Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Markets, News, and Fertilizer Update
Description
We keep it quick and useful on a quiet market day, with soybeans leading the grains while livestock trades under pressure. We connect Brazil’s tightening stocks, stubborn fertilizer prices, and the latest crop progress numbers to what it means for harvest risk and farm margins.
• light market open and a quick format shift without the scheduled guest
• Brazil soybean and corn outlook pointing to tighter ending stocks despite big harvests
• El Niño risk and why a thinner inventory cushion can turn into price volatility
• fertilizer pricing drivers including export restrictions, sulfur costs, and slow supply rebuilds
• why efficiency in phosphate application matters most in a high input-cost year
• USDA crop progress highlights for corn, soybeans, wheat, and cotton
• futures settlements across grains and livestock plus spread talk in hogs
• weather outlook with heavy rain and flooding potential
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