Market analysts are closely watching the wheat markets as they have seen a rally in recent days. Some think weather is the main driver, but traders have other ideas.
Brian Hoops with Midwest Market Solutions tells us it all comes down to geopolitical pressure. He believes U.S. wheat could get more competitive globally if the war in Ukraine comes to a close.
“Because Russia has been taking wheat out of the Ukraine And other places and selling it on the world market at a very cheap rate. They’re just undercutting everyone in an effort to finance their war. In theory, if the war ends, there’s no reason to finance that war and no reason to take that wheat and dump it on the world market at cheap prices. Maybe this wheat market can recover off of that news.”
China is another area that traders are closely watching. This month’s WASDE report showed changes on balance sheets that could indicate trouble within the Chinese economy.
Growth Energy CEO Emily Skor joins us to discuss the uncertain path for year-round E15 sales and the next steps as the issue heads toward a standalone House vote after it was stripped from the Farm Bill.
Seasonal pricing strength is lining up with crop stress, giving wheat producers another weather-driven marketing window. Shaun Haney joins us to discuss concerns from ag bankers on farm profitability.
Corn and cotton gave the strongest signals this week, while soybean demand remained softer than in the previous report.
John Mays with Central Life Sciences joins us to discuss the importance of pest management ahead of wheat storage and how protecting grain quality can support stronger marketing opportunities.
April 29, 2026 03:18 PM
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Weekly export movement stayed solid, with corn and sorghum continuing to show the strongest overall pace.
April 29, 2026 06:00 AM
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Dry conditions have severely impacted key winter wheat states with persistent moisture deficits. As quality declines, analysts warn some crops may be lost despite upcoming rain.
April 24, 2026 11:18 AM
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