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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Listen to the SF Daily podcast for today, July 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.

Traders continue to receive mixed crop conditions reports, with the top end of the U.S. crop lost, and low prices attracting importer interest in corn. Red meat production in June fell 1% year-over-year, with beef down 2%, pork up slightly, and veal down 34%. Cattle futures closed with anticipation of key reports. Hot weather and flooding were noted, with excessive rain expected in parts of Nebraska, Kansas, and Missouri, and heat advisories from Texas to Ohio.

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Listen to the SF Daily podcast for today, July 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.

US crop conditions remain favorable, but soy conditions deteriorated last week. Ethanol production fell to a three-week low, averaging 1.078 million barrels daily, with inventories rising to 24.414 million barrels. The cattle complex has strong support, with traders adding long positions. Upcoming reports include the cattle on feed and inventory report, estimating 99.1% of last year's numbers. Flood watches were issued for parts of Kansas and Missouri, and heat advisories were in effect from North Texas to northern Michigan.

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Listen to the SF Daily podcast for today, July 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 US and Japan have struck a trade deal, which includes a 15% reciprocal tariff on Japanese goods and a $550 billion investment from Japan. The EU is considering a 30% tariff on $117 billion of US goods. China will suspend tariff exemptions on US products from August 1. The US was the fifth-largest fruit supplier to Japan in 2022, with a market share of 5%. Extreme heat warnings are in effect across the Midwest, with temperatures reaching up to 110 degrees Fahrenheit. The cattle market is focused on upcoming reports, with live cattle contracts closing at new highs.

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Listen to the SF Daily podcast for today, July 22, 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 managed money crowd is focused on equities, limiting upside potential. Weather in the Corn Belt is mixed, with some regions facing drought and heat stress. Trade is cautious due to late-season stress and the lack of progress on trade deals with the EU, China, and Japan. Wheat inspections rose to 732,290 metric tons, soybean inspections increased to 364,990 metric tons, but corn inspections declined. The cattle complex reached new highs despite declining boxed beef prices. Extreme heat warnings are in effect across several regions.

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Listen to the SF Daily podcast for today, July 21 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 faced pressure from weekend rains in the Corn Belt, with funds heavily short on corn and a variable crop yield predicted at 181 bushels per acre. Trade tensions with China and improving relations with Brazil impacted soybeans. Money managers turned bearish on soybeans, with a net short position of 17,192 futures. In wheat, hedge funds held a net short position of 63,034 soft red winter wheat futures. Cattle futures closed higher, with a net long position of 126,572 live cattle contracts. Extreme heat warnings were issued for several states, with heat indexes reaching up to 115 degrees.

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Listen to the SF Daily podcast for today, July 18, 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, July 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.

Ag markets are fluctuating due to favorable weather and large crop estimates, with potential corn yields of 185 bushels per acre. Iowa and Nebraska are top production areas, but long-range heat is a concern. Ethanol production increased to 1.087 million barrels per day, with Midwest output down slightly. Cattle prices are high, but boxed beef prices are declining, indicating potential consumer demand peaking. Thunderstorms are expected across the Midwest and central plains, with temperatures moderating after a cooler front.

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