Farmland Value Growth Holds Steady at 9.3%, but Regional Cracks and Tighter Margins Signal Caution Ahead
In this episode, J.P. Gervais, Executive Vice President of the Ag Lending Portfolio at Farm Credit Canada, breaks down the 2025 Farm Credit Canada farmland value report, which shows a national average increase of 9.3%—the same as 2024—but reveals stark regional differences. While the Prairies, especially Manitoba and parts of Alberta, saw accelerated growth, provinces like British Columbia experienced flat or declining values due to production challenges, and Central Canada’s growth slowed as buyers grew more cautious amid historically high valuations. Gervais explains the weighted‑acre methodology behind the averages, notes that profitability pressures and tight margins are limiting debt‑service capacity, and warns that the high price base will likely temper buying activity into 2026 despite long‑term optimism for Canadian agriculture.
Argus Metals Movers: Turkey's Flat Steel Trade Patterns Set to Shift in 2026
In this episode, Argus senior reporter Elife Iboğlu and Tolga Yi Tekiciler, procurement manager at Tatmetal, discuss Turkey’s flat steel market amid tightening EU anti‑dumping and origin rules, upcoming EU quota cuts, and the loss of the UK’s galvanized‑steel exemption....
Oil, Outages and Energy Shifts: The Global Ripples From the Middle East
The episode examines how the Middle East conflict is rippling through global energy markets, from plunging oil prices to strained LNG supplies and rising fuel costs in places like the Philippines. Experts Walter Todd, Ira Joseph, and Ray Coyle explain...
Weight of Freight: Guinea’s Grip on the Capesize Market
In this episode, Richard Stevenson of Pendle Commodity Investments explains why capesize freight rates surged in early 2026, highlighting the unexpected boost from Guinea’s bauxite shipments and elevated bunker costs due to Middle‑East tensions. He outlines the political risk of...
Global Commodities: What Are the Markets Missing?
In this episode, JP Morgan analysts Greg Scheer (precious and base metals) and Atar de Boadze (European natural gas) dissect the escalating Middle‑East conflict’s impact on commodities. They detail how attacks on Iranian, UAE and Qatari gas infrastructure have trimmed Qatar’s...
‘March Madness’ for Markets Too
In this brief episode, Andrew Sheets draws a parallel between March Madness basketball and the sudden shift in market narratives caused by the Iran conflict and a potential oil shock. He outlines how, after a period of strong economic signals—low...
Mar 19 | Commodity Week
In this episode of Commodity Week, panelists Todd Gleason, Greg Johnson (Total Grain Marketing), Seth VanderWidey (Logic Ag Marketing), and Sherman Nuland (Zaner Financial) discuss the current grain and oilseed markets amid high oil prices and rising fertilizer costs. They...
Thursday - March 19, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a volatile market environment driven by Middle East tensions, rising oil prices, and mixed economic data. He highlights short‑term positive factors such as $160 billion in Q1 tax refunds, the...
Oil and Gas Jump as Iran Strikes Gulf Energy Infrastructure
The episode covers the rapid escalation of Iran's attacks on Gulf energy infrastructure following Israel's strike on an Iranian gas field, which sent Brent crude above $116 a barrel and spiked European gas prices over 20%. Host Luke Vargas and...
Driving Discussions: US-Iran Conflict Reshapes the Global Naphtha Market
The episode examines how the US‑Iran conflict and the closure of the Strait of Hormuz have triggered a sharp supply shock for naphtha in Asia, inflating spreads, freight and war‑risk premiums while Europe and the US Gulf Coast remain buffered....
Oil Shock Spreads Global Strain
The episode examines the ripple effects of the recent oil price surge, sparked by an Iranian petrochemical plant strike, on global markets and everyday life. Market maker Greg Newman describes unprecedented volatility and links the crisis to broader geopolitical tensions...
Market Talks: Challenges in Brazil’s Natural Gas Market
In this episode, Marcos Mortari and Lucas Boaquini, Business Development Manager at Argos Brazil Gas Markets, discuss the evolution of Brazil's natural gas market following a new legal framework that has increased competition and participation. They explain the emergence of...
Asian MTBE Arbitrage Flows Wrecked by Middle East Conflict
The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...
ClearCost Puts Fertilizer Price Comparisons in Farmers' Pockets
In this episode, Amber Bell interviews Keith Bush, founder of ClearCost, about their pioneering fertilizer trading and risk‑management platform for Canadian farmers. ClearCost offers a free mobile app that aggregates quotes from local, national, U.S., and international fertilizer dealers, allowing...
