Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Fertilizer Update
Description
Report day turns into a real rodeo as corn sells off, beans resist, and the numbers remind us how fast the market can humble “smart money.” We pivot from the USDA shock to the part that hits the farm checkbook hardest right now: fertilizer and fuel costs, plus what they mean for next year’s margins.
• key USDA grain stocks takeaways and the first market read
• how futures react across corn, soybeans, wheat, cattle, and hogs
• anhydrous ammonia, UAN, urea, DAP, MAP, and potash price trends using a Midwest average
• why phosphates look stubborn and why that matters for post-harvest applications
• farm diesel Ruby Red and propane pricing and what it means for harvest operations
• year over year nutrient comparisons and the fertilizer price index vs expected new crop corn revenue
• planning next season early by talking with retailers and building a real budget
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