Market Talk

Grain and livestock markets were mixed on Monday as traders search for direction coming out of the holiday weekend. John Heinberg with Total Farm Marketing joins us to discuss what he's watching in the markets as we start the first full week of April. More at https://www.totalfarmmarketing.com.

As we enter the first full week of April, the U.S. drought monitor shows nearly 80% of the country in some form of drought. Will we start to see any beneficial moisture this week or into April that could help alleviate some of the drought concerns? Eric...

Grain and livestock trade is fairly quiet to start the week, as the world watches the war in the Middle East for further developments out of the holiday weekend. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the ag markets, the latest jobs report and more.

Markets are closed for Good Friday, but we kickoff the show with some commentary from StoneX Senior Commodities Economist Mike Castle who gave us some new perspective on energies, fertilizer and the macro markets on Thursday of this week.

Then in Segment Two, we lean in on the spring planting conversation and considerations you should have before you hit the field. Zach Thompson, retail sales agronomist for Brevant® seeds, joins us for the conversation.

We close the show in Segments Three and Four with more perspective on the war with Iran's impact on global fertilizer p...

Grains and livestock markets were mixed to end the week of trade on Thursday while we saw more volatility in the outside markets, like crude oil, stocks and gold. How much is weather going to start driving the market trade in the month of April? What could high diesel prices mean for your risk management? Bryan Doherty with Total Farm Marketing joins us today for analysis and perspective. Find more online at https://www.totalfarmmarketing.com.

Also, we have a brand new episode of Cattle Chatter in Segment Two as Susan Littlefield is joined by Brad Kooima...

The grain and livestock markets had plenty of news to work with on April Fools Day as wheat markets felt pressure, with futures sliding 10-20 cents as war risk premium came out of the market. Corn and soybeans continued to digest USDA's round of reports from Tuesday, while cattle edged modestly higher. All of this amid a holiday-shortened week with Good Friday on the horizon. Mike Zuzolo with Global Commodity Analytics joins us to discuss war, weather and what to watch next. Find more online at https://www.globalcommresearch.com.

We also have a conversation about evaluation...

The much-anticipated USDA Prospective Plantings and Quarterly Grain Stocks reports were released Tuesday, March 31st — and one of the main takeaways: America really likes to grow corn. Corn acreage came in higher than expected, while soybeans and wheat were slightly below estimates. Grain stocks were also higher across the board compared to last year. Jim McCormick from AgMarket.net joins us to break it all down. Find more at https://www.agmarket.net

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.

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...

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.

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...

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.

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.

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 re...

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.

Another day of headline risk at play in the markets on Tuesday with the Iran war and RVO rumors playing into the trade action. Jacob Burks with AgMarket.net joins us to discuss the rumors in the trade, a look ahead to next week's USDA acreage report and much more. Find more online at https://www.agmarket.net.

Also in Segment Four, we share a conversation from Monday afternoon at the National Grain and Feed Association convention with Matthew Connelly from Hedgepoint Global Markets about the overall volatility in the marketplace.

Markets are mixed on Tuesday as we see more headline volatility at play. Arlan Suderman with StoneX joins us to discuss the latest headlines and the added volatility to the markets.

Monday was another day of headline news risk and volatility in the markets. We catch up on the latest market moves in grains, livestock, energies and the stock market as we start the week with John Heinberg from Total Farm Marketing. Learn more online by visiting https://www.totalfarmmarketing.com.

We are seeing a rollercoaster of weather with record heat over the weekend, coming off a recent blizzard. What does the temperature and precipitation outlook show us for the next few weeks ahead? Will we see some drought relief in the plains? And what's this "Godzilla El...

We see more volatility in the markets tied to headline news risk from the Middle East. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to run through what's happening to start the week in our Midday Commentary. We also touch on more RVO rumors and some positivity in the livestock complex.

As war continues to rage on in the Middle East, we have seen attacks on key energy infrastructure this week that could take years to rebuild. What does that mean for the longer term impacts on fertilizer pricing and supply? Mike Castle with StoneX joins us to share perspective on what's happening with fertilizer and the longer term farmer impacts we could see ahead.

