EPISODE · Aug 19, 2026 · 43 MIN
Wednesday, August 19th, 2026- Mike Zuzolo and Gabby Bourret-Sicotte
from Market Talk
Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down a grain market that's starting to echo 2022. He and host Jesse Allen dig into the Midwest crop tour's surprising soybean pod count data out of Indiana and Nebraska, a near-total collapse in Black Sea grain shipping capacity, why Paris corn futures are the chart to watch, and what a razor-thin global stocks-to-use ratio means for corn's next move. They also cover the cattle market's reaction to the Tyson plant closures and a feeder-to-corn ratio flashing a tightening supply signal. Learn more at https://www.globalcommresearch.com. Also on today's show, Gabby Bourret-Sicotte, Chief Evangelist and Head of Customer Solutions for satellite ag-intelligence firm Treefera, joins Market Talk to break down why her company is holding its U.S. corn yield estimate steady even after USDA's August WASDE report cut its own number. We also cover how Treefera's dashboard helps traders and farmers manage risk across multiple global storylines at once, what a forecasted "Super El Nino" could mean for cocoa and coffee in 2026-27, and why a widening wheat supply squeeze in the U.S. and Europe has Treefera advising some growers to switch varieties. Learn more about Treefera: https://treefera.com
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Wednesday, August 19th, 2026- Mike Zuzolo and Gabby Bourret-Sicotte
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