Episodios

  • Midday Commentary (USDA Recap 3/31/26)- Arlan Suderman
    Mar 31 2026

    USDA projected higher than expected corn, lower than expected soybean and wheat acres for 2026 in the latest Prospective Plantings report. We also saw the release of the updated Quarterly Grain Stocks report on Tuesday as well. Arlan Suderman, Chief Commodities Economist at StoneX joins us for a recap in our Midday Commentary.

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    5 m
  • Monday, March 30th, 2026- John Heinberg, Eric Snodgrass and Cody Bills
    Mar 30 2026

    Crude oil surged again on Monday as the grain and livestock markets were mixed to mostly higher. Between war headlines, Tuesday's USDA reports, a holiday shortened week AND the end of the month/quarter; there is going to be plenty of market forces at play this week. John Heinberg with Total Farm Marketing joins us to discuss on today's show. Find more at https://www.totalfarmmarketing.com.

    There has been more and more talk about the potential of seeing the 2012 weather pattern get repeated in 2026. Is that truly about to happen? Eric Snodgrass with Nutrien Ag Solutions shares his thoughts on that, his new ELVIS model and more in our Weekly Weather Update. Find more online as well at https://www.ag-wx.com.

    Also, ahead of the USDA's Prospective Plantings report release, FBN has released their 2026 Planting Intentions Report. Their survey says corn acres will hold stronger than expected while soybean acres will be higher this year. Meantime, wheat and cotton acres could face pressure. Cody Bills with FBN joins us to discuss. View their full report here: https://www.fbn.com/direct/resources/planting-intentions-report?srsltid=AfmBOooYQ4qGtPbeQ5YkilXgJCaY1D4g5Sf9UQO-kTZEcKXf7e-FIooU

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    40 m
  • Midday Commentary 3/30/26- Arlan Suderman
    Mar 30 2026

    We see more volatility in the markets to start the week with war headlines, USDA reports, RVO news and more at play. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss on today's Market Talk Midday Commentary for Monday, March 30th, 2026.

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    8 m
  • Friday, March 27th, 2026- Brian Grete and Scott Varilek
    Mar 27 2026

    The long awaited Renewable Fuel Standard (RFS) "Set 2" final rule has been announced by the EPA, yet the corn and soybean markets ended up selling off into the close on Friday. Most of the industry has been happy with the RVO news, so what happened to the markets to end the week? We unpack all of the headlines on today's show with Brian Grete, Sr. Grain and Livestock Analyst for Commstock Investments. Find more online at https://www.commstock.com.

    Also, the cattle market tore higher on Friday with hogs following suit. Was there any noteworthy news to drive the trade or was it just money flow and fundamentals at play? We try to make sense of the activity and look at the livestock complex to close the week with Scott Varilek from Kooima Kooima Varilek out of Sioux Center, IA on today's show as well. Find more at https://www.kkvtrading.com.

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    40 m
  • Midday Commentary 3/27/26- Arlan Suderman
    Mar 27 2026

    Arlan Suderman with StoneX joined Jesse Allen to discuss the Friday market action at midday. NOTE: they did talk ahead of the release of the RVO/RFS details from EPA.

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    5 m
  • Thursday, March 26th, 2026- John Heinberg, Joe Kooima and Sam Hudson
    Mar 27 2026

    Susan Littlefield sits in for Jesse Allen on Thursday's Market Talk and has conversations with Sam Hudson from Cornbelt Marketing, John Heinberg from Total Farm Marketing and an episode of Cattle Chatter with Joe Kooima from KKV Trading.

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    40 m
  • Wednesday, March 25th, 2026- Mike Zuzolo and Chad Asmus
    Mar 25 2026

    Crude oil, biofuels policy and weather are the key drivers of the market trade at midweek. Mike Zuzolo with Global Commodity Analytics joins us to unpack the headlines and try to put the puzzle together for the grain complex. We also touch on the livestock trade and some key trends to watch there. Find more at https://www.globalcommresearch.com.

    Also, we have a conversation about BASF launching Circalo™: Low Carbon Intensity Crops, a comprehensive, unified platform designed to connect farmers, agronomists and ethanol producers with the tools needed to help operationalize agricultural carbon intensity under evolving regulatory frameworks, including the Clean Fuel Production Credit, Section 45Z. Chad Asmus, Sustainability Market Development Manager for BASF Agricultural Solutions, joins us for a conversation in Segment Four.

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    40 m
  • Midday Commentary 3/25/26- Arlan Suderman
    Mar 25 2026

    Rumors of an EPA announcement of a summertime waiver for E15 are being traded in the markets at midweek, along with hopes for RVO details to come soon and weather starting to work back into the conversation. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

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    4 m