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 30
Hydro, Oklahoma, farmer Aaron Schantz and Farm Director KC Sheperd recently discussed the current state of Oklahoma agriculture, covering everything from the impact of the ongoing drought to the complexities of farm succession planning. The conversation highlighted the resilience required in the industry and the strategic shifts farmers are making to adapt to a changing …
Mar 30
Oklahoma is currently enduring a stretch of volatile weather characterized by near-record temperatures, high winds, and a mounting drought, according to State Climatologist Gary McManus, but hope may be on the way. The state experienced lots of fire risk with a “dirty, hazy day” yesterday, fueled by smoke and dust, with a similar pattern expected …
Mar 26
Wheat and grain markets are facing a landscape of intense market volatility and planting forecasts, driven by geopolitical tension and domestic weather concerns. OSU Crop Marketing Specialist Dr. Todd Hubbs recently joined Farm Director KC Sheperd to break down the factors currently swaying the agricultural complex, ranging from conflict in the Middle East to impending …
Mar 26
The 2026 Oklahoma wheat crop is facing a pivotal moment where moisture is crucial to prevent further abandonment across the state. OSU small grains specialist Dr. Amanda Silva recently sat down with Farm Director KC Sheperd to discuss a season defined by “thermal shock,” where temperatures swung from freezes to 90-degree heat in a single …
Mar 24
The global agricultural landscape is currently navigating a period of rare intensity as energy price shocks, geopolitical conflict, and persistent environmental challenges converge. According to Dr. Todd Hubbs of Oklahoma State University, the ongoing conflict with Iran has generated a level of market volatility and uncertainty seldom seen, with global oil prices showing no signs …
Mar 23
Oklahoma State Climatologist Gary McManus reports that while the recent stretch of extreme temperatures was significant, it fell just short of the most intense March heat wave in state history. Despite wind chills dipping into the single digits and teens earlier in the week, the state quickly transitioned into a record-breaking environment that saw temperatures …
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 …
