Moving Iron Podcast Moving Iron LLC

MIP Markets with Shawn Hackett - Sleeper Geopolitical Assets

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 Sean Hackett from Hackett Financial about the current state of the commodities market, focusing on wheat. They discuss the impact of dry weather conditions in Kansas, Oklahoma, and Texas on wheat yields and the potential for frost and downgrades in the Russian wheat crop. They also explore the role of volcanoes and climate cycles in shaping global weather patterns and the implications for agricultural supply. Hackett emphasizes monitoring these factors and the potential for short covering in the grain markets.

Keywords
#commodities #market, #wheat, #dryweather, #yields, #frost, #Russianwheat, #volcanoes, #climatecycles, #agriculturalsupply, #shortcovering, #grainmarkets

Takeaways
Dry weather conditions in Kansas, Oklahoma, and Texas have negatively impacted wheat yields, with 25-50% reported potential losses.
The Russian wheat crop has been downgraded, increasing concerns about global wheat supply.

Volcanic eruptions, such as the recent Tonga eruption, can significantly impact global weather patterns, including extreme temperatures and precipitation.

Climate cycles like the Gleisberg cycle can contribute to hot and dry weather conditions, which can potentially lead to crop problems.
Short covering in the grain markets may occur if wheat prices rise, potentially impacting other grain commodities.


Sound Bites
"Dry conditions in Kansas, Oklahoma, and Texas have led to 25-50% potential yield losses in the wheat harvest."

"If frost occurs in mid-late May, it could result in permanent yield loss due to lack of moisture."

"The Russian wheat crop has been downgraded, raising concerns about global wheat supply."

Chapters
00:00
Dry Weather and Wheat Yields
09:26
Short Covering in the Grain Markets

Click To Watch:
https://youtu.be/-Rmjh7gV9y8

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

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

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

MIP #429 Presented By Axon Tire - Optimizing Performance and Cost-Effectiveness with Axon Tire

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

Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast.

Summary
In this episode of the Moving Iron Podcast, the team from Axon Tire discusses a footprint study they conducted with Iowa State University on the Alliance VF 750/60R46 tire. Before diving into the topic, they introduce themselves and their roles within the company. The study aimed to accurately measure the tire's footprint and compare it to other tire sizes. The results showed that the VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure and a similar footprint at road speed. The team emphasizes the importance of understanding tire technology and how it can benefit farmers regarding soil compaction, performance, and cost-effectiveness. They also highlight Axon's expertise and commitment to providing solutions backed by years of knowledge and collaboration with major tire manufacturers. The episode concludes with information on how to reach out to Axon Tire for further inquiries.

Keywords
#AxonTire, #footprintstudy, #AllianceVF 750/60R46 #tire, #IowaState University, #tiretechnology, #soilcompaction, #performance, #costeffectiveness

Takeaways
The footprint study conducted by Axon Tire and Iowa State University showed that the Alliance VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure.

Farmers must understand tire technology to optimize soil compaction, performance, and cost-effectiveness.

Axon Tire offers a wealth of knowledge and expertise backed by years of collaboration with major tire manufacturers.

The company is committed to providing solutions and supporting their products to help farmers move more iron.

Titles
The Importance of Understanding Tire Technology for Farmers
Optimizing Performance and Cost-Effectiveness with Axon Tire

Sound Bites
"Anytime you can have a bigger footprint in a narrower width tire, it makes it much easier to put it on the road, stay in the right tracks in the fields, and put much less strain on the operator."

Chapters
00:00 Introduction and Team Introductions
09:34 The Importance of the Footprint Study
12:10 Understanding the Design and Benefits of the Alliance VF 750/60R46 Tire
20:53 Exploring Engineering Possibilities and Customer Applications
23:22 Axon Tire's Expertise and Commitment to Providing Solutions
26:02 Closing Remarks and Contact Information

Click to Watch:
https://youtu.be/NieN7yJKf5k

Presented By @AxonTire

Music By: @TalbottBrothers

Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

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

MIP #428 Presented By DIS - Data Is The Low Hanging Fruit - With John Anderson

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

Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.

Summary
In this episode, John Anderson, an industry consultant and one of the original founders of PFW Systems, discusses the need for innovation in the equipment business. He emphasizes meeting customer expectations and creating a positive customer experience. John also highlights the potential of AI and data analytics in improving dealership operations and customer interactions. He urges dealerships to embrace disruption and adapt to the rapidly changing industry landscape. Overall, John emphasizes the need for dealerships to set high standards, leverage data, and collaborate with business system suppliers to stay competitive.

Takeaways
Dealerships need to embrace innovation and adapt to the changing industry landscape.

Meeting customer expectations and providing a positive customer experience are crucial for success.

AI and data analytics can improve dealership operations and customer interactions.

Dealerships should set high standards, leverage data, and collaborate with business system suppliers to stay competitive.

Chapters
00:00 Introduction
00:33 Background and Journey
03:24 The Need for Innovation
05:13 Disruptors in the Industry
06:28 The Impact of AI
09:05 Meeting Customer Expectations
10:17 Utilizing Data for Predictive Maintenance
11:26 Setting Customer Expectations
13:01 The Importance of Customer Communication
14:54 Creating a Positive Customer Experience
16:36 Emulating Successful Companies
20:19 Adapting to Changing Customer Expectations
21:53 Collaboration with Business System Suppliers
23:11 The Importance of Data and Visionary Roles
25:02 The Need for Industry Investment
26:23 The Lack of Innovation in Dealerships
28:32 Harnessing the Power of Data
31:09 The Rapid Pace of Change
33:48 Preparing for Disruptions
36:22 The Need for Innovation in Dealerships
37:00 The Importance of Keeping Up with Change

Click to Watch:
https://youtu.be/G42c7KB90qQ

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

Music By: @TalbottBrothers

Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

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

MIP Markets With Shawn Hackett - The Decoupling Of Commodities From The US Dollar?

