About this episode
The episode discusses severe sell-offs in agricultural grain markets, focusing on wheat futures and the importance of export demand for price recovery.
In the June 4 edition of Commodity Week, host Todd Gleason and panelists Logan Kimmel, Sherman Newlin, and Shane Holtorf analyze the recent, severe sell-offs across the agricultural grain markets. The discussion highlights a 12-day consecutive drop in wheat futures—exacerbated by fund liquidations and crude oil market trends—that consequently dragged down corn and soybean prices. While domestic crush capacity provides a baseline of support for soybeans, the panel emphasizes that renewed export demand from China is critical for a sustained price recovery. Looking ahead to the late June acreage report and the potential for summer weather volatility, the analysts caution producers against liquidating grain at current lows. Instead, they recommend establishing calculated, profitable price targets for both old and new crop inventory and keeping working orders actively placed with buyers to capture any sudden market bounces. Finally, the panel notes rising volatility in the livestock sector due to screwworm headlines, urging cattle and hog producers to aggressively manage their downside risk. Panelists - Logan Kimmel, Roach Ag - Sherman Newlin, Zaner Ag Hedge - Shane Holtorf, Logic Ag…
People in this episode
Host: Todd Gleason
Guests: Logan Kimmel, Sherman Newlin, Shane Holtorf
Topics covered
- agricultural markets
- grain prices
- wheat futures
- soybean support
- export demand
- livestock volatility
Keywords
- wheat futures
- corn prices
- soybean support
- export demand
- livestock sector
- market volatility
- price targets
Mentioned in this episode
Organizations: Roach Ag, Zaner Ag Hedge, Logic Ag
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