Market Talk

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 CEO of Keytrade, one of the world's leading fertilizer trading companies, joins the show.

In Segment One, we get things started with a new episode of Cattle Chatter as Susan Littlefield is joined once again this week by Brad Kooima from Kooima Kooima Varilek. You can watch their full conversation as well on YouTube: https://www.youtube.com/@markettalkag

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 Manager for Solinftec and he joins the show to tell us more about the work they are doing to bring new technologies to the farm. Find more online at https://www.solinftec.com/en-us.

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 in for Jesse Allen today and has a conversation with Matt Bennett from AgMarket.net. Also, she talks with Mike Zuzolo in Segment Two of the audio only podcast and gets an update on Nebraska wildfires in Segment One with Craig Uden from Nebraska Cattlemen.

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 how is it different? Sal Gilbertie of Teucrium Trading, a firm that deals with commodity ETFs, joins us for a conversation about how to use commodity ETFs as a modern risk management tool in today's farm economy. Learn more online at https://teucrium.com.

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.

And as much as the volatility can create opportunity, you have to remember to keep your orders working in this market to take advantage of the market moves. We talk about that and much more in Segment Three and Four with Kristi Van Ahn-Kjeseth from Van Ahn & Company on today's show.

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 again by Brad Kooima from Kooima Kooima Varilek for this week's conversation. Find more online at https://www.kkvtrading.com.