Midday Commentary 12/8/25- Mike Castle

We see mixed action in the grain markets to start the week as the White House readies a farmer aid announcement on Monday. Mike Castle with StoneX joins us to discuss the grains and the fertilizer markets to start the week.
AOA Monday 12-8-2025

American Ag Today- 12/8/25

On this episode of American Ag Today, we hear from Clean Fuels Alliance America board member Greg Anderson from the 2025 NAFB Convention in Kansas City, MO.
Friday, December 5th, 2025- DuWayne Bosse, Joe Kooima, Sam Hudson and Ryan Moe

Grain markets struggled into the first weekend of December with soybeans leading the way lower, even as Chinese sales were reported for soybeans on Friday morning. Are we already getting into the holiday blues for these grain and oilseed markets? What about the early 2026 acreage battle? DuWayne Bosse with Bolt Marketing joins us for a conversation about the week in the grain and livestock markets. More at https://www.boltmarketingllc.com.
Also, we saw cattle futures (and lean hogs too) finish with a solid day higher on Friday as the cash cattle market has also seen a substantial rebound this week. Joe Kooima with Kooima Kooima Varilek joins us to share thoughts on the proteins getting back to market fundamentals and we touch on the quiet grain trade for the week as well. More at https://www.kkvtrading.com.
And in our opening segment, we feature a conversation that Susan Littlefield had on Friday at the close with Sam Hudson from Cornbelt Marketing and Jesse has commentary from Ryan Moe, Regional Director at StoneX.
AOA Friday 12-5-2025

On Friday's AOA, powered by Cenex, we start the show with a look at the November results for the Meat Demand Monitor with Glynn Tonsor from Kansas State University. (Find the reports online at https://agmanager.info/livestock-meat/meat-demand/monthly-meat-demand-monitor-survey-data) In Segment Two, we learn more about Invest In Our Land and talk conservation with Rebecca Bartels, Executive Director for the organization. In Segment Three, we discuss concerns about removal of prevent plant buy-up coverage and preview the upcoming South Dakota Farmers Union convention with SDFU President Doug Sombke. Then we close the show in Segment Four with a look at the markets as Tommy Grisafi from AgBull Media and Nesvick Trading joins us for a conversation.
American Ag Today- 12/5/25

On this episode, we talk with Dr. Lisa Becton from the Swine Health Information Center during the 2025 NAFB Convention.
Thursday, December 4th, 2025- Bryan Doherty and Cattle Chatter

Grain and livestock markets were mostly higher on Thursday as we work through the first week of December. Corn demand especially remains strong, according to the export sales data. Bryan Doherty with Total Farm Marketing joins us to discuss demand, charts and market sentiment on today's show. Find more online by visiting https://www.totalfarmmarketing.com.
Also, what is happening in this cattle trade as get into December? Susan Littlefield joins us for another episode of Cattle Chatter with Brad Kooima from Kooima Kooima Varilek on today's show. Find more at https://www.kkvtrading.com.
Midday Commentary 12/4/25- Ryan Moe

Markets were mixed to slightly higher at midday on Thursday. Ryan Moe, Regional Director for StoneX, joins us to take a look at the day's market action.
Cattle Finding New Gears | 12/4/25 Cattle Chatter
Cattle finding new gears in a bullish trade today, with cash once again proving to be king. Sale barns are seeing rocket-fueled bidding as packers hunt for inventory. On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek talks about bids floating around $218 live in Kansas and $216 live with $335 to $340 dressed in Nebraska, but no trade has happened yet. Asking prices remain firm — $225 in the South and $340-plus in the North — and analysts say this market still has room to push higher before hitting any real resistance. Feeder cattle are also trading on solid strength as talk builds around the December 9th-ish border inspection expected at one key cattle crossing. Adding to the unease, a new screwworm case was reported just 120 miles from the U.S.–Mexico border this week, raising biosecurity concerns and giving the market even more to chew on.
AOA Thursday 12-4-2025

On Thursday's AOA, powered by Cenex, we start the show with market analysis from Mike Zuzolo with Global Commodity Analytics followed by a look at the new Purdue University/CME Group Ag Economy Barometer with Dr. Jim Mintert, Professor Emeritus at Purdue's Center for Commercial Agriculture. In Segment Three, we discuss the year ahead for pulse demand, grain exports and more with Kurt Haarmann, President and CEO at Columbia Grain International. Then we close the show in Segment Four with a look at ag news headlines.