Latest News From Davis Michaelsen

Ukraine Likely to Cut Grain Exports | March 18, 2022
Ukraine Likely to Cut Grain Exports | March 18, 2022

Russian crude exports to India surge, Germany calls for cease fire in Ukraine and President Biden will dialogue with Chinese President Xi...

Russia - Ukraine Talks Continue | March 17, 2022
Russia - Ukraine Talks Continue | March 17, 2022

Canadian Pacific Railway threatens union members, Eurozone inflation continues to firm and Argentina turns to the export market to moderate inflation...

Wheat futures Pull Corn Lower | March 16, 2022
Wheat futures Pull Corn Lower | March 16, 2022

Psaki suggests year-round E-15 is under consideration, IEA cuts World oil demand forecast and the Fed is expected to raise rates this week...

Friday Wrap Up | March 11, 2022
Friday Wrap Up | March 11, 2022

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

Russian Forces Gather Around Kyiv | March 11, 2022
Russian Forces Gather Around Kyiv | March 11, 2022

Ukrainian Ag Minister expects crop mixes to shift, Wells Fargo raises oil price forecast and coal prices roar higher...

Granholm Calls on Drillers to Drill | March 10, 2022
Granholm Calls on Drillers to Drill | March 10, 2022

Peace talks between Russia and Ukraine have yielded no fruit, Russia legalizes patent theft and avian influenza continues to spread...

Kremlin Warns West of Retaliation | March 9, 2022
Kremlin Warns West of Retaliation | March 9, 2022

USDA will not likely change much in its S&D report tomorrow, Russia says it is mulling retaliation on the West for economic sanctions and Boozman asks for more time on CRP decisions...

Venezuela Ill-equipped to Increase Crude Output | March 8, 2022
Venezuela Ill-equipped to Increase Crude Output | March 8, 2022

Russia has agreed on a civilian escape route out of Ukraine, avian flu has been discovered in an Iowa turkey flock and crop consultant leaves Brazilian crop forecasts unchanged...

DC Signal to Noise | March 7, 2022
DC Signal to Noise | March 7, 2022

Russia and Putin's dastardly operation in Ukraine. Plus Chip Flory and Jim Wiesemeyer discuss the wheat market, China, energy independence and whom the U.S. government is willing to buy oil from...

Fed May Adjust Rate Hike Strategy | March 2, 2022
Fed May Adjust Rate Hike Strategy | March 2, 2022

Biden's address falls flat for some, China will not join other nations in sanctioning Russia and market volatility continues...

Signal to Noise | February 28, 2022
Signal to Noise | February 28, 2022

Chip Flory and Jim Wiesemeyer discuss the Putin's attack on Ukraine and the domino effect to the economy, including energy prices and trade. Plus they preview President Biden's State of the Union address

South American Crops Stabilize | March 1, 2022
South American Crops Stabilize | March 1, 2022

Truce negotiations between Russia and Ukraine go nowhere, China's PMI improves and President Biden will deliver his State of the Union Address tonight...

Friday Wrap Up | February 25, 2022
Friday Wrap Up | February 25, 2022

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

Russian Incursion Continues | February 25, 2022
Russian Incursion Continues | February 25, 2022

Senator Warner warns of cyber-attacks, China refuses to call Russian action an 'invasion' and USDA Economist predicts 15 billion gallons of ethanol blending...

USDA Releases Ag Outlook Numbers | February 24, 2022
USDA Releases Ag Outlook Numbers | February 24, 2022

Russia invades Ukraine, China's soymeal prices rally sharply and the EU looks to free itself from Russian gas...

U.S. & Allies Level Sanctions Against Russia | February 23, 2022
U.S. & Allies Level Sanctions Against Russia | February 23, 2022

Wheat crop condition ratings continue to show declines, China reiterates plans to increase domestic soybean production and the DOT allocates funds toward ports...

