Listen to the SF Daily podcast for today, September 19, 2025,

Uncertainty in U.S. corn yields and quality is leading to questions about price discovery. China's soybean purchases are below expectations. Presidential talks between Trump and Xi may influence ag trade. Brazil's CONAB projected a 138.3 million metric ton corn crop for 2025-2026, down slightly from last year, with soybean production at 177.7 million metric tons. Wheat sales and exports saw significant week-over-week increases. Cattle traders are maintaining long positions amid weak boxed beef prices. Isolated thunderstorms and potential flooding were noted in the weather segment.

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Listen to the SF Daily podcast for today, September 18, 2025,

.Wheat demand is strong due to logistical issues in the Black Sea, with U.S. exports 12% ahead of last year. Soybean demand remains robust despite minimal Chinese buying and weather concerns. Corn yields are impacted by disease and export demand. Ethanol production dropped to its lowest level since May, with inventories declining. Cattle futures may face a price correction due to reduced beef consumption. The Federal Reserve cut interest rates by 25 basis points. Severe weather is expected in parts of the Midwest, with potential localized flooding.

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Listen to the SF Daily podcast for today, September 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.

The Federal Reserve's expected interest rate cut may be limited by rising inflation. Economists predict a 40% chance of recession due to labor reports and inflation. Corn demand is high, soybean harvest is progressing with low moisture issues, and wheat exports could increase by 35 million bushels. US-China trade talks and potential US-India trade discussions could boost commodity demand. The EPA's proposal to reallocate renewable volume credits was welcomed by the Renewable Fuels Association. Livestock markets showed mixed results, with cattle futures weak and feeder cattle demand strong.

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Listen to the SF Daily podcast for today, September 16, 2025,

The challenges in corn and soybean yields include some areas experiencing below-average yields and high shatter rates. Despite this, U.S. corn and soybean exports are up significantly, with soybean crush running 20% ahead of last year. The Federal Reserve is expected to cut interest rates by 25 basis points due to a weakening labor market. Brazil's corn planting is slightly behind last year, and soybean planting is just starting. Export inspections of corn, wheat, and soybeans are up, with corn inspections at 1.51 million metric tons. Cattle futures are supported by tight supplies, and thunderstorms are forecast for parts of the southern plains and eastern Iowa.

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Listen to the SF Daily podcast for today, September 15, 2025,

The USDA's August WASDE report showed a slight bearish trend despite increased harvestable acres. Disease pressure in corn fields is causing significant yield losses. Weather forecasts predict favorable conditions for harvest activity. Money managers turned bearish on soybean futures, with a net short position of 13,382 contracts. In corn, the net short position increased to 99,593 contracts. Livestock markets saw a negative tone, with cash cattle prices down. Storms are possible in parts of Iowa and Illinois, and dry conditions may lead to fire risks in Central

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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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