1-13-22 • WASDE Report • 2023 Contracts-defined pattern in corn • World bean stocks brought down-how compares to privates? • Good news for cattle feeders in the Wednesday report • Planting costs ’21 vs ‘22
1-11-22 • Absenteeism at the plants • Brings down lower kill days • Weather is adding to the weights-that is negative • Futures are not trading a big premium to the cash • Big meat appetites for proteins • Big margins steady firm for cash • India to open up for pork • ASF in Italy • Are hogs undervalued? • USDA report out on Wednesday • Friendly corn
1-10-22 • Kept some of the rain in the forecast • Warm weather but not as hot as the last weeks hype • Winter wheat crop • Wednesday USDA report • Supreme Court and E15 • Bio fuels in general • Cash cattle & slaughter struggles
1-5-22 • Brazil team updates soybean & corn crop estimates • Weather in South America • Big cuts in winter wheat crops • December Fed Meeting-big impact on markets • Absentee in the slaughter plants • China & export demand
12-31-21 *How did the corn and soybean markets perform for the week? *What were the corn and soybean prices one year ago? *How would you describe the current corn and soybean markets? *How does the corn demand for ethanol look? *What do the corn exports look like? *How do the soybean exports look? *What does South American weather look like? *How far along are the crops in South America?
12-30-21 • End of year mix with the trade • South America is starting to get more attention • It’s not ALL about South America • Ethanol demand, why the drop since Thanksgiving? • Profit margins should be lucrative for ethanol • What will 2022 bring & will ethanol be the one to hold corn • Dryness & fires in KS effecting winter wheat • Soybean meal big surprise high prices continue • Export sales are not doing well for beans • Crush is on fire in the U.S.
12-29-21 • Typical holiday trade • Will the choppiness continue going into ‘22 • South American weather • Look back at ’21 and issues for ‘22 • Cash cattle looking several dollars higher than last week
Jeff Peterson of Heartland Farm Partners joins the Fontanelle Final Bell just before the Christmas holiday. Peterson discusses how the grain complex performed on the week. Along with a look at how export demand is lining up to USDA expectations. Peterson also highlights what the crops look like currently in South America.
12-16-21 • Demand shift from China • Bullish tone changes in the markets • Production & Demand vs. inflationary concerns • Finally, a market move we all can understand • Improved outlook on China can we fit the picture? • Weather has not improved • Blowout from the winds in wheat country
12-15-21 • Sharply lower wheat prices • Wind damage to the winter wheat market • Cash market is red hot but futures are not for wheat • Corn market trading sideways-upward bias • Fed meeting wrapping up today • Some rate hikes could be coming our way • Cash cattle down a couple more dollars • Chain speeds are slowing-packers in no hurry to buy