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Listen to the SF Daily podcast for today, November 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.
Commodity markets saw limited buying, with soybean complex support weakening due to potential delays in biofuel incentives. Grains, particularly wheat, faced pressure from increased rain chances and the Ukraine-Russia conflict. The International Grains Council revised corn and wheat production estimates. Cattle futures were affected by lower cash prices and the removal of tariffs on Brazilian beef, which could pressure prices. Weather forecasts indicated potential storms in the southern plains. The podcast also promoted Liberty Ultra herbicide from BASF.
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Listen to the SF Daily podcast for today, November 20, 2025,
with host Lorrie Boyer. These quick and informative episodes cover
the commodity markets, weather, and the big things happening in
agriculture each morning.
China increases soybean purchases, and we are seeing solid corn demand from South Korea and Mexico, and potential delays in biofuel incentive suspensions. Ethanol production rose by 1.5% to 7.63 million barrels, with exports averaging 145,000 barrels daily. S&P Global forecasts 95 million acres of corn, 84.5 million acres of soybeans, and 44 million acres of wheat for 2026. Cattle carcass weight averaged 956 pounds, and China imported 560,000 metric tons of corn in October.
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Listen to the SF Daily podcast for today, November 19, 2025,
with host Lorrie Boyer. These quick and informative episodes cover
the commodity markets, weather, and the big things happening in
agriculture each morning.
Chinese soybean purchases are supporting the market, with a 12 million metric ton agreement. Brazil's soybean crop estimate was slightly reduced, indicating it may peak. Grains are mixed, with corn and wheat seeing elevated positioning. China imported 70,000 metric tons of pork in October, a 21% year-over-year decrease. Retail growth in China was 2.9% in October, the lowest since August 2024. The EPA and Army Corps proposed a new Waters of the US rule. Livestock traders are cautious due to tariff reductions and the upcoming cattle on feed report. Weather forecasts predict heavy rain and thunderstorms across the Midwest and central plains.
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Listen to the SF Daily podcast for today, November 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.
China booked 14 U.S. soybean vessels, boosting export bases and supporting the market. NOPA crush reached an all-time high of 227.65 million bushels, indicating increased soybean demand. Export inspections showed corn loadings at 2.05 million metric tons, soybeans at 1.18 million metric tons, and wheat at 246,533 metric tons. Livestock markets saw feeder cattle leading a charge, with mixed box beef prices. Weather forecasts included light snow in the Upper Mississippi Valley and rain in the Ohio Valley and mid-Atlantic.
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Listen to the SF Daily podcast for today, November 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.
The World Agricultural Supply and Demand Estimates report showed US soybean carryout at 290 million bushels, the tightest in three years. Corn stocks globally are down 34 million metric tons in two years. The White House's tariff rollback was positive but raised concerns about trade deals. USDA updated beef and pork balance sheets, with beef production for 2026 trimmed to 25.76 billion pounds. Cattle prices are mixed, and weather forecasts predict scattered showers and thunderstorms across the central plains.
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Listen to the SF Daily podcast for today, November 14, 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 WASDE update is expected to lower U.S. yields and production but maintain steady to slightly higher carryout demand, particularly for soybean exports and corn feed. The market is influenced by interest rates, with potential steady rates in December and rising inflation. USDA predicts Brazil's soybean crop at 175 million metric tons, corn at 131 million metric tons, and wheat at 7.5 million metric tons. Drought conditions in the Midwest have expanded slightly, affecting major corn and soybean producers. Livestock futures are down, and a new sterrefly dispersal facility in Mexico raises border concerns. Red flag warnings for fire danger are issued in Northwestern Nebraska and South Dakota due to extremely dry conditions.
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Listen to the SF Daily podcast for today, November 13, 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 CONAB update on Brazil and the delayed weekly ethanol report were released, with the November WASDE report expected tomorrow. Soybean sales outside China remain strong, but trade is skeptical about future sales due to weather and US economic pressures. Tractor and combine sales plummeted in October. Cattle and hog markets were volatile, with live cattle and hogs losing ground. Dry and windy conditions in South Dakota and Texas increase wildfire risks.
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Listen to the SF Daily podcast for today, November 12, 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 agricultural market's focus on positioning ahead of the USDA's upcoming report and the potential impact of the reopening of the US government on data release. The conversation highlighted the importance of export sales, the financial market's interest in labor data, and the influence of South American weather on crop estimates. Dairy prices plummeted, with cheese blocks down 8.4% weekly and 6.3% annually, while milk production rose 4.2% year-over-year to 18.3 billion pounds. The weather forecast included dry conditions in northern Missouri and extreme eastern Kansas, and potential snow and wind in northern Indiana.
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Listen to the SF Daily podcast for today, November 11, 2025,
with host Lorrie Boyer. These quick and informative episodes cover
the commodity markets, weather, and the big things happening in
agriculture each morning.
Soybean exports were below trade estimates, with 1.09 million metric tons. Soybean crush reached a record 205.4 million bushels in September, a 10% increase. Cattle futures are supported by tight inventory but face uncertain demand. Hogs may see profit-taking due to lower pork supplies. Dry conditions in the US southern plains and snow showers in Ohio were also highlighted.
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Listen to the SF Daily podcast for today, November 10, 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 positive due to a partial government shutdown resolution, with gold up $80. China's soybean purchases are uncertain, affecting market confidence. The November WASDA report is expected to adjust US production estimates. Consumer confidence dropped significantly, impacting investor sentiment. A bipartisan vote extended government funding until January, but ACA tax credits remain unresolved. Cattle futures declined, and weather forecasts predict severe storms in Indiana and Illinois, with freezing conditions in Oklahoma and Arkansas.
