The Final Bell

12-17-21 Todd Hultman, DTN Lead Market Analyst talks corn and soybeans at the close of the trading week.

DTN Lead Market Analyst Todd Hultman takes an in depth look at the corn and soybean market complex. Hultman tackles questions for both domestic and global supply and demand.

12-16-21 • Demand shift from China • Bullish tone changes in the markets • Production & Demand vs. inflationary concerns • Finally, a market move we all can understand • Improved outlook on China can we fit the picture? • Weather has not improved • Blowout from the winds in wheat country

12-15-21 • Sharply lower wheat prices • Wind damage to the winter wheat market • Cash market is red hot but futures are not for wheat • Corn market trading sideways-upward bias • Fed meeting wrapping up today • Some rate hikes could be coming our way • Cash cattle down a couple more dollars • Chain speeds are slowing-packers in no hurry to buy

12-14-21 • Beans have turned positive • On breaks you get demand • All eyes are on South American weather • Fertilizer costs-what type of issues in South America? • Stumble in the cattle market

12-13-21 *Weather *Wheat trade *Corn & beans are they ready for 2021 to be over? *Holiday trade *Will cash cattle still be lower?

12-10-21 • Recap of the WASDE report-looking towards Jan report • Holiday trade is already setting in • Wheat has first bearish wheat report in awhile • Domestic demand for cotton & wool will be a good thing for ag • Dollar trade going into next week

12-9-21 • WASDE Report came out today • China reversed inflationary bias • Livestock sales • Are we pricing ourselves out of the meat counter sales?

12-7-21 *Market got wind of EPA numbers for mandates *Russia & Ukraine *New COVID variant not as bad *China/Trade/Olympics *Weather in South America *China & Phase 1

12-6-21 *Weather in South America & areas of the U.S. *Corn pencils better into '22 *Beans-China buys *Wheat finishes unchanged *Oil up $3 *Can cash cattle hold this week?

12-3-21 * How did the corn and soybean markets perform for the week? *Why did the corn spread between December and March do down so much this week? *How is ethanol production doing? *What does the corn exports look like? *How does the soybean exports look? *What does South American weather look like? *Are corn and soybean production numbers changing much out of South America? *Is corn and soybeans...

12-2-21 • OPEC • COVID variant • Economy • Cattle market has been resilient on the trade • Do we have supplies still out there? • Some contract highs-but there is a however • Manage money- • Cash Market can it rally • Retail meats is not cheap • How are we on year-to-date numbers on beef

12-1-21 • COVID • US National Debt • COVID & the White House with funding • We have changed how we analyze the markets • Brazil updated production estimates • Weather in South America • What is some of the biggest driving factors with the past couple of days?

11-30-21 • Another drop in the trade • What is going on with the trade? • Its not just the corn & beans that are struggling • How do we move forward? • Inventory squared away heading into ‘22

11-29-21 Virus and worries Wheat took it hard Tough day all across the trade South American weather Is there a reverse in the cattle market?

11-24-21 • Big sell off in wheat • Surge in the cash cattle prices • Strong dollar-Euro collapsing-what’s going on? • Crops in South America-outlook for December is dryer • Corn trying to protect its acreage for next year

11-23-21 • Holiday week has set in • Funds position • Ethanol margins-strong • Light selling out of South America • Heavy rains in Australia & Canada • LA Nina is around but not a story maker yet • Poor exports • Cattle continue to climb • Hogs

11-22-21 • Global weather more sensitive to the trade • Export inspections • Blender margins • Crop progress report info is slowing down • Holiday week • Friday’s Cattle on feed pretty neutral • Will cash continue to grow strong? • Demand for product-getting to $$? • Should we be worried about a weaker cash hog market?

11-19-21 *How did the corn and soybean markets perform for the week? *What does the ethanol margins and corn demand for ethanol look like? *How are soybean crush margins and soybean crush doing? *What does the corn exports look like? *How does the soybean exports look? *How is South American weather looking? *What do you think happens to corn and soybean basis levels down the road?

11-18-21 • Pull back on the markets • Export sales-what about China? • Meat counter prices • COF report of tomorrow

11-17-21 • Soybean breakout • What was going on with corn • How or if was wheat different • Soybean demand and hog demand in China • They buying grain sorghum • South America • Cattle losing some energy

11-15-21 • Beans • Meal • Corn struggles • Dollar bull • South America crop • Cash Cattle excitement could continue

11-12-21 • Corn and bean action • Soybean meal explodes did that help beans? • Is there any nervous trade from the feeder cattle? • Export numbers delayed a day due to holiday • December basis

11-11-21 • Soybean growth in South America • Beans blew up to the upside • Ethanol margins are huge • WASDE didn’t give us anything new • Some profitability still there on corn • Numbers on cattle will continue to tighten • Hogs-what’s going on with their cash?

11-10-21 *Disconnect between cash cattle optimism and cattle futures apathy *Attitude in the hogs seems to be turning positive *Grain traders further digest WASDE *Wheat leads corn higher *Inflation influences