The Ever.Ag Podcast

Geopolitical tension in the Middle East is driving volatility across energy, feed, and dairy markets. In this episode of Ag Smarter – The Dairy Feed, the Ever. Ag team breaks down what rising crude oil prices, shifting export dynamics, and heavy milk supply could mean for dairy producers heading into spring.  Kathleen Wolfley and Jim Matthews discuss how global shipping disruptions and fuel costs...

In this inaugural episode of Ag Smarter: The Dairy Feed, Kathleen Wolfley and Jim Matthews break down escalating Middle East tensions and what they mean for grain, feed, energy, and dairy markets. With crude oil pushing above $75 per barrel and volatility returning to corn and soybean meal, input costs are back in focus for dairy producers. Jake Kingsley joins with a cash feed update, covering cor...

The Global Dairy Trade index climbed another 5.7%, marking the fifth consecutive higher auction. Mozzarella jumped 8% to $1.90, butter and AMF posted solid gains, and skim milk powder surged over 9%—but regional buying shifts tell the deeper story. With US nonfat prices previously outpacing global markets, Mexico emerged as a key buyer on the GDT scene. Southeast Asia stepped back, suggesting inte...

Global Dairy Trade prices rose for the fourth straight auction, with the index up 3.6% and butter surging nearly 10%. In this episode, Cody Koster and Jon Spainhour break down key moves across butter, cheese, powders, and regional buying trends—highlighting export opportunities, softer-than-expected skim milk powder gains, and the role of China and Southeast Asia. They also examine how strong US n...

Is the dairy market showing early signs of recovery, or are supply pressures still in control? In this month’s  Forecast Update Live , the Ever. Ag Insights team breaks down the latest forecast, including strength in nonfat dry milk, stable butter and cheese outlooks, and ongoing global production growth. Phil Plourd and Matt Gould debate the bull and bear cases, assess domestic and international...

In this episode of  GDT Tuesday , Cody and Jon break down a delayed but impactful Global Dairy Trade auction that delivered a 6.7% overall gain. With tight supply and strong buyer interest, mozzarella, butter, and powders all posted solid increases. The biggest story: skim milk powder surged nearly 10%, highlighting the growing price gap between U.S. and global markets. The hosts explore how risin...

Global Dairy Trade prices moved higher for the second auction in a row, with the overall index up 1.5%. In this episode of  GDT Review , Ever. Ag’s Cody Koster and Jon Spainhour break down the key movers—from strong gains in AMF and butter to softness in cheese prices—and what those signals mean for US competitiveness in global export markets. The conversation digs into price spreads between the U...

The Global Dairy Trade auction kicked off 2026 with a long-awaited rebound, posting a 6.3% aggregate gain from the last event — the first higher auction in ten events. In this episode, Cody Koster and John Spainhour break down where the strength showed up. Whole milk powder stole the show with a 7.8% surge, snapping a multi-month slide, while skim milk powder climbed 5.5%, keeping U.S. nonfat pric...

In this special year-end episode of  The Grain Feed , the Ever. Ag team wraps up 2025 with a look at where grain, feed, and dairy markets stand heading into the holidays—and what to watch as we turn the calendar to 2026. Jim Matthews is joined by Jake Kingsley and Katie Burgess to break down a recovery in corn, continued pressure in soybeans and meal, and emerging feed-buying opportunities amid we...

The final Global Dairy Trade auction of 2025 closed with another broad-based pullback, as the GDT index fell roughly 4.5%—marking the ninth consecutive lower auction. While mozzarella stood out with a nearly 7% gain and cheddar finished unchanged, losses in whole milk powder, skim milk powder, butter, and AMF weighed heavily on the overall result. In this episode, Cody Koster and John Spainhower b...

In the final  Parlor to Plate  episode of the year—and of this series—host Kathleen Wolfley is joined by a powerhouse panel from Ever. Ag Financial Services to break down the latest global and domestic dairy market signals. The team digs into another lower Global Dairy Trade auction, highlighting continued pressure on whole milk powder, softer global pricing tied to ample supply, and a standout mo...

This week on  The Grain Feed , Jim, Jake, and Verl break down a deceptively quiet December WASDE that still sent ripples through corn, soybean, and wheat markets. After an early brawl over hard red vs. soft red winter wheat, the team walks through crop conditions, dormancy fundamentals, and why Kansas City wheat continues to command protein premiums. With corn exports running hot, the group discus...

