Market Talk (Jesse Allen)

Market Talk (Jesse Allen)

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Daily analysis of grain, livestock and energy linkages with top commodity analysts.

Beneficial Tax Provision Reminders, Update on Fertilizer Prices From USDA
VideoApr 17, 2026

Beneficial Tax Provision Reminders, Update on Fertilizer Prices From USDA

The interview with USDA Under Secretary Richard Ford highlighted recent tax relief measures enacted in the Inflation Reduction Act—referred to as the “one‑big‑beautiful‑bill”—and provided an update on fertilizer pricing pressures. Ford explained that the estate‑tax repeal now grants each heir a...

By Market Talk (Jesse Allen)
100 Years of Pioneer: Farming Technologies Beyond Genetics; 100 Years of Production Innovation
VideoApr 16, 2026

100 Years of Pioneer: Farming Technologies Beyond Genetics; 100 Years of Production Innovation

The video marks Pioneer’s centennial, highlighting a century of production‑focused innovations that go beyond its famed genetics portfolio. Jordan Spear, Pioneer’s Global Lead for Producibility, explains how the company’s early inventions—such as portable seed dryers that keep corn moisture at...

By Market Talk (Jesse Allen)
Energy Supplies and Weather Becoming the Grain and Cattle Market Focus?
VideoApr 15, 2026

Energy Supplies and Weather Becoming the Grain and Cattle Market Focus?

The program highlighted how energy supply disruptions and weather extremes are reshaping the grain and cattle markets, shifting trader focus from traditional supply‑demand fundamentals to macro‑level shocks. Mike Zuzolo pointed to a confluence of factors: a global energy shock that has...

By Market Talk (Jesse Allen)
The JBS Strike Pauses — What It Means for Cattle Markets + Hogs Go Sideways
VideoApr 10, 2026

The JBS Strike Pauses — What It Means for Cattle Markets + Hogs Go Sideways

The program dissected this week’s protein complex as the JBS strike in Greeley, Colorado briefly resumed, affecting cattle slaughter capacity while futures for cattle and hogs edged sideways. Cattle futures closed modestly higher, but cash prices stayed tight, with only a...

By Market Talk (Jesse Allen)
Can Rural Electric Co-Ops Keep Up With America's Exploding Energy Demand?
VideoApr 8, 2026

Can Rural Electric Co-Ops Keep Up With America's Exploding Energy Demand?

The interview with Jim Mat, CEO of the National Rural Electric Cooperative Association, centers on the mounting pressure rural electric co‑ops face as America’s energy demand surges, driven largely by the rapid expansion of data centers and broader electrification trends....

By Market Talk (Jesse Allen)
Has the Iran War Impacted Global Meat Trade?
VideoApr 8, 2026

Has the Iran War Impacted Global Meat Trade?

The interview on Agriculture of America examines how the war in Iran is reshaping the global meat trade, focusing on supply‑chain disruptions, price pressures and the strategic role of PMI Foods, a $3 billion distributor that once ranked among the largest...

By Market Talk (Jesse Allen)
Markets Quiet After the Holiday Weekend
VideoApr 6, 2026

Markets Quiet After the Holiday Weekend

The program opened by noting a subdued trading day across grain, livestock and oil markets following the three‑day Easter break. Corn and soybeans managed only modest gains, while wheat faced slight downside pressure as traders awaited USDA’s first‑crop wheat ratings....

By Market Talk (Jesse Allen)
Could The Fertilizer Crisis Become a Food Crisis Soon? | Itafos CEO Explains
VideoApr 3, 2026

Could The Fertilizer Crisis Become a Food Crisis Soon? | Itafos CEO Explains

The interview with Itafos CEO David Delaney centers on a looming fertilizer crisis that could cascade into a broader food security challenge. He outlines how geopolitical tensions—most notably the closure of the Strait of Hormuz—and China’s suspension of phosphate exports...

