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Listen to the SF Daily podcast for today, February 12, 2026,
New crop soybeans are gaining strength, supported by strong demand and quality issues in Brazilian soybeans. Ethanol production rose to 1.11 million barrels per day, with inventories at 25.214 million barrels. The April live cattle contract showed potential for higher cash trade, while dry conditions in cattle country are causing concern. The House passed a bill to repeal fentanyl-related tariffs on Canada, expected to face a veto.
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Listen to the SF Daily podcast for today, February 11, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity
The USDA's February WASDE report showed modest adjustments to domestic balance sheets, with traders skeptical about increased Chinese soybean purchases. Corn stockpiles are projected at 2.1207 billion bushels, up from 2.2127 billion, with exports at 3.3 billion bushels. Wheat inventories are expected to end at 931 million bushels. Beef prices were down, with Choice down 21 cents and Select down 45 cents. Light rain and snow are forecast for parts of Central Iowa, with potential for isolated slick spots.
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Listen to the SF Daily podcast for today, February 10, 2026,
The WASDE report is set to be released today with no major changes expected, with a focus on South American crops and China's production and demand. USDA data showed corn inspections rose to 1.31 million metric tons, wheat to 580,130 metric tons, and soybean inspections declined to 1.14 million metric tons. The cattle market is unaffected by Argentina's beef imports due to tight supplies. High beef prices persist. Severe winds are forecast for Central Oklahoma, and flood advisories are issued for eastern Nebraska due to ice jams.
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Listen to the SF Daily podcast for today, February 9, 2026,
Futures markets are seeing little movement, with minor adjustments expected in the upcoming WASDE report. South American production, particularly Brazilian soybean sales, is slow, affecting export potential. Speculators increased bullish bets on soybeans and reduced net short positions in corn and wheat. The JBS plant strike and tariff reduction on Argentine beef may impact the market psychologically. Dry conditions in the U.S. southern plains and Nebraska pose fire risks. The podcast also highlighted cattle futures volatility and weather warnings.
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Listen to the SF Daily podcast for today, February 6, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity
Commodity markets are stable ahead of the WASDE report, with soybean sales down 47% week-over-week to 436,900 metric tons, led by China. Corn sales dropped 37%, and wheat sales fell 33%. Live cattle futures declined due to potential strikes at a JBS plant in Greeley, Colorado. Weather updates included flood watches in eastern Nebraska and winter weather advisories in eastern Indiana and Ohio. The podcast is sponsored by Bear Crop Science, offering 0% APR financing on crop protection products.
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Listen to the SF Daily podcast for today, February 5, 2026,
Commodity markets reacting to President Trump's claim of China buying 8 million metric tons of U.S. soybeans, potentially reducing ending stocks. Traders are skeptical without confirmation. Soybean demand is supported by Brazil's slow export program and farm economy issues. Ethanol production dropped to 956,000 barrels per day, the lowest since April 2024, with inventories at 25.130 million barrels. March feeder cattle futures are nearing a chart gap, but the cash cattle trade is uncertain. Weather notes include potential ice jams on the Missouri River and freezing drizzle in eastern Iowa and Northern
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Listen to the SF Daily podcast for today, February 4, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity
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Listen to the SF Daily podcast for today, February 3, 2026,
Gold is up nearly $300 and silver over $9, driven by the U.S. government shutdown. Argentina's corn production estimates were revised down, and China's corn imports are rising. U.S. corn inspections fell to 1.14 million metric tons, down from 1.55 million tons a week earlier. Cattle futures rose due to strong cash cattle trade, with the lowest cattle inventory since 2018. Winter weather advisories were in effect in parts of the U.S., with forecasts of up to three inches of snow in some areas.
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Listen to the SF Daily podcast for today, February 2, 2026,
Profit-taking from late last week and a drop in crude oil due to Middle East tensions and moderate US weather pressured markets. The USDA reported a decline in cattle and calves, with total cattle at 86.2 million head, down 0.5% year-over-year. Beef cows were down 1%, milk cows up 2%, and the calf crop down 2%. Cash cattle trade developed late, with Southern live cattle prices up $5 and Northern dress cattle up $9. Box beef prices were mixed. Light snow is possible in Northern Iowa and surrounding areas.
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Listen to the SF Daily podcast for today, January 30, 2026,
A late-night Senate deal led to a US dollar rebound and metal price drops. Soybean exports from Brazil are robust, but Argentina's crop ratings have declined. Farmers aggressively sold soybeans, with 74% stored commercially as of November 30. Corn and wheat storage also increased, indicating potential selling pressure. Cash cattle trade remained uncertain, with packers reducing slaughter rates. Winter weather advisories were issued for parts of the Midwest, and extremely cold conditions were forecast
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