Nate Smithson

Moving Parts Weekly Commodity Market Update

Business EN ↓ 230 episodes

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

Business

Podcast website

podcasters.spotify.com

Latest episode

Jul 7, 2026

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Episodes

July 30 Weekly Key Market Drivers 30.07.2024

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

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

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

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

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

Bill, Scott and Nate discuss the June 28 USDA report.

June 25 Weekly Key Market Drivers 25.06.2024

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

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

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

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

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

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

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

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

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

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

Market expectations, soil moisture, and weather updates across the primary growing regions.

April 2 Weekly Key Market Drivers 02.04.2024

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

Hear what Dave, Scott & Bill have to say after today's prospective plantings report!

March 26 Weekly Key Market Drivers 26.03.2024

Preview of the March USDA report, weather and dairy.

March 12 Weekly Key Market Drivers 12.03.2024

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

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

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

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

We preview the Feb WASDE, discuss the December USDA crush report and we get the weekly dairy update and weather.

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