Mike Opperman
Chat BDC
Chat BDC is the executive briefing for farm CEOs, CFOs, and senior managers running America's largest farms. Each episode delivers concise, actionable business intelligence across all market categories. Hosted by Mike Opperman, Chat BDC delivers concise market information to help farmers make more informed business and investment decisions. Whether you manage 2,000 cows or 20,000 acres, this is the ag business podcast built for farmer CEOs.
No dejes de visitar la web del podcast y apoyar a su creador: www.blackdirtdaily.com
Autor
Mike Opperman
Categoría
Web del podcast
Último episodio
9 de nov. de 2026
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Episodios
Shifts in the Global Dairy Market, Higher Carcass Values, and Upside Flexibility in Corn Markets 28.08.2026 6:38
Send us Fan Mail Today we focus on a Rabobank report looking at the changes in the top 20 dairy companies, then shift to a look at how higher carcass weights are impacting carcass quality. We wrap with a quick look at creating flexibility in corn markets.
Tariffs Will Impact Beef-On-Dairy, Trouble Is Brewing in Cattle Markets, and Corn is Heading to $6 27.08.2026 6:05
Send us Fan Mail Today we focus on the impact tariffs will have on the beef-on-dairy market for dairy producers. We also look at the real numbers showing how there may be dark clouds ahead for the cattle markets. And we finish with what investors are doing in corn markets.
Dairy Cull Cow Numbers, Cattle Market Reaction to Border News, Commodity Market Updates 26.08.2026 6:27
Send us Fan Mail Today we look at the USDA dairy cull cow report and how culling numbers continue to climb in line with the increase in size of the nation's dairy herd. We also talk about how markets reacted to the border opening and other political news, and finish up with a look at commodity markets.
A Chat With Ben Laine, from Terrain, About What Dairy Will Look Like in 2030 and Who Will Survive 25.08.2026 30:05
Send us Fan Mail Today is a special conversation with Ben Laine from Terrain. We dive into what the dairy industry may look like in 2030 and beyond, and what it will take for producers to be one of the one's still in business.
USDA Says Milk Production Continues to Climb, Cattle on Feed Higher, Soybeans Yields May Be a Record 24.08.2026 5:57
Send us Fan Mail Today we focus on two USDA reports, including the July Milk Production report and the August 1 Cattle on Feed report. We also look at results of the ProFarmer Crop Tour which predicts a corn crop that will come in second to last year, but a soybean harvest that could break records.
More Structural Change in Cattle Markets, A Look at Futures Spread and Basis, and Treasury Yields 21.08.2026 5:26
Send us Fan Mail Today we start in cattle markets looking at how processing plant capacity is changing and what that means for plants going forward. Then we switch to commodity markets and the opportunity to review futures spread and basis, and we wrap up with a look at financial markets and treasury yields.
How Dairy Demand Will Soak Up Production, Packer Margins and Farmland Values 20.08.2026 7:04
Send us Fan Mail Today we explore how increased dairy demand is going to soak up all of the extra production. We switch to get an update on packer and feedlot margins, plus an update on farmland values.
Milk Prices Drop After Six Month Rally, Lockout Ends at Cargill Plant, Crop Tour Updates 19.08.2026 6:28
Send us Fan Mail Today we take a look at July federal milk marketing order prices and the first drop in prices across the board in six months. The lockout at a Cargill meat plant ends, and the Pro Farmer Crop Tour sees vastly different crop situations from West to East.
What Makes Top Farm Businesses Unique, Get another $136 More For Calves, Seed Selection Tips 18.08.2026 7:03
Send us Fan Mail Today we focus on an Uplevel Dairy podcast that looks at what makes the top 20% of farm businesses unique, plus tips on how to add value to your feeder calves. We wrap up with seed selection tips, since it's getting that time of year, and a look at what could impact social security decisions.
How Dairy Will Grow 15 Billion Pounds with Half the Farms, and A Deeper Look at What Tyson Is Doing 17.08.2026 6:06
Send us Fan Mail Today we focus on how dairy is going to grow by 15 billion pounds by 2030 with half the farms, and what Tyson is thinking with the latest plant closure and a 10,000 head reduction in daily processing.
The Packers Supply Squeeze, Commodity Reactions to WASDE, and Five Investment Tips 14.08.2026 6:43
Send us Fan Mail Today we focus on how packers are adjusting to the supply squeeze, how commodities reacted to USDA's WASDE report, and five common investment mistakes people make and how to over come them.