By Market Talk (Jesse Allen)
Crude Oil Surges Again - Grains and Livestock Mixed on Monday
VideoMar 30, 2026

Crude Oil Surges Again - Grains and Livestock Mixed on Monday

The program opened with a clear focus on the latest surge in crude oil, which pushed prices above $103 a barrel, and its ripple effects across grain and livestock markets. Hosts highlighted that while oil’s rally bolstered risk‑on sentiment, the...

By Market Talk (Jesse Allen)
A Conversation with CHS President and CEO Jay Debertin
VideoMar 30, 2026

A Conversation with CHS President and CEO Jay Debertin

In a recent interview, CHS President and CEO Jay Debertin discussed the push for year‑round E15 gasoline and its potential to create a stable, domestic market for ethanol, a key outlet for U.S. corn producers. He framed the initiative as...

By Market Talk (Jesse Allen)
FBN Releases 2026 Planting Intentions Report
VideoMar 28, 2026

FBN Releases 2026 Planting Intentions Report

FBN released its 2026 Planting Intentions Report on Tuesday, a week before the USDA’s Prospective Plantings data. The survey, conducted with over a thousand respondents, offers an early look at how U.S. corn and soybean acres may be allocated for...

By Market Talk (Jesse Allen)
Barn Gothic: Three Generations and the Death of the Family Dairy Farm
VideoMar 28, 2026

Barn Gothic: Three Generations and the Death of the Family Dairy Farm

Barn Gothic: Three Generations and the Death of the Family Dairy Farm is a memoir by Ryan Dennis that chronicles his family’s struggle to keep a Western New York dairy operation afloat amid a wave of industry upheaval. The book...

By Market Talk (Jesse Allen)
Breaking Down the Long-Term Fertilizer Supply Crisis
VideoMar 20, 2026

Breaking Down the Long-Term Fertilizer Supply Crisis

The program focused on the emerging long‑term fertilizer supply crisis, tracing its roots to recent geopolitical turmoil in the Middle East and shifting trade policies. Hosts highlighted how attacks on Iranian and Qatari facilities—particularly the damage to Qatar’s Ross Lefort...

By Market Talk (Jesse Allen)
Cattle Market Faces Resistance as Trade Awaits Key Signals
VideoMar 19, 2026

Cattle Market Faces Resistance as Trade Awaits Key Signals

The episode of Cattle Chatter focused on the current turbulence in the U.S. cattle market, where a combination of severe wildfire damage in Nebraska, technical resistance on futures contracts, and pending macro‑political signals are shaping trader sentiment. Host Susan introduced...

By Market Talk (Jesse Allen)
Markets Moving on Headlines (AOA Markets 3/16/26)
VideoMar 16, 2026

Markets Moving on Headlines (AOA Markets 3/16/26)

The AOA Markets broadcast highlighted how today’s commodity prices are being driven more by headlines than by traditional fundamentals. A sharp decline in the soy complex was linked to speculation that the anticipated US‑China summit between President Trump and President...

By Market Talk (Jesse Allen)
Grains and Energies Higher as Volatility Creates Opportunity
VideoMar 12, 2026

Grains and Energies Higher as Volatility Creates Opportunity

Crude oil prices climbed on Thursday, providing a lift to the grain complex as corn and wheat futures moved higher, though they fell short of intraday peaks. The cattle market also staged a notable rally, recovering from earlier lows to...

By Market Talk (Jesse Allen)
New Resources in the Fight Against Nematodes
VideoMar 11, 2026

New Resources in the Fight Against Nematodes

PI AgSciences, Inc. announced a novel biochemical technology designed to protect crops from parasitic nematodes. The solution was discussed in an interview with Wes Hays, the North America commercial lead for the brand. Targeted primarily at soybean and corn production,...

By Market Talk (Jesse Allen)
War and Energy Volatility Drive Midweek Trade
VideoMar 11, 2026

War and Energy Volatility Drive Midweek Trade

Midweek commodity markets were jolted by ongoing war headlines, which amplified energy price volatility and pushed grain and oilseed futures higher on Wednesday. Rumors surrounding Renewable Volume Obligations (RVO) added further upward pressure on soybeans and corn, while the cattle...

