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Morning Coffee and Ag Markets
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Morning Coffee and Ag Markets

Author: University of Arkansas, Cooperative Extension Service

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This podcast delivers weekly insights for the agriculture industry, covering everything from farm-level risk management to market volatility and production challenges. Beyond the farm, we discuss key supply chain issues, like Federal Reserve policies, port strikes, and Mississippi River disruptions, affecting everyone from producers to those all along the supply chain. Join us every Monday morning for engaging conversations with agricultural economists and industry experts about the agricultural economy at both the micro and macro level. Each episode also features a market report, offering current and historical futures price trends.

112 Episodes
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Dr. Hunter Biram sits down with Dr. Bruno Pinto, teaching assistant professor in the Department of Agricultural Economics at the University of Arkansas, to talk about how El Niño could affect Brazil’s second-season corn crop, known as safrinha. Most of Brazil’s corn is planted right after the soybean harvest, so delays in soybean planting can push safrinha past its low-risk planting window. Bruno walks through what past El Niño seasons in Mato Grosso show about planting delays and yields, and...
Hunter Biram and Scott Stiles review the USDA’s October WASDE and Crop Production reports, starting with the surprise 2.7-bushel increase in the national corn yield to 181.2 bushels per acre that briefly sent December futures down the daily limit. They talk about why higher ending stocks mean corn needs new demand before any lasting price rally, and how record crush and better exports are absorbing a record 4.56-billion-bushel soybean crop. The conversation also covers the long-grain rice bal...
Hunter Biram and Scott Stiles walk through the 2026 ARC and PLC election, with signup open through December 11. They explain why the later signup works in producers’ favor, since USDA price projections and a better read on county yields are already available. They also explain why long-grain rice and cotton are leaning toward PLC while corn and soybeans look stronger under ARC-CO. The conversation then turns to wheat, where the choice is closer and depends a lot on how county yields have trac...
Hunter Biram and Ryan Loy look at how ongoing shipping disruptions from the Iran conflict continue to raise fuel and fertilizer costs for Arkansas row crop producers. Ryan explains how problems in the Strait of Hormuz and the Red Sea have pushed farm diesel far above the price used in the University of Arkansas 2026 Crop Enterprise Budgets. He also explains why urea costs hit corn, rice, and cotton growers harder than soybean and peanut producers. The two walk through an analysis Ryan built w...
Hunter Biram and Ryan Loy walk through the Southern Integrated Risk Management Tool (SIRM), a free web-based decision tool that helps farmers, county agents, crop insurance agents, and ag lenders build a crop insurance portfolio. The tool covers insurable counties in 13 southern states for principal row crops like corn, cotton, rice, and soybeans, estimating producer premiums for buy-up coverage and area plans such as SCO and ECO, adjusted for premium subsidies and land tenure. Hunter a...
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