Market Talk

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 lead, Brands, at PI AgSciences, joins us for a conversation.

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 Farmers Union in Segment Four.

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 Snodgrass from Nutrien.

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 see volatility and strength in crude oil, grains and equities it seems the opposite is happening in the cattle trade. Scott Varilek with Kooima Kooima Varilek joins us to discuss if there are warning signs we need to be paying attention to in the cattle market along with perspective on the war volatility elsewhere in the trade. More at https://www.kkvtrading.com.

Also, in Segment Two, we listen back to an excellent conversation about soybean cyst nematode that Susan Littlefield had during Commodity Classic. She is joined by Horacio Lopez-Nicora, Assistant Professor and Provost's Early Career Scholar, Soybean Pathology and Nematology at Ohio State University.

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 the day Thursday. Who is going to win the leverage battle in the cattle complex? That's one of many items discussed on this week's episode of Cattle Chatter as Susan Littlefield talks once again with Brad Kooima from Kooima Kooima Varilek.

In Segment One, we share a conversation from Commodity Classic as Farm and Ranch Media's Corryn La Rue talked with Nathan Keane from the National Association of Wheat Growers.

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 hosted a group of ag journalists for their annual Science Behind event to showcase new products and innovations. One of the highlights was Nemasphere™, one of the most groundbreaking innovations in soybean cyst nematode (SCN) management in over 60 years. We talked about the product with Michael McCarville, Trait Technology Lead for 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 the latest moves in energies, metals and financial markets along with how it translates over to grain and livestock trade. Find more at https://www.agbull.com.