Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | If Biofuel Demand Booms Who Eats The Meal
Description
We break down a red day across grains and livestock, then zoom in on the intraday whiplash that briefly lit up corn and soybeans before the close. Along the way, we connect export demand, biofuels policy noise, and on-farm risk decisions like storage, hedging, and cash flow heading deeper into harvest.
• severe storm risk from North Texas into the Missouri Valley and why field timing matters
• how export inspections shape the demand story for corn, soybeans, and wheat
• settlements recap across corn, beans, wheat, feeders, fats, and hogs
• what crush expansion and renewable diesel demand could mean for soybean oil and meal
• why the Renewable Fuel Standard debate creates headline fatigue for producers
• how to think about selling rallies or protecting rallies after a bearish USDA report
• cattle market structure challenges when futures do not track cash cleanly
• why stabilizing interest rates and credit conditions matter for marketing plans
• what we’re watching next, including ag banking and farmer credit health
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