Commodity Week

In the November 5 edition of Commodity Week, host Todd Gleason and panelists Brian Splitt, Dave Chatterton, and Ellen Dearden analyze post-harvest marketing strategies and geopolitical influences on agricultural markets. The panel discusses options for unpriced corn and soybeans currently in commercial storage or on delayed pricing, while emphasizing the critical importance of the upcoming December 11 deadline for the ARC/PLC farm program decision. Additionally, the experts evaluate technical market signals—such as the recent downturn in soybean futures—alongside South American weather patterns and the potential impact of recent U.S. elections and tariffs on China's future agricultural purchasing commitments.Panelists- Dave Chatterton, Strategic Farm Marketing- Ellen Dearden, AgReview- Brian Splitt, AgMarket ★ Support this podcast ★

This episode of Commodity Week, hosted by Todd Gleason, features agricultural market analysts Shane Holtorf and Garrett Toay discussing fall harvest progress and current market conditions. The guests report that the soybean harvest is largely wrapping up with average to better-than-expected yields, while corn yields are highly variable and somewhat disappointing compared to early summer expectations. The panel attributes recent drops in commodity prices to the USDA's surprising October crop report—which unexpectedly raised corn yields—and subsequent heavy selling by fund managers, compounded by broader geopolitical events like the Brazilian and upcoming U.S. elections. To navigate these market headwinds, Toay and Holtorf advise producers to avoid panic selling, utilize on-farm storage to lock in market carries, and remain patient for future pricing opportunities.Panelists- Garrett Toay, AgTraderTalk.com - Stockton, IL- Shane Holtorf, Logic Ag Marketing - Alta, IA ★ Support this podcast ★

In this October 22 edition of Commodity Week, host Todd Gleason and panelists Ted Seifried and Mike Castle examine the recent sluggish price action in the corn and soybean markets. The conversation highlights a recent surge in U.S. export sales largely driven by Chinese purchases and an unexpected flash sale to Spain, though the analysts express concern over lagging non-China global demand. Domestically, they emphasize that robust soybean crush demand, fueled heavily by the biofuel sector, has maintained unexpectedly strong basis levels during the harvest window. The panel concludes by evaluating how macroeconomic factors, such as inflation and Federal Reserve interest rate policies, alongside South American weather conditions, will likely dictate future commodity price movements.Panelists- Mike Castle, StoneX- Ted Seifried, Zaner Ag Hedge ★ Support this podcast ★

The October 15 edition of Commodity Week, hosted by Todd Gleason, features agricultural market analysts Naomi Blohm, Chip Nellinger, and Mike Zuzolo discussing current supply and demand fundamentals. The panel explores the potential breakout of crude oil prices amid Middle East tensions and its subsequent impact on inflation, fertilizer costs, and local grain basis. Furthermore, the experts analyze market reactions to recent USDA crop yield reports, the shifting of commodity fund positions away from massive longs, and the importance of monitoring South American weather and the Brazilian Real. The program concludes with updates on delayed domestic winter wheat planting and a recent surge in Class III milk futures driven by holiday cheese demand.Panelists- Naomi Blohm, Total Farm Marketing- Chip Nellinger, Blue Reef Agri-Marketing- Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

The October 9, 2026, broadcast of Commodity Week features host Todd Gleason leading a panel discussion with market analysts Logan Kimmel, Ellen Dearden, and Jim McCormick regarding the fallout from the day's USDA crop production and supply and demand estimates. The experts highlight the unexpectedly bearish data for the corn market, emphasizing a 2.7-bushel increase in the national yield estimate driven heavily by an 11-bushel jump in Nebraska. This revision pushed projected corn ending stocks to 1.849 billion bushels and triggered a sharp price sell-off. Conversely, the soybean outlook remained relatively neutral with a minor yield adjustment up to 53.1 bushels per acre. Despite the immediate market shock and harvest-time pressure, the panelists advise producers against panic selling. They note that underlying macroeconomic factors, including energy inflation, high diesel prices, and potential South American crop risks tied to a building El Niño, could provide longer-term price support into the winter.Panelists- Ellen Dearden, AgReview- Logan Kimmel, Roach Ag- Jim McCormick, AgMarket .net ★ Support this podcast ★