PODCAST · education
CVA Grain Exchange
by CVA Grain Exchange
Podcast by CVA Grain Exchange
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72
Episode 73 | Big Crops, Big Demands
Eddie Connor with StoneX drops by to discuss the June WASDE report. Despite recent price performance, Eddie highlights positive undercurrents in our markets. Tune in!
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Episode 72 | April WASDE: The Calm Before the Acreage Storm?
Lindsey Sabatka, Grain Merchandiser at CVA, steps in for Luke on this month’s Grain Exchange, joined by CVA Grain Specialist, Miles Eggleston. Together, they break down the April WASDE report—what’s happening and what it means right now. Tune in for fresh insights and key takeaways you won’t want to miss.
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70
Episode 71 | Quarterly Stocks and Planting Intentions
Taylor Sauder with CIH shares his insights on the BIG Quarterly Grain Stocks and Planted Acreage reports. What should we be thinking about now that these key reports are out in the open? Listen in!
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Episode 70 | Copy & Paste, But Plenty to Talk About
Brian Roach with StoneX joins the discussion to talk through the March WASDE report and global drivers heading into spring. Was the crude oil rally the only chance to market corn/soy? Brian thinks we’ll see some other chances – listen in for the full discussion!
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Episode 69 | The Sheriff is Back in Town
Nathan Mangold with Advance Trading joins Luke to talk through the November WASDE report. Where do we go from here after the 40+ day government shutdown? Tune in!
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Episode 68 | Corn and Soy Shrug off USDA Report
Brian Roach with StoneX re-joins the show to discuss the September WASDE. Listen in as Brian talks about how corn and soybeans are moving counter to what one might expect right now.
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Episode 67 | Record Corn Revision and Harvest Thoughts
Eddie and Jimmy Connor with RJ O'Brien, a division of StoneX, join the show to discuss the massive production reviews in the August Supply and Demand Report. They get into the US export program and how that will have harvest basis implications. Tune in for more!
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Episode 66 | Bears in Control Despite Positive Revisions
Nathan Mangold with Advance Trading joins Luke to talk through the July WASDE revisions and implications. Why the bearish performance despite positive revisions? Listen in!
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Episode 65 | WASDE Dud, but Biofuel Surprise
Brian Roach with StoneX joins the discussion for the first time to talk through the big picture. Plus, a more detailed discussion on what is driving the soybean market. Listen in!
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63
Episode 64 | A Positive Look at the USDA's First New Crop Estimates
The USDA issued their first look at the 25/26 corn and soybean crops in the May WASDE. Listen in for a full run down of the numbers and what you should be looking for as we move into the summer months.
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Episode 63 | Planted Acreage & Quarterly Stocks Close to Estimates
Taylor Sauder with Advance Trading joins Luke to offer his thoughts on the Planted Acreage and March Quarterly Stocks Report. Now that the numbers are behind us, what can we expect from the markets?
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Episode 62 | The February WASDE
Kevin Gonnerman with New Vision Cooperative joins Luke to discuss the February WASDE report. Can old crop corn make a run to new highs? What should you be doing on new crop marketing? Kevin covers it all in this episode!
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Episode 61 | Moving in the Right Direction
Luke talks through the supportive November WASDE report and some things to think about as Trump prepares to enter the oval office. Listen in!
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Episode 60 | October WASDE Highlights, Basis Thoughts, and 2025 Marketing
Nathan Mangold with Advance Trading is back to discuss takeaways from the October WASDE report. He offers his thoughts on where harvest basis will go and also shares his perspective on how to approach 2025 marketing. Tune in!
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Episode 59 | Record Crops Forecasted and Better Demand
Trey Colle returns to discuss the September WASDE report with Luke. How should you be attacking this market now that the crop size is coming into focus? Tune in!
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Episode 58 | An Update from Ohio and the August WASDE Report
Chad Rosebrook, Vice President of Grain for Legacy Farmers Coop in Findlay, Ohio, joins Luke to discuss crop conditions in the Eastern Corn Belt and takeaways from the August WASDE. What solutions can you pursue as we approach harvest? Tune in!
