About this episode
The episode discusses the impact of geopolitical conflicts on market volatility and provides crop marketing recommendations.
Panelists - Dave Chatterton, SFarmMarketing.com - Greg Johnson, TGM TotalFarmMarketing.com - Curt Kimmel, AgMarket.net The March 26 edition of Commodity Week features host Todd Gleason with analysts Dave Chatterton, Curt Kimmel, and Greg Johnson. The panel identifies the geopolitical conflict in the Middle East, specifically involving Iran, as the primary driver of current market volatility. This "headline risk" is dictating money flow, inflating energy markets, and elevating fertilizer costs. The analysts note that if the conflict is prolonged, as expected, high input costs will persist into the 2027 crop year. Regarding crop marketing, all analysts recommend that producers execute new crop sales to capitalize on the current price rally, which has pushed levels above break-even and crop insurance guarantees. Greg Johnson specifically advises producers to be 40-50% sold on soybeans and 25-30% sold on corn, citing the potential for heavy soybean acreage and significant South American competition. Curt Kimmel emphasizes the necessity of utilizing defensive hedging and price floors to manage the extreme market volatility. The panel anticipates the upcoming EPA Renewable Volume…
People in this episode
Host: Todd Gleason
Guests: Dave Chatterton, Greg Johnson, Curt Kimmel
Topics covered
- market volatility
- geopolitical conflict
- crop marketing
- energy markets
- fertilizer costs
- defensive hedging
Keywords
- commodity markets
- soybeans
- corn
- EPA Renewable Volume Obligations
- market reaction
- input costs
Mentioned in this episode
Organizations: SFarmMarketing.com, TGM TotalFarmMarketing.com, AgMarket.net
Places: Middle East, Iran
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