Episode Details
Back to EpisodesAG Squawk | Davis Michaelsen & Jim Wiesemeyer
Description
We break down a wild Friday where corn and wheat surge while livestock fights heavy pressure, then zoom out to the real drivers: yield risk, global weather damage, and rising geopolitical tension. We also connect the dots among beef-processing shakeups, mCOOL politics, energy costs, and a new land competitor moving into rural America.
• grain strength tied to export demand and worsening U.S. and European weather
• Why a lower corn yield can flip stocks-to-use into a demand-pull market
• France corn condition and Europe drought as a major production story
• Beef processing expansion colliding with a shrinking cattle herd and plant closures
• What Tyson’s consolidation signals for shackle space and rural jobs
• mCOOL momentum in the Senate and the hurdles in the House, WTO, and USMCA
• Black Sea port strikes raising a lasting wheat risk premium and shifting buyer habits
• Iran, Strait of Hormuz risk, firm crude oil, and a thinner U.S. SPR cushion
• Fertilizer, diesel, and harvest-time input costs as a hidden market driver
• Data centers in farm country competing for land, power, and water
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