By Market Talk (Jesse Allen)
Commodity Classic Interview with NAWG’s Nathan Keane
VideoMar 11, 2026

Commodity Classic Interview with NAWG’s Nathan Keane

Nathan Keane, currently treasurer of the National Association of Wheat Growers, will become vice president and outlined priorities at Commodity Classic in San Antonio. He highlighted Farm Bill wins during continuing resolutions—notably a wheat reference price increase from $5.50 to...

By Market Talk (Jesse Allen)
WASDE Report? What WASDE Report?
VideoMar 10, 2026

WASDE Report? What WASDE Report?

The March WASDE report arrived with almost no revisions to U.S. corn, soybean and wheat ending stocks, confirming expectations that the release would be quiet. Hosts Tyler Shia and the program’s host used the report as a springboard to discuss...

By Market Talk (Jesse Allen)
Saving Time And Stress With Your Acreage Reporting
VideoMar 10, 2026

Saving Time And Stress With Your Acreage Reporting

The USDA unveiled its One Farmer, One File initiative, targeting a 2028 deadline to unify farmer data submissions. MyAgData is offering an interim solution that automates acreage reporting to the FSA today. The platform leverages extensive testing and third‑party verification...

By Market Talk (Jesse Allen)
Cash Trade Quiet as Industry Watches Leverage Battle | 3/5/26 Cattle Chatter
VideoMar 6, 2026

Cash Trade Quiet as Industry Watches Leverage Battle | 3/5/26 Cattle Chatter

The Cattle Chatter segment highlighted a quiet cash market as participants grapple with a looming "leverage battle" that is keeping prices flat. Analysts noted that while the broader stock market and crude oil swings have been dramatic, cash cattle...

By Market Talk (Jesse Allen)
Strait of Hormuz: Why It Matters for Ag Commodities
VideoMar 4, 2026

Strait of Hormuz: Why It Matters for Ag Commodities

Traders and analysts warned that recent disruptions around the Strait of Hormuz — driven by security risks, insurance pullbacks and halted LNG pipelines — have effectively constrained shipments of crude, LNG and fertilizer feedstocks. Market moves this week swung between...

By Market Talk (Jesse Allen)
Market Does as the Market Does | 2/26/26 Cattle Chatter
VideoFeb 26, 2026

Market Does as the Market Does | 2/26/26 Cattle Chatter

The latest Cattle Chatter segment, recorded at Commodity Classic in San Antonio, examined why cattle futures have surged to record highs despite a lack of obvious catalysts. Hosts Susan Littlefield and Brad Kimma highlighted the industry’s historically tight supply, ongoing...

By Market Talk (Jesse Allen)
Any Tariff Volatility in the Markets on Monday? (AOA Markets 2/23/26)
VideoFeb 23, 2026

Any Tariff Volatility in the Markets on Monday? (AOA Markets 2/23/26)

The Agriculture of America episode on February 23, 2026 featured Barchart senior analyst Darin Newsom discussing potential tariff volatility in grain and oilseed markets, with a focus on soybeans. He highlighted that while current price action appears mixed, lingering trade...

By Market Talk (Jesse Allen)
U.S. Cotton Acres Expected to Be Down 3% in 2026
VideoFeb 22, 2026

U.S. Cotton Acres Expected to Be Down 3% in 2026

The National Cotton Council’s 45th annual early‑season planting intention survey and 2026 economic outlook reveal that U.S. cotton growers plan to plant roughly 9 million acres this spring, a 3.2% decline from last year and the lowest level since 2015. The...

