Episode Details
Back to EpisodesAG Squawk AM 10/22/2026 with Jed Sidwell | The Retail Gap in Anhydrous
Description
We run through the morning’s ag markets, from cattle strength and softer lean hogs to small overnight moves in corn, soybeans, and wheat. We also dig into the anhydrous ammonia retail versus wholesale gap, the slide in ham cutout value, and why fuel costs are squeezing more than just farmers.
• early read on live cattle, feeder cattle, and lean hog price action
• grain market check on December corn, soybeans, and Chicago wheat
• harvest-friendly forecast with dry weather and above-normal heat
• anhydrous ammonia pricing disconnect with a wide retail versus wholesale margin
• ham primal cutout drop and what it signals for hog demand and supply
• cheaper feed inputs versus weak pork pricing dynamics
• airline losses tied to fuel spikes as a parallel to ag cost pressure
• key reports on the economic calendar including export sales and red meat production
AgBull Audio and Video Links:
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.