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Listen to the SF Daily podcast for today, November 7,
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 with China remains uncertain, with a 75% chance of the US Supreme Court ruling against President Trump's tariffs, affecting US exports. The USDA's next WASDE report is anticipated, with expectations of reduced corn and soybean production. Drought conditions have worsened in a nine-state region, particularly in Iowa and Illinois, impacting corn and soybean growth. Cattle futures face challenges, with tight supplies offering some support. Box beef prices were mixed, with choice down and select up. Weather conditions, including fire risks in Nebraska and cold fronts in the Midwest.
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Listen to the SF Daily podcast for today, November 6, 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 U.S. government shutdown has reached 36 days, affecting trade. Mississippi water levels are rising, while Brazil and Argentina's planting progresses normally. Russia will allow 20 million metric tons of grain exports, up from 10.6 million last year. Ethanol production hit a record high, with output rising to 1.120 million barrels a day. The cattle market faces uncertainty due to tariff reviews and funding issues for SNAP. Dry conditions in Iowa raise wildfire concerns, with snow expected later in the week.
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Listen to the SF Daily podcast for today, November 5, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning.
Soybean prices dropped due to profit-taking after a $52 rally, with traders awaiting Chinese business. Corn prices rose due to high export interest and drier Brazilian crops. Wheat prices fell slightly despite US drought stress. SP Global projected a US corn yield of 185.5 bushels per acre and a soybean yield of 53 bushels per acre. Archer Daniels Midland's third-quarter profits declined, particularly in the crushing business. Cattle markets were impacted by government rumors, and weather forecasts included windy conditions in Oklahoma and Arkansas, with a cold front expected late Saturday.
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Listen to the SF Daily podcast for today, November 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.
China's purchase of Brazilian soybeans is reducing market bullishness, with ADM shares down nearly 8% due to biofuel policy uncertainty. Export inspections showed corn at 1.67 million metric tons, soybeans at 965,063 metric tons, and wheat at 350,293 metric tons. AGCO expects a rough 2025 and flat 2026 due to trade concerns and high costs, reporting $6 billion in sales and $1.35 EPS in Q3 2025. Dry weather warnings were issued for central Nebraska, with winds gusting up to 35 mph.
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Listen to the SF Daily podcast for today, November 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.
It's a stronger start for grains due to light new month buying and trade tensions easing with China's purchase of seven U.S. soybean vessels. The U.S. harvest is 85-90% complete, with soybean ending stocks at 290 million bushels. The EPA is urged to reallocate small refiner waivers to maintain the Renewable Fuel Standard. Livestock markets saw lower cash prices, with Southern live cattle down $4 and Northern dress cattle down $9-$11. Dry conditions in Minnesota and Wisconsin pose wildfire risks, while frost warnings are issued for Arkansas.
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Listen to the SF Daily podcast for today, October 31, 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 and month-end consolidation were primary trade goals, with trade hesitant without Chinese confirmation. Brazil's safrinha production areas are drying, and the U.S. government shutdown affects SNAP benefits. Drought conditions improved slightly in an 11-state area, but worsened in Iowa and Wisconsin. The October live cattle contract ends, with futures adjusting to cash prices. Box beef prices fell, and frost advisories were issued for Missouri and other states.
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Listen to the SF Daily podcast for today, October 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.
The lack of results for ag from the U.S.-China trade meeting yesterday is disappointing for the industry, particularly for soybeans. The ongoing government shutdown disrupted news flow, affecting export sales and the November WASDA report. Ethanol production declined slightly, with inventories rising to 22.316 million barrels. Cattle imports from Mexico remain halted, pressuring the market. Freeze warnings were issued from Central Nebraska to Central Texas, signaling the end of the season's freeze warnings.
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Listen to the SF Daily podcast for today, October 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.
Mixed to weaker futures are being seen due to profit-taking after recent gains in corn, soybeans, and wheat. China's purchase of three U.S. soybean vessels was noted as supportive but insufficient to sustain momentum. The European Union trimmed its grain and oilseed crops, with no increase in corn or soybean imports. American Soybean Association president Caleb Ragland highlighted rising input costs and urged lawmakers to act. Live cattle and feeder cattle features saw mixed results, with cash cattle expected to trade lower. Weather warnings for freeze and high winds were issued across the Midwest and southern plains.
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Listen to the SF Daily podcast for today, October 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.
There is a rebound going on in corn, soybeans, and wheat markets, driven by improved trade relations with China. Final U.S. harvest data show less production than expected, with 72% of corn and 84% of soybeans harvested, behind last year's pace. Iowa experienced a hard freeze, while Kansas saw delayed wheat planting due to Fall Armyworms. Cattle markets are affected by the Mexican border situation and weather, with feeder cattle prices dropping. Freezing weather is expected across several states, impacting livestock and crops.
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Listen to the SF Daily podcast for today, October 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.
Gains are being felt in the commodity markets, particularly soy oil, soy meal, and soybeans, driven by a potential trade deal with China. China is expected to need 250-300 million bushels of soybeans before the next South American crop. The U.S. government remains closed, but a new trade framework was unveiled, potentially ending China's halt on U.S. agricultural imports. Global grain production is expected to rise, with wheat output forecast at 827 million tons. Cattle futures were pressured by government actions, and cooler weather is forecast for the southern plains, with potential for hard freezes and increased wildfire risks.
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