Moving Parts Weekly Commodity Market Update

Dec 10 2024 149 ep. 28 mins 6

Moving Parts Weekly Commodity Market Update Podcast artwork

A weekly discussion on what is driving the agricultural and food commodity markets. Corn, soybeans, veg oils, wheat, dairy and protein.

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December 10 Weekly Key Market Drivers

Dec 10 2024 32 mins

The Palm market continues to go crazy, with soybean oil comparatively cheap. Outside of that, not a huge news week. We also discuss a strong USD, potential 45Z implications, and the December WASDE which comes out later this morning.

December 3 Weekly Key Market Drivers

Dec 03 2024 31 mins

Specs are selling again! All major ag commodities in the US had net short positions through 11/26, while the Palm market is back up again. Weather in South America is looking great and production estimates are being raised.

November 26 Weekly Key Market Drivers

Nov 26 2024 27 mins

More tariffs?? Today we talk about President-elect Trump’s proposed 25% tariffs on all Canadian and Mexican imports. Meanwhile, Soybean oil and Palm oil prices continued their plunge downward last week…have we hit the top?

November 19 Weekly Key Market Drivers

Nov 19 2024 25 mins

Veg oil prices were back down this week after a BIG rally in previous weeks. China may have sent their first trade war strike, and conflict is heating up in Ukraine and Russia.

November 12 Weekly Key Market Drivers

Nov 12 2024 33 mins

Happy Veterans Day. Today we discuss the USDA November WASDE results (and a bit of a soybean surprise), strong US exports, and a continuing veg oil rally.

November 5 Weekly Key Market Drivers

Nov 05 2024 35 mins

ELECTION DAY! Today we preview a busy week ahead, discussing the potential Ag & Commodity implications of this presidential election (biofuels policy, tariffs, etc.), a Fed FOMC meeting (potential rate cut), and the USDA’s November WASDE report.

October 29 Weekly Key Market Drivers

Oct 29 2024 29 mins

Crude oil plunges as tensions ease up a bit in the Middle East, while US corn and soybean oil exports are looking SOLID.

October 22 Weekly Key Market Drivers

Oct 22 2024 29 mins

US harvest is moving quickly; not quite at the record pace we thought, but still the fastest since 2012 and looking good. We’re finally seeing some rains again across the great plains, as well as the dry areas of Brazil, with some more in the forecast.

October 15 Weekly Key Market Drivers

Oct 15 2024 35 mins

Last week’s October WASDE was free from any big surprises, but today we’ll talk about harvest progress, more buying in the spec market, and fall weather finally showing up here in the US.

October 8 Weekly Key Market Drivers

Oct 08 2024 31 mins

The US soybean harvest is nearly halfway done! The specs were back to buying last week, especially in the soy markets. Another hurricane heading towards Florida and we talk about it its potential impact on markets.