By Market Talk (Jesse Allen)
Meat Continues to Have a Moment (January Meat Demand Monitor)
VideoFeb 22, 2026

Meat Continues to Have a Moment (January Meat Demand Monitor)

The January 2026 Meat Demand Monitor (MDM) was the focus of the program, featuring Kansas State University’s Glenn Tonsor. The discussion highlighted the latest data on beef, pork and chicken consumption, contrasting month‑over‑month seasonality with year‑over‑year trends, and underscored the continued...

By Market Talk (Jesse Allen)
A February Update From the Iowa Farm Bureau
VideoFeb 22, 2026

A February Update From the Iowa Farm Bureau

On February 12, 2026, Iowa Farm Bureau President Brent Johnson appeared on Agriculture of America to discuss the organization’s policy priorities and recent developments affecting Iowa’s agricultural sector. Johnson highlighted the bureau’s stance on upcoming farm‑bill negotiations, trade tensions, and...

By Market Talk (Jesse Allen)
Farmers to Plant 6% MORE Soybeans in 2026?
VideoFeb 22, 2026

Farmers to Plant 6% MORE Soybeans in 2026?

CoBank’s Lead Economist for Grains and Oilseeds, Tanner Ehmke, disclosed that U.S. farmers are projected to plant nearly 6% more soybeans in the 2026 season compared with 2025. The forecast stems from recent price trends, favorable planting conditions, and strong...

By Market Talk (Jesse Allen)
One on One With USDA's Luke Lindberg
VideoFeb 20, 2026

One on One With USDA's Luke Lindberg

At the USDA Ag Outlook Forum, Undersecretary for Trade and Foreign Agricultural Affairs Luke Lindberg highlighted the event's renewed focus on international trade. He provided updates on several key trade agreements, emphasizing progress toward a prospective U.S.-India agricultural deal. Lindberg...

By Market Talk (Jesse Allen)
Wheat and Crude Oil Continue Rally on Thursday
VideoFeb 19, 2026

Wheat and Crude Oil Continue Rally on Thursday

The program highlighted a fresh rally in wheat futures alongside a jump in crude oil, while soybeans showed modest gains and corn stayed range‑bound. Analysts attributed wheat’s upside to three “prongs”: unusually dry conditions across the Southwest, lingering Black Sea shipping...

By Market Talk (Jesse Allen)
Cash Still Wears the Crown 2 19 26 Cattle Chatter
VideoFeb 19, 2026

Cash Still Wears the Crown 2 19 26 Cattle Chatter

The Cattle Chatter episode from the NCC Classic in Carney, Nebraska focused on the continued dominance of cash cattle prices while flagging several near‑term risks, including a pending labor vote at JBS’s Greeley plant, the impact of a closed U.S.–Mexico...

By Market Talk (Jesse Allen)
Mixed Markets to Start the Week (AOA Markets 2/17/26)
VideoFeb 17, 2026

Mixed Markets to Start the Week (AOA Markets 2/17/26)

U.S. agricultural markets opened mixed after the three‑day weekend, with grain futures showing modest gains while livestock contracts fell. Senior Barchart analyst Darin Newsom highlighted pressure on corn from a larger June‑July crop outlook and support for soybeans amid tightening...

By Market Talk (Jesse Allen)
What Did We See in the Markets Ahead of the Holiday Weekend?
VideoFeb 13, 2026

What Did We See in the Markets Ahead of the Holiday Weekend?

The program opened with a quick market scan before the three‑day President’s Day weekend, noting a mixed trading day: livestock showed modest movement, while grains and oilseeds were largely flat. Host Tommy Graafi and co‑host discussed how the quieter session...

By Market Talk (Jesse Allen)
February WASDE Report Delivers a Nothingburger
VideoFeb 10, 2026

February WASDE Report Delivers a Nothingburger

The February World Agricultural Supply and Demand Estimates (WASDE) report arrived with few surprises, leaving markets largely unfazed. USDA’s numbers showed only modest adjustments—corn export forecasts rose by 100 million bushels, nudging U.S. ending stocks down to 289 million, while domestic soybean...

By Market Talk (Jesse Allen)