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Episode 57 | A Nice Corn Revision
The July WASDE Report provided some slightly bullish revisions for corn and was neutral on soybeans. Luke talks through the revisions and discusses the “what now” in this month’s episode. Tune in!
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Episode 56 | The June Reports AND Cash Markets are HOT!!
Eddie Connor with RJO’Brien is back on the program to talk through the June 28th reports. What are the cash markets telling us about old crop? Do we have a shot at $4.50 December corn? Tune in!
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54
Episode 55 | Biding Time
Kevin Gonnerman with New Vision Cooperative out of Brewster, MN joins Luke to talk through the June WASDE Report. What should producers be thinking about ahead of the big reports at the end of June? Listen in!
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53
Episode 54 | The First Look at New Crop Supply & Demand
Colden Imhoff, Merchandiser at CVA, fills in for Luke in this month’s Grain Exchange as he and Trey Colle, Grain Specialist at CVA, discuss the May WASDE report. Tune in for report highlights and ideas on what to be doing with that marketing plan.
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Episode 41 | A Very Different Year
Luke welcomes Kevin Gonnerman back to the show to talk through the USDA's May Supply and Demand report. What did the first new crop estimates look like? What should you be doing as a result? Tune in!
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51
Episode 35 | The Great Debate - Sell or Store?
Luke goes through the October WASDE report highlights, discusses the unusually strong basis environment, and the economics behind selling vs. storing grain on-farm.
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50
Episode 30 | An Update From South Dakota
Luke is joined by Travis Antonsen, Director of Commercial Risk Management at Agtegra Cooperative in Aberdeen, South Dakota. Travis provides some color on acreage in the Dakotas and describes how the cash market is working hard right now to keep grain moving.
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Episode 29 | The May WASDE, PLUS: A Word on Wheat!
Luke talks through the MAY S&D report with Scott Ahlvers of AgMark. Listen in as Scott shares his thoughts on the report and provides some wisdom on the wheat market.
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48
Episode 28 | How Can I Sell Corn When It's This Dry?
Listen in as CVA Grain Specialist Rachel Steffen talks through the acreage thoughts in her area and also addresses how producers can be proactive sellers even when production is in doubt.
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Episode 32 | Eastern Corn Belt Thoughts
Luke sits down with Chad Rosebrook, Grain Merchandiser with Legacy Farmers Cooperative in NW Ohio. They discuss the July WASDE report and crop conditions in the Eastern Corn Belt.
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Episode 43 | A June 30th Surprise
Luke welcomes back Eddie Connor with RJO'Brien to discuss the shocking June 30th reports. Is there any hope for the corn market? What's the potential in soybeans? Tune in!
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Episode 39 | Corn Demand on the Chopping Block
Jason Meyer, Grain Merchandiser with CVA, joins Luke to discuss the March WASDE report and his thoughts on US corn demand and overall market direction.
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Episode 38 | Some Thoughts for College Students and What in the World is Going on With Demand?
Nathan Mangold, Commercial Broker with Advance Trading, sits down with Luke to talk about getting started in the grain industry and breaking down the February WASDE. What should you be doing with that old crop grain? Tune in!
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Episode 37 | The Big One! Plus, Marketing Recommendations
Luke sits down with Kevin Gonnerman with StoneX to discuss the highlights from the January 12th reports. Plus, Kevin shares his marketing recommendations for old crop and new crop corn and soybeans.
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Episode 36 | What's up With Basis?
Kalen Vandenberg, Sr Grain Merchandiser with CVA, joins Luke to discuss the December WASDE report and summarize the basis picture in the Western Corn Belt.
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Episode 34 | A Stocks Report Surprise
Kevin Gonnerman with StoneX joins Luke as they discuss the September Quarterly Grain Stocks Report and walk through different marketing scenarios.
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Episode 33 | An Early Pre-Harvest Low?
Alan Brugler, President of Brugler Marketing and Management, joins Luke to discuss the August S&D report. They discuss catch-up sales and whether an early pre-harvest low is in.
