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Moving Parts Weekly Commodity Market Update

Moving Parts Weekly Commodity Market Update

By Nate Smithson

A weekly discussion on what is driving the agricultural and food commodity markets. Corn, soybeans, veg oils, wheat, dairy and protein.
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May 7 Weekly Key Market Drivers

Moving Parts Weekly Commodity Market UpdateMay 07, 2024

00:00
32:30
May 7 Weekly Key Market Drivers

May 7 Weekly Key Market Drivers

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.

May 07, 202432:30
April 30 Key Market Drivers

April 30 Key Market Drivers

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.

Apr 30, 202430:38
April 23 Key Market Drivers

April 23 Key Market Drivers

This week we look at spring planting progress, wheat fundamentals, Jay talks about the cow virus and Paige looks at weather.

Apr 23, 202434:15
April 16 Key Market Drivers

April 16 Key Market Drivers

We recap the April WASDE and the March NOPA crush report. A surprise flare up of pod rippers in Argentina, dairy and weather.

Apr 16, 202431:57
April 9 Weekly Key Market Drivers

April 9 Weekly Key Market Drivers

Market expectations, soil moisture, and weather updates across the primary growing regions.

Apr 09, 202423:53
April 2 Weekly Key Market Drivers

April 2 Weekly Key Market Drivers

We talk about last week's USDA report, US soil moisture and planting dates, wheat, dairy and weather.

Apr 02, 202433:16
March Prospective Plantings Beers in the Back!

March Prospective Plantings Beers in the Back!

Hear what Dave, Scott & Bill have to say after today's prospective plantings report!

Mar 28, 202419:25
March 26 Weekly Key Market Drivers

March 26 Weekly Key Market Drivers

Preview of the March USDA report, weather and dairy.

Mar 26, 202431:47
March 12 Weekly Key Market Drivers

March 12 Weekly Key Market Drivers

This week we talk about the March WASDE, wheat exports, South American weather, dairy and veg oil.

Mar 12, 202436:26
Feb 27 Weekly Key Market Drivers

Feb 27 Weekly Key Market Drivers

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.

Feb 27, 202432:07
Feb 20 Weekly Key Market Drivers

Feb 20 Weekly Key Market Drivers

A recap of the USDA Outlook Conference, we look at the Jan NOPA crush report, dairy and weather.

Feb 20, 202431:40
Feb 13 Weekly Key Market Drivers

Feb 13 Weekly Key Market Drivers

This week we look at the Feb WASDE, discuss the upcoming USDA Outlook Conference, and a look at dairy and weather.

Feb 13, 202433:37
Feb 6 Weekly Key Market Drivers

Feb 6 Weekly Key Market Drivers

We preview the Feb WASDE, discuss the December USDA crush report and we get the weekly dairy update and weather.

Feb 06, 202426:36
January 30 Weekly Key Market Drivers

January 30 Weekly Key Market Drivers

This week we talk biofuels demand, weather, dairy and wheat.

Jan 30, 202429:25
January 23 Weekly Key Market Drivers

January 23 Weekly Key Market Drivers

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.

Jan 23, 202433:39
January 16 Key Market Drivers

January 16 Key Market Drivers

This week we recap the Jan WASDE, we talk wheat, South America, dairy and weather.

Jan 16, 202436:09
January 9 Weekly Key Market Drivers

January 9 Weekly Key Market Drivers

We preview the upcoming January WASDE, we talk about weather, wheat and the weekly dairy update.

Jan 09, 202433:01
Jan 3 Weekly Key Market Drivers

Jan 3 Weekly Key Market Drivers

Happy New Year! This week we talk about Brazilian expectations, wheat, South American weather is looking better and the weekly dairy update.

Jan 03, 202433:48
December 19 Weekly Key Market Drivers

December 19 Weekly Key Market Drivers

This week we talk more about South American weather, the US CBP has shut down the Mexican railroad border crossings and Scott talks dairy.

Dec 19, 202333:36
December 12 Weekly Key Market Drivers

December 12 Weekly Key Market Drivers

December WASDE, wheat exports, UCO imports, dairy and South American weather.

Dec 12, 202334:12
December 5 Weekly Key Market Drivers

December 5 Weekly Key Market Drivers

Increased export sales of wheat, strong meal exports, palm oil, dairy and weather.

Dec 05, 202335:23
November 28 Weekly Key Market Drivers

November 28 Weekly Key Market Drivers

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.

Nov 28, 202329:06
November 14 Weekly Key Market Drivers

November 14 Weekly Key Market Drivers

Is it time to get concerned about South American weather? Lower butter prices, Scott's wheat update and weather.

Nov 14, 202326:16
Nov 7 Weekly Key Market Drivers

Nov 7 Weekly Key Market Drivers

This week we talk about avian influenza, harvest is wrapping up, WASDE preview and weather concerns in Brazil.

