Episode Details
Back to EpisodesAG Squawk AM 9/16/2026 with Jed Sidwell | Diesel Prices Quietly Set The Tone For Grains Today
Description
We run through the morning setup across hogs, corn, beans, and wheat, then tie price action to shifting Midwest weather and late-season heat that speeds up crop dry down. We also zoom out to Brazil’s corn projections, Mexican feeder cattle import flows, and how AWS disruptions and diesel prices show why “outside markets” hit agriculture fast.
• lean hogs weaker nearby with softer deferred months
• corn, soybean, and wheat futures rally overnight then pull back
• heavy rain band shifts south with flood warnings in parts of KS, MO, and IL
• hot, dry southern pattern with warm overnight lows accelerating dry down
• Brazilian corn outlook framed as USDA versus CONAB projections
• Mexican feeder cattle imports running below pre-close averages and why it matters
• Amazon AWS disruptions in Bahrain and the UAE after strikes raising security questions
• crude oil and diesel highlighted as major drivers of grain markets
• key U.S. economic calendar items including retail sales, housing data, EIA stocks, and the FOMC decision
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