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Episode 53 | Time vs. Price
Taylor Sauder with Advance Trading joins the show to discuss the April WASDE report and price expectations as we get into spring. This may be the year we have to sell larger percentages in short windows – Taylor explains why. Listen in!
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Episode 52 | Giddy Up
Ross Schindler, Grain Specialist for CVA, joins the show to talk through the March 28th Prospective Plantings and Quarterly Grain Stocks reports. Did we get enough from the reports to give us momentum going into spring? Tune in!
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Episode 51 | Chinese Soybean Import Revision
Kalen Vandenberg, Sr Grain Merchandiser at CVA, joins Luke to discuss the March WASDE report. On the surface it was pretty quiet, but what caused soybeans to have a strong finish? Tune in!
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Episode 50 | A Case for Moving Old Crop
Kevin Gonnerman with StoneX joins Luke to discuss the February WASDE report. What’s a good strategy for unpriced old crop grain? How do I sell $5.00 new crop corn? Tune in!
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Episode 49 | Red Kingdom
Eddie Connor, Executive Vice President of Risk Management for RJO’Brien, joins Luke to discuss the January 12th reports. Do the bulls have a chance after the reports delivered a negative outlook? Is there a silver lining? Tune in!
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Episode 48 | Transitioning to Post-Harvest Marketing
Alan Brugler, President of Brugler Marketing and Management, returns to the show to share his thoughts on the November WASDE, post-harvest marketing, and whether producers should be thinking about 2024 marketing. Tune in for the discussion!
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Episode 47 | Old Crop Stocks are in the Books!
Luke sits down with Nathan Mangold of Advance Trading to discuss the September Quarterly Stocks Report. What does the report suggest about prices going forward? Tune in!
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Episode 46 | A Bucket of Cold Water
Kevin Gonnerman with Stone X joins Luke to discuss the September WASDE report. Yield cuts came through as expected, so why the negative price action? Tune in for the discussion!
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Episode 45 | An Update From the Eastern Corn Belt
Chade Rosebrook, Vice President of Grain for Legacy Farmers Cooperative in Findlay, Ohio, joins Luke to discuss the August WASDE and local market conditions in NW Ohio. What are the yield prospects in the Eastern Corn Belt? Tune in!
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30
Episode 44 | No Pressure, Soybeans
In this episode, Luke talks through the July WASDE revisions and what's ahead for the corn and soybean markets. Are record soybean yields in the bag today? What happens if not? Tune in!
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Episode 42 | "Sell Your Old Crop" and Other Words of Wisdom
Luke welcomes Nathan Mangold with Advance Trading back to the show to talk through the June WASDE. Nathan adds some color to the poor demand situation and offers some strategies for remaining old crop grain.
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Episode 40 | Decade Low Grain Stocks in the West
Eddie Connor with RJO'Brien joins Luke to discuss the March Grain Stocks and Prospective Plantings reports. How do we get to harvest with tight US stocks? Will we get all the acres planted? Tune in!
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Episode 31 | What's Up With Managed Money?
In this episode, Luke hosts brothers Eddie and Jimmy Connor, Commercial Brokers with RJO'Brien. They cover the June 30th reports and dive into how hedge funds think.
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Episode 27 | King Corn Takes a Backseat
Listen in as CVA Grain Specialist Chad Rebbe shares his thoughts on the surprising March 31st reports. Will soybean acres really be higher than corn this spring? And, what 3 things should be on your pre-plant marketing checklist? We cover it all in Episode #27!
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Episode 26 | The Anatomy of a Blow Off Top
Luke Beckman is joined today by Kevin Gonnerman, Risk Management Consultant at StoneX. Grab your pen and paper as Kevin provides an understanding of the February report and explains the key fundamental aspects that you should know!
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Episode 25 | The December WASDE was a dud, but this episode is not!
Nick Fitzgerald with Advance Trading joins Luke as they talk about some big picture things happening in our markets. They also breakdown why basis has been so strong and Nick provides 3 things to be thinking about as you wrap up 2021.
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Episode 24 | A Yield Surprise
Join Luke as he breaks down the latest supply and demand numbers from the November WASDE report. Will this change the recent trend in soybeans?
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