Mike Opperman

Chat BDC

News EN ↓ 213 episodios

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

News

Web del podcast

www.blackdirtdaily.com

Último episodio

9 de nov. de 2026

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Episodios

Heat's Affecting Cheese Markets, COOL Will Cost $1B, Corn's Getting Close to $5 24.07.2026

Send us Fan Mail Today we talk about how the hot weather is boosting cheese markets and hurting the butter complex. A Meat Institute study suggests Country of Origin Labeling will cost the industry $1 Billion annually. Corn and soybeans continue to rally. 

June USDA Milk Production Data, Tightening Feedlot Margins, Grain and Soybean Markets and a Wall Street Update 23.07.2026

Send us Fan Mail Today we start with the June USDA milk production report. Guess what? More cows made more milk and production continues to rise. Feedlot margins tightened last week, and grain and soybean markets improved. Stocks were basically unchanged even though the war in Iran has heated up again.

Tariffs on Canadian Dairy, A Cattle Market Rebound, and A Report on Equipment Sales 22.07.2026

Send us Fan Mail Today we start with a look at the 50% tariffs President Trump imposed on Canadian dairy, and whether the recent uptick in the beef market is here to stay. We wind up with a look at the market for big tractors and combines.

A Look At Cybersecurity Threats, Product of the USA Labeling, and the Competiveness of U.S. Farmers 21.07.2026

Send us Fan Mail Today we look at cybersecurity threats in the U.S. dairy industry and a new push toward Product of the USA labeling in the beef market. We wrap up with a look at what may be holding back U.S. farmers. 

A Focus on Markets: Dairy Stays High, Cattle Markets Continue Slide, Grain Markets Keep Rally Going 20.07.2026

Send us Fan Mail Today we spend our time on market updates. Federal Milk Marketing Order Prices are out for June, and milk prices keep doing well. Cattle markets, on the other hand, have hit a record 15-day slide and we ask if the bottom is near. On the grain side, markets continue to rally although factors impacting prices are still volatile.

How Protein Demand Is Impacting Class III Prices, Reopening the Mexican Border, and Maximizing the Grain Rally 17.07.2026

Send us Fan Mail Today we start with a look at how GLP-1s and other health trends are increasing demand for dairy proteins, which is bolstering Class III milk prices. We then look at why Mexico wants to get the border reopened to live cattle, and how farmers can take advantage of market rallies. 

Dairy Consolidation, Beef Market Insights, and Commodity Market Rebounds 16.07.2026

Send us Fan Mail Today we're going to look at the impact dairy consolidation on the producer side will have on the future of the industry, plus a close look at trends in the cattle market that will impact decisions for the balance of 2026. We wrap up with a quick look at commodity markets. 

The Power of U.S. Dairy, a Heat Wave Destroying Pastures, A Crop Marketing Update 15.07.2026

Send us Fan Mail Today we start with a look at how the U.S. is gaining significant ground on Europe in the global dairy market, plus how a heat wave is destroying already dry pastures. We then look at a mid-year crop marketing outlook, and a potential new handout from the government. 

Dairy Margins Stay Strong, Beef in the Dog Days, Grain Rally Follows Oil, While Oil Prices Surge 14.07.2026

Send us Fan Mail Today we look at how milk prices are outpacing feed costs, and grain rallies stay strong (but for how long). Beef is in the doldrums, and oil prices jump, again. 

What Makes Land An Attractive Investment: A Chat About Land Values with Matt Erickson from Terrain 13.07.2026

Send us Fan Mail Today we have a special episode featuring a conversation with Matt Erickson, senior analyst with Terrain. We talk about land values, including what goes into setting the market, why land values can be a good investment, and what to consider if you're looking to buy or rent land. 

Lock in Feed Costs, Choosing Technology on Ranches, Dropping Fertilizer Costs 10.07.2026

Send us Fan Mail Today we look at a great opportunity for dairy producers to lock in feed costs for the balance of 2026, then shift to a look at how to determine if technology is right for you on the ranch. We look at a drop in fertilizer prices before wrapping up in financial markets. 

Global Dairy Prices Drop, We're Reaching Beef-On-Dairy Maturity, What's Ahead for WASDE and Oil Jumps 09.07.2026

Send us Fan Mail Today we look at a drop in prices at the latest Global Dairy Trade auction, plus how we may be reaching maturity in the beef-on-dairy market. We look ahead at what to expect for the July WASDE report and a jump in oil prices thanks to a potential end to the U.S./Iran cease fire.

What Dairy Producers Can Expect for the Rest of 2026, Confusion in Cattle Markets, Grain Market Trigger 08.07.2026

Send us Fan Mail Today we focus on what dairy producers can expect in terms of milk prices for the rest of 2026 and into 2027, and a deeper dive into what's going on in the cattle markets. We finish with three triggers to watch out for in grain markets. 

