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Listen to the SF Daily podcast for today, December 18, 2025,
The market is experiencing choppy trading due to a lack of fresh news and seasonal factors. Brazil and Argentina face drought stress, affecting crop estimates. U.S. ethanol production hit a record 1.130 million barrels per day, with significant gains in the Midwest. Cattle futures struggled to break price resistance, leading to selling. Weather updates included blizzards in the northern U.S., intense winds in South Dakota and Nebraska, and dry conditions in Kansas, posing risks of tree damage and fires.
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Listen to the SF Daily podcast for today, December 17, 2025,
There are several external market pressures on commodity markets, including a 4.6% US unemployment rate and crude oil dropping to $55 per barrel. South American weather is favorable for established crops, but there are questions about planting in Safrina. Brazil saw a 5% annual decline in tractor sales, with high horsepower tractors down 28%. Live cattle futures showed minor gains, but packers' purchases for deferred delivery may limit holiday purchases. High winds and winter weather are forecast across the Northern US, affecting visibility and road conditions.
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Listen to the SF Daily podcast for today, December 16, 2025,
Technical trading and mixed demand are showing signals on the markets, with concerns over China's soybean purchases and biofuel blending policies. Brazil's expected corn export delay until July benefits U.S. exports. SinoGrain auctioned 513,000 metric tons of soybeans. USDA reported 1.58 million metric tons of corn inspections, down from 1.74 million tons a week prior, and 795,661 metric tons of soybeans inspections, down from 1.03 million tons. Live cattle contracts faced market challenges, and intense winds were forecasted for the Northern Plains.
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Listen to the SF Daily podcast for today, December 15, 2025,
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Listen to the SF Daily podcast for today, December 12, 2025,
The impact of data-driven insights on farming success, noting the importance of soil types and seed selection. Soybean markets are struggling due to rising costs and uncertainty over renewable fuel usage, with exports lagging behind last year's totals. Corn exports are up 74% year-over-year, driven by global demand and lower quality supplies. Wheat exports are also up, by 23%. Cattle futures are recovering from price drops, with packers being aggressive in purchases. Winter storm warnings are in effect across several regions, with significant snowfall and cold wind chills forecasted.
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Listen to the SF Daily podcast for today, December 11, 2025,
Soybean and grain prices are rising due to a weaker dollar and strong domestic demand, with soy oil stocks up 11.9% year-over-year. Ethanol production dropped to 1.105 million barrels per day, with inventories at 22.510 million barrels. Cattle and hog slaughter numbers are up, but beef prices are weakening. Winter weather advisories include snow and ice in various regions, potentially causing power outages.
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Listen to the SF Daily podcast for today, December 9, 2025,
There are no major changes in the upcoming World Agricultural Supply and Demand Estimate (WASDE) report. The USDA's 2026 baseline acreage estimates predict a decline in corn, soybean, and wheat plantings. Soybean inspections rose to 1.02 million metric tons, while corn assessments fell to 1.45 million tons. Cattle futures remained steady, influenced by the box beef market. Winter storm warnings were issued for much of the Northern US, with significant snowfall expected.
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Listen to the SF Daily podcast for today, December 10, 2025,
No major changes are expected in today's World Agricultural Supply and Demand Estimate (WASDE) report. The USDA's 2026 baseline acreage estimates predict a decline in corn, soybean, and wheat plantings. Soybean inspections rose to 1.02 million metric tons, while corn assessments fell to 1.45 million tons. Cattle futures remained steady, influenced by the box beef market. Winter storm warnings were issued for much of the Northern US, with significant snowfall expected.
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Listen to the SF Daily podcast for today, December 8, 2025,
Soybeans faced pressure due to weekend rains in South America and weak energy complexes, with doubts about China's import intentions. US corn and wheat markets were supported by low-quality grain in China and Black Sea export disruptions. Speculators raised net long positions in soybeans and reduced bearish stances on corn. The global food cost index declined to 125.1 points in November. Livestock markets saw higher cash cattle prices, but were affected by President Trump's price-fixing investigation. Severe weather is forecasted for the Northern US.
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Listen to the SF Daily podcast for today, December 5, 2025,
China's soybean purchases are lagging, with a reported 2.25 million metric tons, well below the 12 million target. Argentina's corn planting is 9% behind last year, raising concerns about late-season stress. USDA reported robust corn and wheat exports but a 39% drop in soybean exports. Cattle futures saw a positive week, with packers buying at higher prices. The FDA conditionally approved a topical solution for cattle. Winter weather advisories were issued for parts of the Midwest, with potential snowfall and slippery roads.
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