Screwworm Scare Sparks Volatility, as Cattle Markets Push Higher | Beef Market Update
In this Beef Market Update, Anne Wasco discusses the impact of the first U.S. case of New World Screwworm on cattle futures, noting an initial price drop followed by a rapid recovery once USDA clarified its response. She highlights record beef demand in Canada—up 10% year‑over‑year and the strongest since 1982—driving retail prices to about $28 CAD per kilogram (≈ $21 USD). Despite solid cash cattle prices, the cutout market is showing signs of flattening, suggesting a possible ceiling on price gains. The conversation underscores the importance of clear communication about animal‑health issues to maintain consumer confidence.
Jun 04 | Commodity Week
In this June 4 episode of Commodity Week, hosts Todd Gleason, Logan Kimmel, Sherman Newland, and Shane Holthorff dissect the recent sell‑off in corn, soybeans, and hard red winter wheat, exploring short‑term targets for both old‑crop and new‑crop sales. They highlight...
Driving Discussions: Summer 2026 Outlook - War Driven Tightness in U.S. Gasoline Markets
In this episode, Jared Ainsworth and Argus associate editor Stephanie Crawford examine how the U.S.-Iran war has rapidly tightened U.S. gasoline supplies ahead of the summer driving season. They note that inventories, which were unusually high in February, have fallen...
Fertilizer Matters EP52: China’s Potash Market
In this episode, analyst Johanna Jing explains that China settled its 2026 standard MOP (potash) contract at $348 per ton CFR, the earliest settlement on record, and that domestic prices remain firm despite the post‑peak season. She highlights China’s reliance...
What Does the Oil Crisis Mean for You?
The episode dissects the current oil crisis sparked by the US‑Iran conflict, highlighting how the closure of the Strait of Hormuz has removed roughly 11 million barrels per day from global supply—more than double the shortfalls of the 1973 and 1979...
Global Commodities: Can the World Live with 9% Less Oil?
In this episode, J.P. Morgan Global Commodities Research analyst Natasha Kanova examines the unprecedented 9% drop in global oil demand—about 900,000 barrels per day—driven largely by shifts in China and Europe toward electric transport, rail, and lower‑carbon alternatives rather than...
Resource Investor Rozencwajg: Today's Oil 'Shock' Is Tomorrow's Building Catastrophe
In this episode, host Chuck Jaffe interviews Adam Rosenzweig, managing partner at Goering & Rosenzweig, who warns that today’s oil market shock—driven by a 15 million‑barrel‑per‑day upstream shortage—will soon cascade into severe price spikes and broader economic disruption, potentially pushing crude...
Base Oils Disrupted: War-Driven Supply Tightness
The episode examines how the US‑Iran war has tightened global base‑oil supplies, especially Group 3 output from the Middle East, where the Strait of Hormuz closure and damage to Qatar’s Pearl GTL plant have cut capacity. Analysts note that while Group 1...
Fertilizer Matters EP51: North American Fertilizers - To Re-Export or Not Re-Export
In this episode, Taylor Zavala and host Calder discuss how the U.S.-Israel war with Iran and the closure of the Strait of Hormuz have driven North American fertilizer markets to unprecedented conditions, prompting traders to re‑export imported phosphate and urea...
Metal Movers: China Flat Steel Outlook Shaped by Exports, Costs and Risk
In this episode, Argus senior analyst Annie Wang breaks down why Chinese flat steel and export prices surged in early May, citing post‑holiday restocking, production cuts, rising raw‑material costs (coke, iron ore, energy) and a weaker regional price gap. She...
The Biofuels Report: Feedstock vs Fuel - Why UCO Isn’t Keeping Pace?
In this episode Anna Prokhorova talks with Arreski of Green Air about why used cooking oil (UCO) prices in Europe have stayed relatively flat despite geopolitical shocks that have driven up other energy markets. They explain that UCO behaves unlike...
Beef Markets Tick Higher as Cash Cattle Ignore Trade Turmoil | Beef Market Update
In this Beef Market Update, host Sean and guest Anne Wasco of Gateway Livestock Exchange discuss a surprisingly strong cash cattle market despite trade turbulence, noting U.S. and Canadian cash cattle prices rose $4‑$9 per head and fed cattle prices...
May 14 | Commodity Week
In this May 14 episode of Commodity Week, panelists Todd Gleason, Greg Johnson, Chip Nellinger, and Brian Stark dissected the latest USDA supply‑and‑demand report, noting a projected 3 million‑acre drop in corn planting and lower ending stocks that could tighten the...
Tuesday: Eyes on Australia Budget for Household Help
The episode covers three main topics: the upcoming Australian federal budget and its potential cost‑of‑living measures, rising oil prices after Donald Trump dismissed Iran’s peace‑talks offer, and a deep‑dive on how the Middle‑East conflict threatens aluminium supply, given the region’s...
Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly
In this episode, Argus senior editor Mike Nash talks with global potash editor Julia Campbell about how the Middle East conflict is affecting the potash market. While direct supply of MOP (mineral oil‑based potash) remains stable, higher oil and gas...