Mike Opperman

Chat BDC

News EN ↓ Episoade: 217

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.

Vizitează neapărat site-ul podcastului și susține-i creatorul: www.blackdirtdaily.com

Autor

Mike Opperman

Categorie

News

Site-ul podcastului

www.blackdirtdaily.com

Cel mai nou episod

13 nov. 2026

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Episoade

Dairy's Fat Dilemma, Analyst Reaction to the Ranchers Initiative, and Yield Updates 03.09.2026

Send us Fan Mail Today we look at how the growth in butterfat production is upending markets, analyst response to USDA's new rancher initiative, and an update on crop yields as we get closer to harvest.

A DMC Update, A Look at Feed Prices with $7 Corn, and Grain Market Updates 02.09.2026

Send us Fan Mail Today we focus on the status of the latest Dairy Margin Coverage payments, and a look at feed costs if and when corn prices get to $7 per bushel. We wrap up with a look at where grain markets are and where they're headed. 

Dairy Margins Are Tightening, and the Ranchers First Initiative 01.09.2026

Send us Fan Mail Today we just focus on dairy and beef. First we look at how margins are tightening on dairy operations, then we take a skim of the new Ranchers First Initiative announce at Ag Secretary Brooke Rollins yesterday. 

New York Is The New California, Are Trump's Threats Real, and High Diesel Prices 31.08.2026

Send us Fan Mail Today we start with a look at the new New York dairy industry and how it's set up for future growth and success. Then we look at the meat processing industry and whether President Trump's latest threats are actually real. And we wrap with a look at historically high diesel prices just as farmers are setting up for harvest.

Shifts in the Global Dairy Market, Higher Carcass Values, and Upside Flexibility in Corn Markets 28.08.2026

Send us Fan Mail Today we focus on a Rabobank report looking at the changes in the top 20 dairy companies, then shift to a look at how higher carcass weights are impacting carcass quality. We wrap with a quick look at creating flexibility in corn markets. 

Tariffs Will Impact Beef-On-Dairy, Trouble Is Brewing in Cattle Markets, and Corn is Heading to $6 27.08.2026

Send us Fan Mail Today we focus on the impact tariffs will have on the beef-on-dairy market for dairy producers. We also look at the real numbers showing how there may be dark clouds ahead for the cattle markets. And we finish with what investors are doing in corn markets. 

Dairy Cull Cow Numbers, Cattle Market Reaction to Border News, Commodity Market Updates 26.08.2026

Send us Fan Mail Today we look at the USDA dairy cull cow report and how culling numbers continue to climb in line with the increase in size of the nation's dairy herd. We also talk about how markets reacted to the border opening and other political news, and finish up with a look at commodity markets. 

A Chat With Ben Laine, from Terrain, About What Dairy Will Look Like in 2030 and Who Will Survive 25.08.2026

Send us Fan Mail Today is a special conversation with Ben Laine from Terrain. We dive into what the dairy industry may look like in 2030 and beyond, and what it will take for producers to be one of the one's still in business. 

USDA Says Milk Production Continues to Climb, Cattle on Feed Higher, Soybeans Yields May Be a Record 24.08.2026

Send us Fan Mail Today we focus on two USDA reports, including the July Milk Production report and the August 1 Cattle on Feed report. We also look at results of the ProFarmer Crop Tour which predicts a corn crop that will come in second to last year, but a soybean harvest that could break records. 

More Structural Change in Cattle Markets, A Look at Futures Spread and Basis, and Treasury Yields 21.08.2026

Send us Fan Mail Today we start in cattle markets looking at how processing plant capacity is changing and what that means for plants going forward. Then we switch to commodity markets and the opportunity to review futures spread and basis, and we wrap up with a look at financial markets and treasury yields. 

How Dairy Demand Will Soak Up Production, Packer Margins and Farmland Values 20.08.2026

Send us Fan Mail Today we explore how increased dairy demand is going to soak up all of the extra production. We switch to get an update on packer and feedlot margins, plus an update on farmland values. 

Milk Prices Drop After Six Month Rally, Lockout Ends at Cargill Plant, Crop Tour Updates 19.08.2026

Send us Fan Mail Today we take a look at July federal milk marketing order prices and the first drop in prices across the board in six months. The lockout at a Cargill meat plant ends, and the Pro Farmer Crop Tour sees vastly different crop situations from West to East. 

