Episode
Jul 16 | Commodity Week
- Podcast
- Commodity Week
- Published
- Jul 17, 2026
- Duration seconds
- 1675
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/96864d2e
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Summary
The July 16 edition of Commodity Week, hosted by Todd Gleason from the National Association of Farm Broadcasting (NAFB) Summer Showcase in Kansas City, Missouri, features agricultural analysts Mike Zuzolo of GlobalCommResearch.com and Arlan Suderman of StoneX. The program delves into deep macroeconomic and geopolitical parallels between the current market environment and the 1980s, highlighting how shifts in Chinese demand and escalating global conflicts, particularly new drone-driven disruptions in the Black Sea, are altering international grain and energy trade. The panel examines the operational complexities of domestic biofuel policies, such as the 45Z tax credit and RVO programs, noting that while soybean crushing remains robust, older biomass diesel plants are facing maintenance and cash flow limitations due to delayed regulatory guidelines. Looking ahead to the fall harvest, the experts advise grain producers to carefully monitor regional basis swings, look past short-term fund-driven market volatility, and proactively manage risk by securing early pricing protections. Panelists - Mike Zuzolo, Global Commodity Analytics and Consulting - Arlan Suderman, StoneX ★ Support this podcast ★