About this episode

Shay Foulk and Alex Londerville discuss the recent market trends in corn, soybeans, and wheat, along with the implications of planting progress and trade discussions with China.

In this week’s Market Outlook, Shay Foulk is joined by Alex Londerville with Cargill to discuss the recent strength in corn, soybeans, and wheat as markets react to planting progress, Brazil safrinha dryness, export demand, China trade discussions, crude oil pressure, and policy movement around 45Z and RVOs. They also discuss why farmers should stay alert during planting season, especially as profitable pricing opportunities appear while many producers are still holding old-crop corn in the bin. Correction/clarification from the episode: Alex noted farmer-held corn stocks across Nebraska, Minnesota, Illinois, and Iowa. The corrected figure is 120 million more on-farm stored bushels in Nebraska alone, and 580 million more year-over-year corn bushels across Nebraska, Minnesota, Illinois, and Iowa combined.

People in this episode

Host: Shay Foulk

Guest: Alex Londerville

Topics covered

• corn market
• soybean market
• wheat market
• planting progress
• China trade discussions
• farmer-held stocks
• export demand

Keywords

• corn rally
• China talks
• farmer-held stocks
• export demand
• planting season
• Cargill
• market outlook

Mentioned in this episode

Organizations: Cargill

Places: Nebraska, Minnesota, Illinois, Iowa

Explore listener stats, chart rankings, contacts and more on the The Ag View Pitch podcast page.