Sep 21, 2026 · 22 min · 13 segments
Grain IQ is an original production of the Nebraska Rural Radio Association in cooperation and with support from the Nebraska Soybean Board. A counterseasonal move is putting the grain market in an…
Bree BaatzGuest
Chad MoyerHost
Let's see, what haven't we covered yet? How about, I guess, anything else on the world front? We talked a little bit about the geopolitical.

Is there anything else that's kind of, what is the market asking for, for a world perspective right now?

Yeah, the other wild card that we didn't touch on yet is the Iran conflict and the Strait of Hormuz.

So what that's doing to crude prices, fuel prices, as well as fertilizer availability.

And so when I think about the southern hemisphere and some of those countries we've already touched on, if they're not able to get their fertilizer needs, they... might not have as robust yields as they historically have.

And again, reduce supplies on the global balance sheet and present a good export opportunity for U.S. corn and

Is that a talking point right now? Are they short of fertilizer for South America?

The global balance sheet is tightening and prices are also driving those decision makings for farmers down in the southern hemisphere.

Let's see, what haven't we covered yet? How about, I guess, anything else on the world front? We talked a little bit about the geopolitical.

Is there anything else that's kind of, what is the market asking for, for a world perspective right now?

Yeah, the other wild card that we didn't touch on yet is the Iran conflict and the Strait of Hormuz.

So what that's doing to crude prices, fuel prices, as well as fertilizer availability.

And so when I think about the southern hemisphere and some of those countries we've already touched on, if they're not able to get their fertilizer needs, they... might not have as robust yields as they historically have.

And again, reduce supplies on the global balance sheet and present a good export opportunity for U.S. corn and

Is that a talking point right now? Are they short of fertilizer for South America?

The global balance sheet is tightening and prices are also driving those decision makings for farmers down in the southern hemisphere.
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