Moving Parts Weekly Commodity Market Update: Recent Episodes
Nate Smithson
A weekly discussion on what is driving the agricultural and food commodity markets. Corn, soybeans, veg oils, wheat, dairy and protein.
Crop conditions have deteriorated a bit, but still looking pretty good on average. Dave touches on last week's USDA June Supply & Demand report. Corn belt weather looks hotter and wetter for the next couple weeks which should help crop conditions.
The wheat market still seems to be leading the parade. The corn belt has plenty of moisture so bring on the heat! Jay updates dairy and Paige talks weather.
Planting appears to be about done, weather is still wet but the moisture is welcome. Jay talks about the exciting butter market and Scott updates us on wheat.
As May wraps up should we be concerned about planting progress? Wheat seems to be driving the markets right now, Scott discusses what is happening there.
Good progress on planting this week. Wheat seems to be the big mover, Scott talks about what is moving wheat, Jay hits dairy and we talk weather.
Is it too wet now???? Scott talks about the higher wheat prices, Dave talks about soybean oil prices and imported fat and Jay gives his dairy update.
Soybean oil has taken another big step lower while wheat futures have bounced higher. Big rains across the Midwest, will this delay planting? Jay talks about the dairy virus.
This week we look at spring planting progress, wheat fundamentals, Jay talks about the cow virus and Paige looks at weather.
We recap the April WASDE and the March NOPA crush report. A surprise flare up of pod rippers in Argentina, dairy and weather.
Market expectations, soil moisture, and weather updates across the primary growing regions.
We talk about last week's USDA report, US soil moisture and planting dates, wheat, dairy and weather.
This week we talk about the March WASDE, wheat exports, South American weather, dairy and veg oil.
Kind of a quiet week this week. We talk weather and the potential for winter kill for winter wheat, HUGE spec short positions, dairy and weather.
A recap of the USDA Outlook Conference, we look at the Jan NOPA crush report, dairy and weather.
This week we look at the Feb WASDE, discuss the upcoming USDA Outlook Conference, and a look at dairy and weather.
We preview the Feb WASDE, discuss the December USDA crush report and we get the weekly dairy update and weather.
A little bit of a quieter week, we talk about weather, wheat, dairy and Dave dives in a little deeper on the renewable fuels program and how we ended the year and the impacts, going forward on soybean oil.
We preview the upcoming January WASDE, we talk about weather, wheat and the weekly dairy update.
Happy New Year! This week we talk about Brazilian expectations, wheat, South American weather is looking better and the weekly dairy update.
This week we talk more about South American weather, the US CBP has shut down the Mexican railroad border crossings and Scott talks dairy.
Happy Thanksgiving! This week we talk about the implications of the new Argentine President, US Appeals Court ruling on small refiner exemptions, dairy, wheat and South American weather.
Is it time to get concerned about South American weather? Lower butter prices, Scott's wheat update and weather.
This week we talk about avian influenza, harvest is wrapping up, WASDE preview and weather concerns in Brazil.
Happy Halloween! This week we talk about an increase in Chinese wheat demand, a good start to the US winter wheat crop, South America is finally getting some needed rain and dairy.
With our guest Bill Lapp we discuss the USDA Quarterly Stocks Report, wheat acres and what to expect on corn and soybeans.
US harvest progress, D4 RINs plummet in value, wheat and dairy updates along with weather.
September WASDE preview, harvest is getting started, wheat and dairy update and we start watching South American weather.
It's that time of the year where we wait. Harvest is just getting started and South America is just starting to plant. Higher energy prices are having an impact on veg oil, we get a dairy update and weather.
The ProFarmer results are in, what do we think? Upcoming WASDE, weather, dairy and a brief look at wheat.
August has started out much different with more rain. Does the market still care about the Black Sea? Jay talks about dairy and Paige gives us the weather update.
We discuss the Black Sea impacts, recent price rally in commodities, dairy and weather.
There is a lot going on in the markets. We discuss the July WASDE, the Black Sea Grain Initiative, weather and dairy.
