Latest News From Davis Michaelsen

GOP Needs One More Seat | November 15, 2022
GOP Needs One More Seat | November 15, 2022

Brotherhood of Boilermakers reject Union/Rail agreement, Goldman Sacs sees inflation easing and cash hogs continue to slide...

House Not yet In-the-bag for GOP | November 11, 2022
House Not yet In-the-bag for GOP | November 11, 2022

China eases COVID restrictions, Yellen questions whether positive inflation data is a turning point and bankers eye 2024 balance sheets...

EPA Sends RFS Proposal to OMB | November 10, 2022
EPA Sends RFS Proposal to OMB | November 10, 2022

Senate battle continues, France goes on high alert for bird flu and Argy wheat crop forecasts fall...

Cash Cattle Brush-off Blizzard Concerns | November 9, 2022
Cash Cattle Brush-off Blizzard Concerns | November 9, 2022

Modest revisions expected in today's USDA report, Democrats outperformed expectations and Conab forecasts record Brazilian bean crop...

HRW Conditions Improve Slightly | November 8, 2022
HRW Conditions Improve Slightly | November 8, 2022

Chinese officials are concerned about hard line on COVID-19, U.N. Secy. General threatens dire future and a winter storm threatens Northern and Central Plains...

Friday Wrap Up | November 4, 2022
Friday Wrap Up | November 4, 2022

Davis Michaelsen and Hillari Mason discuss this week's market action...

U.S. to Talk Trade with Taiwan | November 4, 2022
U.S. to Talk Trade with Taiwan | November 4, 2022

China may adjust COVID policy, FAO lowers global cereal grain production forecast and rail unions still mulling labor agreement...

Indonesia to Test B40 | November 3, 2022
Indonesia to Test B40 | November 3, 2022

StoneX raises corn crop estimate, China approves more Brazilian exporters and parents struggle to pay for school meals...

USDA to Fund Meat Packing Expansion | November 2, 2022
USDA to Fund Meat Packing Expansion | November 2, 2022

Russia affirms Ukraine export deal, Fed expected to raise rates another 75 basis points and Eurozone PMI falls to longtime low...

Soybean Highway Blocked by Protestors | November 1, 2022
Soybean Highway Blocked by Protestors | November 1, 2022

Putin backtracks on Ukraine grain export deal, HRW crop conditions at lowest level on record and the Fed is paying out more than it is earning...

IMF Cuts Asian Economic Forecasts | October 28, 2022
IMF Cuts Asian Economic Forecasts | October 28, 2022

Mexico shuns GMO corn, rail labor agreement still uncertain and the Fed posted a loss...

Russia Threatens U.S. Satellites |October 27, 2022
Russia Threatens U.S. Satellites |October 27, 2022

Xi Jinping extends hand of friendship to U.S., Biden administration mulls bolstering northeastern heating oil supplies and Rail Union members vote 'no' on a fresh labor agreement...

Greenback Continues Pullback | October 26, 2022
Greenback Continues Pullback | October 26, 2022

Ukraine asks citizens abroad not to return until spring, GM eyes EV tax credit and the U.N. says countries are failing to meet climate commitments...

Ukraine Wheat Plantings Sag | October 25, 2022
Ukraine Wheat Plantings Sag | October 25, 2022

Chinese Yuan loses double digits vs. the Dollar, Yellen addresses E.V. tax credit and cash cattle bids rise…

European Inflation Continues to Surge | October 19, 2022
European Inflation Continues to Surge | October 19, 2022

Biden to continue to sell from SPR, Russian planes patrol neutral waters and Mpls Fed President holds the line of monetary tightening...

Russian Strikes Darken Ukraine | October 18, 2022
Russian Strikes Darken Ukraine | October 18, 2022

China may be accelerating Taiwan invasion plans, Cordonnier raises corn yield estimate and Americans will pay more for natural gas to heat homes...

Friday Wrap Up | October 14, 2022
Friday Wrap Up | October 14, 2022

Davis Michaelsen and Hillari Mason discuss this week's market action...

U.K. to Roll Back Tax-and-Spend Policy | October 14, 2022
U.K. to Roll Back Tax-and-Spend Policy | October 14, 2022

Turkey will build a European natgas hub, Biden teases upcoming measures to fight gasoline price strength and Chinese pork prices surge...

U.N. Condemns Russian Annexation | October 13, 2022
U.N. Condemns Russian Annexation | October 13, 2022

Russian fires another volley of missiles, Argentine drought causes crop concerns among millers and mortgage rates have more than doubled...

Biden Threatens Saudi Arabia | October 12, 2022
Biden Threatens Saudi Arabia | October 12, 2022

USDA will update balance sheets today, Romania reports ASF detection and U.K. bond market rout threatens pensions...

YARA Curtails Fertilizer Production | October 6, 2022
YARA Curtails Fertilizer Production | October 6, 2022

Biden to limit sanctions on Venezuela, EPA mulls e-RINS and Russian drought threatens 2023 crops...

Public Debt Surpasses $13 Trillion | October 5, 2022
Public Debt Surpasses $13 Trillion | October 5, 2022

StoneX raises corn yield estimate, OPEC+ expected to cut crude output and Taiwan chides Chinese military movement...

Russian Annexation to Boost Acreage | October 4, 2022
Russian Annexation to Boost Acreage | October 4, 2022

China selling U.S. LNG to Europe, Mexican food retailers work to battle inflation and Eurozone PPI surges on the year...

Fall NH3 MFischer (1)
Anhydrous Urges Nitrogen Segment Higher

NH3 posts an ominous price move as other N products stand pat...

Friday Wrap Up | September 30, 2022
Friday Wrap Up | September 30, 2022

Davis Michaelsen and Editor Brian Grete discuss this week's market action...

