On Monday, USDA released a ton of data with it’s January report dump and most people were of the opinion that the numbers were bearish for the market outlook moving forward. We discuss the surprising changes to corn yield, harvest area, ending stocks and so much more on today’s show. John Heinberg with Total Farm Marketing shares his reaction and analysis of today’s reports. Find more at https://www.totalfarmmarketing.com.
Plenty of weather storylines to watch this week across the U.S. and around the world, including cold and snow for some and dryness for others. But how about a long term idea that maybe, El Nino could return in 2026? That’s one of many things we talk about with Eric Snodgrass from Nutrien Ag Solutions on this week’s Weekly Weather Update. More at https://www.ag-wx.com.
Also, we got immediate post-report reaction from Arlan Suderman, Chief Commodities Economist at StoneX, in our Midday Commentary.
