AG Squawk with Davis Michaelsen | Randy Martinson | War and Weather Watch

AG Bull

• 40 min

Play episode

<a href="https://www.buzzsprout.com/1848225/fan_mail/new" rel="nofollow">Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.</a> We track a mostly quiet grain tape against a loud energy market, then dig into why Wednesday’s USDA numbers may trade on more than just yield guesses. With Randy Martinson, we weigh the two big Ws war and weather while comparing road-side crop ratings to what farmers are seeing in North Dakota fields. • USDA export sale and export inspections takeaways • What the market wants from Wednesday’s USDA report • Why geopolitics and logistics can reshape wheat and corn trade • North Dakota dryness, frost risk, and yield loss scenarios • App-based market info, advisory services, and futures and options support • Crop ratings vs real scouting, pollination issues, and soybean pod counts • Demand-side drivers: corn exports, feed use, ethanol, and soybean crush • China buying logic and what it could mean for ending stocks • Wheat profitability, basis, and quality discounts from high protein • Crop insurance harvest price timing for spring wheat Visit AgBull.com Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a> AgBull Audio and Video Links <a href="https://podcasts.apple.com/us/podcast/ag-bull/id1596548171" rel="nofollow">Apple Music</a> <a href="https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f" rel="nofollow">Spotify</a> <a href="https://www.youtube.com/@agbullmedia" rel="nofollow">YouTube</a> <a href="https://www.tiktok.com/@agbullmedia" rel="nofollow">TikTok</a> Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.