AG Squawk AM 8/7/2026 with Jed Sidwell | Drought, Flooding, and Beef Imports

AG Bull

• 7 min

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<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 open with a fast market check from Joliet and walk through a sharp pullback in cattle and hogs alongside a welcome overnight bounce in grains. We then connect extreme U.S. weather, record beef imports, and Strait of Hormuz uncertainty to the real-world costs producers face as harvest approaches. • live cattle, feeder cattle, and lean hogs all lower in a broad correction • drought and flooding risks across key Corn Belt and Plains regions • corn yield uncertainty and why this season feels unusually volatile • overnight rally in corn, soybeans, and wheat and what it signals • record beef imports nearing 6.1 billion pounds and the production gap from nonfed beef declines • net imports rising as exports soften and why market share is at stake • Strait of Hormuz restrictions talk and how oil volatility can hit diesel costs into harvest • jobs report on the calendar and why it can move headlines fast Thank you for following our social media. Make sure and tune in to Mr. Davis Michelson this afternoon. 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.