The Ag View Pitch

Author: The Ag View Pitch

Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.
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Language: en

Genres: Business

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#776 - "Corn Rally, China Talks, and Farmer-Held Stocks" - Weekly Market Outlook: May 4th - 8th
Sunday, 3 May, 2026

In this week’s Market Outlook, Shay Foulk is joined by Alex Londerville with Cargill to discuss the recent strength in corn, soybeans, and wheat as markets react to planting progress, Brazil safrinha dryness, export demand, China trade discussions, crude oil pressure, and policy movement around 45Z and RVOs.They also discuss why farmers should stay alert during planting season, especially as profitable pricing opportunities appear while many producers are still holding old-crop corn in the bin.Correction/clarification from the episode: Alex noted farmer-held corn stocks across Nebraska, Minnesota, Illinois, and Iowa. The corrected figure is 120 million more on-farm stored bushels in Nebraska alone, and 580 million more year-over-year corn bushels across Nebraska, Minnesota, Illinois, and Iowa combined.