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 天前

    NEW U S China $17 Billion Trade Deal = New Bull Market in AG?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#China #tradedeal #Bull #New #AG #CFTC #cattleonfeed #soybean #billion #Iran #war #crude #fertilizer #drought #HRW #NVDA #agenticAI #CPU #cattle The NEW U.S.-China $17 billion trade deal of “non-soybean” purchases for 26, 27 and 28 is very bullish ag! The end to the Iran/U.S. war is near as both crude oil & fertilizer fall. U.S. drought in the West and Southeast is slowly bleeding East and North. U.S. HRW P/VP conditions increased again to the worst ever! The godfather of AI (NVDA) beat all metrics with new revenue from Agentic AI & CPU’s. Cattle on Feed bullish + CFTC.

    20 分鐘

  2. 5月15日

    A “Nothing Burger” from Trump/Xi Summitt + Bullish USDA May Crop Report for Wheat!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #May #crop #surprise #Bullish #nothingburger #CFTC #Trump #Xi #China #Summitt #wheat #Kansas #QualityCouncilTour #drought #pork #Mexico #E15 #inflation #meal   The 2026 Trump/Xi Summit in China was one BIG disappointment, but the USDA May Crop Report was bullish U.S. wheat. Wheat Quality Council Tour confirmed the lower wheat production from the USDA for Kansas. Could the U.S. drought travel East and North into the top “I” states from June to August of 2026? #1 U.S. pork buyer Mexico bans 10% of supplies. E15 passes through Congress but will it pass in the Senate? Higher U.S. wholesale inflation reminds us of 2020-2022. Meal futures spiking + CFTC.

    25 分鐘

  3. 5月8日

    $5 Corn, $12 Soybeans, $7 Wheat & $750 Canola! Is the Top In/Party Over?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #May #crop #surprise #dud#CFTC #endingstocks #redhot #corn #exports #winterwheat #Brazil #CFTC # dry#soybeans #wheat #canola #HRW #OK #Kansas #Brazil #beef #hogs #pseudorabies#Iowa #Mexico #stocks #China #Trump #Xi $5 corn, $12 soybeans, $7 wheat & $750 canola! Is the top in and the party over with lower crude oil and an end to the Iran war? The 2026 USDA May report could see ending stocks fall further due to red-hot U.S. corn exports, lower HRW production and lower Brazil corn production? OK HRW wheat tour sees crop down 50% + Kansas Quality Council Wheat tour next week. Headline news that U.S. could import Brazilian beef weighed on cattle futures. Headline news of pseudorabies disease found in hogs in Iowa and #1 buyer Mexico may restrict exports weighed on hog futures. Stocks are on fire. 5 senators are in China planning ahead of the Trump/Xi meeting on May 14/15. + CFTC.

    21 分鐘

  4. 5月1日

    14 Days until The Trump/Xi Meeting! Phase 2 Trade deal? Bullish AG?

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret... #Trump #Xi #trade #Phase2 #bullish #AG #Beijing #great #breakout #KCwheat #canola #weather #SPX #funds #Iran #fertilizer #diesel #global #grain #UAE #OPEC #CFTC #farmbill #E15 #April #winners #losers   The countdown to the Trump/Xi meeting in Beijing is on- it happens in mid-May & Trump says trip to China will be “great”! New technical breakout in KC wheat and canola futures. May weather forecast remains cool/wet for U.S. east but dry out west. S&P 500 surged +14% in April to new record highs! Funds now worried about a prolonged war with Iran and higher fertilizer/diesel prices for longer impacting global grain production. UAE leaving OPEC on May 1 while OPEC + looking to increase output again. U.S. farm bill passes after 5 long years! E15 + top winners and losers in April + CFTC and more.

    19 分鐘

  5. 4月27日

    U.S. HRW Wheat 70% in Drought with NO Rain for 5 days + More Frost!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#HRW #wheat #drought #rain #frost #CFTC #NOAA #2022 #USDA #cropprogress #rumors #China #soybeans #PNW #weather #Midwest #CanadianPrairies #Brazil #corn #dry #Kalshi #commodity #Trump #blockade #Isreal #Lebanon NOAA reported that U.S. HRW wheat was 70% in a drought ties the 2022 drought! USDA crop progress reported 47% of the HRW wheat in poor/very poor. The weather forecast looks wet and cool for the U.S. Midwest with snow for the Canadian Prairies. Central Brazil Safrinha corn crop looks dry for the next 2-weeks. Rumors that China was looking to but old crop U.S. soybeans out of the PNW. Kalsi (betting platform) has entered the commodity space with bets of where corn futures will be in the future. Trump extended the Iran ceasefire indefinitely, but blockade remains while the ceasefire with Israel and Lebanon was extended by 3 weeks + CFTC.

    14 分鐘

  6. 4月17日

    Crude Oil Futures Plunge 13% as Stocks Rally to Record Highs on Headline News- the Strait of Hormuz!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret... #crudeoil #stocks #straitofhormuz #farmbureau #fertilizer #KCwheat #drought #USPlains #USDA #cropprogress #bitcoin #Iran #canola #cattleonfeed #CFTC WTI crude oil drops $12 as Strait of Hormuz reopens temporarily. Stocks higher, U.S. $ Index lower.Farm Bureau fertilizer survey = farmers waiting too long to book fertilizer.KC wheat futures new contract highs as drought expands. USDA crop progress shows KC wheat conditions at 45% poor/very poor! 14-day U.S. weather forecast remains dry for U.S. Plains/SE but wet for Midwest & cooler by end of the month.Bitcoin resilient despite the war in Iran + canola margins at record highs.Cattle of Feed Report and more.

    20 分鐘

  7. 4月10日

    U.S.-Iran War 12-Hour Ceasefire + USDA April Crop Report “Dud”!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret... #USDA #12Hour #ceasefire #USDA #dud #planting #season #HRW #wheat #rain #livecattle #footandmouth #China #pork #exports #CFTC #April #Hormuz  A 2-week U.S.-Iran ceasefire lasted 12 hours. The USDA April crop report was a dud. The 2026 planting season does not look early. U.S. HRW wheat country needs a lot more rain. Live cattle traded to new record highs! Foot & Mouth disease in China, U.S. pork exports +2% + CFTC update and more.

    13 分鐘

  8. 4月2日

    USDA Surprises with Lower Wheat, Higher Cotton, and Sunflower Acres

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#USDA #surprise #wheat #sunflower #cotton #crudeoil #urea ##April Midwest #Plains #CornBelt #wheat #cropprogress #funds #soyoil #oilseed #grain #HappyEaster USDA provided a bullish surprise with lower wheat acres, but what does higher sunflower acres suggest? WTI crude oil futures soared 13% while U.S. Gulf urea prices also traded higher. The U.S. Midwest looks wet to start the month of April while the South/Southeast and Western Corn Belt (Plains) remains dry. The national U.S. wheat ratings in the 1st USDA crop progress of the season next week will look ugly. Funds are record long soy oil futures, and the oil complex and near a record long in the grain and oilseed complex.

    17 分鐘
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簡介

Weekly markets podcast focused on Ag commodities and financial markets.

資訊

  • 創作者
    The Ag Commodity Corner+ Podcast
  • 活躍年代
    2025年 - 2026年
  • 集數
    43
  • 年齡分級
    兒少適宜
  • 版權
    © The Ag Commodity Corner+ Podcast
  • 節目網站
    The Ag Commodity Corner+

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