The Ag Commodity Corner+

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

  1. HACE 13 H

    Funds are Long the Grain & Oilseed Complex for the 1st Time Since Feb of 2025! BULLISH PRICES!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#funds #long #grain #oilseed #2025 #bullish #CFTC #managedmoney #bull #AI #rotation #tech #ag #commodities #king #wallstreet #Trump #tariff #FDN #crude #weather   The funds (managed money) crowd/spec are now net long the grain complex!  The AI King Nvidia reported 4th quarter earnings that surpassed Wallstreet estimates but the stock falls? Trump retaliates against U.S. supreme court decision to impose an additional 15% global tariff. FDN (First Day Notice) and month end fund selling in March futures were absent in 2026. Crude oil futures adding more geo-politics, weather turns more active for March, plus South America weather and the latest CFTC report.

    22 min

  2. 20 FEB

    Hedge Fund Buying in Soybeans Continues + U.S. Supreme Court Strikes down Trump’s Tariffs!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#fund #soybeans #supremecourt #Trump #tariffs #soyoil #demand #optimism #biofuel #WIN #BIG #USDA #AgOutlook #Forum #corn #wheat #wildfires #USPlains #drought #FDN #blues #Iran #crudeoil #CFTC Better technicals, hedge fund buying on hope of more Chinese and soy oil demand optimism from new U.S. biofuel policies in 2026 is a BIG WIN! Could the U.S. supreme courts ruling that struck down Trump's tariffs derail the Chinese buying of U.S. soybeans? USDA Ag Outlook Forum projections this week were friendly corn, neutral soybeans and bearish wheat BUT……. Wildfires in the U.S. Plains another warning sign of a possible drought in 2026 + March First Day Notice blues and more.

    20 min

  3. 13 FEB

    USDA Feb Crop Report a WIN for Soybeans + 1 Year Trade Truce Extension

    *Apologies! In this week's podcast, where we talk about the latest CFTC update as of 10th Feb 2026, managed money funds covered their net short position in canola to the tune of +42,746 week-on-week to flip to net long 145 contracts and not (as we mistakenly said) +90,009 wk/wk to 47,408. Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#WIN #soybeans #trade #truce #extension #USDA #Xi #Trump #China #ethanol #45Z #phospahtes #fertilizer #corn #technical #wheat USDA took Trump's comments that China would buy more U.S. soybeans seriously and headline news that the U.S./China trade truce would be extended when Trump/Xi meet in the first week of April was a BIG WIN for soybeans this week! 2026 “Mini” U.S. ethanol boom thanks to 45Z + China’s ban of phosphates from Feb. – August of 2026 will not help lower fertilizer prices anytime soon! 30 mmt of Chinese corn harvest is of poor quality and maybe a technical breakout in wheat futures.

    19 min

  4. 6 FEB

    Making Soybeans Great Again! + A Fools Gold?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#Trump #USDA #Xi #farmers #gamechanger #foolsgold #China #soybeans #Bitcoin #digital #tech #Nasdaq #45Z #soyoil #Silver #gold #S&P500 #AI #canola #metals #energies #livestock #india #StatsCanada #ElNino #Enso #CFTC   Trump’s post this week that China would buy an additional 8 mmt of U.S. soybeans was a “game changer” near-term. The plunge in Bitcoin down 50% from the highs may no longer be considered a “digital” gold. It has followed the selling in tech this week with the NASDAQ down 7%.  The 45Z announcement provided more clarity and guidance resulting in higher soy oil futures. Next weeks USDA February crop report is historically a non-event and more.

    21 min

  5. 30 ENE

    Higher Crude Oil Prices due to U S Iran Tensions + Plunge in Metals Market!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#crudeoil #Iran #silver #gold #metal #CFTC #Trump #nuclear #China #Russia #middleeast ##kalshi #E15 #Iowa #Australia #heatdome #Tonga Crude oil prices are spiking on concerns that Trump might attack Iran over their nuclear program and China/Russia vowed to protect Iran a large oil producer in the Middle East. Silver plunges 61.4% and gold carters by 19%! Kalshi markets was predicting a U.S. government shutdown again at 87.3% but it was averted last minute. Trump vowed to pass E15 in Iowa this week. Australia seeing a heat dome and record temps of 50 degrees Celsius while the Tonga volcano is erupting again in the Pacific Ocean.

    16 min

  6. 24 ENE

    Increased Geo Political Tensions = SELL AMERICA TRADE + Argentina Dry

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret... On YouTube: https://www.youtube.com/watch?v=9P_dz6BaP4w&list=PLw_19gpIg9cQIGriCrrqlZkwr_Mo_5oqo #USDA #geopolitics #America #trade #Argentina #dry #Greenland #Brazil #weather #soybean #wheat #USDA #E15 #framework #MatoGrosso #livestock #cattle #Texas #drought #naturalgas #winterkill #cattleonfeed #CFTC Higher geo-politics from Trump wanting to annex Greenland to conflict with Iran has caused investors to sell everything America. With Mato Grosso Brazil 7% harvested weather has turned wet as harvest progresses but Argentina has turned dry! Both soybean and wheat futures have traded back above the pre-USDA January crop report close a positive technical chart signal. A monster weekly U.S. export report is price supportive but a kick the can down the road on E15 is very disappointing.

    17 min

  7. 19 ENE

    2026 USDA January Crop Report Bearish “Shock” + Canada-China Trade Deal

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret... On YouTube: https://www.youtube.com/watch?v=07Wat9ZrMo0&list=PLw_19gpIg9cQIGriCrrqlZkwr_Mo_5oqo #USDA #january #bearish #canada #china #tradedeal #corn #soybeans #wheat #silverbullet #E15 #biofuel #canola #EV #Iran #crudeoil #geopolitics #soybeanoil #silver #drought #CFTC #parabolic The USDA January crop report shocked the grain trade with a bearish report finding more bushels of corn, soybeans and wheat for 2025. But strong demand and talk of finalizing biofuel and adding E15 in Washington helped forge a low near-term in the grain markets. Canola futures traded higher on news that China and Canada reached a trade deal on canola/EV tariffs. China has finally bought their 12 mmt of U.S. soybean commitment now what? WTI crude oil fell after Trump decided not to attack Iran and silver remained parabolic.

    21 min

  8. 9 ENE

    Will USDA January 2026 Final Crop Report Provide a “Gift” to Farmers

    #USDA #gift #farmers #venezulea #bearish #bullish #crudeoil #christmas#geopolitics #screworm #cattle #cftc #soybeans #corn   Will the USDA provide a late Christmas “gift for farmers inthe final January USDA crop report on Monday?  The U.S. Venezuela attack is long-term bearish crude oil prices but bullish stocks as the Venezuela stock market was up awhopping 123%! But that is not quite as good as Warren Buffets record since 1964 +5 million %, 41 invested in 1964 is not worth $4 million!!! WOW!!!! The reopening of the border to Mexico to cattle could take some time. Stocks hit new recordhighs this week and it was a good start to the week with lost of green on the screen to end the week.

    15 min
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Weekly markets podcast focused on Ag commodities and financial markets.

Información

  • Creador
    The Ag Commodity Corner+ Podcast
  • Años de actividad
    2025 - 2026
  • Episodios
    31
  • Clasificación
    Apto
  • Copyright
    © The Ag Commodity Corner+ Podcast
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    The Ag Commodity Corner+

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