Episode
Apr 30 | Commodity Week
- Podcast
- Commodity Week
- Published
- Apr 30, 2026
- Duration seconds
- 1917
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/f0b7d4ce
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Summary
Panelists - Ellen Dearden, AgReview - Logan Kimmel, Roach Ag - Arlan Suderman, StoneX The April 30 broadcast of Commodity Week examines agricultural marketing strategies amid geopolitical and economic volatility. Panelists urge producers to utilize current market rallies to execute incremental grain sales for the 2026 and 2027 crop years. The market is currently heavily influenced by speculative fund investments maintaining long positions in grains and cattle, which elevates price floors but increases market volatility. Geopolitical factors, such as the ongoing Iranian war and high global energy costs, are driving inflation and creating long-term concerns regarding fertilizer supplies into 2027. Furthermore, anticipation of a mid-May summit between U.S. President Trump and Chinese President Xi suggests potential shifts in trade agreements, with China likely targeting imports of U.S. beef, pork, and wheat rather than soybeans, alongside complex negotiations regarding biofuel feedstocks and used cooking oil. ★ Support this podcast ★