This week on  Parlor to Plate , host  Katie Burgess  sits down with  Brian Fletcher ,  Zach Bowers , and  Natalie McCarty  for a timely breakdown of dairy and grain markets as we head into the final stretch of 2025. With spot cheddar falling to  $1.35/lb — its lowest level since July 2023 — the team unpacks how global milk production, expanding U.S. cheese capacity, and sharply discounted European...

This week on  The Grain Feed , Jim Matthews and Jake Kingsley break down a rare move: corn taking the lead lower as markets brace for next Tuesday’s WASDE report. The team digs into strong U.S. export demand; the likelihood of yield cuts; and where USDA may pull accounting levers to soften the balance-sheet impact. They also cover South America’s near-ideal weather and what record Brazilian and Ar...

GDT posted its eighth consecutive decline this week, driven by heavy global milk supplies and weaker demand signals. Skim milk powder underperformed expectations at –1.7%, while whole milk powder fell 2.5% but beat futures-implied fears. Cheddar was the lone standout, jumping 7.2% on limited New Zealand volume and what appears to be highly targeted Middle East buying. Butter, however, stole the sp...

This week on  Parlor to Plate , Kathleen is joined by Jon Spainhour, Katie Burgess, and Britt O’Connell to break down the eighth consecutive GDT decline and why global milk production—across the U.S., EU, and New Zealand—continues to dominate market direction. The team digs into surging cow numbers, stubbornly strong component levels, and when supply might finally tighten. Plus, a look at post-har...

This week on  The Grain Feed , Jim, Jake, and first-timer Owen break down a surprisingly quiet Thanksgiving-week marketplace on the grain side—while the cattle complex delivers anything but calm. The team unpacks the limit-down reaction to Tyson’s closure of its Lexington beef plant, the ripple effects of Argentine and Brazilian trade headlines, and ongoing uncertainty around Mexico’s feeder-cattl...

Jim Matthews is joined by Jake Kingsley and Katie Burgess for a mid-November rundown of grain and dairy markets as both sectors trend red heading into the holiday stretch. The team breaks down bearish signals from the latest WASDE report, softening corn and soybean futures, sluggish export activity, and a dairy complex under pressure as cow numbers climb to multi-decade highs. They also discuss ho...

This week’s Global Dairy Trade auction finished 2.4% lower, with the biggest pressure coming from fats: AMF fell 5% and butter dropped 7.6%, both well below expectations. Whole milk powder and skim landed close to forecasts, while mozzarella slipped below $1.50 and cheddar continued its gradual decline.  Cody Koster and Jon Spainhour also highlight notable regional shifts, including stronger buyi...

This week on  Parlor to Plate , host  Katie Burgess  sits down with  Brian Fletcher  and  Ryan Yonkman  from Ever. Ag’s Chicago office to unpack the overwhelmingly bearish tone dominating the dairy markets. The team recaps takeaways from the CME/ADPI Risk Management Conference, including concerns about persistently strong U.S. and European milk production, global cheese parity, and why 2026 future...

This week on  The Grain Feed , Jim Matthews and Jake Kingsley break down what to expect from Friday’s long-awaited WASDE report — the first real government data since September. With markets chopping higher, harvest nearly complete, and export uncertainty mounting, the team digs into the key questions driving corn, soybean, and meal markets. In this episode: How traders are positioning heading int...

In this week’s Parlor to Plate , host Kathleen Wolfley welcomes Jon Spainhour , Coy Kadis , and Brandon Weigel from the Ever. Ag Financial Services team for a sharp look at dairy market dynamics as 2026 approaches. Fresh USDA data shows U.S. milk production up 4%, with global output climbing across Europe and New Zealand—adding downward pressure on cheese prices even as protein markets heat up. Jo...

Host Jim Matthews takes the reins for a solo edition of The Grain Feed , breaking down a turbulent week in ag markets. Soybean and meal prices swing sharply as traders react to U.S.–China trade uncertainty, while harvest wraps up under near-perfect weather across the Midwest. Jim also previews the long-awaited USDA reports, digs into yield expectations, and looks at how South American planting and...

Host Erica Maedke is joined by Tiffany LaMendola , Natalie McCarty , and John Billington for a coast-to-coast look at what’s shaping today’s ag markets. From renewed U.S.–China soybean trade activity and grain rallies to record-low butter prices and rising global milk production, the team unpacks how shifting supply dynamics and export demand are influencing feed, grain, and dairy markets. Recorde...

Cody Koster and Jon Spainhour   unpack the latest Global Dairy Trade results, where the overall index slipped 2.9%. They dig into why cheddar and butter prices took sharp hits while mozzarella showed surprising strength—plus how global demand from China, Southeast Asia, and the Middle East is shaping the dairy export landscape. From auction trends to market signals, get the insights that matter mo...