Episode Details
Back to EpisodesAG Squawk AM 9/25/2026 with Jed Sidwell | Weather, Wheat, and War
Description
We run through the morning numbers across cattle, hogs, and grains, then connect the overnight slide in soybeans, corn, and wheat to shifting weather and headline risk. We also flag mixed Argentina wheat signals, explain what is disrupting fed cattle slaughter, and react to news that Iran may reopen the Strait of Hormuz and restart nuclear talks.
• live cattle, feeder cattle, and lean hogs price check to set the tone
• November soybeans dropping hard overnight alongside broader grain weakness
• hard red winter wheat belt forecast flipping wetter with big Kansas rain totals
• Buenos Aires Grain Exchange update showing higher Argentina wheat forecast amid worsening soil moisture
• fed cattle slaughter disruptions tied to rising carcass weights and strong cash basis
• Iran offering a possible Strait of Hormuz reopening and renewed nuclear talks, and why it hits commodities
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