Nov 07, 202326:13
October 31 Key Market Drivers

October 31 Key Market Drivers

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.

Oct 31, 202331:01
October 24 Key Market Drivers

October 24 Key Market Drivers

Harvest update, wheat, weather and dairy.

Oct 24, 202327:40
Oct 17 Key Market Drivers

Oct 17 Key Market Drivers

NOPA crush analysis, a review of the October WASDE and Jay's look at dairy.

Oct 17, 202325:56
October 10 Weekly Key Market Drivers

October 10 Weekly Key Market Drivers

October WASDE preview, impact of Israeli invasion, weather and dairy.

Oct 10, 202330:59
October 3 Weekly Key Market Drivers

October 3 Weekly Key Market Drivers

Recap of the Sept 1 stocks report, harvest update, dairy and weather.

Oct 03, 202334:26
Beers in Back September 2023

Beers in Back September 2023

With our guest Bill Lapp we discuss the USDA Quarterly Stocks Report, wheat acres and what to expect on corn and soybeans.

Sep 29, 202330:44
September 26 Weekly Key Market Drivers

September 26 Weekly Key Market Drivers

US harvest progress, D4 RINs plummet in value, wheat and dairy updates along with weather.

Sep 26, 202328:41
September 19 Key Market Drivers

September 19 Key Market Drivers

WASDE recap, NOPA crush report, higher energy prices, weather and dairy.

Sep 19, 202331:16
September 12 Weekly Key Market Drivers

September 12 Weekly Key Market Drivers

September WASDE preview, harvest is getting started, wheat and dairy update and we start watching South American weather.

Sep 12, 202327:57
September 6 Weekly Key Market Drivers

September 6 Weekly Key Market Drivers

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.

Sep 06, 202324:36
August 29 Weekly Key Market Drivers

August 29 Weekly Key Market Drivers

The ProFarmer results are in, what do we think? Upcoming WASDE, weather, dairy and a brief look at wheat.

Aug 29, 202329:51
Key Market Drivers Call 082223

Key Market Drivers Call 082223

Pro Farmer Tour kicks off & the weather still sucks....

Aug 22, 202329:15
Key Market Drivers Call 081523

Key Market Drivers Call 081523

Uh oh... where'd the rain go?! Condition ratings jump higher!

Aug 15, 202327:40
August 8 Weekly Key Market Drivers

August 8 Weekly Key Market Drivers

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.

Aug 08, 202330:16
August 1 Weekly Key Market Drivers

August 1 Weekly Key Market Drivers

A quiet week this week. We talk about weather, ongoing Black Sea impacts and diary.

Aug 01, 202324:18
July 25 Weekly Key Market Drivers

July 25 Weekly Key Market Drivers

We discuss the Black Sea impacts, recent price rally in commodities, dairy and weather.

Jul 25, 202333:29
July 19 Key Market Drivers

July 19 Key Market Drivers

There is a lot going on in the markets. We discuss the July WASDE, the Black Sea Grain Initiative, weather and dairy.

Jul 19, 202333:09
July 11 Key Market Drivers

July 11 Key Market Drivers

This week we talk about the bump in corn ratings, the upcoming July WASDE, Black Sea Grain initiative and dairy.

Jul 11, 202331:46
July 5 Weekly Key Market Drivers

July 5 Weekly Key Market Drivers

Recap of the USDA June 30 report, weather and dairy.

Jul 05, 202336:38
June 27 Weekly Key Market Drivers

June 27 Weekly Key Market Drivers

Weather! How bad is the crop? Review of the EPA announcement and a dairy update.

Jun 27, 202337:07
Key Market Drivers 6/21/23

Key Market Drivers 6/21/23

We are dealing with a lot of stuff!

EPA RVO leak?? FASH DROUGHT! What's next??

Jun 21, 202329:10
Weekly Key Market Drivers Call 061323

Weekly Key Market Drivers Call 061323

Weather worries?? Does someone know what the EPA is going to announce tomorrow for the RVO?

Jun 13, 202331:04
June 6 Weekly Key Market Drivers

June 6 Weekly Key Market Drivers

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.

Jun 06, 202325:29
May 31 Weekly Key Market Drivers

May 31 Weekly Key Market Drivers

Market attention shifts from planting to weather, the SPEC continues to sell & we have a debt deal on the horizon!

May 31, 202331:18
May 23 Weekly Key Market Drivers

May 23 Weekly Key Market Drivers

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.

May 23, 202327:40
May 16 Weekly Key Market Drivers

May 16 Weekly Key Market Drivers

Update on the May WASDE, spring planting progress will ND lose corn acres? Start of the wheat tour and the weekly dairy update.

May 16, 202326:51