Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Dan Hueber | Soybeans Pop As Corn Eyes Five Dollars
Description
Soybeans lead a strong start to the week while corn climbs toward a potential breakout, and we test whether today’s rally is just noise or the start of something bigger. Dan Huber joins us to connect crop tour reality, key technical levels, and demand signals that could reshape price expectations into harvest.
• export inspections recap for corn, wheat, and soybeans
• crude oil and geopolitical tension as an outside-market risk factor
• December corn technical line in the sand near the upper 490s
• yield risk discussion tied to dryness, heavy rain, and possible nitrogen loss
• how fertilizer prices and cutbacks can echo into next season’s yields
• the “Voice Of The Tomb” seasonal trading dates and why they still get cited
• NOPA crush takeaways and why soybean oil stocks matter more than ever
• China’s seasonal buying window and how politics can amplify the narrative
• global soybean production versus record global usage
• Brazil and Argentina crop status plus El Niño risk into the next cycle
• cattle market resilience, consumer pushback risk, and feedlot margin reality
• hog pricing, export steadiness, and seasonal tendencies into fall
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