Episode Details
Back to EpisodesAg Squawk | Davis Michaelsen | Brian Hoops
Description
We track a fast-moving day across grains, crude oil, and livestock with Brian Hoops, then connect the dots between war risk, weather stress, and the return of market premium. We also dig into export demand, yield uncertainty, fertilizer availability, and the price levels that matter for producers heading toward harvest.
• crude oil rally and how war premium leaks into agricultural markets
• corn and soybean summer lows as potential longer-term support
• export sales context and why China buying changes the tone
• wheat strength tied to Black Sea disruption and global supply
• Europe heat and U.S. export opportunity
• the yield debate between USDA numbers and private models
• genetics and modern farming practices supporting crop resilience
• upside targets and realistic downside retracement levels
• fertilizer price versus fertilizer availability heading into 2027
• livestock markets needing demand and exports to turn the trend
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