Fertilizer Matters EP44: Sustainable & Specialty Fertilizers Market
In this episode, senior editor Mike Nash explains the rapidly growing sustainable and specialty fertilizers market, highlighting its high margins, lower volumes, and focus on nutrient‑use efficiency products such as water‑soluble fertilizers, inhibited urea, and micronutrient blends. He discusses the...
Fertilizer Matters EP43: China’s Ammonium Chloride Market
In this episode, host Hui‑Jin Yao and senior nitrogen reporter Denise Cheng examine China's rapidly expanding ammonium chloride (AC) market, highlighting a surge in domestic production tied to soda‑ash by‑product capacity and new projects both in China and Indonesia. They...
RealAg on the Weekend: Women in Ag, Diesel Prices, & Future Plant Breeding Options, Mar 14 & 15/26
In this episode Sean Haney reviews a volatile week in Canadian agriculture, linking the Iran‑Iran war’s impact on fertilizer, diesel and commodity markets to on‑the‑ground farm decisions. He interviews Patrick DeHaan of GasBuddy on soaring diesel prices, discusses a new...
EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies
In this episode, Gustavo Medeiros of Ashmore Group and Bloomberg Intelligence’s Damian Sassower examine how the war‑induced oil shock is pressuring emerging market (EM) economies with rising energy costs, stagflation risks, and declining asset prices. They discuss the extraordinary policy...
Iran War Oil Crunch Plunges World Into Crisis - New World Next Week
In this episode of New World Next Week, James Corbett and James Evan Palato dissect the escalating oil crisis triggered by the U.S.-Iran conflict, highlighting how the Strait of Hormuz closure has forced Asian nations like Pakistan, Bangladesh, and others...
PETER LEWIS' MONEY TALK - Thursday 12 March 2026
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and...
'Largest Ever' Oil Reserve Release Agreed by 32 Countries
The episode explains that 32 IEA member countries have agreed to release a record 400 million barrels of emergency oil reserves—the largest ever—to curb soaring energy prices amid the US‑Israel conflict in Iran. IEA Executive Director Faith Beryl notes this release is...
IEA Proposes Record Release of Oil Reserves
The episode focuses on the International Energy Agency's proposal to release a record 400 million barrels of oil from member countries' strategic reserves to counter a sharp price surge caused by the near‑closure of the Strait of Hormuz after Iranian attacks....
March WASDE Leaves Grain Markets Searching for Direction
In this episode, Jim McCormick of agmarket.net breaks down the March USDA WASDE report, noting that wheat and corn numbers were largely unchanged while soybean imports and crush demand were modestly increased. He explains how the lackluster report has nudged...
Wednesday: Oil Slumps on Stockpile Hopes
The episode covers a sharp drop in oil prices toward $80 a barrel as markets anticipate the release of strategic stockpiles amid Middle East tensions, while Australian consumer confidence falls and business sentiment turns negative. It highlights China’s surge in...
Buckle Up
In this episode of Reuters Morning Bid, Amanda Cooper and Mike Dolan dissect the wild swings in oil prices after former President Trump hinted the Iran conflict could end soon, noting crude jumped $30‑$25 per barrel in a day before...
Why Aluminium Just Hit a Four Year High
In this episode, Alan "Aluminium" Clark of CM Group breaks down why aluminium prices have surged to a four‑year high, linking the rally to supply shocks at key refineries, tightening alumina margins, and China’s heavy reliance on Guinean bauxite. He...
Surging Oil Prices Spark Market Jitters
The episode opens with a discussion of oil prices soaring above $100 per barrel, the sharpest jump in years, and the resulting market fear as higher energy costs threaten corporate earnings, inflation, and consumer spending. Hosts Jon Quass, Rachel Warren,...
$100 Oil Is Back
The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...
Market View: How High Can Oil Go? Winners and Possible Losers Amongst Defense Stocks and SG Agri Counters
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
Global LPG Conversations: Middle East War Hits Global LPG Markets
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
Beef Market Update: Cattle Price Yo-Yos, Herd Numbers Climb, and Volatility Shakes Futures Markets
In this Beef Market Update, Anne Wasco of Gateway Livestock Exchange breaks down recent volatility in U.S. cattle futures, noting lower live cattle prices and packer margin pressures that have led to reduced slaughter rates and higher wholesale cutout prices....
