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Listen to the SF Daily podcast for today, January 29, 2026,
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Listen to the SF Daily podcast for today, January 28, 2026,
Gold surged nearly $200 an ounce, and silver over $7, driven by a weaker US dollar and crypto instability. Corn and soybean prices rose due to reduced Argentine crop estimates and Brazilian export delays. The American Soybean Association reported a 45% drop in soybean oil used for biofuels, citing unclear policies. The EPA proposed a 67% increase in biofuel blending levels for 2026-2027, potentially adding 200 million bushels of soybeans. Cattle futures saw slight losses, and extreme cold weather conditions were noted in several regions.
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Listen to the SF Daily podcast for today, January 27, 2026,
There are weather concerns in South America, particularly Argentina, where crop ratings are declining due to spreading dryness. In the U.S., bitter cold persists, and global tensions are high, with President Trump threatening to raise tariffs on South Korea. Export inspections were mixed, with corn assessments rising, but wheat and soybean inspections declining. Cattle futures are up, with feedlots holding out for higher cash prices. Extreme cold warnings are in effect across the U.S., with wind chills reaching 20 degrees below zero in some areas.
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Listen to the SF Daily podcast for today, January 26, 2026,
A weakening U.S. dollar and rising metals are impacting agricultural markets, with gold up $110 an ounce and silver nearly $8. Dry conditions in Argentina lowered soybean ratings, while winter storms in the U.S. influenced cash markets. The Commodity Futures Trading Commission reported a net short position of 95,867 corn futures contracts and a net long position of 14,624 soybean futures contracts. Cash cattle traded steady to higher, with box beef prices up. Cold weather warnings were issued across the U.S., with wind chills reaching minus 22 degrees Fahrenheit in some areas.
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Listen to the SF Daily podcast for today, January 23, 2026,
Markets are consolidating, with attention on South American weather, particularly Argentina's soybean ratings and Brazil's delayed rains. Ethanol production dropped to 1.190 million barrels a day, with inventories rising to 25.713 million barrels. Cattle futures were stagnant, awaiting the cattle on feed report. The "Make America More Ground Beef" initiative aims to lower retail ground beef prices by 18-25% by diverting 800,000-1 million dairy cattle. Winter storm warnings and extreme cold alerts were issued across the U.S.
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Listen to the SF Daily podcast for today, January 22, 2026,
Geopolitical tensions between the U.S. and EU eased, stabilizing markets. In Brazil, a slow soybean harvest and dry conditions are affecting corn planting. In the U.S., dry weather persists, limiting grain movement and tightening commercial inventories. Iowa's corn and ethanol industry faces decline without E15 and ultra-low carbon ethanol, with corn prices projected to drop to $1.52/bushel by 2025. Winter storms are expected across the U.S., with extreme cold warnings and significant snowfall forecasted.
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Listen to the SF Daily podcast for today, January 21, 2026,
Commodity markets are showing signs of stabilization after trade tensions, with soybeans supported by meal and oil strength, and corn by Brazilian harvest delays. US egg production in December rose slightly, with 9.110 billion eggs produced, including 7.818 million table eggs and 60 million broiler-type hatching eggs. Live and feeder cattle markets saw volatility due to New World screw worm concerns. Winter storms are forecasted across the central US, with extreme cold warnings in North Dakota to Michigan.
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Listen to the SF Daily podcast for today, January 20, 2026,
Gold surged over $130, and silver over $6 due to geopolitical tensions. The US dollar weakened, and equity markets signaled a sell-off. China and Canada finalized a trade agreement, potentially impacting North American oil. Argentina's crop ratings and production estimates are declining, while Brazil's outlook is mixed. China has met its promise to buy 12 million metric tons of US soybeans.
The US chicken industry faces growth challenges, with per capita consumption expected to rise to 107 pounds by 2030. Cattle markets were affected by false rumors of a new case of New World screw worm. Winter weather advisories were issued for parts of the Midwest, with potential snowfall and extreme cold.
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Listen to the SF Daily podcast for today, January 19, 2026,
Commodity markets were closed for the Martin Luther King Jr. holiday. Net short positions in corn futures increased to 90,658 contracts, the largest since October 21, while bullish bets on soybeans decreased to 19,985 contracts, the smallest since October 14. Hedge funds reduced their net short positions in soft red winter wheat to 108,247 contracts. Live cattle futures ended sharply lower, with cash cattle trading around $233. Cold weather advisories were issued for several states, including Iowa, Illinois, and Indiana, with wind chills dropping to minus 30 degrees Fahrenheit.
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Listen to the SF Daily podcast for today, January 16, 2026,
USDA data showed soybean sales surged 54% week-over-week to 2.06 million metric tons, led by China, Egypt, and Mexico. Corn sales increased 10% to 1.14 million metric tons, with major buyers including Mexico and Japan. Wheat sales rose 32% to 156,300 metric tons. Cattle traders are optimistic about higher prices, while winter weather advisories were issued for several states. The podcast also mentioned the potential impact of New World screw worm on the market.
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