Grain Markets Are Heating Up
from Hedge Heads
Oil is surging, wheat has finally woken up, and the grain markets are turning increasingly volatile. Jon Prischmann and Ryan Tungseth break down why keeping the upside open has remained the right strategy, even as emotions rise alongside the markets. They discuss the inflation-driven rally across commodities, why wheat spreads are flashing warning signs, and how corn continues to show resilience despite heavy acreage expectations. The episode also dives into growing dryness concerns in the Northern Plains, record planting pace across the Midwest, and why the upcoming China summit and June USDA report could become major turning points for grain prices. On the livestock side, they explain why rising fuel costs and weaker beef demand could start pressuring cattle markets. The key message throughout the episode: stay disciplined, market incrementally on the way up, and be prepared for sharp reversals if oil or outside markets suddenly change direction.
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