The Ag Commodity Corner+

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

  1. 2 ngày trước

    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.

    21 phút

  2. 26 thg 6

    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.

    26 phút

  3. 19 thg 6

    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.

    17 phút

  4. 12 thg 6

    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.

    20 phút

  5. 8 thg 6

    Houston, we have a problem with Canola + Screwworm in U.S. Cattle!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#Houston #canola #screwworm #cattle #foreacst #Prairies #Texas #cattle #bitcoin #broadcom #tech #AI #CUSMA #weather #CFTC A wet weather forecast for the Canadian Prairies this weekend into next week could result in flooded just planted acres plus unseeded canola acres! New screwworm detected in Texas could devastate the tight U.S. cattle herd. U.S. $ Index breaking above $100 while the CDN $ breaking below 72 cents. Bitcoin once a rising star is back to testing support at 60,000 and the 200-DMA at 61.989. Broadcom revenue disappointment set off a rotation out of tech stocks ruining the AI party. Looks like tough times for negotiating CUSMA as the deadline for July 1 will come and go. Short-term weather forecast remains non-threatening with a warm/wet forecast but long-term looks hot/dry for July/August/Sept for U.S. corn belt. + CFTC.

    20 phút

  6. 2 thg 6

    NEW “FEMO” = AI STOCK FRENZY!

    Try our Ag marketing program for free: https://riskmanagement.farms.com/?ret...#FEMO #AI #frenzy #FOMO #fabulous #earnings #momentum #DELL #crushed #stock #revenue #guidance #micron #cornbelt #drought #rains #corm #wheat #China #tariffs #flood #truce #urea #canola #soyoil #CFTC   The new acronym on Wall Street is not “FOMO”, its “FEMO” - Fabulous Earnings Momentum. DELL this week crushed their earnings and revenue guidance sending the stock up 40%! Micron's valuation went from 500 billion to 1 trillion in 48 days! U.S. Corn Belt drought expanding need timely rains in June. Rumors this week that China was lowering U.S, ag tariffs and wanting to buy U.S. corn? Flood could damage crops in China like corn and wheat. U.S./Iran 60-day truce = lower crude oil futures by end of June. U.S. urea futures down 28%. Soy oil and canola futures technically breaking out + CFTC.

    17 phút

  7. 22 thg 5

    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 phút

  8. 15 thg 5

    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 phút
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Giới Thiệu

Weekly markets podcast focused on Ag commodities and financial markets.

Thông Tin

  • Nhà sáng tạo
    The Ag Commodity Corner+ Podcast
  • Năm hoạt động
    2025 - 2026
  • Tập
    49
  • Xếp hạng
    Sạch
  • Bản quyền
    © The Ag Commodity Corner+ Podcast
  • Trang web chương trình
    The Ag Commodity Corner+

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