Listen to the SF Daily podcast for today, November 26, 2025,

Agricultural markets are in holiday mode, with December grain registrations at 80 corn contracts, 34 lots of soft red wheat, and 176 lots of hard red wheat. US soybean export pace is low, with 29 million bushels loaded this week, the lowest in 19 years but still within weekly needs. Speculators increased their net short positions in corn and wheat. Cattle futures showed substantial weakness, with northern dress cattle trading $15 lower. A major winter storm is forecast for the Midwest, expected to bring significant snow and high winds.

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Listen to the SF Daily podcast for today, November 25, 2025,

Commodity markets saw light short covering, with export interest rising despite South American weather issues. The cash market remained firm due to the Thanksgiving holiday and an approaching winter storm. Livestock markets were impacted by the Tyson plant closure announcement, leading to lower cattle futures. Soybean inspections dropped to 799,042 metric tons, down from 1.21 million tons the previous week. Corn inspections fell to 1.63 million tons, while wheat inspections rose to 474,530 metric tons. Winter storm warnings were issued for Minnesota and northern Wisconsin, with potential snow accumulations up to two feet.

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Listen to the SF Daily podcast for today, November 24, 2025,

Key points in trade will include the impact of the Thanksgiving holiday on trade volumes, with most activity expected today and tomorrow. Argentine soybean sales to China could affect the US soybean complex. The USDA reported a 2% year-over-year decrease in cattle on feed, with placements down 10% year-over-year. Milk production in 24 major states rose 3.9% to 18.7 billion pounds in October. Strong winds and storms were forecast for parts of the Midwest and South, potentially causing damage and power outages.

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Listen to the SF Daily podcast for today, November 21, 2025,

Commodity markets saw limited buying, with soybean complex support weakening due to potential delays in biofuel incentives. Grains, particularly wheat, faced pressure from increased rain chances and the Ukraine-Russia conflict. The International Grains Council revised corn and wheat production estimates. Cattle futures were affected by lower cash prices and the removal of tariffs on Brazilian beef, which could pressure prices. Weather forecasts indicated potential storms in the southern plains. The podcast also promoted Liberty Ultra herbicide from BASF.

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Listen to the SF Daily podcast for today, November 20, 2025,

China increases soybean purchases, and we are seeing solid corn demand from South Korea and Mexico, and potential delays in biofuel incentive suspensions. Ethanol production rose by 1.5% to 7.63 million barrels, with exports averaging 145,000 barrels daily. S&P Global forecasts 95 million acres of corn, 84.5 million acres of soybeans, and 44 million acres of wheat for 2026. Cattle carcass weight averaged 956 pounds, and China imported 560,000 metric tons of corn in October.

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Listen to the SF Daily podcast for today, November 19, 2025,

Chinese soybean purchases are supporting the market, with a 12 million metric ton agreement. Brazil's soybean crop estimate was slightly reduced, indicating it may peak. Grains are mixed, with corn and wheat seeing elevated positioning. China imported 70,000 metric tons of pork in October, a 21% year-over-year decrease. Retail growth in China was 2.9% in October, the lowest since August 2024. The EPA and Army Corps proposed a new Waters of the US rule. Livestock traders are cautious due to tariff reductions and the upcoming cattle on feed report. Weather forecasts predict heavy rain and thunderstorms across the Midwest and central plains.

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Listen to the SF Daily podcast for today, November 18, 2025,

China booked 14 U.S. soybean vessels, boosting export bases and supporting the market. NOPA crush reached an all-time high of 227.65 million bushels, indicating increased soybean demand. Export inspections showed corn loadings at 2.05 million metric tons, soybeans at 1.18 million metric tons, and wheat at 246,533 metric tons. Livestock markets saw feeder cattle leading a charge, with mixed box beef prices. Weather forecasts included light snow in the Upper Mississippi Valley and rain in the Ohio Valley and mid-Atlantic.

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Listen to the SF Daily podcast for today, November 17, 2025,

The World Agricultural Supply and Demand Estimates report showed US soybean carryout at 290 million bushels, the tightest in three years. Corn stocks globally are down 34 million metric tons in two years. The White House's tariff rollback was positive but raised concerns about trade deals. USDA updated beef and pork balance sheets, with beef production for 2026 trimmed to 25.76 billion pounds. Cattle prices are mixed, and weather forecasts predict scattered showers and thunderstorms across the central plains.

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Listen to the SF Daily podcast for today, November 14, 2025,

The WASDE update is expected to lower U.S. yields and production but maintain steady to slightly higher carryout demand, particularly for soybean exports and corn feed. The market is influenced by interest rates, with potential steady rates in December and rising inflation. USDA predicts Brazil's soybean crop at 175 million metric tons, corn at 131 million metric tons, and wheat at 7.5 million metric tons. Drought conditions in the Midwest have expanded slightly, affecting major corn and soybean producers. Livestock futures are down, and a new sterrefly dispersal facility in Mexico raises border concerns. Red flag warnings for fire danger are issued in Northwestern Nebraska and South Dakota due to extremely dry conditions.

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Listen to the SF Daily podcast for today, November 13, 2025,

The CONAB update on Brazil and the delayed weekly ethanol report were released, with the November WASDE report expected tomorrow. Soybean sales outside China remain strong, but trade is skeptical about future sales due to weather and US economic pressures. Tractor and combine sales plummeted in October. Cattle and hog markets were volatile, with live cattle and hogs losing ground. Dry and windy conditions in South Dakota and Texas increase wildfire risks.

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