Listen to the SF Daily podcast for today, August 8, 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. agricultural trade deficit reached a record high in H1 2025, with a $28.6 billion gap in the first six months. Soybean sales rose 71% week-over-week, while wheat sales increased 25%. Cattle futures surged, and beef demand remained strong despite high prices. Hot weather advisories were issued across the central U.S.

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Listen to the SF Daily podcast for today, August 7, 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 prices were below $4 a bushel yesterday due to favorable U.S. weather. Stone X estimated the U.S. corn yield at 188.1 bushels per acre, above the USDA's forecast of 181. Soybeans were steady to three cents higher, and wheat saw mixed action. Ethanol production dropped to 1.081 million barrels per day, with inventories at 23.715 million barrels. The cattle complex strengthened, with box beef prices surging. Central U.S. heat advisories were issued, with temperatures reaching up to 108 degrees.

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Listen to the SF Daily podcast for today, August 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 USDA forecasts a potential record 2025-2026 corn yield of 181 bushels per acre, with total production at 15.75 billion bushels. Trade tensions and biofuel policy uncertainty impacted crop trading companies' profits. European Union grain output is expected to reach 279.2 million metric tons. Cattle futures rebounded, and triple-digit temperatures were forecast for parts of the southern plains.

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Listen to the SF Daily podcast for today, August 5, b2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Wheat traders await fundamental news, with no trade talks between the US and China. Corn conditions are 73% good to excellent, soybeans 69%, and winter wheat harvested at 86%. South American soybean trades to China increased by 30 cents a bushel, while US Gulf prices declined. Corn inspections fell to 1.21 million metric tons, soybean inspections rose to 612,539 tons, and wheat assessments increased to 599,595 tons. Cattle futures remain tight, with strong consumer demand. Severe thunderstorms are forecasted in North Dakota and Central Illinois.

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Listen to the SF Daily podcast for today, August 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.

The USDA fats and oils report showed 197.1 million bushels of soybeans crushed in June, a record for the month. US crude oil output reached a new high in May 2025. Old crop US corn sales are at a 16-year high. Farm real estate prices rose 4.3% to $4,350 per acre. Cash cattle traded $3 higher, and feed lots hold the upper hand. Severe weather is expected in parts of the Midwest.

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Listen to the SF Daily podcast for today, August 1, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Weather conditions remain mostly benign, but crop damage reports from the Corn Belt, particularly in the upper plains, are concerning. The USDA reported a 1.2% month-to-month decline in June farm prices, a 9.2% year-over-year increase, and a 3.1% drop in grain and oilseed prices from May. The US and Mexico extended trade talks for 90 days, and a 15% tariff cap deal was reached with South Korea. Cattle futures faced a correction due to market vulnerability and Brazilian beef tarif

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Listen to the SF Daily podcast for today, July 31, 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 deliveries were lighter than expected, which is positive for the market. The U.S. and South Korea reached a trade deal with 15% tariffs, but traders await deals with Mexico, Canada, Taiwan, and China. Ethanol production rose to 1.096 million barrels per day, the highest since June 13, with inventories at 24.414 million barrels. Live cattle futures outpaced feeder cattle, and box beef prices weakened. Extreme heat warnings persist in parts of the U.S., and rainfall is expected in eastern Nebraska and western Iowa.

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Listen to the SF Daily podcast for today, July 30, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Severe storms in the Midwest caused localized crop damage but were not widespread. The August WASDE report will include more field data for better production numbers. The Federal Reserve is expected to maintain current interest rates. Union Pacific's acquisition of Norfolk Southern for $85 billion will create the first transcontinental railroad, connecting 100 ports and 10 international gateways. Box beef prices are rising due to tight supplies and low heifer retention. Extreme heat warnings are in effect across several states.

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Listen to the SF Daily podcast for today, July 29, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Wheat prices are under pressure due to the U.S. harvest and crop stress in key production areas. Corn and soybean inspections for overseas delivery rose, with corn at 1.52 million metric tons and soybeans at 409,714 metric tons. Wheat inspections dropped to 288,793 metric tons. Cattle futures are rising, with no price ceiling in sight. Boxed beef prices declined due to lower consumption, and feeder cattle demand remains strong. Severe weather, including storms and extreme heat, is expected across the Midwest.

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Listen to the SF Daily podcast for today, July 28, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

A trade deal between the US and EU set EU tariffs at 15% without retaliation, and Argentina cut export taxes by 20%. US cattle on feed declined 2% year-over-year to 11.1 million head, with placements down 8%. Red meat supplies in cold storage dropped 4%, and beef stockpiles fell 1%. Cattle futures are bullish, with prices potentially gapping higher. Box beef prices closed lower, and fund traders reduced their long positions. The podcast also mentioned the importance of upcoming weather and harvest reports.

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