Spectrum Commodities Wheat & Cattle Markets Analysis

Epizodes

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  September 24, 2026 - Grains and Cattle 24.09.2026 15min

  Grains slip on chatter of diesel, fertilizer and beef export bans - which have been denied; soaking rains and high base insurance rates create big incentives for more winter wheat plantings; US/China agree to extend trade truce for two months; cattle futures bounce back; cash steady; boxed beef lower on light volume; cash feeders lower; another border crossing to open today.
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  September 23, 2026 - Grains and Cattle 23.09.2026 16min

  Grains slip on chatter US could reduce/ban diesel exports; welcome rains coming to US winter wheat regions; un-welcome rains to slow Midwest harvest; east Australia facing dry outlook, still dry in west Europe; Russia converting Baltic ports to handle grain exports but at much higher costs; cattle futures lower on lack of follow-through from Monday's sharply higher trade; light cash trade at steady prices; boxed beef higher; cash feeders lower.
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  September 22, 2026 - Grains and Cattle 22.09.2026 14min

  Grains strongly higher on Chinese trade optimism, corn yields disappointing so far; weather concerns mounting for Southern Hemisphere's crops; cattle futures sharply higher on bullish Cattle-on-Feed report; cash steady; boxed beef stronger; cash feeders lower; weekly cash summary.
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  September 21, 2026 - Grains and Cattle 21.09.2026 18min

  Grains higher last week and see a firm start this week on China trade optimism; war creating extensive damage to Black Sea export infrastructure; improving weather conditions for US winter wheat planting; still dry in Europe; hot and dry conditions headed to eastern Australia; world FOB update; cattle futures and cash weaker last week; boxed beef mixed on Friday; Cattle-on-Feed report showed sharp drop in placements.
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  September 18, 2026 - Grains and Cattle 18.09.2026 12min

  Grains space weaker; rumors of Black Sea grain corridor but no results; solid export sales; rains headed for parched US plains; Russian winter wheat planting facing dryness in southern region; USDA increases base acres; cattle futures lower again; cash slightly lower; boxed beef lower; cash feeders higher.
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  September 17, 2026 - Grains and Cattle 17.09.2026 12min

  Grains mixed in quiet trade; rains delay Midwest harvest, supporting basis; early corn yields less than expected, soybeans close to pre-harvest estimates; rains forecast for central/southern plains; Russia damages key Ukraine railroad bridge; cattle futures weaker again; cash and boxed beef slightly lower; cash feeders higher; Cattle-on-Feed estimates.
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  September 16, 2026 - Grains and Cattle 16.09.2026 13min

  Soybeans lead grains space higher; US/China summit anticipation; Brazil production estimates; NOPA crush report; Black Sea grain exports running out of time; cattle futures pull back; cash cattle quiet; boxed beef firm; cash feeders slip.
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  September 15, 2026 - Grains and Cattle 15.09.2026 16min

  Grains mixed yesterday; Ukraine and Russia appear to not have an agreement to avoid hitting energy facilities; crop progress; rains to delay harvest; still hot and dry in southern plains; fuel price surcharges pressuring basis; cattle futures strongly higher; cash higher; boxed beef mixed on good volume; cash feeders higher; USDA's estimate of beef imports; weekly cash summary.
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  September 14, 2026 - Grains and Cattle 14.09.2026 22min

  Supply/Demand report summary; export sales; technical review of grain markets; cattle futures performing well; cash steady/higher; boxed beef mixed and cash feeders higher.
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  September 11, 2026 - Grains and Cattle 11.09.2026 13min

  Soybeans lead grains higher; Supply/Demand report today; South American production estimates; weather conditions look to improve; cattle futures higher while cash stays quiet; boxed beef lower; cash feeders higher.
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  September 10, 2026 - Grains and Cattle 10.09.2026 14min

  Grain space lower on wheat selling; markets waiting for Friday's Supply/Demand report; South American production estimates rising for old and new crop; STATS Canada stocks update; weather outlook; cattle futures mixed as cash trade stays quiet; boxed beef mixed on good volume; very light cash feeder volume.
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  September 9, 2026 - Grains and Cattle 09.09.2026 14min

  Wheat leads grains space higher on lack of progress with peace talks; crop progress update; export inspections; cattle futures higher; cash quiet; boxed beef mixed; cash feeders lower; weekly cash summary; pasture condition update.
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  September 8, 2026 - Grains and Cattle 08.09.2026 17min

  Wheat ran into profit taking last week; weekend Ukraine/Russia truce talks failed; shipping costs soaring for Russia; markets waiting for Friday's Supply/Demand report; Commitment-of-Traders report showed huge buying in grains space; cattle futures mixed for the week; cash steady; boxed beef mixed; cash feeders higher.
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  September 4, 2026 - Grains and Cattle 04.09.2026 13min

  Grains open sharply lower on Black Sea export hopes, but regain much of the losses; solid export sales; Southern Hemisphere wheat prospects look good so far; cattle futures higher; cash steady; boxed beef lower; cash feeders mixed.
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  September 3, 2026 - Grains and Cattle 03.09.2026 17min

  Grains under pressure after Putin suggests peace is possible; weather improving for Midwest but stays hot and dry for the plains; cattle futures lower; cash steady/lower; boxed beef under pressure with light volume; cash feeders mixed.
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  September 2, 2026 - Grains and Cattle 02.09.2026 14min

  Soybeans lead grain space strongly higher; Russia declines offer for trade corridor; Australia raising wheat production estimate; cattle futures weaker; cash steady/higher; boxed beef higher; cash feeders higher.
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  September 1, 2026 - Grains and Cattle 01.09.2026 13min

  Wheat regains some losses after early pressure; Russia being pressured to agree on a grain corridor; Australia increases wheat production estimates; EPA rules on SRE; soybean conditions decline; Brazil planting season fully underway; cattle futures higher; cash steady with last week; boxed beef lower on huge volume; cash feeders lower for 13th day; weekly cash summary.
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  August 31, 2026 - Grains and Cattle 31.08.2026 18min

  Grains surged higher last week on weather and wars; Black Sea grain exports less than half of normal; Turkey urging Russia to accept transportation truce; Iran war escalating again; hot and dry weather returning to US crop areas further threatening yields; cattle futures lower on weaker cash; boxed beef mixed; cash feeders lower.
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  August 28, 2026 - Grains and Cattle 28.08.2026 18min

  Grains push into new multi-year highs on war, weather and solid export demand; cattle futures higher while cash stays under pressure; boxed beef lower and cash feeders get a bounce.
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  August 27, 2026 - Grains and Cattle 27.08.2026 18min

  Grains push sharply higher, led by wheat as Russia declines a transportation truce and says that port repairs could take months; funds sharply increasing grain buying; China looks to buy South American soymeal; French wheat exports to decline as more will be fed domestically; cattle futures slightly lower as cash stays weak and boxed beef slides; cash feeders lower again.