Market Talk

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.

It was no surprise that we saw volatility across the market trade to start the month of March as the weekend actions in the Middle East have stirred many market sectors. John Heinberg with Total Farm Marketing joins us to discuss the latest market moves in grains, livestock and energies along with thoughts on navigating risk management right now. Find more online by visiting https://www.totalfarmmarketing.com.

As we enter into the month of March, are we ready to fully embrace spring or will there be another round of cold weather ahead? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss the March outlook for preciptation, temperatures and how it's a "buyer beware forecast" right now. Find more online at https://www.ag-wx.com.

Plus at the beginning of the show, we talk fertilizer markets specifically as Susan Littlefield has a conversation with Josh Linville, VP of Fertilizer at StoneX, about the latest in the Middle East and potential market impacts.

Plenty of volatility in the markets after the weekend strikes on Iran. We break down some of the latest moves with Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary for Monday, March 2nd, 2026. ***Recorded at 11am CST***

Wheat saw a big rally into the end of the month on Friday, helping pull corn and soybeans along for the ride to the upside. Meanwhile, it was tough couple of days to close February in the cattle markets. On Friday during Commodity Classic in San Antonio, TX, we sat down on the trade show floor with Brian Splitt and Cory Bratland from AgMarket.net for analysis and insights.

Plus, we share this week's episode of Cattle Chatter as Susan Littlefield talked on Thursday with Brad Kooima from Kooima Kooima Varilek about the volatility in the cattle market. At the end of the show, we have a Friday conversation with Joe Kooima from Kooima Kooima Varilek for more insight into what drove the cattle markets to finish out the week.

During the Thursday, February 26th, 2026 episode of Market Talk during Commodity Classic, we visited with CROPLAN to discuss what's new in the 2026 corn and soybean seed class, how localized seed innovation drives smarter decisions and more reliable returns for growers, how last year's challenges influences this year's decisions and so much more. Jeff Osterhaus, seed innovation manager for CROPLAN, joined us to talk about what the 2026 CROPLAN corn and soybean classes have to offer. We also sat down with Robert Cossar, CROPLAN seed innovation experience manager, to discuss how seed innovation is becoming more local and how data is leading to more predictable ROI. Find more information and your local retailer online at https://www.croplan.com.

Plus, we also sat down with National Corn Growers Association Lead Economist Krista Swanson for our markets segment to discuss big picture supply and demand items for the corn market, the ag economy, USMCA, E-15 and much more. Find more at https://www.ncga.com.

On Wednesday's episode of Market Talk, we broadcast live from the Commodity Classic trade show floor with the folks at Farm Credit, discussing current conditions, financial realities on the farm and much more. We sit down with Tara Durbin, Chief Lending Officer for Agriculture at Farm Credit Mid-America during the first half of the show followed by Tony Jesina, Senior Vice President of Insurance with AgCountry Farm Credit Services and Farm Credit Services of America.

In between, Zaner Ag Hedge Chief Market Analyst Karen Braun stops by for our markets segment to discuss some of the latest moves in the trade, South American competition in the markets and much more.

Soybeans were the upside leader on the day Tuesday as the markets were relatively mixed across the board. It seems like the markets are working through a fair amount of uncertainty regarding tariffs, China, Middle East tensions, acreage intentions and much more. Meanwhile on the livestock side, how much could the broader economy play a role later this year? Jim McCormick from AgMarket.net joins us on the sidelines of Commodity Classic in San Antonio, TX for today's market analysis conversation. Find more at https://www.agmarket.net.

Also on today's show, we have two different agronomic conversations as we not only look back at 2025 but more importantly, look ahead to the 2026 growing season. In Segment One we hear from Alex Case, retail sales agronomist for Brevant seeds in Indiana who shares some tips on planning for 2026. Then, we talk with Syngenta's Jason Snell who dives more into lessons learned from last year and things to learn for this year ahead.

There is plenty of news to watch in the markets as we start the final week of February. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss everything from tariffs to geopolitics and more in our Midday Commentary.

The Supreme Court ruled against President Donald Trump's sweeping global tariffs imposed under the International Emergency Economic Powers Act on Friday. The President responded in a press conference saying other measures would be taken. And the markets didn't seem to know what to think when it was all said and done. Ted Seifried with Zaner Ag Hedge joins us to discuss as we close out the week. More at https://www.zaner.com.

Also as we wrap up the week, the cattle markets are watching multiple items including the Supreme Court tariff ruling, any updates on a potential strike at JBS in Greeley, CO, the cash markets and much more. Scott Varilek with Kooima Kooima Varilek joins us to discuss the cattle, hog and grain markets as we close out the week. More at https://www.kkvtrading.com.

And finally, what does this tariff news mean for the grain and fertilizer markets in the short and long term? Also, regarding fertilizer, what does this week's Executive Order mobilizing the Defense Production Act to safeguard the domestic production of elemental phosphorus and glyphosate-based herbicides mean for the markets? Mike Castle with StoneX joins us to break it all down. More at https://www.stonex.com.

As we saw on Friday, the Supreme Court struck down President Donald Trump's sweeping global tariffs imposed under the International Emergency Economic Powers Act. What does this news mean for the grain and fertilizer markets in the short and long term? Also, regarding fertilizer, what does this week's Executive Order mobilizing the Defense Production Act to safeguard the domestic production of elemental phosphorus and glyphosate-based herbicides mean for the markets? Mike Castle with StoneX joins us to break it all down in our Market Talk Midday Commentary for Friday, February 20th, 2026.