Markets to Menus by ArrowStream

Welcome back to Markets to Menus! This week we've got a packed episode covering both the big-picture markets and what suppliers are actually seeing on the ground. First, I sit down with John Goodwin, Senior Commodity Analyst at ArrowStream, to break down the latest on corn and the tightening pork supply outlook. We also cover the key economic factors you should be watching right now, including 10-...

This week on Markets to Menus, David Maloni has a jam-packed episode lined up. First, he's joined by John Goodwin, Senior Commodity Analyst at ArrowStream, to dig into the numbers moving the food supply chain right now: diesel prices, feed costs, and yes, even how the midterm elections could ripple through the markets. Then David shifts gears and sits down with Ryan Weaver, CEO of Lee's Famous Rec...

Welcome to Markets to Menus. This week, John Goodwin joins host David Maloni to break down what's shaping up to be a more encouraging picture for beef supplies, a softer table egg market, and the latest movement in coffee. They dig into the resumption of cattle imports from Mexico and what a bottom in beef production could mean heading into the back half of the year, why egg demand is still workin...

On this episode of Markets to Menus, I'm joined by ArrowStream Senior Commodity Analyst John Goodwin to break down the challenges facing this year's corn crop — including what the latest Pro Farmer Crop Tour yield estimates could mean for an already historically tight balance sheet — and to unpack the Trump administration's latest move to lower ground beef prices. We dig into whether suspending th...

Welcome back to Markets to Menus. This episode breaks down what's happening across the food supply chain — from the global commodity markets all the way down to your bottom line. First, I'm joined by John Goodwin, Senior Commodity Analyst at ArrowStream, for a read on what's moving the markets right now: an update on the Strait of Hormuz and its ripple effects on fuel and fertilizer, why sugar pri...

Welcome back to Markets to Menus. In this episode, David Maloni is joined by John Goodwin, Senior Commodity Analyst at ArrowStream, for a discussion on the latest developments in the grain and oilseed growing season, an analysis of last week's USDA cattle inventory report, and an outlook on pork bellies ahead of what may be their strongest week of the year. Following that conversation, David sits...

In this episode of Markets to Menus, we start with John Goodwin from ArrowStream for a market update on the latest USDA data moving dairy and grain markets, along with the geopolitical forces still shaping commodity volatility. We break down softer dairy markets, firmer pork, weakness in chicken and beef cutouts, and why recent gasoline and diesel lows may not fully reflect the tighter supply-dema...

Welcome back to Markets to Menus . In this episode, our host David Maloni is joined again by John Goodwin, Senior Commodity Analyst at ArrowStream, to break down the latest moves across commodity markets, including the ripple effects of the Iran-U.S. conflict, fuel market pressure, cattle supply tightness, Brazil weather impacts, and what those developments could mean for foodservice buyers. Later...

Welcome to the first episode of Markets to Menus . Today I’m joined by John Goodwin to break down the latest commodity market developments, including the ongoing Iran–U.S. conflict, the implications of El Niño on global agriculture, and the emergence of New World screwworm cases in the United States. We discuss how geopolitical tensions, weather-driven volatility, and livestock health concerns cou...

In this episode, I break down the latest moves across the commodity markets, and we’re continuing to see firming conditions in several key areas. The Datum FS Commodity Index moved higher again, soybean oil climbed to six-month highs, and dairy markets strengthened with cheese and butter both trading higher on solid volume. In proteins, chicken markets are rising even with year-to-date production...

In this episode, I review what’s changing across major commodity markets. Even though the Datum FS Commodity Index is still trading near two-year lows, I’m starting to see inflation creep back into several areas. I call out crude oil moving higher, the dollar being higher (not ideal for commodities), and grain markets staying generally rangebound. The clearest standout on the ag side is soybean oi...

Welcome to The Commodity Kitchen Podcast, and happy New Year. In this episode, 2026 Market Reset , I walked through what’s setting the tone for markets as we head into the new year. Grain markets are generally rangebound with some firmness in soybean meal, and soybean oil is still up about 9% year over year due in part to biofuel demand. In dairy, cheese blocks are steady while butter is down 7.9%...

