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Listen to the SF Daily podcast for today, June 3, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
There is a rebound in the energy complex and continued strength in the cash market, with crush margins at record highs, and year-to-date crushes 8% ahead of last year. Grains are soft, and corn is firming, but the market lacks fresh bullish news. The US-Iran conflict and weather concerns are adding volatility. Tariffs on agricultural equipment were reduced to 15% from 25%, benefiting soybean farmers. Farmer sentiment slipped to 119, with high input costs and prices as major concerns. Livestock futures posted losses, and severe storms are expected in the Midwest, posing hail and wind risks.
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Listen to the SF Daily podcast for today, June 2, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
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Listen to the SF Daily podcast for today, June 1, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity
The escalating violence in the Middle East has caused oil prices to surge, impacting commodity markets, particularly soybeans. Weather conditions are generally favorable for crop development, but are drying in some areas. The USDA reported that April prices for agricultural production rose 2.3% month-over-month but declined 1.8% year-over-year. The crop production index increased by 11%, while the livestock production index fell by 2%. The podcast also mentioned severe weather warnings and market trends for livestock and grain futures.
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The holiday, which delayed the weekly export sales report, is adding to market uncertainty, and potential US-Iran peace deal extensions are affecting energy markets. Hotter-than-normal temperatures are expected in the Corn Belt for two weeks. Ethanol production declined to 1.089 million barrels per day, with the Midwest seeing the largest drop. Live cattle futures and feeder cattle indices also reported losses. Flood warnings were issued for southern Missouri and northern Arkansas due to heavy rainfall.
Listen to the SF Daily podcast for today, May 29, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
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Listen to the SF Daily podcast for today, May 28, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Renewable Fuels Association President Jeff Cooper urged the Treasury Department to finalize regulations for the Section 40 5z clean fuel production credit, which could stimulate domestic energy production and support rural economies. Commodity markets are experiencing a lack of bearish news, with soybean and corn demand remaining strong. The soy complex is supported by strong product demand, while the corn market sees steady sales. Live cattle futures are up, and feed grain prices are lower, benefiting the cattle complex. Weather updates included red flag warnings in Montana and North Dakota, and rainfall is expected in Missouri and Illinois.
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Listen to the SF Daily podcast for today, May 27, 2026,
Soybean demand remains strong despite the U.S. being the priciest supplier. Input costs have eased, and crude oil pressure affects commodities. USDA will issue weekly crop condition ratings next week. Early corn and soybean conditions are favorable, but wheat ratings declined. Export inspections for corn, soybeans, and wheat increased. Live cattle futures and feeder cattle contracts closed lower. The Animal Plant Health Inspection Service reported 1,970 active screw worm cases in Mexico. Wholesale box beef prices dropped. Flood warnings were issued for parts of Ohio and Indiana due to heavy rain.
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Listen to the SF Daily podcast for today, May 26, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity
Current US weather conditions are good for crop development, but there are concerns over rising temperatures and rain shortages. The US launched attacks on Iran, affecting energy and agricultural markets. Deere & Company reported Q2 revenue of $13.4 billion, a 5% YoY increase, with net income down 2% to $1.17 billion. Construction and forestry sales rose 29% to $3.79 billion, while production and precision ag sales fell 14% to $4.5 billion. Live cattle futures closed higher, and beef stocks were up 34% from March. Red flag warnings were issued for Eastern Montana and western North Dakota, and thunderstorms are forecast for central Illinois.
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Listen to the SF Daily podcast for today, May 25, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity
Grain markets were active before the Memorial Day weekend, with traders cautious due to geopolitical tensions between the US and Iran. Weather remains favorable for planting, but hotter conditions in the Corn Belt may affect early yields. Analysts have trimmed yield outlooks for corn and soybeans, but it's still early for significant adjustments. Mexico bought nearly 494,000 metric tons of corn, and the USDA reported a 252,000-ton purchase. Cattle numbers in large feedlots were up 2% year-over-year, with placements increasing by 6%. Weather forecasts predict active conditions across the US.
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Listen to the SF Daily podcast for today, May 22, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
The US weather outlook shows a sharp warmup, beneficial to areas with recent rainfall but potentially stressful to dry regions. The energy complex rebounded, supporting ag markets, and export sales were strong, especially for corn. The US remains the highest-priced origin for corn. Livestock markets saw a decline in live and feeder cattle futures, with 2,014 active screw worm cases in Mexico and 150 in bordering US states. The USDA's cattle on feed report is expected to show a 3.4% increase in April placements and a 1.6% rise in on-feed inventory. Beef export sales were up slightly, but shipments were the third-lowest for the year. Wholesale box beef prices decreased
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Listen to the SF Daily podcast for today, May 21, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
The US is losing ground in the global soybean market and facing challenges in corn exports due to rising transit costs. Ethanol production rose to its highest level in five weeks, averaging 1.110 million barrels per day. Cargill locked out 1,700 workers at its Fort Morgan, Colorado, beef plant, affecting 20% of the local workforce. Freeze warnings were issued for northern Wisconsin and Michigan, and minor flooding is expected in northern Missouri.
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