Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Markets Close And The Diesel Debate
Description
Grain markets finish in the red while cattle post a strong green day, and we keep the focus on what the settlements really say about the tone. We also dig into ethanol and fuel data, then zoom out to the policy headlines driving soybeans, fertilizer, and diesel risk.
• corn, soybeans, and winter wheat lower while cattle trade higher
• a quick detour into “Tin In The Wind” and the Smokey and the Bandit 2 question
• ethanol production down week over week and ethanol stocks easing to 24.6 million barrels
• crude oil inventories higher while gasoline and distillate stocks decline
• rural voter frustration on the economy alongside continued Trump support
• soybeans watching the Trump Xi meeting and preparing for headline-driven volatility
• potash supply realities as Canada dominates imports and Belarus enters the conversation
• diesel export ban debate and why refinery disruptions could ripple into other fuels
• full rundown of settlements across grains, livestock, equities, bonds, and bitcoin
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