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

Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.

Summary
In this conversation, Casey Seymour and Shawn Hackett discuss various topics related to commodities and the global economy. They touch on the recent USDA report, the cattle market, and the decoupling of commodities from the US dollar. They also explore the potential impact of geopolitical factors and the upcoming US elections on asset prices. Hackett emphasizes the need to pay attention to these factors and adjust trading strategies accordingly.

Keywords
#commodities, #USDA #USDAreport, #cattle #markets, #decoupling, #USdollar, #geopoliticalfactors, #USelections2024, #assetprices

Takeaways
The April USDA report had little impact on the commodity market, but the following report incorporating new crop balance sheets will be more significant.

The cattle market experienced a setback due to the avian flu scare, but it is stabilizing. Hackett predicts that the market will continue to trade within a range.

Commodities are decoupling from the US dollar, which is unusual. Hackett attributes this to the geopolitical climate and the shift away from the US dollar as a reserve currency.

The global economy is entering a period of chaos and uncertainty, which will impact asset prices. Hackett suggests that hard assets like metals, food, and energy will hold their value.

The upcoming US elections and the divided views within the country could lead to civil unrest and further lack of confidence in the US dollar-based monetary system.

Chapters
00:00 Introduction and Discussion of Recent Events
06:04 The Decoupling of Commodities from the US Dollar
12:09 The Chaos and Uncertainty of the Global Economy

Click To Watch:
https://youtu.be/oFyr4FSv46k

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

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

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

MIP Markets with Chip Nellinger The April USDA Report

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

Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.

Summary
In this episode of the Moving Iron Podcast, Chip discusses the recent market report on stocks and Indian stocks and the discrepancies in crop estimates between CONAB and the USDA in Brazil. He also talks about the stability in the cattle market after heavy losses and the positive outlook for the hog market. Chip shares his thoughts on the upcoming planting season and how it may affect corn prices. He also discusses the lack of bullish news coming out of Brazil and the factors that could potentially spark a rally in the market.

Keywords
#commodities, #markets #marketingreport, #stocks, #Endingstocks, #Brazil, #cropestimates, #CONAB, #USDA, #cattle #Cattlemarket, #hogmarket, #planting24 #plant24, #corn, #bullish #news

Takeaways
The market report on stocks and Indian stocks showed minor changes, with a slight increase in domestic carryout beans and a decrease in corn carryout.

The South American crop estimates from CONAB and the USDA have significant discrepancies, particularly in Brazil, which could impact export demand and world carryout.

The cattle market has stabilized after heavy losses, and the hog market is performing well due to strong exports and the avian flu situation.

The upcoming planting season may lead to a price break in corn if planters roll early, but the South American crop situation and cash market will also influence prices.

There is a lack of bullish news coming out of Brazil, but the cash market and potential cuts in USDA numbers could spark a rally in the market.

Chapters
00:00 Introduction and Weather Update
05:00 Stability in the Cattle Market
10:22 Impact of Planting Season on Corn Prices
16:00 Conclusion and Contact Information

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

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

Music By: @TalbottBrothers

Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

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

MIP #427 The Reroute Game In Baltimore With Blake Bina

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

Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.

Summary
Importance of Baltimore Port for Roll-On Roll-Off (RoRo) Operations: The Baltimore port is crucial for RoRo operations, particularly for equipment like Caterpillar and Agco products. Baltimore's efficiency in handling RoRo cargo makes it a preferred port for exporters of such equipment. However, with the recent bridge collapse incident, the port's closure has significantly disrupted RoRo operations.

Impact of the Bridge Collapse: The incident was caused by a ship hitting the Francis Scott Key Bridge, which closed the main channel, affecting commercial vessel transit. The Army Corps of Engineers is underway with salvage and recovery efforts, but clearing the channel and removing debris may take several months.

Diversion of RoRo Ships: Major RoRo carriers like Holglines have already diverted their vessels to alternative ports like Savannah, Brunswick, and Jacksonville. However, these ports may not have the same infrastructure and capacity to handle RoRo cargo efficiently, potentially leading to additional costs and delays for exporters.

Challenges for Exporters: Exporters with cargo staged in Baltimore face additional costs and potential delays in retrieving their goods. The longer cargo sits in the port, the higher the port authority's parking fees. To mitigate delays and costs, exporters may need to consider alternative ports and transportation methods, such as flat racks.

Short-Term Bottlenecks: The closure of the Baltimore port has created short-term bottlenecks at alternative ports, leading to potential delays of two to three weeks for inbound vessels. The diversion of cargo and the strain on infrastructure at alternative ports may cause additional delays and challenges for exporters and importers.

Long-Term Impact: While short-term delays are expected to be resolved as carriers implement contingency plans and increase capacity, long-term effects on cargo flow and logistics chains remain uncertain. Exporters and importers may face ongoing challenges in securing space on RoRo vessels and managing transportation costs until the Baltimore port resumes entire operations.

Keywords:
#Baltimore #portofbaltimore #RoRooperationsdisruption #FrancisScottKeyBridge #AlternativeportsforRoRoshipping
#Exporterchallenges #Cargodelays #Transportationlogisticsdisruptions
#Portclosures #supplychain #Shorttermbottlenecks #Longtermlogisticsimplications

Click To Watch:
https://youtu.be/LvdzgWMoKu8

Click To Listen:


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

Music By: @TalbottBrothers

Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

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