TWIFO 487: An Explosive Week in Energy, Equity, Crypto and More
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
Metal Movers: Inside the Global Tungsten Squeeze
The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...
Italy's Carbon Reform and the ETS Decree
The episode examines Italy's controversial decree that seeks to shift EU ETS costs from gas‑fired power producers to consumers, aiming to lower wholesale electricity prices and boost industrial competitiveness. Guests Enza Tedesco and lawyer Lorenzo Parola explain the economic rationale,...
Corteva Agriscience Expert Warns 2026 Will Be Challenging, Urges Growers to Prioritize Pre-Emergence and Product Stewardship
Corteva Agriscience’s expert warns that 2026 will be a tough year for growers across all regions, emphasizing the need to invest in pre‑emergence weed control and robust product stewardship rather than cutting costs on cheap post‑emergence applications. He highlights how...
Metals Movers: Stainless Insights with ISSDA’s President
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
Spring Fertilizer Supply Fears Grow as Iran War Chokes Key Shipping Route
In this episode, host Sean talks with Stonex analyst Josh Linville about the sudden disruption to global fertilizer markets caused by the U.S. military operation in Iran and the resulting closure of the Strait of Hormuz. They explain how the...
Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
AMVAC Unveils New Rootworm Control Product at 2026 Commodity Classic
American Vanguard (AMVAC) highlighted its new Duro LQ product at the 2026 Commodity Classic, emphasizing its dual action against rootworms and nematodes. The company stressed its commitment to delivering proven, competitively priced solutions that boost farmer profitability, and noted that...
Week Ahead: Shockwaves From Iran
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate...
SAF Insights: Introducing Argus' SAF & HVO Fob Straits Assessments
In this episode, Argus’s Sarah and VP of Business Development Alfonso introduce the new FOB Strait of Malacca price assessments for Sustainable Aviation Fuel (SAF) and Hydrotreated Vegetable Oil (HVO) in the Asia‑Pacific region. They explain why the assessments are...
Weight of Freight: Talking Tankers with Asyad’s CEO
In this episode, Argus's Way to Freight talks with Dr. Ibrahim Alnathiri, CEO of Asyad Shipping, about the company’s aggressive fleet renewal and expansion, including the recent purchase of three VLCCs and four other newbuilds. Alnathiri explains how a younger,...
The Uranium Deal 10 Years in the Making (Brandon Munro)
In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey,...
TWIFO 486: Widowmakers and Lethal Weapons
In this episode of This Week in Futures Options, host Mark Longo and guest Carly Garner discuss the week’s market movers, highlighting strong gains in precious metals like silver (+12.5%) and platinum (+8.78%) while noting declines in energy and agricultural...
Market Talks: Market Moves Since the Fertilizer Latino Americano Conference
In this episode, Argus Brazil editor Renata Cardarelli and fertilizer specialist Gisele Augusto review how Brazil and the Southern Cone fertilizer markets have evolved a month after the Fertilizer Latino-Americano (FLA) conference. They note a sharp slowdown in RIA deals,...
Biomass Beat: UK Waste Wood for Biomass at a Crossroads, Post 2027
The episode examines the looming loss of Renewables Obligation (RO) support for UK waste‑wood biomass plants in 2027 and the resulting risk of a 3 million‑ton oversupply of waste wood. Richard Coulson of the Wood Recyclers Association explains how the sector...
02.25.26 Buying & Selling Gold / Why Simple Appliances Win
In this episode, Clark Howard tackles two hot topics: when and how to buy or sell gold and silver as a hedge, and why simple, non‑brand‑name appliances often offer better value than pricey name‑brand models. He explains that precious metals...
Korea Commodities Market Highlights Episode 4
The episode reviews South Korea's energy commodities market, noting a modest dip in thermal coal prices and major tenders favoring Indonesian, Australian, and Canadian supplies while limiting Russian and Chinese coal. It highlights the government's push to cap Russian coal...
Methanol Market Trends, China MTO Outlook & MTBE Analysis
In this episode, senior fuels consultant Roel Salazar and VP of Methanol & Derivatives Dave McCaskill review the first two months of 2026 methanol market headlines, focusing on price movements, supply dynamics, and demand shifts. They examine China’s methanol‑to‑olefins (MTO)...
The Ultra Bull Case for Lithium (YJ Lee)
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...