Happy 4th of July! Listen to the SF Daily podcast for today, July 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.

It is a positive start of futures due to pre-weekend short covering and a slight increase in risk premium, supported by ongoing trade progress, including a new deal with Vietnam that boosts agricultural product demand

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, July 3, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

President Trump's trade agreement with Vietnam, which included $2.9 billion in agricultural products, leading to a rally in the futures complex. September corn posted the largest gain in a year, with Kansas City futures up by double digits. The U.S. reported export sales of 5.9 million bushels of old crop corn and 8.3 million bushels of old crop soybeans. Ethanol production fell to its lowest level in over a month, with inventories declining. Cattle futures recovered after the renewal of cattle imports from Mexico

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, July 2, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

USDA is reporting on Brazilian soybean production, which is expected to rise to 49.1 million hectares and 176 million metric tons in the 2025-2026 marketing year. US soybean production is projected at 118.1 million metric tons. Cattle futures dropped due to the resumption of livestock imports from Mexico, but overall supplies and beef demand should support prices. Rainfall is expected in parts of the Midwest, with isolated severe storms possible. Thunderstorms may affect hard red winter wheat in the southern plains, potentially causing flooding.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, July 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.

Corn and soybeans are weaker, while wheat is recovering slightly. Corn silking is at 8%, with 73% in good to excellent condition. Soybeans have 94% emergence and 66% in good to excellent condition. Winter wheat harvest is 37% complete, with 48% in good to excellent condition. Wheat inspections for overseas delivery surged to 434,539 metric tons. Cattle futures are strong, with August taking over as the lead month. Heavy rain and straight-line winds are forecasted in the southern plains and central Iowa.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, June 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.

Futures are mixed as preparations for the USDA stocks and acreage data are underway. Weather forecasts predict warmer temperatures and rain across the Corn Belt, necessary due to dry soils. Trade tensions between the US and Canada are easing, but concerns remain over China's lack of new US crop purchases. Money managers are increasing net short positions in corn and reducing bullish positions in soybeans. In wheat, net short positions are down. Livestock markets saw gains, with aggressive trading in cattle futures influenced by equity markets and trade

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, June 27, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Pre-weekend short covering supported the market, but long liquidation impacted trade. The White House announced a trade agreement with China and a revised proposal to the EU, while progress with Japan is slow. The western corn belt faces low soil moisture, and export sales of corn and soybeans declined. Weekly corn sales were 741,200 metric tons, down 18% from the previous week. Soybean sales were 402,900 metric tons, up 83% from the prior four-week average. Livestock markets saw lower cash prices, and heat advisories were issued for several states.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, June 26, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Trade is focusing on positioning for Monday, with favorable US weather but pockets of crop stress. Brazil's second crop corn production is expected to reach 123.3 million metric tons, a 20.2 million ton increase from last year. Ethanol production declined to 1.081 million barrels per day, with inventories rising to 24.410 million barrels. Cattle futures are struggling due to market fatigue and rising food costs. Flood warnings and watches were issued for eastern Nebraska and western Iowa, with strong wind gusts forecasted.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, June 25, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, June 24, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.

Traders are seeing favorable US crop conditions despite lower crop ratings, with a 6% increase in poor to very poor spring wheat. Geopolitical tensions, particularly the ceasefire between Israel and Iran, are influencing markets. Egg production dropped 6% year-over-year, with 8.59 billion eggs produced in May. Feeder cattle futures followed the cattle on feed report, closing higher. Extreme heat warnings are in effect for the eastern US, with heat indexes reaching up to 105 degrees in some areas.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to the SF Daily podcast for today, June 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.

The impact of the U.S. attack on Iran's nuclear facilities initially spiked crude oil prices but later normalized. The Strait of Hormuz remains a key watchpoint. The U.S. Department of Agriculture reported a 1% year-over-year decline in cattle on feed to 11.4 million head, with placements down 8% to 1.89 million head. Cash cattle prices dropped, with northern dressed cattle selling at $376 and southern live cattle at $231. Heat advisories were issued for much of the eastern U.S., particularly impacting corn and soybean producers.

Learn more about your ad choices. Visit podcastchoices.com/adchoices