In this episode of Commodity Kitchen , I walked through the latest commodity trends, noting that our food-weighted index has fallen below prior-year levels for the first time in nearly two years. Energy markets remain a tailwind with gasoline now at four-year lows, while grains and soybean oil continue to show weakness. Coffee prices are easing after tariff exemptions on Brazil and Vietnam, and da...

In this episode of The Commodity Kitchen Podcast , David Maloni and Gerry Dalton break down the key commodity market drivers for the week ending December 6, with a focus on grains, dairy, proteins, and macroeconomic signals influencing market conditions. While energy markets and the U.S. dollar remain relatively rangebound, several important shifts are emerging beneath the surface—particularly in...

In this pre-Thanksgiving episode, we break down major moves across cattle, dairy, grains, and protein markets. Live cattle and feeder cattle futures—after hitting record highs—have now pulled back to levels last seen in July, though they remain historically elevated. September milk production surged 4% year over year, and the milk cow herd climbed 2.5%, marking its biggest increase in decades. Gra...

Welcome back! We open with a couple of Halloween scare stories before diving into markets: cheese is around recent highs (discussed near $1.80/lb) with a long-run support near $1.50/lb that hasn’t held below for long over the past 10–15 years; we’re not especially bullish on cheese here. Butter remains around the 1.60 level and relatively rangebound despite holiday demand. On proteins, retail beef...

In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major com...

In this first episode of The Commodity Kitchen Podcast , we dive into the latest moves across the commodity markets. From the sharp drop in chicken prices to ongoing weakness in dairy and record cattle herds, we break down what’s driving these shifts. We also touch on feed costs, seasonal production changes, and government policies shaping the outlook. Our goal is to help you make sense of the tre...

Welcome to Farm to Fork: The Innovators . Today’s guest is Arah Tan, the Senior Vice President of Supply Chain and Logistics at OTG Management—a leading foodservice company operating in high-traffic venues like LaGuardia, JFK, and Newark Airports. In this episode, we dig into the unique challenges of airport food operations. Arah shares how OTG navigates complex logistics, vendor contracts, and th...

On this episode, I’m joined by Aaron Cooper, an expert in the beef cattle industry and founder of 33 Ventures and Cooper Family Akaushi. With over a decade of experience breeding and marketing premium red Wagyu (Akaushi) cattle, Aaron offers rare insights into both the commodity and specialty beef markets. We discuss why many ranchers are still hesitant to rebuild herds despite record-high prices,...

Welcome back to Farm to Fork the Innovators! Today we dive deep into a hot-button topic impacting our food supply chain: tariffs. Joining me is Tom Healy, a seasoned international sourcing executive with extensive leadership experience at renowned brands like Dairy Queen, Heinz, and Jack Link’s. Tom brings a wealth of expertise, having managed sourcing strategies across 26 countries during pivotal...

Our guest today is Wiggs Civitillo, the founder and CEO of Starfish Networks, an innovative company driving traceability and connectivity in food supply chains. In today's episode, Wiggs shares how major tech players like IBM have shaped this space and how Starfish Networks uniquely connects over 200 different traceability solutions. We dive deep into the critical challenges facing food supply cha...

Welcome to Farm to Fork!  In this episode, I’m joined by Jim Balis, an industry veteran and the Head of Strategic Operations at Capital Spring, a leading private equity and debt investment firm specializing in food service. With a wealth of experience in restaurant operations and franchising, Jim shares his perspective on where the food service industry is headed and how businesses can adapt to co...

Welcome to Farm to Fork: The Innovators . In today’s episode, I sit down with Marieke de Ruyter de Wildt, the founder of Open Food Chain, a blockchain-powered platform revolutionizing global food traceability. In this conversation, we dive into the current state of data and technology in the global food supply chain, how Asia is catching up to the U.S. in supply chain innovation, and why manufactu...

The foodservice industry is at a pivotal moment, and understanding consumer behavior is key to staying ahead. In this episode of Farm to Fork: The Innovators , I sit down with Mike Halen, Senior Restaurant Analyst at Bloomberg Intelligence, to break down the current state of the restaurant and foodservice industries. Mike returns to the show after accurately forecasting last year’s market shifts,...