Friday Wrap Up | February 18, 2022
Friday Wrap Up | February 18, 2022

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

IEA Urges OPEC to Restore Output | February 17, 2022
IEA Urges OPEC to Restore Output | February 17, 2022

The Biden Administration doubts claims of Russian pullback, Secretary Vilsack wants the DOJ to investigate inputs prices and production strains continue to dog food makers...

Paraguay Soy Crushers Low on Beans | February 16, 2022

USTR makes WTO appeal regarding China, a Senate subcommittee will hold a hearing on the RFS and Russia continues war games but sends some troops back to base...

Canada Declares State of Emergency | February 15, 2022
Canada Declares State of Emergency | February 15, 2022

Russia pulls some troops back, consultant says S.A. drought may have hit yields harder than expected and H5N1 in Kentucky flock spurs cull...

Signal to Noise | February 14, 2022
Signal to Noise | February 14, 2022

Russia and Ukraine/China and Taiwan – and what they could mean for the prices of energy and goods, plus we discuss crop insurance, the protests in Canada, we answer some questions, and look ahead to this week.

Friday Wrap Up | February 11, 2022
Friday Wrap Up | February 11, 2022

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

U.S. Posts January Budget Surplus | February 11, 2022
U.S. Posts January Budget Surplus | February 11, 2022

Farm groups take legal action against EPA, China's sow herd number softens and Russian drills rattle Ukraine...

Russia Posts Soft Black Sea Blockade | February 10, 2020
Russia Posts Soft Black Sea Blockade | February 10, 2020

Loan activity rockets higher in China, H5N1 found in Indiana and Nova Scotia and Atlanta Fed President Bostic expects three to four interest rate hikes...

All Eyes on S.A. Production | February 9, 2022
All Eyes on S.A. Production | February 9, 2022

G.T. Thompson presses USDA on CCC spending proposal, Ukraine holds out for diplomatic de-escalation and USDA releases S&D numbers this morning...

Weekend Rains Too Late for Paraguay | February 8, 2022
Weekend Rains Too Late for Paraguay | February 8, 2022

Business owners concerned over inflation, CCC funds proposed for $1 billion Climate-Smart Commodities program and Biden threatens to cut European pipeline...

Friday Wrap Up | February 4, 2022
Friday Wrap Up | February 4, 2022

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

Canadian Trucker Strike Dubbed 'Unlawful' | February 3, 2022
Canadian Trucker Strike Dubbed 'Unlawful' | February 3, 2022

The Bank of England raises rates again, NCBA opposes cash cattle trade mandates, and Europe seeks alternatives to Russian natgas...

Soybeans Post New Contract Highs | February 2, 2022
Soybeans Post New Contract Highs | February 2, 2022

Eurozone inflation continues to climb, the DOC announces countervailing duty rates on UAN and Senator Manchin calls BBB, "dead."

USTR Refreshes Phase 1 Talks | February 1, 2022
USTR Refreshes Phase 1 Talks | February 1, 2022

Russia continues to deny invasion plans, soybean crush expected to hit record high and hog slaughter opens the week on a high note...

Friday Wrap Up | January 28, 2022
Friday Wrap Up | January 28, 2022

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

IMF Says China's Recovery Lacks Balance | January 28, 2022
IMF Says China's Recovery Lacks Balance | January 28, 2022

Strength in the dollar triggers pressure in livestock markets, Biden warns Ukrainian counterpart and crop sales by U.S., Brazilian and Argy farmers slow...

Increased Truck Transport Wreaking Havok | January 27, 2022
Increased Truck Transport Wreaking Havok | January 27, 2022

Ukraine says Russia lacks sufficient troop support for full scale invasion, CRP signup begins this month and the Senate will move quickly to fill Supreme Court vacancy...

NATO Urges Diplomacy | January 26, 2022
NATO Urges Diplomacy | January 26, 2022

OPEC+ not keeping up with production commitments, China suspends pork trade with Italy over ASF and West Coast ports report a slump in arrivals in December...

