Listen to the SF Daily podcast for today, October 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. The impact of US-China trade tensions on commodity markets has caused soybean futures to weaken due to a $50 per metric ton import cost increase and potential Chinese retaliation. The ongoing US government shutdown is limiting data flow and affecting markets. The International Monetary Fund forecast a weaker 2026 global economy, partly due to US tariffs. Deere & Company is seeing opportunities overseas despite a 20% drop in early purchase orders. Cattle futures are supported by tight supplies, with box beef prices showing some stability. Strong winds and low humidity in parts of Minnesota raise wildfire risks. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 9, 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 yields are variable, with some farmers reporting yields 50-70 bushels per acre below last year due to disease pressure. Soybean yields are less variable, but concern over low moisture persists. China's demand remains strong. Basis values are firming, and open interest is up for both corn and soybeans. Ethanol production rose to 1.07 million barrels per day, with inventories falling to 22.71 million barrels. The cattle complex recouped losses, with feeder cattle futures leading gains. Dry weather in Iowa is expected to give way to storms, with freeze warnings issued for Michigan and parts of Indiana and Ohio. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 8, 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 wheat harvest is progressing, and there are firming basis values despite low yields and potential subsidies. Corn and soybean basis values have risen, with soybean basis up 15 cents in the east and 40 cents in the west. The government shutdown delayed the release of the monthly world agricultural supply and demand estimates. Winter wheat planting in Kansas is progressing, with 34% planted as of September 28, compared to a five-year average of 36%. Cattle prices are strong, with choice box beef at $63 and select at $91.20. Severe weather is forecast for parts of the southern plains, while freeze warnings are in effect in northern Minnesota and Wisconsin. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 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. Basis is firming in terms of values in the western and eastern Corn Belt, and soybean basis in the eastern region. The US government shutdown has delayed the monthly world agricultural supply and demand estimates. Weekly export inspections showed corn loadings at 1.6 million metric tons, soybean loadings at 768,117 metric tons, and wheat at 505,096 metric tons. AGCO forecasts moderate growth next year, with a $1 billion share buyback program. The cattle market faces tight supplies, with cash trading lower and box beef prices declining. Weather updates included freeze warnings in North Dakota, Minnesota, and Wisconsin, and rainfall expected in western Missouri. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 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. Except for corn, commodity markets are seeing gains as tech stocks are benefiting from favorable trade deals. Soybean production is expected to fall short of demand. The U.S. government shutdown delays the October world agricultural supply and demand estimates. Global food prices declined in September, with dairy losses offsetting high red meat costs. The Purdue University CME Group ag economy barometer showed a decline in farmers' belief in their farms' strong balance sheets, with crop farmers facing more financial stress. Livestock producers are benefiting from high prices, while grain farmers face production cost increases and crop price weaknesses. Weather updates included freeze warnings in North Dakota and scattered showers in central Iowa. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 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. Soybeans showed the most profit-taking, with inconsistent yields and crop quality reported for corn and soybeans. Dry conditions in Brazil delayed soybean planting and harvest. The U.S. government shutdown's impact on trade and labor was monitored. California's passage of a bill allowing E15 sales could save drivers $2.7 billion annually. Livestock markets saw lower prices, with box beef and feeder cattle down. Dry weather in South Dakota and Illinois increased wildfire risks. The podcast is sponsored by John Deere, promoting off-season inspections Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 2, 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 soybean market saw a spike due to potential trade discussions between the U.S. and China. Mixed field reports suggest a decline in U.S. production, supporting the market. Ethanol production dropped to 995,000 barrels per day, down from 1.04 million a week earlier. Cattle futures face a tug of war between tight supplies and reduced demand, with cash cattle trading at $5 lower than last week. Boxed beef prices also declined. Isolated storms were forecasted for parts of Minnesota, Wisconsin, and Missouri, with potential severe weather. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, October 1, 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 impact of the US government shutdown is weighing on market buying interest and the uncertainty surrounding agricultural and economic reports. Key points included a 13% decrease in US corn stocks and an 8% decrease in soybeans from last year, with corn usage projected at 3.11 billion bushels in Q4. Chinese sorghum and corn imports are expected to drop, with sorghum imports forecasted at 5 million metric tons. Cattle futures saw a $5 increase, but beef remains bearish. Scattered thunderstorms are forecasted for parts of Nebraska and Kansas, with temperatures expected to be 10-15 degrees above normal. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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 commodities markets are feeling the impact of a potential U.S. government shutdown on commodity markets, with nearly every trading contract in the red. The September 1 inventory report revealed old crop carryout numbers for corn and soybeans, with corn drying issues in the Corn Belt and soybeans needing rain before harvest. Flash sales of corn to Mexico and potential U.S.-China soybean trade agreements were noted. USDA data showed declining wheat inspections but increasing corn and soybean assessments. Cattle markets are struggling, with boxed beef prices down. Wildfire risks are elevated in parts of South Dakota and Nebraska due to gusty winds and low humidity. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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. Corn and soybean markets are stable with mixed yield reports and renewed export interest, particularly from China. Russia's wheat exports are down, keeping demand high. Argentina exported 2.66 million tons of soybeans to China in November and December, impacting U.S. farmers. Cattle futures closed higher despite lower cash prices, and feedlots face a tough decision on holding back cattle. The Midwest is experiencing unseasonably warm temperatures with no significant rainfall expected. