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MIP #435 Presented By AgDirect Wheat Supplies Are Tight with Tanner Ehmke

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Summary
The conversation focuses on the current state of the agricultural economy, with a specific emphasis on the wheat, corn, soybean, and beef markets. The main themes include the impact of crop conditions in Kansas and Russia on wheat prices, the effects of weather conditions in South America on corn and soybean prices, the strength of the US dollar, and the potential implications for the beef market. The conversation also touches on ethanol demand and the outlook for renewable jet fuel.

Keywords
#agricultural #economy, #wheat, #cropconditions, #Kansas, #Russia, #corn, #soybean, #SouthAmerica, #US #dollar, #beef, #ethanol, #renewablejetfuel

Takeaways
Crop conditions in Kansas, particularly for wheat, are poor, affecting commodity pricing.

Weather conditions in South America, including flooding in Brazil and drought in Argentina, impact corn and soybean prices.

Russia has been a major player in the wheat market, but crop concerns and a weakening currency may limit their influence.

The strength of the US dollar is a headwind for grain exports.

Ethanol demand is strong, which is supporting corn prices.

The US economy is still strong, but there are signs of a slowdown, which could impact beef consumption.

The cattle herd is shrinking, but higher slaughter weights offset some price pressure.

The outlook for renewable jet fuel demand is uncertain, with current margins for ethanol producers driving production.


Sound Bites
"Kansas wheat crop rated poor or very poor"

"Hot and dry conditions in Kansas during grain fill"

"Russia has distorted world wheat prices"

Chapters
00:00 Impact of Crop Conditions on Wheat Market
02:50 Russia's Influence on the Wheat Market
08:06 Recent Movements in Corn and Soybean Prices
11:35 Strength of the US Dollar and Grain Exports
13:10 US Economy and Beef Consumption
18:03 Ethanol Demand and Corn Prices
19:19 Outlook for Renewable Jet Fuel Demand

Click To Watch:
https://youtu.be/Ih59yUpE4tk

Click To Listen:
https://on.soundcloud.com/5rPyxr51uc5E5Rkn6

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

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

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

MIP #434 Aimpoint Research Farmer of the Future 2.0 with Mark Purdy

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
Mark Purdy from Aimpoint Research discusses the Farmer of the Future report and the changing landscape of agriculture. The conversation covers farm size distribution, the number of decision-makers on farms, and technology adoption in farming operations. The research shows a growth in smaller farms, driven by consolidation and a desire for a rural lifestyle. It also highlights the increase in multi-generational farming operations and the importance of data-driven decision-making. The report emphasizes the need for ag service providers to understand the different segments of farmers and tailor their approach accordingly.

Keywords
#agriculture, #farmsize, #consolidation, #technologyadoption, #datadriven #decisionmaking, #multigenerationalfarming, #rurallifestyle

Takeaways

The growth in smaller farms is driven by consolidation and a desire for a rural lifestyle.

Multi-generational farming operations are becoming more common, with each generation having a specific role and specialty.

Data-driven decision-making and the adoption of technology are crucial for the future of farming.

Ag service providers should understand the different segments of farmers and tailor their approach to meet their specific needs.

Titles
Multi-Generational Farming: The Role of Each Generation
The Importance of Data-Driven Decision-Making and Technology Adoption

Sound Bites
"Food security is national security."
"The growth in small farms is a result of consolidation."
"The number of decision-makers on farms is increasing, with multiple generations involved."

Chapters
00:00 Introduction and Background
06:46 The Farmer of the Future 1.0 and 2.0
11:12 Distribution by Farm Size
28:47 Technology Adoption in Farming
32:00 Advice for Ag Service Providers
34:37 Conclusion and Contact Information

Click To Watch:
https://youtu.be/iXSx-fj3kfw

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

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

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

MIP Markets with Shawn Hackett Correction Expected in June 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

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Summary
In this episode of the Moving Iron Podcast, Mark Schlissel interviews Sean Hackett from Hackett Financial about the current state of commodities. They discuss the weather conditions affecting crop production, including frosts in Russia and rain in the southern US. Hackett explains the concept of a 'bifurcated flood drought' and how extreme weather patterns impact crop yields worldwide. They also touch on the wheat market, the hog market, and the crop estimates for Brazil and Argentina. Hackett criticizes the USDA's yield estimates and predicts a correction in the June report.

Keywords
#commodities, #weather, #cropproduction, #frost, #rain, #wheatmarket , #hogmarket, #cropestimates, #Brazil, #Argentina, #USDA, #yieldestimates

Takeaways
Extreme weather patterns, such as floods and droughts, impact crop yields worldwide.

The wheat market has rallied, but the USDA's yield estimates may not fully reflect crop conditions.

The hog and cattle markets are currently ambivalent, with prices in a wide-ranging trading range.

The USDA's crop estimates for Brazil and Argentina may not align with the estimates from Conab Brazil.

The USDA is slow to adjust its yield estimates and often corrects them months later.

The June report from the USDA may show a reduction in corn stocks, which could be a bullish factor for the market.


Sound Bites

"We have historic flooding in Southern China destroying the rice and sugar crops, yet we have a significant drought to the north threatening soybeans and corn production."

"Even if Ukraine continues to be able to ship the crop out, it's going to be a much smaller crop anyway, and that, on the margin, is another bullish development for overall supply and demand."

"If the wheat board says the crop looks way worse than the USDA, I think we'll get a reaction."

