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Listen to the SF Daily podcast for today, May 20, 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 limited fundamental news supporting a bullish move, the upcoming weekly ethanol data and export sales, and the impact of the Memorial Day holiday on market positions. US planting is progressing with some moisture concerns in the Midwest. High diesel costs are leading to reduced replanting and tillage, potentially affecting acreage and yield. The energy complex is under pressure, affecting commodity markets. Live cattle futures gained, feeder cattle rallied, and the CME feeder cattle index was down. The Animal Plant Health Inspection Service reported 1889 active cases of the New World screw worm in Mexico, with 156 in bordering states. Wholesale box beef prices rose.
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Listen to the SF Daily podcast for today, May 19, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Energy markets are softening, impacting ag sector support, but grain and oilseed futures remain stable due to global feed grain demand and processing margins. Soybean and corn inspections dropped week-over-week, with soybean assessments at 483,881 metric tons and corn at 1.38 million metric tons. US pasture ratings fell to 28% good to excellent. Live and feeder cattle futures declined. China renewed export licenses for over 400 US beef plants and committed to purchasing $17 billion of US agricultural products annually from 2026. Weather notes included freeze warnings in the Midwest and flood warnings in Missouri and Kansas.
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Listen to the SF Daily podcast for today, May 18, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
US-China summit discussions recently are expected to result in more Chinese purchases of US ag products. Grain investors or cut net long positions in corn and beans. China renews US export licenses. Flood warnings and watches for some cornbelt areas. Windy conditions in the Oklahoma-Texas Panhandle.
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Listen to the SF Daily podcast for today, May 15, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Corn and soybean prices dropped due to a lack of new trade deals with China and mild weather forecasts. Brazil's corn and soybean production estimates were revised upwards, while wheat output was trimmed. Soybean sales for overseas delivery hit a marketing year low, with significant purchases from Indonesia, China, and Colombia. Corn sales plummeted, with Mexico and Colombia being major buyers. Wheat sales increased, with notable purchases from Indonesia and the Philippines. Beef and pork sales and exports declined sharply. The Northern Plains and Texas Panhandle face high fire risk due to dry conditions and strong winds.
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Listen to the SF Daily podcast for today, May 14, 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 House passed a bill allowing permanent year-round E15 sales, though the Senate path remains uncertain. Corn and soybeans are seeing light profit-taking while wheat trades higher, with markets quiet ahead of CONAB crop data, US export numbers, and the US-China summit. Ethanol production hit a near-monthly high while inventories fell to their lowest since January. Livestock markets got a boost after the EU banned Brazilian meat imports, and red flag fire warnings are in effect across the Plains due to high winds and low humidity.
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Listen to the SF Daily podcast for today, May 13, 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 12, 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 11, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
A big focus is on the upcoming USDA reports coming out tomorrow. There are expected reductions in US grain stocks, and steady soybean supplies. Speculators increased their net long positions on corn and beans, with 344,641 futures contracts held as of May 5. Livestock markets saw a decline in cattle futures, while box beef prices rose. Weather warnings were issued for the northern plains and central states, affecting crop conditions and market outlooks.
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Listen to the SF Daily podcast for today, May 8, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
It has been a volatile trade week, anticipating Tuesday's May world agricultural supply and demand estimates report. Traders expect steady soybean carryout but predict sharp declines in corn and wheat production, influenced by renewed US-Iran tensions. Livestock futures corrected, with cattle sliding on long liquidation, and lean hogs stabilizing despite prices above $100. A weekly export sales report showed 10,005 metric tons of beef sold for 2026, with Japan and Taiwan as major buyers. Wholesale box beef prices were lower, with Choice at $386.94 and Select at $384.42.
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Listen to the SF Daily podcast for today, May 7, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Traders attribute market weakness to easing tensions in the Persian Gulf, with commodities and energy prices dropping while equities hit records. Ethanol production rose to 1.017 million barrels per day, with Midwest output at 959,000 barrels.. Freeze warnings in the southern plains threaten winter wheat crops, with 70% of Kansas and Oklahoma crops headed.
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