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.
N'hésitez pas à visiter le site du podcast et à soutenir son créateur : www.blackdirtdaily.com
Auteur
Mike Opperman
Catégorie
Site du podcast
Dernier épisode
9 nov. 2026
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Épisodes
Carbon Credit Stagnation, Cattle on Feed Report, A Soybean Crossroads, And Cheap Gas Again! 19.06.2026 6:19
Send us Fan Mail Today we start with a look at how carbon credits, which were once in high demand by dairy producers, just aren't worth it in today's economy. We move to a quick look at the USDA cattle on feed numbers before a report on a crossroads existing in soybean markets. We finish up with a drop in gas prices below $4 per gallon.
Dairy Processing is Outpacing Supply, Percentage of Prime Beef Rises, Fertilizer Drops, and the Fed Meets 18.06.2026 6:32
Send us Fan Mail Today we look at the milk powder market and how we've got more processing available than supply can fill, which is a bit unusual for dairy. On the beef side, the percentage of beef grading prime continues to rise, thanks to continuously improving genetics, heavier carcass weights and better management. In crop news we're starting to see fertilizer prices come down, which...
Rain Is Helping Dry Pastures, Milk Prices Continue to Rise, Commodities React to China and Stocks Jump 17.06.2026 7:03
Send us Fan Mail Today on Chat BDC we start with look at how timely rains have helped pastures in some drought areas, then we shift over to a milk price update which shows prices continuing to rise. Before finishing up with financial news we look at how commodity prices reacted to potential China activity.
NWS Control Guidance, A New Leadership Model on Dairies, And Five Disruptive Events for Ag 16.06.2026 6:20
Send us Fan Mail Today we get guidance on how to control New World Screwworm, and we follow that with information about how one dairy producer develops and fosters a multi-site culture. We wrap up with five things that are driving shifts in agriculture.
Sec. Rollins Inspected NWS Areas, and El Nino Is Here but So What? 15.06.2026 5:41
Send us Fan Mail Today we start with a report on a trip by Ag Secretary Rollins to the ranch where the first reported case of New World Screwworm was diagnosed. We also talk about El Nino and, now that it's here, what we can expect. We wrap up with background on TN visas and how it could help dairy producers.
A Deep WASDE Dive, Seven Months of Dairy Export Growth, And What Are Annuities? 12.06.2026 6:43
Send us Fan Mail Today we take a deep into the June USDA WASDE report (spoiler alert) there's not much change in corn and soybean markets. Dairy keeps rolling along, though, as we look at what's driving seven straight months of export growth. We finish in financial markets with a look at annuities and how they can benefit your portfolio.
Feedlot Margins Hit $450, Butter Prices are Rebounding, We've Been Historically Dry and Warren Buffett Has Advice for Farmers 11.06.2026 6:39
Send us Fan Mail We start off today with a look at margins and prices. Feedlot margins hit $450 recently, and on the dairy side product prices maintain strength including butter, which had been soft but is rebounding. We also look at weather, with a report that shows we've been historically dry this year. The wrap is a story that looks at three things Warren Buffett says farmers should know.
A New World Screwworm Update, a Look at Commodity Markets, and Cramer Is Skiddish About Bulls 10.06.2026 5:55
Send us Fan Mail Today we get a New World Screwworm update: it's spreading but USDA has it handled. Commodity markets continue to fluctuate waiting for the big report coming out on Thursday. We finish with news from Jim Cramer, who isn't believing the strength in the bull market.
There's More New World Screwworm, Corn Drops On Investor Fallout, and Consumers Are Still Frustrated 09.06.2026 6:04
Send us Fan Mail We start with an update on New World Screwworm. There's two new cases including a border-hopping dog. Corn futures fell off recently thanks to investors pulling out of the market over bearish weather, and the job market is strong but consumers still aren't happy.
North: We're Navigating a New Era of Dairy and Beef Markets 08.06.2026 19:53
Send us Fan Mail On today's episode we feature a conversation I had last week with Mike North from Ever. Ag. Mike brings us up to speed on the current status of the dairy industry, including how we're continue to evolve to a solids-dominant market from breeding cattle, processing, consumer demand and everywhere in between.
Chat BDC Special: Ever.Ag Expands AI-Based Decision Tool for Livestock Operations 05.06.2026 9:42
Send us Fan Mail On today's special episode we talk with Simon Drake, Chief Product Officer with Ever. Ag, about the expansion of Everett, their AI-based decision engine, into livestock and animal protein markets. It's fascinating technology you'll want to learn more about as you look toward improving your ability to make quick, accurate decisions on your operation.
Bigger Cattle is the New Norm, and Soybean Yields Could Be Huge This Fall 05.06.2026 5:39
Send us Fan Mail Today we'll look at how bigger cattle are probably going to be the norm moving forward and we look at improving carcass efficiency. Plus, the stars are aligning to create a record breaking soybean crop this fall. We finish with AI stocks continuing to drive Wall Street indexes to new highs.
