Morning Coffee and Ag Markets

This podcast delivers weekly insights for the agriculture industry, covering everything from farm-level risk management to market volatility and production challenges. Beyond the farm, we discuss key supply chain issues, like Federal Reserve policies, port strikes, and Mississippi River disruptions, affecting everyone from producers to those all along the supply chain. Join us every Monday morning for engaging conversations with agricultural economists and industry experts about the agricultural economy at both the micro and macro level. Each episode also features a market report, offering current and historical futures price trends.

Morning Coffee and Ag Markets is a business podcast hosted by Unknown Host, with 101 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Morning Coffee and Ag Markets, a business show with 101 episodes published.

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  Episode #100

  Episode 100 - More Acres, Lower Yields: The Focus of August USDA Reports

  Aug 17, 202619 minS1

  Hunter Biram and Scott Stiles walk through the August USDA WASDE and Crop Production reports, where a recurring theme of more acres but lower yields shaped the outlook for soybeans, long grain rice, corn, and cotton. They dig into the surprising jump in corn and soybean acreage, the drought driving yield cuts from Texas through the western Corn Belt, and why cotton comes down to what gets harvested rather than what gets planted. Hunter and Scott also cover Arkansas' record projected soybean yield, a 50,000-acre increase in long grain rice, and a record soybean crush forecast. Even with tighter supplies, they explain how improved price expectations for the 2026/27 marketing year offer a bright spot against still-elevated input costs.

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  Episode #99

  Episode 99 - Global Cotton Mill Use at a Six-Year High

  Aug 10, 202619 minS1

  Hunter Biram and Ryan Loy dig into why global cotton mill use is projected to reach its highest level since the 2017/18 marketing year, the fourth consecutive year of growth. They explain how the gain is concentrated in China, India, and Pakistan, which together account for nearly 75 percent of this year's increase, and why demand happening thousands of miles away shows up in the price an Arkansas producer sees. Ryan unpacks how rising crude oil prices have made cotton more competitive with polyester, and how tighter supply is pushing world ending stocks to their lowest point since 2018/19. They close on what stronger demand and a projected 73-cent season-average price could mean for cotton growers heading into the new marketing year.

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  Episode #98

  Episode 98 - The Crop Insurance Premium Implications of the USDA EARP Rule Reversal

  Aug 3, 202622 minS1

  In the third and final episode of our series on USDA's Expanding Access to Risk Protection (EARP) rule, Ryan Loy and Hunter Biram dig into what the rule means for rice producers' premium costs, with a timely twist, since USDA moved to reinstate the prevented planting "plus-five" buy-up just before recording. Hunter breaks down why a seemingly small change could carry meaningful consequences for producers, why those effects vary so much from county to county, and what the reinstatement means for rice farmers going forward.

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  Episode #97

  Episode 97 - The Impact of Long-Grain Rice Share on the Average PLC Payment Rate

  Jul 27, 202618 minS1

  In this episode, Hunter Biram walks through how the share of long grain rice base shapes a farm's average Price Loss Coverage (PLC) payment rate, drawing on the University of Arkansas PLC Payment Calculator to run the numbers. He explains why farms with roughly 500 base acres or fewer stay insulated from payment limits, while larger operations may face a whole farm average rate that falls short of recouping 2025's economic losses. With per-acre net returns for rice running deep in the red, producers should visit their local FSA office and update their farm operating plans for the 2026 crop year before September 15th.

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  Episode #96

  Episode 96 - July WASDE Friendly to Grain Markets

  Jul 20, 202618 minS1

  Hunter Biram is joined by Scott Stiles to go through the July 2026 WASDE report and what it means for Arkansas producers. They cover the sharp cut to long-grain rice production, now the smallest crop since 1993, and a higher price outlook. The conversation also gets into the surge in Arkansas soybean acres, a tighter corn balance sheet tied to European drought, and a larger cotton crop. With harvest running weeks ahead of schedule, better prices still aren't enough to fully offset rising input costs.

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