It was also a "Steady Eddie" kind of week in the cattle complex as we wrapped up trade on Friday. Amid the on-going volatility we saw firm cash and futures that worked back...

We saw corn and soybean futures find support to the upside on Thursday, while the livestock complex traded lower with feeder cattle the leader to the downside. Geopolitical risk from disruptions in the Strait of Hormuz and attacks on energy infrastructure have reinforced some inflationary narratives, drawing speculative interest back into grain markets.

Bryan Doherty with Total Farm Marketing joins us for a conversation about this week's trade in Segments Three and Four while we get perspective on the impacts to fertilizer and gas production in the Middle East as Melih Keyman is the Founder, President, and...

It's mixed action in the grain complex at midday Thursday while we see more movement in energies and fertilizer. Mike Castle with StoneX joins us to discuss in our Market Talk Midday Commentary for Thursday, March 19th, 2026.

The grain markets moved higher on Wednesday as energy prices continue to lead the way, while the weather story may also be starting to play a role. Mike Zuzolo with Global Commodity Analytics joins us to discuss the market action at midweek included influences from the Middle East/energy price volatility, weather, the Fed and inflation concerns, the Jones Act waiver announcement on Wednesday, this week's cattle trade and so much more. Find more at https://www.globalcommresearch.com.

Also, we discuss the use of AI and robotics in agronomy. Taylor Wetli is US Commercial & Business Development...

Grains and oilseeds are finding support at midweek as energy prices continue to move higher. We also saw some hotter than expected inflation data out this morning while livestock trade is seeing some profit taking. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Wednesday, March 18th, 2026.

Markets are reacting to news that a meeting between Donald Trump and Xi Jinping could still be five to six weeks away. At the same time, Brazil has resumed shipping soybeans to China as harvest picks up pace. Additional pressure is coming from fertilizer markets and rising oil storage levels. Despite that, grains managed to bounce back on the day, with some optimism building around the crushing sector. In livestock, the cattle market is keeping a close eye on a potential JBS strike, all while preparing for Friday's closely watched Cattle on Feed report.

Susan Littlefield sits...

It was a rough start to the week on Monday, March 16th, 2026 as the entire soy complex came under heavy selling pressure. What led to soybeans, meal and soybean oil being down daily limits? John Heinberg with Total Farm Marketing joins us to discuss headline news impacts, fund positioning in corn and soybeans, cattle market strength and more. Find more online at https://www.totalfarmmarketing.com.

Also on today's show, we talk a lot about futures and options but what about ETFs for individual agricultural commodities like corn, wheat, and soybeans? What is an ETF exactly and...

The soy complex is under heavy pressure to start the week and that is spilling over into corn and wheat as well. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

More volatility was seen this week in the markets as we continue to trade off headlines from the Middle East and much more. We open the show with perspective on the recent market volatility and look at some bigger picture trends with Shawn Hackett from Hackett Financial Advisors in Segment One.

In Segment Two, we discuss a mixed bag of back and forth trading in cattle that was seen on Friday. Joe Kooima with Kooima Kooima Varilek joins us and highlights how we need to pay attention to the upcoming kill for some potential cattle market direction.<...

It's a mixed bag in Friday's market trade with wheat seeing a rally into the weekend. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the markets heading into the weekend.

Crude oil worked higher again on Thursday and that helped to pull the grain complex higher as well (although we did finish a bit off of session highs on the day). Meantime, the cattle complex also saw a nice rally from the lows into the close. Bryan Doherty with Total Farm Marketing joins us again this week to discuss the ongoing volatility in the markets. More at https://www.totalfarmmarketing.com.

And speaking of the cattle complex, we get perspective on the volatility and more with this week's episode of Cattle Chatter. Susan Littlefield is joined once...

More volatility is being seen in the markets on Thursday with crude oil on the rise once again, pulling grains and oilseeds higher with it. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the movement in the markets during the StoneX Ag & Dairy Market Outlook meeting in Nashville, TN.

