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Listen to the SF Daily podcast for today, September 12, 2025,
All eyes are on the release of the September WASDE report today. Market traders anticipate small revisions to August figures, with corn yield trimmed by 2.5 bushels per acre and crop size reduced by 250 million bushels. Soybean yield is expected to fall slightly, and total crop size is forecast to be down 20 million bushels. Wheat stocks are steady, with larger production in South America. Corn and soybean exports surged year-over-year. Livestock markets are unaffected by Trump's beef price policy. Severe thunderstorms are forecast for parts of North Dakota and Illinois, posing flood risks.
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Listen to the SF Daily podcast for today, September 11, 2025,
Tomorrow's WASDE report is expected to show trimmed corn and soybean stocks and minimal wheat stock builds. Water levels in U.S. rivers are declining, potentially impacting exports and harvest logistics. Chinese demand for soybeans remains low, with record stocks at Chinese ports. Ethanol production surged to 1.105 million barrels per day, the highest since June 13. Live cattle futures dipped, while feeder cattle contracts showed losses. Hot weather is forecasted for parts of Missouri, with thunderstorms expected in Kansas.
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Listen to the SF Daily podcast for today, September 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.
With the WASDE report coming out on Friday, corn yields are expected to be trimmed, with the USDA potentially reducing demand. Soybean production cuts could have a larger impact on stocks. Wheat balance sheets are expected to remain unchanged. The livestock complex is focusing on Farm Bill 2.0, with the House aiming for September action. Brazilian beef exports are forecast to decline in 2026, affecting both production and exports. Live cattle futures dropped, and feeder cattle saw significant limit losses.
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Listen to the SF Daily podcast for today, September 09, 2025,
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Listen to the SF Daily podcast for today, September 08, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Frost was noted on crop quality in the northern Midwest, and drought conditions have led to draft restrictions on the Mississippi River, affecting harvest and fertilizer transportation. The U.S. and Japan agreed on a trade deal, with Japan increasing corn, soybean, and bioethanol purchases to $8 billion annually. Speculators reduced net short positions in corn and soybeans, while hedge funds increased short positions in wheat. Cattle futures showed weakness, with cash prices fluctuating, and box beef prices declined. The September WASDE report will be issued on Friday.
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Listen to the SF Daily podcast for today, September 05, 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 and soybean prices held firm due to limited selling interest and lower-than-expected corn yields. The US Dollar's softness and delayed export sales data also supported markets. Ethanol production rose to 1.075 million barrels per day, with significant increases in the Midwest and Gulf Coast. Cattle futures declined, and a freeze watch was issued for western North Dakota. In Missouri, light rain and colder temperatures were forecasted.
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Listen to the SF Daily podcast for today, September 04 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
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Listen to the SF Daily podcast for today, September 03, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
US corn and soybean crops are seeing a decline in ratings due to both normal maturity and disease. Market bulls are struggling to support yield estimates, including those from the USDA. US trade talks have stalled, and the export market has slowed. Soybean crush in the US increased by 5.9% year-over-year, with 6.14 million tons crushed in July. Cattle prices remain strong, but futures could weaken. Severe weather threats include large hail and damaging winds in Central Iowa, with more showers expected in central Nebraska and north-central Kansas.
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Listen to the SF Daily podcast for today, September 02, 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 Southern rust and tar spot on corn yields could lead to potential losses of 20 bushels per acre in treated fields and 50 bushels per acre in untreated fields. Drought is also affecting crop estimates. A federal judge struck down many of President Trump's tariffs, potentially impacting trade negotiations. The US dollar is rallying while equities fall, and gold is reaching new highs. Scattered storms are forecast for parts of the Midwest.
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Listen to the SF Daily podcast for today, September 01, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Friday was the end of the old crop marketing year for corn and soybeans, with the livestock complex mixed but lower due to profit-taking and overbought technical levels. Concerns include the lack of Chinese new crop demand for U.S. soybeans, with 7.2 million metric tons sold but none to China. China has booked 16.3 million metric tons of soybeans, primarily from South America and Australia. Canadian wheat production is down 1.1% to 35.49 million metric tons, with a 14.3% increase in winter wheat and a 3.6% rise in canola. Corn production is up 1.4% to 15.55 million metric tons, while soybean production is down 7% to 7 million metric tons. Weather notes highlighted potential heavy rain in the Mississippi River Valley.
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