Market Talk

Grain and livestock markets are quiet to lower at midday on Tuesday as the world watches and waits on the 8pm EST deadline by President Trump for a ceasefire agreement to be made with Iran. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss that along with weather importance moving into April and perspective on the global fertilizer situation after a new India urea tender in our Market Talk Midday Commentary for Tuesday, April 7th, 2026.

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 Snodgrass with Nutrien Ag Solutions joins us to discuss on our Weekly Weather Update. More at https://www.ag-wx.com.

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 production, availability, pricing and more. David Delaney, CEO of Itafos, a vertically integrated phosphate producer with operations in the U.S. and Brazil, joins us to share his insights and perspective on the situation.

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 from KKV Trading to break down what is happening this week in the cattle and livestock markets. Find more at https://www.kkvtrading.com.

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 your fertilizer ROI and talk agronomics in general as spring planting ramps up. Reid Abbott, Great Plains Regional Sales Agronomist for AgroLiquid, joins us to discuss. Learn more and find tons of resources online as well at https://www.cropnutritionweek.com.

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 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

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.