War headlines continue to drive the energy markets at midweek along with RVO rumors and more, which caused grains and oilseeds to work higher on Wednesday. Mike Zuzolo with Global Commodity Analytics joins us to break down the volatility, what it means for inflation concerns and a look at more up and down in the cattle complex as well. Find more online by visiting his website at https://www.globalcommresearch.com.

Also, in Segment Two, we hear more about PI AgSciences, Inc. new novel biochemical technology for crop defense against parasitic nematodes. Wes Hays, North America commercial le...

Minimal changes were noted in the March WASDE Report out from USDA on Tuesday as the markets continued to trade more on Middle East headlines, with algorithmic trade leading the charge. Tyler Schau with AgMarket.net joins us for a wide ranging discussion on market volatility, risk management, cattle market moves and much more. More at https://www.agmarket.net.

We also listen back to our Midday Commentary and analysis from Arlan Suderman at StoneX to open the show and then get a recap of the National Farmers Union convention with Rob Lee from the South Dakota...

The March WASDE Report was released by USDA on Tuesday and it reflected minimal changes to the domestic and global balance sheets overall. In fact, USDA made no changes to U.S. corn, soybean or wheat ending stocks estimates with some slight changes on various global balance sheets. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to recap the WASDE and discuss the ongoing influence from the Middle East headlines on the markets.

Another day of volatility in the commodity markets on Monday as grains and oilseeds, along with livestock, settled the session mostly mixed to lower. Crude oil finished well off session highs after spiking to near $120 overnight as Middle East headlines continue to flow. 

John Heinberg from Total Farm Marketing joins us in the back half of today's show for a conversation while we also get insight from Mike Castle with StoneX in Segment Two. At the start of the show, we take a look at more severe weather risk this week and discuss the forecast with Eric S...

Crude oil hit $90 a barrel on Friday as war premium continued to bring money flow to the markets. Grains and oilseeds were up sharply as well led by wheat and soybeans while corn followed behind. What does all of this volatility and upside momentum mean for producers on the cusp of spring planting season in the U.S. and does it bring opportunity to manage risk? DuWayne Bosse with Bolt Marketing joins us for a conversation on today's show. Find more at https://www.boltmarketingllc.com.

Another Friday, another sharply lower day in cattle futures. As we...

More volatility was seen across the markets on Thursday with crude oil hitting the $80 per barrel mark while the Dow Jones was down around 1,000 points on the day. Grains and oilseeds were higher led by a sharp rally in wheat while it was a mixed session in livestock. Bryan Doherty with Total Farm Marketing joins us to discuss risk management amid volatility, the question of whether or not we are losing corn acreage due to fertilizer challenges and much more on today's show. Find more at https://www.totalfarmmarketing.com.

Also, the livestock trade was quieter on...

On today's episode, we sit down with Mike Zuzolo from Global Commodity Analytics for analysis and perspective on the evolving war in the Middle East and why the Strait of Hormuz is a key chokepoint for global trade, energy, fertilizer and ag commodities in general. PLUS, we take a look at the resurgence in cattle futures at midweek and much more on today's show. Find more at https://www.globalcommresearch.com.

Also on today's show, as farmers and agriculture industry professional made their way to Commodity Classic in San Antonio, TX last week, the team at BASF...

We see a less volatile trading day on Wednesday across grain, livestock and outside markets. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the latest trade action at midweek.

We see the volatility continue in crude oil, heating oil, RBOB gasoline, gold, silver, stocks, etc. But not as much volatility is being seen necessarily in the grain and livestock complex. How much impact could outside market pressures have on the ag sector? Brian Splitt from AgMarket.net joins us for analysis and insight after Tuesday's trade. More at https://www.agmarket.net.

The outside markets continue to show immense volatility as we continue to watch what is unfolding in the Middle East. Tommy Grisafi with Ag Bull Media and Nesvick Trading Group joins us to discuss...

We see more volatility in the market trade on Tuesday as we watch the headlines from the Middle East. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for our Midday Commentary to discuss the latest moves in grains, outside markets and livestock. We also talk about the updated StoneX Customer Survey for Brazil that came out on Monday afternoon.