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Listen to the SF Daily podcast for today, October 23, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Corn, soybeans, and wheat are seeing strength, supported by light buying. The energy complex, including crude oil and gold, is also rising, aiding the ag sector. The USDA resumed some services and is expected to release $3 billion in ag subsidies. The White House plans to import more beef from Argentina, facing opposition. Argentina's soybean exports are projected to rise significantly. Ethanol production surged to its highest level in four months, while inventories dropped. Weather forecasts include freeze warnings across the Corn Belt.
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Listen to the SF Daily podcast for today, October 22, 2025,
November options expire this Friday. Better rains are forecast for Brazil and Argentina, but dry areas persist. Trade talks with China are progressing, but concerns about a potential meeting between Presidents Trump and Xi impacted markets. China's deflation and reduced consumer demand, including a 1.6% decline in restaurant sales, are affecting commodity demand. The USDA will distribute $3 billion in Farm Aid, with operations resuming tomorrow.
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Listen to the SF Daily podcast for today, October 21, 2025,
Soybeans are serving as the market leader
with moderate gains, while corn and wheat showed fractional gains and minimal losses, respectively. Harvest yields are lower than expected, supporting market prices. US-China trade relations improved, boosting export business despite the government shutdown. Weekly export inspections met or exceeded estimates. President Trump's suggestion of importing beef from Argentina to lower prices sparked concerns among cattlemen, with no significant impact expected due to tight cattle supply. Weather forecasts included freeze warnings and strong winds affecting planting.
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Listen to the SF Daily podcast for today, October 20, 2025,
Soybean meal posted solid gains due to falling yield reports and potential Chinese demand, while grains held steady. Gold continued its upward trend, driven by global financial risks. The US government shutdown may delay the November WASD report. Potash and phosphate prices fell, with potash down 1.5% to $328 a ton and phosphate down 0.3% to $851 a ton. Nitrogen prices remained unchanged. Cattle traders liquidated due to President Trump's beef price statement. High wind warnings were issued for North and South Dakota, and freeze warnings for western Kansas and eastern Colorado.
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Listen to the SF Daily podcast for today, October 17, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Risk buying is supporting corn, soybeans and wheat.. Yield data suggested crops might fall short of USDA estimates. Wheat demand rose due to dry conditions in the southern plains. Ethanol production increased to 1.074 million barrels per day, while stocks dropped to 22.612 million barrels. Cattle futures remained bullish, with President Trump addressing high beef prices. Thunderstorms and cold weather were forecast for parts of the U.S., affecting planting and crop conditions.
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Listen to the SF Daily podcast for today, October 16, 2025,
Harvest data shows yields below early estimates, with 44% of the U.S. corn harvest and 58% of soybeans completed. Iowa farmers faced fungal diseases due to wet conditions, with fungicide-treated corn performing better. Cattle futures were mixed, and boxed beef prices varied. Weather forecasts predicted scattered thunderstorms in parts of South Dakota and Iowa, with a low severe weather threat.
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Listen to the SF Daily podcast for today, October 15, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
It appears that China is avoiding US imports, and the White House is targeting Spain. US soybean inspections for overseas delivery increased to 994,008 metric tons, up from 783,495 tons the previous week. Live cattle futures have risen for eight consecutive days, with feeder cattle contracts closing over $4 higher. Boxed beef prices showed gains, with choice up 51 cents and select up 80 cents. Weather forecasts predicted above-normal temperatures in parts of Missouri and Kansas, with thunderstorms possible by Friday. Frost is possible in southern Michigan.
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Listen to the SF Daily podcast for today, October 14, 2025,
The US government shutdown is impacting trade data releases. Chinese soybean imports surged 13% year-over-year in September, with a 24% increase from Brazil. US-China trade tensions remain, with potential tariff increases. Livestock markets are strong, with tight cattle supplies driving prices. Weather forecasts include cold fronts in Ohio and thunderstorms in central Iowa.
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Listen to the SF Daily podcast for today, October 13, 2025,
Soybeans show some strength, while wheat prices fell due to increased global production estimates, including a 600,000 metric ton rise in Russia's harvest forecast. Corn basis firmed as farmers held off marketing. Trade tensions with China added $1.66 per bushel to US soybean costs. China is diversifying corn and soybean sourcing, including investments in Angola. The National Corn Growers Association expects a 50% increase in ethanol demand with E15 blends. Cattle futures were strong, with November futures gaining 2048. Frost advisories were issued for parts of the Midwest.
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Listen to the SF Daily podcast for today, October 10, 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 impact of US-China trade tensions on commodity markets has caused soybean futures to weaken due to a $50 per metric ton import cost increase and potential Chinese retaliation. The ongoing US government shutdown is limiting data flow and affecting markets. The International Monetary Fund forecast a weaker 2026 global economy, partly due to US tariffs. Deere & Company is seeing opportunities overseas despite a 20% drop in early purchase orders. Cattle futures are supported by tight supplies, with box beef prices showing some stability. Strong winds and low humidity in parts of Minnesota raise wildfire risks.
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