyrocket #Ukraine #Russia #2022 #weather #July #soybeans #Hormuz #crude #cattle #bull #China #unknown #chip #CFTC Ukraine in the month of July has attacked 147 Russian vessels and put both Ukraine/Russian grain exports at risk! U.S. weather looks hot and drier to end the month of July, and the high-pressure ridge is expected to return in the eastern corn belt for the 1st half of August, just in time for reproductive pod filling stage in soybeans. Tit for tat escalation over the Strait of Hormuz has crude back above $80. Despite a correction in live and feeder cattle, the long-term channel bull remains intact. China/Unknown has purchased 4.4 mmt of U.S. soybeans.Chip stock correction has bottomed.+CFTC.

  8. 10 juill.

    USDA July Crop Report Bullish Corn, Soybeans & Wheat

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #July #Bullish #Corn #Soybeans #Wheat #friendly #Prairies #Midwest #China #weather #Iran #ceasefire #noise #CFTCThe USDA July crop report was bullish/friendly corn, soybeans and wheat futures. The next 10 days remains hot/dry for the Canadian Prairies, U.S. Northern Plains and Western Midwest but models are in disagreement.China bought 736,000 mt of U.S. soybeans this week. U.S. crop conditions remain below last year and falling. Be careful what you wish for because with the rain comes severe damaging weather! U.S./Iran war ceasefire over or jus more noise? + CFTC

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À propos

Weekly markets podcast focused on Ag commodities and financial markets.

Informations

  • Créateur
    The Ag Commodity Corner+ Podcast
  • Années d’activité
    2025 - 2026
  • Épisodes
    57
  • Classement
    Tout public
  • Copyright
    © The Ag Commodity Corner+ Podcast
  • Site Web de l’émission
    The Ag Commodity Corner+

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