Episode Details
Back to EpisodesWiesemeyer's Perspectives | Diesel Fuel Explodes Higher
Description
We start with where 9-11 hit us personally, then shift into a fast, practical rundown of the week’s ag markets and the policy headlines that can move prices. We connect USDA crop numbers, global conflict, diesel, interest rates, and Washington timelines into a clear watch list for the next few weeks.
• Jim’s 9-11 memory and why it still shapes how we think about history
• Weekly board review across corn, soybeans, wheat, cotton, cattle, and hogs
• Corn yield cut, stocks to use, season average price, and the next key USDA dates
• North Dakota yield reality, early harvest concerns, and why October pricing matters
• Soybean carryout surprise, why futures broke and what to watch next on demand
• Wheat exports, technical damage and Black Sea shipping and insurance risk
• Sorghum, cotton and rice fundamentals including world cotton stocks and India’s role in rice
• Ag Bull tools and the new markets and policy scorecard to simplify the noise
• Cattle strength, feeder flows, beef import policy and producer sentiment
• Diesel price spike, distillate stocks and the export control chatter
• Fed meeting expectations, inflation pressure and what higher rates mean for ag financing
• Farm bill markup odds, McConnell’s presence and what can really pass before elections
• Trump-Xi summit stakes, tariff talk, and why it matters for US commodity demand
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