Episode Details
Back to EpisodesAg Squawk | Davis Michaelsen | Shaun Haney | Real Agriculture
Description
We recap a wild day in ag markets, including wheat’s sharp selloff and recovery, then bring in Shaun Haney to give a clear-eyed Canadian view on crops, costs, smoke, and trade. We leave with a practical perspective on how politics, weather, and global headlines squeeze farmers on both sides of the border.
• wheat volatility tied to Ukraine headlines, thin volume, and options expiration
• corn and soybeans recovering after early weakness, with livestock strength holding
• Shuan Haney’s Real Agriculture story and why he covers a North American beat
• Western Canadian crop conditions, canola and spring wheat potential, and the need for timely rain
• farm input costs plus rising fixed costs making profitability harder to pencil
• wildfire smoke realities, wind direction, and why cooperation beats finger-pointing
• how Canada’s farm program framework differs from the U.S. farm bill process
• USMCA/CUSMA tariff leverage, dairy and alcohol blowback, and regional stakes inside Canada
• Canada-China dynamics, canola exports, EV imports, and risk to the North American auto pact
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