Apr 09
The release of the April World Agricultural Supply and Demand Estimates (WASDE) has provided the market with a clearer picture of the 2025/26 marketing year, signaling a shift toward more comfortable supply levels. Farm Director KC Sheperd sat down with Rich Nelson, Chief Strategist at Allendale, to provide an April WASDE analysis that goes beyond …
Apr 07
Commodity markets continue to respond to press conferences and social media posts about the Iran war. The status of the Strait of Hormuz remains unclear with timelines for the ending of the conflict ranging from a week to months. Regardless of the timeline, elevated energy prices look to hold well into the fall. Greater volatility …
Mar 31
Allendale’s Rich Nelson recently shared insights on the USDA Prospective Plantings and Quarterly Grain Stocks reports with Farm Director KC Sheperd, highlighting key data and market implications. The reports, released on March 31, 2026, offer a comprehensive look at old-crop stocks and initial planting intentions for the 2026 season. Quarterly Grain Stocks: A Look at …
Mar 17
Commodity Market Overview Commodity markets remain focused on the Iranian conflict showing lots of market volatility. Closure of the Strait of Hormuz staunched the flow of energy and fertilizer products out of the Gulf. Uncertainty around the activities in this conflict remains elevated. Volatility around public announcements and events in the region will impact prices …
Mar 11
Analysts believe the world’s farmers face soaring fertilizer and fuel prices as the war in the Middle East escalates, leaving some scrambling for supplies as the spring planting season approaches. According to a report in Reuters- “Prices in the United States, which imports much of its fertilizer needs despite a large domestic industry, rose at …
Mar 05
Amidst shifting geopolitical landscapes and the anticipation of pivotal USDA reports, grain markets are experiencing a period of strategic recalibration. Dr. Todd Hubbs, Oklahoma State University Extension Crops Market Specialist, recently discussed the current market trajectory and geopolitical tensions with Farm Director KC Sheperd, noting that while some sectors remain flat, others are finding new …
Mar 03
The agricultural commodity markets are navigating a complex landscape of international conflict and domestic weather challenges as the 2025/26 marketing year progresses. In his latest analysis, Dr. Todd Hubbs from Oklahoma State University notes that February ended with “hostilities breaking out once again in the Middle East.” This shift impacted a week that had otherwise …
Feb 26
The 2026 Grain Market Outlook: Grain markets experienced a volatile week as a combination of weather forecasts and shifting federal policies influenced prices across several commodities, according to OSU crop marketing specialist Dr. Todd Hubbs. In a recent conversation with farm director KC Sheperd, Dr. Hubbs noted that despite a strong rally in the previous …
Feb 19
2026 Grain Market Outlook: The agricultural market is currently navigating a complex landscape shaped by persistent weather patterns, shifting government regulations, and global trade dynamics. Insights from Dr. Todd Hubbs at Oklahoma State University, while talking to Farm Director KC Sheperd, highlight how these factors are driving trends in the wheat, corn, and soybean sectors. …
Feb 17
Agricultural markets witnessed a week of rallies followed by late-week corrections as shifting weather patterns in the Southern Plains and updated federal reports influenced trader sentiment. According to the latest Crop Outlook Newsletter from Oklahoma State University’s Dr. Todd Hubbs, the market is currently navigating a complex landscape of steady demand and looming environmental factors. …