Big Focus on WASDE Today in Corn, Soybean, Cattle and Dairy Markets 13.08.2026 6:35
Send us Fan Mail Today we focus on USDA's World Agriculture Supply and Demand Estimates (WASDE) report that looks at markets across all grains and oilseeds, livestock and dairy markets.
Dairy's Impact on the Cattle Herd, Updates on Cattle and Grain Markets 12.08.2026 6:18
Send us Fan Mail Today we look at how the dairy herd is playing a role in the stabilization of the beef cow herd, how the cattle markets had a whacky week last week, and the potential for strong fluctuations in grain markets.
Dairy Exports, Cattle Markets, and A Dry July Impacts Corn Yields 11.08.2026 6:49
Send us Fan Mail Today we start with a look at dairy exports for the first six months of the year. We also get an update on cattle markets, and a look at how July weather could impact corn yields.
Seasonal Demand Boosts Milk Prices, Mandatory Labeling, and Commodity Markets 10.08.2026 5:32
Send us Fan Mail Today we look at how schools opening and holiday demand will support milk prices, Senate passing mandatory labeling, and a look at how commodities ended last week.
Class III and Class IV Milk Prices, Mandatory Labeling, Farm Bill Update 07.08.2026 5:57
Send us Fan Mail Today we talk about how Class III and Class IV milk prices are getting closer, the ongoing debate over mandatory country of origin labeling, and an update on the Farm Bill.
Dairy Consolidation, Feeder and Packer Margins, and a Bullish Start to 2027 Commodity Markets 06.08.2026 6:34
Send us Fan Mail Today we start with a report from Terrain on consolidation in the dairy market and how that will impact the future. We turn then to an update on feeder and packer margins, before looking at opportunities that will set the stage for a bullish start to 2027 for commodity markets.
Special Episode: Nate Donnay from Stonex Talks Dairy Markets, Protein v. Fat, Exports, and Cattle Prices 05.08.2026 16:42
Send us Fan Mail Today we have a special episode, a conversation with Nate Donnay, director of market insight at StoneX. Nate helps us understand a few things: - Protein is the hot topic, but let's not forget about fat - Cheese is still the market driver, and the most dominant product on export markets - Without the high cattle prices, dairy producers would be hurting. Dairy producers need to...
U.S./Mexico Dairy Relations, The Cap on Beef Industry Shrinkage, and the Need for Temporary Grain Storage 04.08.2026 5:59
Send us Fan Mail Today we start with a look at a meeting between U.S. and Mexico trade officials, and the prospect of the slowdown in beef market constriction. We finish up with the need for temporary grain storage this fall.
Dairy Supply Tightens, New World Screwworm Subsides, Corn and Soybean Storage Options 03.08.2026 6:56
Send us Fan Mail Today we start with a look at dairy supply and how that's starting to tighten, then switch to an update on new world screwworm. We finish with a look at options for corn and soybean storage.
Three New Strategies for Dairy Producers, A Better Cattle Market, ADM to Crush More Soybeans 31.07.2026 5:46
Send us Fan Mail Today we start with a look into what large, progressive dairy producers see as the greatest challenges to their business in the near future. Our second story is a deep dive on cattle markets and how they've turned around recently, then finish up with a report on how ADM is increasing crushing capacity.
Data Security, Being Patient in Cattle Markets, and Dry Weather Impacting Corn Yields 30.07.2026 6:23
Send us Fan Mail Today we start with a look at the why's and how's of keeping your data secure, then turn to how those in cattle markets need to be patient when they see the market fluctuations like we've seen in the past few days. We finish up with how the recent weather may impact yield estimates.
Managing Tight Margins, A Drop in the Cattle Complex while Corn Rallies and Soybeans Slide 29.07.2026 6:21
Send us Fan Mail Today we start with a podcast review from Peggy Coffeen At Uplevel Dairy and an interview she did with Pauly Paul. He goes into detail about how dairy producers, and all farmers, can manage tight margins and constricted cash flow. We shift to cattle markets and a look at a drop in the complex after the news about the border reopening. We finish with commodity markets and a report...
Mexico Will Be Biggest USMCA Test, The Mexican Border Will Open Soon, and It's Dry Out 28.07.2026 6:23
Send us Fan Mail Today we start with a look at the issues related to Mexican trade as part of the USMCA negotiations, then review when the border will reopen to Mexican cattle in August. We wrap up with a look at just how dry it's been in corn-growing states.
Dairy Cull Cow Numbers, USDA Cattle on Feed Report, and Government Support Payments 27.07.2026 6:18
Send us Fan Mail Today we get an update on dairy cull cow data, a review of Friday's USDA Cattle on Feed report, and the potentially harmful affect regular government support payments could be having on agriculture.
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