Pentagon Puts Troops on High Alert | January 25, 2022
Pentagon Puts Troops on High Alert | January 25, 2022

South American crops stabilize, high fertilizer prices will likely lead to food price inflation and wholesale beef movement slows...

China to Release Stockpiled Crude | January 14, 2022
China to Release Stockpiled Crude | January 14, 2022

Markets and government offices will be closed for Martin Luther King Jr. Day on Monday, Jan. 17, House lawmakers call for WTO inquiry against India and China's meat imports fall in 2021...

Russian Sabre Rattling Continues | January 13, 2022
Russian Sabre Rattling Continues | January 13, 2022

Omicron strikes another Chinese port city, the White House sanctions North Korea and China sets optimistic domestic soybean production target...

USDA to Release A Barrage of Data | January 12, 2022
USDA to Release A Barrage of Data | January 12, 2022

NATO will meet with Russia today, China’s ag ministry lowered its forecast for 2021-22 corn consumption and lean hog futures may be under-valued...

Putin Downplays Invasion Plans | January 11, 2022
Putin Downplays Invasion Plans | January 11, 2022

China will maintain tariffs on DDG's, Vilsack highlights WOTUS plans and Fed Chair Powell says the Fed will keep inflation under wraps...

Signal to Noise | January 10, 2022
Signal to Noise | January 10, 2022

Davis Michaelsen and Pro Farmer policy analyst Jim Wiesemeyer take us from Russia in Kazakhstan, to USDOT Secretary Buttigieg going to the Pacific Coast, to the latest on Build Back Better...and a lot more.

Mortgage Rates on the Rise | January 7, 2022
Mortgage Rates on the Rise | January 7, 2022

The federal government is closed again due to snow, wages among small businesses are on the rise and the President of Kazakhstan issues kill order...

Russian Troops Sent to Kazakhstan | January 6, 2022
Russian Troops Sent to Kazakhstan | January 6, 2022

Ag-Rural cuts Brazilian soybean crop estimate, USDA unveils nitrogen related insurance plan and E.U. energy companies are feeling the burn...

China Rumored in the Market for Corn and Beans | January 5, 2022
China Rumored in the Market for Corn and Beans | January 5, 2022

U.S. and E.U. officials coordinate to investigate JBS and its parent company, American workers quit their jobs at a record pace in November and China looks to ensure stable economic growth…

Biden Examines Packing Industry | January 4, 2022
Biden Examines Packing Industry | January 4, 2022

South American weather remains volatile, wheat crop conditions deteriorated in December and the White House will tighten labeling standards...

China Chides Sam's Club | December 31, 2021
China Chides Sam's Club | December 31, 2021

Government offices are closed today but the markets will trade a full day, China cuts EV subsidies and hog traders exit 2021 amid optimism...

Trading Partners Frustrated with D.C. | December 29, 2021
Trading Partners Frustrated with D.C. | December 29, 2021

The U.S. and Russia will hold security talks, gasoline prices decline amid crude rally and OPEC+ refuses to answer Biden output demands...

E.U. Energy Crunch May Worsen | December 23, 2021
E.U. Energy Crunch May Worsen | December 23, 2021

Markets will be closed tomorrow, Putin doesn't mention military designs in public comments and Summers warns of an economic testing period for the U.S.

Corn Breaks Above 6 Bucks | December 22, 2021
Corn Breaks Above 6 Bucks | December 22, 2021

Russia cuts gas supply to Europe, Biden confident Manchin will vote in favor of BBB and U.K. GDP forecasts soften...

EV Tax Credits in BBB Face Scrutiny | December 21, 2021
EV Tax Credits in BBB Face Scrutiny | December 21, 2021

South American dryness is becoming a concern, EPA uncertain on the future of SREs and the U.S. tops list of rising consumer prices...

Friday Wrap Up | December 17, 2021
Friday Wrap Up | December 17, 2021

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