The Ag Commodity Corner+

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

  1. 4 dgn geleden

    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.

  2. 24 jul

    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

  3. 17 jul

    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.

  4. 10 jul

    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

  5. 3 jul

    A Friendly USDA June Acreage/Stocks Report = Early Bottom in the Grain Markets?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#friendly #USDA #june #acreage #stocks #bottom #grain #statscanada #bearish #canola #wheat #45Z #carbon #WIN #crude oil #China #soybeans #Morocco #fertilizer USDA June acreage and stocks report was friendly. Stats Canada report bearish canola but friendly wheat. Long-term U.S. weather forecast of 3-4 degrees above normal in July- a concern? Canadian Prairies remains wet! NEW 45Z calculator for low U.S. carbon corn is a WIN worth $100 - $135/acre! Crude oil breaks $70, $65 now in play! China bought more U.S. soybeans but volume light. U.S. suspends duties on Morocco fertilizers and USDA to fast-track U.S. fertilizer expansion provides a cushion long-term.

  6. 26 jun

    Weather + Acres + Chinese Demand = Fund Short Covering rally in Grains?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#weather #acres #china #demand #fund #rally #grains #DomeofDoom #Midwest #heatwave #Europe #France #Spain #wheat #USDA #wildcard #surprise #StatsCanada #Trump #E15 #crude # input #hogs #MU #marginking #CFTCIs the “Dome of Doom’ heat threat through July 10th centered over the U.S. Midwest the start of a change in weather trend for July and August? A heat wave in Europe (France/Spain) long-term will lead to more demand for global wheat and corn. USDA June acreage and stocks report are “wildcards” but could surprise. Stats Canada 2026 seeding report could also surprise from excess moisture in June. Trump asking for $11 billion in farm aid plus E15 to be mandated. Crude oil futures breaking below $70 is good news for 2027 input costs. USDA June 1 hogs and pigs report friendly. MU (the Margin King) reported a blowout quarter as the memory AI chip market remains in short supply.+CFTC.

  7. 19 jun

    A Reopening of the Strait of Hormuz is Bearish Long Team Diesel/Fertilizer!

    #reopening #straitofhormuz #bearish #diesel #fertilizer The Iran/U.S. peace deal and the reopening of the Strait of Hormuz is bearish farm diesel prices and fertilizer. A peak in crude oil = a peak in soy oil futures + a peak in canola futures short-term. The SpaceX IPO increased Elon Musk’s net worth by $300 billion in 1 day more than what Warren Buffet made in his entire lifetime! WOW! The NEW Fed chairman Kevin Warsch was too hawkish and hates providing guidance and visibility on interest rates. U.S. $ Index breaks above $100. Cattle on Feed BULLISH! S&P Global shock- the U.S. could lose 30 million corn acres by 2050. They say we need E15 mandated now! China has started buying U.S. soybeans, but we need more volume.

  8. 12 jun

    2026 USDA June Crop Report Neutral + U S HRW LOWEST SINCE 1965!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #June #neutral #HRW #1965 #CFTC #wheat #corn #crudeoil #ElonMusk #trillionaire #spacex #weather #wildcard #elnino #CPC #urea #bullish #cattle #screwworm #fund There were no big surprises in the USDA June report as it historically is not a market moving report, but U.S. HRW production was lowered by 18 million bushels. The June USDA crop report was neutral- higher global stocks & South American production offset lower U.S. wheat and higher U.S. corn exports. Crude oil breaking lower technically on news of a peace deal with Iran. Elon Musk is now a trillionaire with the debut of the SpaceX IPO today! Markets pricing in a 2026 U.S. corn yield at 187 bpa with the worst start to June in 50+ years on non-threatening weather that remains a “wild card". El Nino has arrived according to CPC. U.S. wholesale Gulf urea prices plunged 81.3%. The spreading of screwworm in the U.S. is BULLISH cattle long-term.+ CFTC fund flow.

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Weekly markets podcast focused on Ag commodities and financial markets.

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  • Maker
    The Ag Commodity Corner+ Podcast
  • Jaren actief
    2025 - 2026
  • Afleveringen
    53
  • Beoordeling
    Veilig
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    © The Ag Commodity Corner+ Podcast
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    The Ag Commodity Corner+

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