What Makes Top Farm Businesses Unique, Get another $136 More For Calves, Seed Selection Tips 18.08.2026

Send us Fan Mail Today we focus on an Uplevel Dairy podcast that looks at what makes the top 20% of farm businesses unique, plus tips on how to add value to your feeder calves. We wrap up with seed selection tips, since it's getting that time of year, and a look at what could impact social security decisions.

How Dairy Will Grow 15 Billion Pounds with Half the Farms, and A Deeper Look at What Tyson Is Doing 17.08.2026

Send us Fan Mail Today we focus on how dairy is going to grow by 15 billion pounds by 2030 with half the farms, and what Tyson is thinking with the latest plant closure and a 10,000 head reduction in daily processing. 

The Packers Supply Squeeze, Commodity Reactions to WASDE, and Five Investment Tips 14.08.2026

Send us Fan Mail Today we focus on how packers are adjusting to the supply squeeze, how commodities reacted to USDA's WASDE report, and five common investment mistakes people make and how to over come them.

Big Focus on WASDE Today in Corn, Soybean, Cattle and Dairy Markets 13.08.2026

Send us Fan Mail Today we focus on USDA's World Agriculture Supply and Demand Estimates (WASDE) report that looks at markets across all grains and oilseeds, livestock and dairy markets. 

Dairy's Impact on the Cattle Herd, Updates on Cattle and Grain Markets 12.08.2026

Send us Fan Mail Today we look at how the dairy herd is playing a role in the stabilization of the beef cow herd, how the cattle markets had a whacky week last week, and the potential for strong fluctuations in grain markets. 

Dairy Exports, Cattle Markets, and A Dry July Impacts Corn Yields 11.08.2026

Send us Fan Mail Today we start with a look at dairy exports for the first six months of the year. We also get an update on cattle markets, and a look at how July weather could impact corn yields. 

Seasonal Demand Boosts Milk Prices, Mandatory Labeling, and Commodity Markets 10.08.2026

Send us Fan Mail Today we look at how schools opening and holiday demand will support milk prices, Senate passing mandatory labeling, and a look at how commodities ended last week. 

Class III and Class IV Milk Prices, Mandatory Labeling, Farm Bill Update 07.08.2026

Send us Fan Mail Today we talk about how Class III and Class IV milk prices are getting closer, the ongoing debate over mandatory country of origin labeling, and an update on the Farm Bill.

Dairy Consolidation, Feeder and Packer Margins, and a Bullish Start to 2027 Commodity Markets 06.08.2026

Send us Fan Mail Today we start with a report from Terrain on consolidation in the dairy market and how that will impact the future. We turn then to an update on feeder and packer margins, before looking at opportunities that will set the stage for a bullish start to 2027 for commodity markets. 

Special Episode: Nate Donnay from Stonex Talks Dairy Markets, Protein v. Fat, Exports, and Cattle Prices 05.08.2026

Send us Fan Mail Today we have a special episode, a conversation with Nate Donnay, director of market insight at StoneX. Nate helps us understand a few things: - Protein is the hot topic, but let's not forget about fat - Cheese is still the market driver, and the most dominant product on export markets - Without the high cattle prices, dairy producers would be hurting. Dairy producers need to...

U.S./Mexico Dairy Relations, The Cap on Beef Industry Shrinkage, and the Need for Temporary Grain Storage 04.08.2026

Send us Fan Mail Today we start with a look at a meeting between U.S. and Mexico trade officials, and the prospect of the slowdown in beef market constriction. We finish up with the need for temporary grain storage this fall.

Dairy Supply Tightens, New World Screwworm Subsides, Corn and Soybean Storage Options 03.08.2026

Send us Fan Mail Today we start with a look at dairy supply and how that's starting to tighten, then switch to an update on new world screwworm. We finish with a look at options for corn and soybean storage. 

Three New Strategies for Dairy Producers, A Better Cattle Market, ADM to Crush More Soybeans 31.07.2026

Send us Fan Mail Today we start with a look into what large, progressive dairy producers see as the greatest challenges to their business in the near future. Our second story is a deep dive on cattle markets and how they've turned around recently, then finish up with a report on how ADM is increasing crushing capacity. 

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