Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Wiesemeyer | Grisafi
Description
We track how diesel prices are exploding into harvest and why the squeeze looks worse on the farm than the headlines suggest. Then we shift to grain and macro markets with Tommy G, from the $13 soybean battleground to wheat competitiveness, basis strength, rates, and what consumers are telling us.
• diesel shock at harvest and what it means for fieldwork, hauling, and margins
• on-highway diesel versus farm diesel and why both are rising fast
• geopolitical drivers and tight refining capacity keeping distillates elevated
• refinery outage risk in the Midwest and why low inventories amplify price spikes
• China diesel exports as a possible pressure release valve
• USDA signaling possible measures on high diesel costs
• Soybean futures holding around $13 and how trade talks can change demand
• Wheat pricing versus world competition and Black Sea shipping uncertainty
• North Dakota yield chatter and why basis can strengthen on quick-ship needs
• Fed rate cut, bond yield moves and real estate cooling signals
• equities resilience, AI momentum and signs of consumer stress
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