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 26, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Harvest yields in corn are variable, with disease pressure reducing yields by up to 70 bushels per acre. Corn and soybean basis are tightening. Argentina resumed soybean exports to China, and India is buying record volumes of soy oil. Mexico's corn imports may increase due to a border closure, impacting US exports. Wheat sales rose 43% week-over-week, with significant purchases from the Philippines, Italy, Indonesia, and Japan. Live cattle futures are under pressure, with box beef prices falling. The Midwest expects dry weather, while the southeast and southwest face potential flash flooding. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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. The undervaluation of corn, soybeans, and wheat in the global market is driven by lower yields and strong demand. The interior cash market is choppy, especially for corn, due to increased storage capacity and tightening markets in the Southwest. Argentina reinstated export taxes on grains, beef, and poultry. Ethanol production fell to a four-month low, with inventories rising to 23.416 million barrels. Live cattle futures weakened due to lower box beef prices, and dense fog is expected in parts of the Midwest. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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. The US corn harvest is progressing with lower yields than expected, leading to cautious market adjustments. Soybean exports from Argentina to China are surging due to a tax suspension, reducing demand for US soybeans. Wheat prices are firming due to high US demand. The US government plans to allocate $285 billion to support agriculture, including $5.5 billion for export finance. The National Corn Growers Association highlighted near-record high input costs, with corn production costing $897.44 per acre last year. Livestock markets showed mixed results, with feeder cattle demand strong due to border closures. Heavy rainfall is expected in parts of Kansas and Texas, with flood warnings issued. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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 soybean market's weakness is due to Argentina's suspended export taxes, which lowered prices. Despite a rally in tech stocks and concerns over the U.S. economy, crude oil prices dropped due to demand worries. China imported a record 12.3 million metric tons of soybeans in August, with 85% from Brazil and a 31% increase from the U.S. U.S. egg production declined by 2% in August, with a 5% rise in egg-type chicks. The cattle on feed report triggered a bullish response, and the discovery of the New World screw worm near the U.S. border could impact markets. Excessive rain in Kansas increased flood risks. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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 uncertainty in U.S. corn production and the persistent demand, with flash sales returning. Harvest yields are mixed, with some corn crops dying. Soybean yields are struggling due to a 36% drop in Chinese demand, with domestic demand remaining high. Trade tensions with China and Taiwan, along with seasonal harvest pressure, are driving safe-haven buying, with gold prices rising. A new case of New World screw worm near the U.S.-Mexico border was reported. Lower Mississippi River levels due to drought are affecting barge rates. Investors are turning bullish on beans, reducing net short positions. Cattle futures are rising despite weak cash and boxed beef prices. Severe weather is forecasted for the central and southern plains. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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. Uncertainty in U.S. corn yields and quality is leading to questions about price discovery. China's soybean purchases are below expectations. Presidential talks between Trump and Xi may influence ag trade. Brazil's CONAB projected a 138.3 million metric ton corn crop for 2025-2026, down slightly from last year, with soybean production at 177.7 million metric tons. Wheat sales and exports saw significant week-over-week increases. Cattle traders are maintaining long positions amid weak boxed beef prices. Isolated thunderstorms and potential flooding were noted in the weather segment. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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. .Wheat demand is strong due to logistical issues in the Black Sea, with U.S. exports 12% ahead of last year. Soybean demand remains robust despite minimal Chinese buying and weather concerns. Corn yields are impacted by disease and export demand. Ethanol production dropped to its lowest level since May, with inventories declining. Cattle futures may face a price correction due to reduced beef consumption. The Federal Reserve cut interest rates by 25 basis points. Severe weather is expected in parts of the Midwest, with potential localized flooding. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 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 Federal Reserve's expected interest rate cut may be limited by rising inflation. Economists predict a 40% chance of recession due to labor reports and inflation. Corn demand is high, soybean harvest is progressing with low moisture issues, and wheat exports could increase by 35 million bushels. US-China trade talks and potential US-India trade discussions could boost commodity demand. The EPA's proposal to reallocate renewable volume credits was welcomed by the Renewable Fuels Association. Livestock markets showed mixed results, with cattle futures weak and feeder cattle demand strong. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 16, 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 challenges in corn and soybean yields include some areas experiencing below-average yields and high shatter rates. Despite this, U.S. corn and soybean exports are up significantly, with soybean crush running 20% ahead of last year. The Federal Reserve is expected to cut interest rates by 25 basis points due to a weakening labor market. Brazil's corn planting is slightly behind last year, and soybean planting is just starting. Export inspections of corn, wheat, and soybeans are up, with corn inspections at 1.51 million metric tons. Cattle futures are supported by tight supplies, and thunderstorms are forecast for parts of the southern plains and eastern Iowa. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen to the SF Daily podcast for today, September 15, 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 USDA's August WASDE report showed a slight bearish trend despite increased harvestable acres. Disease pressure in corn fields is causing significant yield losses. Weather forecasts predict favorable conditions for harvest activity. Money managers turned bearish on soybean futures, with a net short position of 13,382 contracts. In corn, the net short position increased to 99,593 contracts. Livestock markets saw a negative tone, with cash cattle prices down. Storms are possible in parts of Iowa and Illinois, and dry conditions may lead to fire risks in Central Learn more about your ad choices. Visit podcastchoices.com/adchoices