Show Notes
This week on The Grain Feed, Jim Matthews and Jake Kingsley break down a rare move: corn taking the lead lower as markets brace for next Tuesday’s WASDE report. The team digs into strong U.S. export demand; the likelihood of yield cuts; and where USDA may pull accounting levers to soften the balance-sheet impact. They also cover South America’s near-ideal weather and what record Brazilian and Argentine production could mean for futures. In the protein space, soybean meal continues to ease—off more than $20/ton from recent highs—raising opportunities for producers to extend coverage before China makes a bigger splash in the market or policy shifts disrupt veg-oil dynamics. -- Disclaimer: TRADING FUTURES AND OPTIONS ON FUTURES INVOLVES SIGNIFICANT RISK OF LOSS AND MAY NOT BE SUITABLE FOR EVERYONE. THEREFORE, CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. PAST RESULTS ARE NOT INDICATIVE OF FUTURE RESULTS. THE INFORMATION AND COMMENTS CONTAINED HEREIN ARE PROVIDED BY EVER.AG AS GENERAL COMMENTARY OF MARKET CONDITIONS. THIS INFORMATION SHOULD NOT BE INTERPRETED AS TRADING ADVICE OR RECOMMENDATION WITHOUT FURTHER DISCUSSION WITH YOUR EVER.AG ADVISOR. THIS IS A MATTER OF SOLICITATION. EVER.AG INSURANCE SERVICES IS A LICENSED INSURANCE AGENCY AND AN AFFILIATE OF EVER.AG. INFORMATION CONTAINED HEREIN IN THIS WEBSITE IS COMPILED FOR THE CONVENIENCE OF THE USER. INFORMATION IS OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE AND IS FURNISHED WITHOUT RESPONSIBILITY FOR ACCURACY OR CONTENT. MARKET DATA IS SUBJECT TO CHANGE AT ANY TIME. Ever.Ag is a licensed insurance agency in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NM, NY, NC, ND, OK, OH, OR, PA, RI, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. -- The following music was used for this media project: Music: Funky Intro 29 by TaigaSoundProd Free download: https://filmmusic.io/song/9520-funky-intro-29 License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod
© Ever.Ag 2025
More from EA Risk
Cody Koster and Jon Spainhour break down the latest GDT auction, including gains in milk powders, falling cheddar prices, regional purchasing trends, and what widening global price gaps could mean for US dairy exports.
Cody Koster and John Spainhour break down the October 6 Global Dairy Trade auction, where the overall index rose 1.2%. They discuss continued strength in skim milk powder, weaker cheddar and mozzarella prices, shifting global buying patterns, and declining U.S. dairy exports. The conversation also explores China’s slower purchasing pace and how competitive global pricing is influencing demand for U.S. dairy products.
Jon Spainhour and Brian Fletcher examine strong Southeast Asian participation, shifting global dairy demand, the price gap between international and U.S. markets, and what the latest GDT results could mean for U.S. dairy exports moving forward.
Cody Koster and John Spainhour break down the latest moves in milk powder, butter, AMF and cheese prices, along with global buying trends and China’s participation.
In this episode of The Dairy Feed, hosts Jim Matthews and Kathleen Wolfley break down the shifting market dynamics impacting dairyoperations as they look toward year-end and 2027.