This week we talk about the bump in corn ratings, the upcoming July WASDE, Black Sea Grain initiative and dairy.
Weather worries?? Does someone know what the EPA is going to announce tomorrow for the RVO?
Not a big week this week. Dry weather has the market supported but a favorable forecast is on the horizon. June WASDE preview, dairy update and weather.
Market attention shifts from planting to weather, the SPEC continues to sell & we have a debt deal on the horizon!
Planting is coming to an end so now the market will be watching weather. Corn cargoes getting cancelled, a strong crop in Brazil. Wheat tour update, dairy update and weather.
Update on the May WASDE, spring planting progress will ND lose corn acres? Start of the wheat tour and the weekly dairy update.
Planting slowing due to cold and wet conditions, FINALLY some rain in HRW area, dairy update and weather.
A brief recap of the April WASDE, planting progress a look at weather and the weekly dairy update.
March 31 USDA report recap, initial planting progress reports, winter wheat conditions, dairy and weather.
Recap of the quarterly stocks, planting intentions and anything else they thought was worth talking about.
A preview of the March 31 USDA report, exports, US winter wheat conditions, weather and dairy.
Update on the Black Sea Grain Initiative, softer energy market, corn sales to China, weather and dairy.
Update on Ukraine grain initiative, US weather ahead of spring planting, South American weather and the weekly dairy update.
Strong US soybean exports due to Brazil rains, dry weather continues in the US winter wheat area and Scott's weekly dairy update.
Are weather patterns starting to shift? Rains in the West and forecast rains in Argentina. Jan WASDE preview, weather and Scott's weekly wheat and dairy update.
Happy New Year! What is the outlook for commodities coming off a wild year? Next week we have a HUGE WASDE, weather updates and Scott's dairy update.
Pre holiday wrap up. November NOPA crush report, global wheat update, US and SA weather and Scott's weekly dairy update.
An overview of the RVO, preview of the December WASDE, weather and Scott's dairy update.
Russia/Ukraine grain deal falling apart? Dry conditions across winter wheat regions and protests in Brazil.
Will the drought ever end?? Argentina is finally getting some rain, US harvest progress, wheat and dairy update.
Harvest is underway in the US, OPEC is talking production cuts and a recap of the Sept 1 stocks report.
There is a lot going on this week! US dollar index hit decade highs, Putin is going on the offensive again, palm oil continues to drift lower, and we have a WASDE coming up.
Wheat crop is getting bigger, along with canola. Weather is promising for harvest progress and Scott's dairy update.
Harvest is around the corner; Russia isn't happy with the grain export agreement and Scott's weekly dairy update.
Weather recap, Ukraine exports, wheat harvest has started in the US and weekly dairy update.
Weather and crop conditions update, USDA report preview and Scott's weekly dairy update.
Lower commodity markets, is this just the beginning? Palm oil, weather and Scott's weekly wheat and diary update.
Inflation and its impact on commodity prices, weekly planting progress, weather and Scott's weekly dairy and wheat updates.
We FINALLY have the RVO's from the EPA, June WASDE preview, planting progress, Paige with weather and Scott's weekly dairy update.
Spring planting update, what is Indonesia doing on palm oil, weather and Scott's weekly dairy download.
This week is more of a wheat week, Dave and Scott talk WASDE and US planting progress along with Scott's dairy update.
Cold and wet in the Midwest with dry conditions in the West. Slow planting progress with POOR winter wheat conditions. Palm oil export restrictions and Scott's dairy update.
Recap of the USDA March 31 report, spring weather, crop progress and weekly update on wheat and dairy.
Continued impacts of Ukraine invasion on commodity prices and supply, US weather and weekly dairy update.
Market reactions to Ukraine, recap of the March WASDE and South American harvest weather.
Russia/Ukraine market impact, are we tired of talking about this yet? USDA Outlook Conference this week and South American weather.
This week we talk food inflation, La Nina, the upcoming Feb WASDE and South American weather.
Is South American weather starting to change? What are the harvest prospects in Brazil? Our weekly wheat and dairy update.