Ian Set to Swipe at the Carolinas | September 30, 2022
Ian Set to Swipe at the Carolinas | September 30, 2022

USDA's Grain Stocks Report due out this morning, barges run aground in the Big Muddy and diesel prices soften...

Putin to Ratify Election Results | September 29, 2022
Putin to Ratify Election Results | September 29, 2022

NATO rules Nordstream breech sabotage, Ian shuts-in some Gulf energy production and today's H&P Report expected to show mild herd contraction...

Russia Claims Referendum Victory | September 28, 2022
Russia Claims Referendum Victory | September 28, 2022

European Central Bank works to stabilize economy, the yuan falls to long-time low and Argentine soybean sales falter...

Dollar Drops Overnight | September 27, 2022
Dollar Drops Overnight | September 27, 2022

Hurricane Ian expected to intensify, stopgap funding measure hits snag and shipments continue to leave the Black Sea...

Monday Morning Wake Up Call | September 26, 2022
Monday Morning Wake Up Call | September 26, 2022

Grain and soy futures traded lower overnight on global economic concerns although soybeans recovered slightly on the open. Cattle futures are mildly higher with lean hogs under pressure to start the week.

Friday Wrap Up | September 23, 2022
Friday Wrap Up | September 23, 2022

Davis Michaelsen and Editor Brian Grete discuss this week's market action...

Dollar Continues Bull Run | September 23, 2022
Dollar Continues Bull Run | September 23, 2022

Prolonged drought plagues China, Russia opens polls in Ukraine and the British pound taps long-time low...

England Moves to Restart Fracking | September 22, 2022
England Moves to Restart Fracking | September 22, 2022

China says Inflation Reduction Act EV policy violates WTO rules, Argentine wheat crop estimates are shrinking and Biden offers more funding to combat global hunger...

Taiwanese Delegation to Purchase Iowa Crops | September 21, 2022
Taiwanese Delegation to Purchase Iowa Crops | September 21, 2022

The Fed is expected to raise rates 75 basis points today, Biden will address the UN General Assembly and Russia mobilizes troops, threatens nuclear actions...

Container Arrivals Begin to Slow | September 20, 2022
Container Arrivals Begin to Slow | September 20, 2022

NOAA reports hottest August on record, crop consultant leaves U.S. crop estimates unchanged and DOE says it will send more crude from SPR to Europe...

Friday Wrap Up | September 16, 2022
Friday Wrap Up | September 16, 2022

Davis Michaelsen and Editor Brian Grete discuss this week's market action...

Eurozone Inflation Marks New Record | September 16, 2022
Eurozone Inflation Marks New Record | September 16, 2022

Putin bemoans Euro sanctions, China's economy shows resilience and weather catastrophes threaten a $1 trillion price tag...

Xi and Putin Palaver | September 15, 2022
Xi and Putin Palaver | September 15, 2022

Tentative rail agreement has been reached, Pakistan floods a growing concern and beef packers are short-bought...

Rail Strike Chatter Has Ag On Edge | September 13, 2022
Rail Strike Chatter Has Ag On Edge | September 13, 2022

Trucker's Association weighs-in on potential rail strike, China releases steady production estimate despite searing heat and the CME lean hog Index continues to tumble...

Friday Wrap Up | September 9, 2022
Friday Wrap Up | September 9, 2022

Davis Michaelsen and Editor Brian Grete discuss this week's market action...

Premium Diesel
Farm Diesel Price Risk Builds

Distillate inventories have plummeted as harvest looms...

Putin to Meet with Turkey re: Export Deal | September 9, 2022
Putin to Meet with Turkey re: Export Deal | September 9, 2022

Argy soy farmers discouraged from holding stocks, India to impose rice export duty and USDA's export sales data will not be released as scheduled...

Putin Plans Confab With Xi | September 7, 2022
Putin Plans Confab With Xi | September 7, 2022

CHIPS Act limits U.S. tech footprint in China, Russia balks at Ukrainian export deal and China's trade surplus drops to historic low...

Friday Wrap Up | September 2, 2022
Friday Wrap Up | September 2, 2022

Davis Michaelsen and Editor Brian Grete discuss this week's market action...

Eurozone Inflation Continues to Surge | September 2, 2022
Eurozone Inflation Continues to Surge | September 2, 2022

Chinese firms aggressively book soybeans and auction reserves, StoneX lowers corn yield forecast and global food prices drop in August...

Beijing Pushes-back on Climate Policy | September 1, 2022
Beijing Pushes-back on Climate Policy | September 1, 2022

FAS will not release export data for two weeks, Gasoline prices under pressure and beef packers slow-play cash negotiations...

Global Fertilizers and the U.S. Outlook | August 31, 2022
Global Fertilizers and the U.S. Outlook | August 31, 2022

An excerpt from AgriTalk Radio as Davis Michaelsen and Chip Flory discuss the ramifications of Global fertilizer production shutdowns and the outlook for U.S. prices with Josh Linville of StoneX...

Northeastern Heating Oil Supplies Plummet | August 31, 2022
Northeastern Heating Oil Supplies Plummet | August 31, 2022

China's PMI still in contraction, Eurozone inflation taps another record high and U.S. diesel prices rise back above $5...

Conslutant Cuts Corn Yield | August 30, 2022
Conslutant Cuts Corn Yield | August 30, 2022

Grain shipments continue to leave Ukraine, USDA indicates technical data problem and China halts some U.S. meat shipments citing ractopamine...

California Passes Combustible Measure | August 26, 2022
California Passes Combustible Measure | August 26, 2022

Armed Services Committee member visits Taiwan, Europe avoids potential radiation disaster and Bullard predicts persistent inflation...