Moving Parts Weekly Commodity Market Update
By Nate Smithson
Moving Parts Weekly Commodity Market UpdateOct 17, 2023
May 21st Weekly Key Market Drivers
Good progress on planting this week. Wheat seems to be the big mover, Scott talks about what is moving wheat, Jay hits dairy and we talk weather.
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.
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.
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.
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.
April 9 Weekly Key Market Drivers
Market expectations, soil moisture, and weather updates across the primary growing regions.
April 2 Weekly Key Market Drivers
We talk about last week's USDA report, US soil moisture and planting dates, wheat, dairy and weather.
March Prospective Plantings Beers in the Back!
Hear what Dave, Scott & Bill have to say after today's prospective plantings report!
March 26 Weekly Key Market Drivers
Preview of the March USDA report, weather and dairy.
March 12 Weekly Key Market Drivers
This week we talk about the March WASDE, wheat exports, South American weather, dairy and veg oil.
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 20 Weekly Key Market Drivers
A recap of the USDA Outlook Conference, we look at the Jan NOPA crush report, dairy and weather.
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 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.
January 30 Weekly Key Market Drivers
This week we talk biofuels demand, weather, dairy and wheat.
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.
January 16 Key Market Drivers
This week we recap the Jan WASDE, we talk wheat, South America, dairy and weather.
January 9 Weekly Key Market Drivers
We preview the upcoming January WASDE, we talk about weather, wheat and the weekly dairy update.
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.
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.
December 12 Weekly Key Market Drivers
December WASDE, wheat exports, UCO imports, dairy and South American weather.
December 5 Weekly Key Market Drivers
Increased export sales of wheat, strong meal exports, palm oil, dairy and weather.
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.
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 7 Weekly Key Market Drivers
This week we talk about avian influenza, harvest is wrapping up, WASDE preview and weather concerns in Brazil.
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.
October 24 Key Market Drivers
Harvest update, wheat, weather and dairy.
Oct 17 Key Market Drivers
NOPA crush analysis, a review of the October WASDE and Jay's look at dairy.
October 10 Weekly Key Market Drivers
October WASDE preview, impact of Israeli invasion, weather and dairy.
October 3 Weekly Key Market Drivers
Recap of the Sept 1 stocks report, harvest update, dairy and weather.
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.
September 26 Weekly Key Market Drivers
US harvest progress, D4 RINs plummet in value, wheat and dairy updates along with weather.
September 19 Key Market Drivers
WASDE recap, NOPA crush report, higher energy prices, weather and dairy.
September 12 Weekly Key Market Drivers
September WASDE preview, harvest is getting started, wheat and dairy update and we start watching South American weather.
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.
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.
Key Market Drivers Call 082223
Pro Farmer Tour kicks off & the weather still sucks....
Key Market Drivers Call 081523
Uh oh... where'd the rain go?! Condition ratings jump higher!
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.
August 1 Weekly Key Market Drivers
A quiet week this week. We talk about weather, ongoing Black Sea impacts and diary.
July 25 Weekly Key Market Drivers
We discuss the Black Sea impacts, recent price rally in commodities, dairy and weather.
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.
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.
July 5 Weekly Key Market Drivers
Recap of the USDA June 30 report, weather and dairy.
June 27 Weekly Key Market Drivers
Weather! How bad is the crop? Review of the EPA announcement and a dairy update.
Key Market Drivers 6/21/23
We are dealing with a lot of stuff!
EPA RVO leak?? FASH DROUGHT! What's next??
Weekly Key Market Drivers Call 061323
Weather worries?? Does someone know what the EPA is going to announce tomorrow for the RVO?
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.
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 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.