Nate Smithson
Moving Parts Weekly Commodity Market Update
A weekly discussion on what is driving the agricultural and food commodity markets. Corn, soybeans, veg oils, wheat, dairy and protein.
Author
Nate Smithson
Category
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
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Episodes
July 30 Weekly Key Market Drivers 30.07.2024 32:42
Crops are still looking good, especially wheat which is signaling record yields in North Dakota. The crew discusses Friday's court ruling on Small Refinery Exemptions that sent soybean oil futures lower and more...
July 23 Weekly Key Market Drivers 23.07.2024 31:02
The speculator market has near record short positions across the major grain & oilseed markets. Crop conditions are still looking good for corn and soybeans after some milder weather recently.
July 16 Weekly Key Market Drivers 16.07.2024 30:15
All grains were down last week as corn and soybeans saw record shorts in the spec market. Crop conditions are still looking good as the eastern corn belt got some needed rains and the northern plains got a much needed break.
July 9 Weekly Key Market Drivers 09.07.2024 30:31
The Moving Parts crew discusses milder weather for the NW corn belt, improved crop conditions, and a big week of spec selling for everything except soybean oil
July 2 Weekly Key Market Drivers 02.07.2024 27:16
Big week of selling for most of the major crops last week. Today, the crew discusses Friday's USDA Acreage and Grain Stocks reports, the Cold Storage report, and continued wetness in the northern corn belt
Beers in the Back June Acreage and Grain Stocks Reports 01.07.2024 16:05
Bill, Scott and Nate discuss the June 28 USDA report.
June 25 Weekly Key Market Drivers 25.06.2024 28:53
Crop conditions decline again, but still looking much better than last year. The team discusses the crazy amount of rain we've seen in the northwest growing region and previews this the June 28 USDA reports coming up on Friday
June 18 Weekly Key Market Drivers 18.06.2024 26:51
Crop conditions have deteriorated a bit, but still looking pretty good on average. Dave touches on last week's USDA June Supply & Demand report. Corn belt weather looks hotter and wetter for the next couple weeks which should help crop conditions.
June 11 Key Market Drivers 11.06.2024 28:13
The wheat market still seems to be leading the parade. The corn belt has plenty of moisture so bring on the heat! Jay updates dairy and Paige talks weather.
June 5 Weekly Key Market Drivers 05.06.2024 26:01
Planting appears to be about done, weather is still wet but the moisture is welcome. Jay talks about the exciting butter market and Scott updates us on wheat.
May 29 Weekly Key Market Drivers 29.05.2024 29:09
As May wraps up should we be concerned about planting progress? Wheat seems to be driving the markets right now, Scott discusses what is happening there.
May 21st Weekly Key Market Drivers 21.05.2024 32:05
Good progress on planting this week. Wheat seems to be the big mover, Scott talks about what is moving wheat, Jay hits dairy and we talk weather.
May 7 Weekly Key Market Drivers 07.05.2024 32:30
Is it too wet now???? Scott talks about the higher wheat prices, Dave talks about soybean oil prices and imported fat and Jay gives his dairy update.
April 30 Key Market Drivers 30.04.2024 30:38
Soybean oil has taken another big step lower while wheat futures have bounced higher. Big rains across the Midwest, will this delay planting? Jay talks about the dairy virus.
April 23 Key Market Drivers 23.04.2024 34:15
This week we look at spring planting progress, wheat fundamentals, Jay talks about the cow virus and Paige looks at weather.
April 16 Key Market Drivers 16.04.2024 31:56
We recap the April WASDE and the March NOPA crush report. A surprise flare up of pod rippers in Argentina, dairy and weather.
April 9 Weekly Key Market Drivers 09.04.2024 23:53
Market expectations, soil moisture, and weather updates across the primary growing regions.
April 2 Weekly Key Market Drivers 02.04.2024 33:15
We talk about last week's USDA report, US soil moisture and planting dates, wheat, dairy and weather.
March Prospective Plantings Beers in the Back! 28.03.2024 19:25
Hear what Dave, Scott & Bill have to say after today's prospective plantings report!
March 26 Weekly Key Market Drivers 26.03.2024 31:46
Preview of the March USDA report, weather and dairy.
March 12 Weekly Key Market Drivers 12.03.2024 36:25
This week we talk about the March WASDE, wheat exports, South American weather, dairy and veg oil.
Feb 27 Weekly Key Market Drivers 27.02.2024 32:06
Kind of a quiet week this week. We talk weather and the potential for winter kill for winter wheat, HUGE spec short positions, dairy and weather.
Feb 20 Weekly Key Market Drivers 20.02.2024 31:39
A recap of the USDA Outlook Conference, we look at the Jan NOPA crush report, dairy and weather.
Feb 13 Weekly Key Market Drivers 13.02.2024 33:37
This week we look at the Feb WASDE, discuss the upcoming USDA Outlook Conference, and a look at dairy and weather.
Feb 6 Weekly Key Market Drivers 06.02.2024 26:35
We preview the Feb WASDE, discuss the December USDA crush report and we get the weekly dairy update and weather.
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