Markets are being driven by energy, biofuels, and acreage expectations, according to Martinson Ag Risk Management President Randy Martinson. In the latest podcast, Martinson says cotton, soybean oil, and crude oil continue to lead the markets higher, supported by strong demand and ongoing geopolitical tensions tied to the Iran conflict. Corn is also gaining strength, with expectations for lower planted acres ahead of the USDA Prospective Plantings report. On the downside, metals and equities are under pressure, reflecting broader uncertainty around inflation and global instability. Meanwhile, wheat and soybeans remain rangebound, searching for direction as traders weigh acreage shifts and weather patterns. Listen to the full conversation for a complete breakdown of what’s hot and what’s not in today’s markets.
