E77: The WASDE of Confusion
Nov 11, 2021•27 min•Season 1Ep. 77
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
The November WASDE dropped Tuesday, November 9th, creating some short term confusion as traders moved on lower soybean ending stock numbers before measuring their response in light of weak export figures.
DTN’s Todd Hultman joins us today to unpack the updated figures in a report, which is likely to be the last major adjustment to the 2021 yield numbers before the January WASDE.
We’ll discuss the China trade watch, domestic demand for corn and soybeans, weather outlooks, and how changes across US grains might be playing into planting decisions for the 2022 year.
Then we’ll discuss the lasting impacts of COVID, inflation, and how ag markets might be impacted by the global shipping snafu.
For the best experience, listen in Metacast app for iOS or Android