Lee Schulz, Ever.Ag Economist: Pork Is In a Good Position With Export and Domestic Demand 04.06.2026 11:24
Send us Fan Mail Our conversation today features the pork industry with a chat with Dr. Lee Schulz, chief livestock economist with Ever.ag. He goes into detail about where we're at as an industry today, and where we're headed with strong exports and an opportunistic positioning against expensive beef.
We're Experiencing a Milk Check Revolution While Cattle Producers Are Making Tough, Drought-Driven Decisions 03.06.2026 6:34
Send us Fan Mail Our milk checks are focusing more on solids that fluid, which is changing the way we breed, feed, process and sell milk and dairy products. Plus, cattlemen are being forced to make tough decisions as drought and water resources are drying up. On the other hand, there are a few AI companies that are about to make trillions of dollars in public offerings.
No DMC Run This Month or In the Near Future, Cattle Markets Looking for Direction 02.06.2026 6:40
Send us Fan Mail Today we start with a look at the Dairy Margin Coverage program payouts. Margins are too good on dairy farms for any payments to be made, but we're still running below YOY levels. Beef markets are in a sideways pattern, looking for direction on which way to move next. And oil prices keep bouncing around.
Why Consumers Are Soaking Up Dairy And Still Buying Beef 01.06.2026 6:19
Send us Fan Mail Today we focus on consumers with stories on how export and domestic demand is soaking up the extra milk production. Speaking of consumers doing their part, we turn to the beef market and dive into why the heck consumers are still paying a mortgage payment on ribeyes. We finish up with a quick look at a drop in oil prices.
Summer May Be Wetter Than Anticipated, Cattle Rally, And Consumers Aren't Feeling It 29.05.2026 6:58
Send us Fan Mail Today we start with a look at weather and potential for a turn around in drought conditions, then switch to an update on cattle markets. We end with a look at consumer confidence.
Dairy Is On a 16-Month Heater, Corn Prices Are Falling With Oil Prices 28.05.2026 7:01
Send us Fan Mail On today's podcast the dairy industry is on a 16-month track of higher YOY production. On the other hand, corn prices continue to stumble as oil prices fall as well.
High Replacement Prices Are Impacting Dairy Culls, Corn Futures Took a Step Back 27.05.2026 6:33
Send us Fan Mail We start with a review of the latest USDA Livestock Slaughter report and how replacement values are impacting cull cow slaughter. We also talk about the slide in corn futures that parallels oil markets, and how tech companies continue to support Wall Street indexes.
Farmers Need Blinders On to Stay Focused On Marketing Fundamentals This Crop Season 26.05.2026 18:38
Send us Fan Mail In our conversation today we talk to Britt O'Connell, senior director of grain risk management with Ever.ag. Britt offers great insights into the volatility in grain markets, with geopolitical impacts of Iran and China, weather diversity throughout the U.S., the impact of fund investors and managed money. To survive, farmers need to know their business fundamentals and put on...
Cattle On Feed Report Is A Bear, Milk Production Continues to Grow 25.05.2026 6:08
Send us Fan Mail USDA's May Cattle on Feed report showed placements ahead of a year ago but reduced marketings, leading to a bearish feeling in the markets. May milk production was up on--you guessed it--a larger dairy herd. In investment news, the surge in risk free treasury yields is sending bond investors in search of better opportunities.
Cargill Forces Lockout, Corn Markets Slide, SpaceX Goes Public 22.05.2026 6:43
Send us Fan Mail Today we start with Cargill announcing a lockout at one of its facilities, then we pivot to corn markets sliding a bit after a rally. We finish with news of SpaceX going public.
Global Dairy Markets Are Cautious, Drought Begins to Impact Crop Progress 21.05.2026 5:51
Send us Fan Mail Today we have a report on the latest Global Dairy Trade auction, where participants in the auction took a cautious approach indicating global dairy markets may be waiting for a shift. Also, much of the country is still dry and it may start impacting the growing season. We wrap with a stock market rally.
USDA Updates Livestock Insurance Programs, Drought Updates in Cow Country 20.05.2026 5:28
Send us Fan Mail USDA Risk Management Agency updated livestock insurance programs this week, we talk about what producers can expect. Also we dive into the drought status for pastures in cow country, and end with a surge in bond markets on Wall Street.
USDA Lowers Beef Forecast, Raises 2027 Milk Production Forecast; Markets React to China News 19.05.2026 7:00
Send us Fan Mail USDA released its latest forecast for beef, pork and milk production and we cover that in depth. Commodity markets showed signs of life after China told the U.S. they were going to by billions of dollars of ag products over the next three years. We wrap up with Walmart and Amazon placing emphasis on rural America.
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