Moving Parts Weekly Commodity Market Update

Jan 28 2025 155 ep. 28 mins 7
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.

  Business
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January 28 Weekly Key Market Drivers

Jan 28 2025 27 mins  
Argentina cuts export taxes in a big bearish move for grains. And U.S. tariffs on Colombia? Not yet, as Trump once again uses his favorite bargaining chip.

January 21 Weekly Key Market Drivers

Jan 21 2025 32 mins  
The US dollar is back down after more moderate predictions for Trump’s tariff plan, while the US Treasury finally issued preliminary guidance on 45Z Biofuel Tax Credit.

January 14 Weekly Key Market Drivers

Jan 14 2025 26 mins  
We had a big news week! Today we discuss Friday’s USDA WASDE report, the Treasury’s long-awaited guidance on 45Z tax credits, and the exploding prices in the SBO market.

January 7 Weekly Key Market Drivers

Jan 07 2025 31 mins  
USDA will release one of their biggest reports of the year this week with the January WASDE. Today we preview that report as well as discussing a soaring US dollar, weather in South America, and more.

December 31 Weekly Key Market Drivers

Dec 31 2024 26 mins  
Rain has picked up in South America since our initial dry fears…perhaps too much rain. We also discuss the strong US Ag exports this year, the strong USD, and what to look for heading into the new year.

December 17th Key Market Drivers

Dec 17 2024 28 mins  
This week we take a look at the NOPA crush report, wheat, dairy and the weekly look at weather.

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.