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Listen to the SF Daily podcast for today, November 6, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
The U.S. government shutdown has reached 36 days, affecting trade. Mississippi water levels are rising, while Brazil and Argentina's planting progresses normally. Russia will allow 20 million metric tons of grain exports, up from 10.6 million last year. Ethanol production hit a record high, with output rising to 1.120 million barrels a day. The cattle market faces uncertainty due to tariff reviews and funding issues for SNAP. Dry conditions in Iowa raise wildfire concerns, with snow expected later in the week.
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Listen to the SF Daily podcast for today, November 5, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Soybean prices dropped due to profit-taking after a $52 rally, with traders awaiting Chinese business. Corn prices rose due to high export interest and drier Brazilian crops. Wheat prices fell slightly despite US drought stress. SP Global projected a US corn yield of 185.5 bushels per acre and a soybean yield of 53 bushels per acre. Archer Daniels Midland's third-quarter profits declined, particularly in the crushing business. Cattle markets were impacted by government rumors, and weather forecasts included windy conditions in Oklahoma and Arkansas, with a cold front expected late Saturday.
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Listen to the SF Daily podcast for today, November 4, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
China's purchase of Brazilian soybeans is reducing market bullishness, with ADM shares down nearly 8% due to biofuel policy uncertainty. Export inspections showed corn at 1.67 million metric tons, soybeans at 965,063 metric tons, and wheat at 350,293 metric tons. AGCO expects a rough 2025 and flat 2026 due to trade concerns and high costs, reporting $6 billion in sales and $1.35 EPS in Q3 2025. Dry weather warnings were issued for central Nebraska, with winds gusting up to 35 mph.
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Listen to the SF Daily podcast for today, November 3, 2025,
It's a stronger start for grains due to light new month buying and trade tensions easing with China's purchase of seven U.S. soybean vessels. The U.S. harvest is 85-90% complete, with soybean ending stocks at 290 million bushels. The EPA is urged to reallocate small refiner waivers to maintain the Renewable Fuel Standard. Livestock markets saw lower cash prices, with Southern live cattle down $4 and Northern dress cattle down $9-$11. Dry conditions in Minnesota and Wisconsin pose wildfire risks, while frost warnings are issued for Arkansas.
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Listen to the SF Daily podcast for today, October 31, 2025,
Pre-weekend and month-end consolidation were primary trade goals, with trade hesitant without Chinese confirmation. Brazil's safrinha production areas are drying, and the U.S. government shutdown affects SNAP benefits. Drought conditions improved slightly in an 11-state area, but worsened in Iowa and Wisconsin. The October live cattle contract ends, with futures adjusting to cash prices. Box beef prices fell, and frost advisories were issued for Missouri and other states.
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Listen to the SF Daily podcast for today, October 30, 2025,
The lack of results for ag from the U.S.-China trade meeting yesterday is disappointing for the industry, particularly for soybeans. The ongoing government shutdown disrupted news flow, affecting export sales and the November WASDA report. Ethanol production declined slightly, with inventories rising to 22.316 million barrels. Cattle imports from Mexico remain halted, pressuring the market. Freeze warnings were issued from Central Nebraska to Central Texas, signaling the end of the season's freeze warnings.
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Listen to the SF Daily podcast for today, October 29,
Mixed to weaker futures are being seen due to profit-taking after recent gains in corn, soybeans, and wheat. China's purchase of three U.S. soybean vessels was noted as supportive but insufficient to sustain momentum. The European Union trimmed its grain and oilseed crops, with no increase in corn or soybean imports. American Soybean Association president Caleb Ragland highlighted rising input costs and urged lawmakers to act. Live cattle and feeder cattle features saw mixed results, with cash cattle expected to trade lower. Weather warnings for freeze and high winds were issued across the Midwest and southern plains.
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Listen to the SF Daily podcast for today, October 28, 2025,
There is a rebound going on in corn, soybeans, and wheat markets, driven by improved trade relations with China. Final U.S. harvest data show less production than expected, with 72% of corn and 84% of soybeans harvested, behind last year's pace. Iowa experienced a hard freeze, while Kansas saw delayed wheat planting due to Fall Armyworms. Cattle markets are affected by the Mexican border situation and weather, with feeder cattle prices dropping. Freezing weather is expected across several states, impacting livestock and crops.
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Listen to the SF Daily podcast for today, October 27, 2025,
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Listen to the SF Daily podcast for today, October 24, 2025,
Profit-taking occurred in futures after a recent rise, with global trade, particularly US-China relations, being a key focus. Japan's soybean imports from the US are expected to increase minimally, while India is interested in non-GMO corn. Drought conditions improved slightly in an 11-state area, with specific percentages for states like Iowa and Illinois. Live cattle futures showed uncertainty, and feeder cattle prices were affected by the government shutdown. Freezing weather is moving east, and flood watches are in effect for parts of Oklahoma and Texas.
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