A Summer Reset for Dairy Prices, Beef Export Numbers Out of Whack, Wet Growing Conditions in Corn States 07.07.2026

Send us Fan Mail Today we get a report from Ben Laine at Terrain and a reset on milk prices for the balance of 2026. Then we look at USDA beef export numbers and why they don't jive with market activity. We read a report on growing conditions in corn states and finish with a look at Wall Street. 

Expanded Access to H-2A Workers, A Look at Heifer Retention, Weather-Impacted Grain Markets 06.07.2026

Send us Fan Mail Today we start with information on expanded access to H-2A workers for dairy farmers, and information on what lower heifer share of marketed animals means for herd expansion. We then look at how to adjust for weather-impacted crop markets, and finish up with an article on which stocks analysts predict will deliver returns. 

A Drop In Two Milk Classes, Cattle Futures Fall a Bit, USMCA Updates and Stocks Continue Strong 03.07.2026

Send us Fan Mail Today we start with a look at a bit of a drop in Class III and Class IV milk prices, then also talk about a short blip in cattle futures and what packers are doing about it. We take a look at the future of the US Mexico-Canada trade agreement, before we end with an update on Wall Street. 

A Fat-Protein Swap, Heat Coming to the Plains, Reaction to the USDA Report, and the Dow Sets a Record 02.07.2026

Send us Fan Mail Today we start with a report about fat levels outpacing protein for the first time since November. We switch to a report about heat coming to areas that have been under drought this year, then a review of what markets did in reaction to the USDA acreage and inventory report. We finish with the Dow setting new records. 

The Latest USDA Acreage and Stocks Report, Dairy DMC Update and Small Cap Stock Opportunities 01.07.2026

Send us Fan Mail Today we start with a review of USDA's June acreage and inventory report, then flip to dairy where we review the Dairy Margin Coverage numbers (hint: margins are strong). We wrap up with a look at small-cap stock opportunities. 

The Top Employee Complaints, An Update on Commodity Markets, and Stocks Gain Loss Ground 30.06.2026

Send us Fan Mail Today we start with a look at the top three things that employees complain about on their farming operations. We pivot to market news with an update on commodity markets ahead of tomorrow's USDA reports, and a rebound of indexes on Wall Street. 

Dairy Cull Numbers Are Dropping, Pork Industry is Strong, Dump the Weather Forecasts 29.06.2026

Send us Fan Mail Today we start with an update on dairy cull cow numbers and how they are starting to throttle down a bit. Then we offer a report on the pork industry and how pork is well positioned to take advantage of consumer demand for protein. We switch over to a look at weather, including how farmers should throw out their long range weather forecasts, before ending with a quick look at fina...

Three Factors Impacting the Beef Complex, Impact of European Heat, And Inflation Factors Rising 26.06.2026

Send us Fan Mail Today we start with three factors that are impacting the cattle complex. We pivot to how the European heat will impact corn markets, and finish with how a key inflation indicator is at a three-year high.

Dairy Supply Is Depressing Prices, Farm Bill 2.0 Hits the Senate, and Treasury Yields Drop Below 4.5% 25.06.2026

Send us Fan Mail Today we look at how the increasing supply of dairy products is outpacing demand and negatively impacting product prices. We shift to a deep dive on the latest iteration of the Farm Bill as the Senate begins markup soon. We finish in financial markets and look at a drop in Treasury notes as inflation fears rise and oil prices drop. 

High Dairy Replacement Values, A Hot Beef Market, Drought Conditions and Falling Tech Stocks 24.06.2026

Send us Fan Mail Today we focus on $4,000 dairy heifer replacements thanks to the popularity of the beef-on-dairy management programs. We also look at why cattle markets are on such a tear, and how drought could be around for awhile in the northern corn belt. We end with financial news and how tech stocks are weighing down financial markets. 

May Milk Production Report, Basis Review for Light Weight Cattle, Grain Markets Drop and Stock Markets Rise 23.06.2026

Send us Fan Mail Today we review the May USDA Milk Production report. No surprise, milk production is up on more cows being milk. We take a deep dive into basis levels for low weight cattle and why they're higher than normal. There's a quick look at commodity markets before wrapping up with news from Wall Street.

How Far NWS Will Spread, When Dairy Replacement Numbers Will Improve, and a Quiet Fed 22.06.2026

Send us Fan Mail Today we look at reports on how farm New World Screwworm will spread, then review a CoBank report on when dairy replacement numbers will start to improve. We wrap up with a look at how a quieter Federal Reserve will impact financial markets. 

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