Chapters
00:00 Introduction and Crop Conditions
03:48 Impact of Extreme Weather on Crop Yields
06:43 Crop Conditions in Ukraine and Russia
10:03 The Wheat Market and USDA Estimates
16:32 Discrepancies in USDA and Conab Brazil Crop Estimates
21:38 Expectations for the June USDA Report
23:56 Conclusion and Buying Opportunities

Click To Watch:
https://youtu.be/p5rTplxgjhI

Click To Listen:


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

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

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

MIP Markets with Shawn Hackett Mid May Cold Air in Weather Models

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, host Casey Seymour interviews Shawn Hackett from Hackett Financial. They discuss the impact of South American weather on the markets, including extreme high pressure systems in Brazil affecting corn, coffee, and cotton crops. They also touch on the potential for cold air coming into the Midwest in May and its impact on the wheat market. The conversation then shifts to the rice market, where flooding in China and a ban on rice exports from India are causing supply concerns. They briefly discuss investment opportunities in farmland and tree crops, including the Gladstone Farmland ETF and the Demetra cryptocurrency.

Keywords
#SouthAmericanWeather #Braziliancorncrops #coldairintheMidwest #wheatmarket, #ricemarket #floodinginChina #riceexports #investmentinfarmland #treecrops, #GladstoneFarmlandETF, #Demetra #cryptocurrency

Takeaways
Extreme weather patterns in Brazil, such as marine heat waves and high pressure systems, are affecting corn, coffee, and cotton crops.
The potential for cold air coming into the Midwest in May could impact the wheat market.

Flooding in China and a ban on rice exports from India are causing supply concerns in the rice market.

Investment opportunities in farmland and tree crops include the Gladstone Farmland ETF and the Demetra cryptocurrency.

Sound Bites
"What's happening in the marketplace"

"Marine heat wave off the West coast of South America"

"Starting to get some upside price risks"

Chapters
00:00 Introduction and South American Weather
03:10 Potential Cold Air in the Midwest
05:20 Supply Concerns in the Rice Market
08:22 Impact of Bird Flu on the Beef Market
10:59 Investment Opportunities in Farmland and Tree Crops
13:00 Gladstone Farmland ETF
15:23 Demetra Cryptocurrency

Click To Watch:
https://youtu.be/hrWpO0S9SsE

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

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

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

MIP Markets with Shawn Hackett Understanding the Resent Movement In the Wheat Market

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
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Keywords
#commodities, #wheatmarket, #cropproduction #Russia #yields #KCwheat #harvesting #croptour24 #corn #soybeans #markets #USDA #CONAB #plantingseason24 #avianflu #birdflu #dairycows #geopoliticalfactors #ceasefireagreement #Bidenadministration

Dry weather has affected crop production, particularly in Russia and South Russia.

The upcoming critical period for wheat production in May is crucial for market dynamics. The critical May timeframe is when yields are determined.

There is concern about dry weather in the Western KC weight wheat belt.

The USDA and CONAB must agree on second-crop corn production in South America.

Changes in global trade dynamics and consumer behavior can significantly affect commodity markets. Geopolitical factors also play a significant role in the movements of the energy market.

A ceasefire agreement could have a calming effect on the market.
There is uncertainty about the future due to geopolitical tensions.

The Federal Reserve has to balance its decisions with politics as it approaches elections.

The Federal Reserve's decisions will not necessarily be based solely on data, such as the potential impact of rising interest rates on the agriculture industry.

Sound Bites

"Dry weather can last into mid-May, which is very critical."

Chapters
00:00 Recent Movement in the Wheat Market
02:27 Making Cash Sales
04:46 Challenges of Getting the Market Excited During the Planting Season
07:00 The Safety of Pasteurization in Milk
09:12 Global Trade Dynamics and Commodity Markets
11:12 Unrest and its Effect on the Energy Market
13:18 Anxious for Chairman Powell's Statement
15:05 Balancing Data and Politics
15:19 The Impact of Rising Interest Rates on Agriculture
15:46 Connecting with Shawn for Information and Insights

Click To Watch:
https://youtu.be/5uxftFgqFy8

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

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

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

MIP #433 Presented By Fusable Tracking Market Share and Financing with EDA's UCC Data w/ Eric Montz

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 podcast episode, Casey interviews Eric Montz from EDA about the current state of the construction and agriculture industries. They discuss how the market is returning to normal after the challenges of the past few years, with increased sales and improved inventory availability. Eric shares how EDA helps clients find customers by analyzing data and identifying opportunities. They also discuss the importance of understanding customer preferences and buying cycles and how EDA provides tools to track and target specific customer segments. They also touch on EDA's role in recruiting technicians and using UCC data to track equipment financing.

Keywords
#construction, #agriculture, #markettrends, #sales, #inventory, #customertargeting, #buyingcycles, #customerpreferences, #technicianrecruiting, #UCCdata

Takeaways
The construction and agriculture markets are returning to normal after facing challenges in recent years.

EDA helps clients find customers by analyzing data and identifying opportunities.

Understanding customer preferences and buying cycles is crucial for successful sales and marketing.

EDA provides tools to track and target specific customer segments.

EDA's UCC data is used to track equipment financing and market share.

Sound Bites
"The biggest takeaway so far is we're back to normal."

"Here's what you guys did; here's what your competitor right down the road did."

"Broadening the Spectrum: Targeting New Customers with EDA"

Chapters
00:00 Introduction and Overview
06:26 Understanding Customer Preferences and Buying Cycles
11:07 Identifying First-Time Buyers
15:13 Tracking Customer Cycles with Milestone Watches
23:33 Conclusion and Contact Information

Click To Watch:
https://youtu.be/7n21CaZBVM4

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

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

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