The weather has everyone's attention, but that's not the real story.

This week, Jon and Ryan explain why today's grain market is fundamentally different than the last two seasons. USDA balance sheets are tightening, demand remains solid, and weather is finally becoming a meaningful driver again. The result? A market with far more upside potential—and far more uncertainty—than producers have seen in years.

In this episode:

• Why this isn't another 2024 or 2025 market
• How weather could drive major price swings over the next two weeks
• Why funds are behaving differently this summer
• Strategies producers are using instead of simply selling cash grain
• What changing market conditions mean for your marketing plan
• Why knowing your cost of production matters more than ever

Plus, Jon shares why he's more optimistic about grain prices than he's been in quite some time, while Ryan prepares to leave for the one week the markets are almost guaranteed to get interesting.

After months of frustrating grain markets, something finally changed.

Jon Prischmann and Ryan Tungseth break down why this week's rally wasn't just another bounce. The way buyers stepped into the market, the confidence behind the move, and the follow-through all point to a market that may be behaving differently than it has the last two years.

The conversation covers the key corn price levels producers should be watching, why $4.70 to $5.00 could become important selling opportunities, and how to think about making catch-up sales without abandoning your marketing plan. They also discuss soybeans, China's renewed buying interest, weather uncertainty, and why this year's crop carries far more questions than recent seasons.

The episode wraps up with a reminder that's easy to forget during weather markets: nobody knows exactly where prices are headed. The producers who perform best aren't the ones who predict the future. They're the ones who already know what they'll do when opportunity shows up.

The June 30 USDA report had all the ingredients for another major setback in the grain markets. Instead, it may have marked an important turning point.

This week, Jon Prischmann and Ryan Tungseth break down why the report was far more constructive than many expected, what the surprising demand numbers could mean for corn, and why weather is now firmly back in the driver's seat.

They also discuss why this could represent peak bearishness for acreage, why producers should already be thinking about 2027 marketing plans instead of dwelling on old crop, and what opportunities may emerge if weather or demand shifts over the rest of the summer.

Plus:

• Why wheat acreage continues its historic decline
• What the latest demand numbers say about corn and soybeans
• Why now is a weather market
• Warning signs beginning to appear in cattle
• Jon's thoughts on the stock market, Japan, and why he's still waiting for a major correction

The biggest report of the year is finally behind us. Now the market has a chance to trade the story that's actually developing instead of the one everyone feared.

The grain markets have already done something unusual this year: they removed much of the weather premium before summer even arrived. Now all eyes turn to the June 30 acreage report, a release that could dramatically reshape the outlook for both corn and soybeans.

Jon Prischmann and Ryan Tungseth break down why this report carries so much weight, what acreage shifts could mean for carryout projections, and why corn may be much closer to a bullish balance sheet than many producers realize. They also discuss whether the recent selloff has already priced in the seasonal weakness that typically arrives this time of year, and what producers should be thinking about with old-crop grain as July approaches.

The conversation also covers soybean resilience, why funds continue to hold onto long positions despite mixed signals, opportunities surrounding report volatility, and the growing disconnect between feeder cattle and live cattle markets. If you're trying to navigate one of the most important reports of the year, this episode lays out the key risks, opportunities, and decisions ahead.

Storage fees. Interest costs. Roll charges. Convenience comes at a price—and many producers are paying far more than they realize.

This week, Jon and Ryan take a hard look at the hidden expenses built into common grain marketing decisions and explain why so many farmers are asking the same question: "Is there a better way?" From storage economics to alternative hedging strategies, they explore how small costs can quietly compound into major reductions in profitability.

If you've ever wondered where the money goes between harvest and final sale, this episode is for you.

The grain markets may have just delivered their summer message weeks ahead of schedule. Corn broke lower despite strong demand, supportive energy prices, and ongoing geopolitical uncertainty, leaving many producers wondering if the seasonal opportunity has already passed. Jon Prischmann and Ryan Tungseth discuss what could have been done during the rally, why timing has become one of the biggest challenges in grain marketing, and whether recent price action is following a familiar pattern or signaling something different.

They also examine why soybeans may still have downside risk if favorable weather continues, how improving rainfall across much of the Corn Belt is changing market expectations, and why basis management, storage, and hedge flexibility are becoming increasingly important as margins tighten. The conversation also touches on cattle markets, the challenges of hedging with a board that doesn't reflect cash values, and why they're already beginning to think about 2027 corn strategies.

In a year where weather, geopolitics, and fund money are all pulling markets in different directions, the focus remains the same: stay flexible, manage risk, and prepare for what comes next.

Just when it looked like higher oil prices and geopolitical uncertainty might support grain markets, the opposite happened.

Funds have started liquidating grain positions while oil continues to climb, creating one of the most confusing market environments producers have faced in years. Jon Prischmann and Ryan Tungseth break down why corn, soybeans, and wheat are struggling despite bullish outside-market influences, what fund liquidation means for grain prices, and why weather remains the biggest unanswered question heading into summer.

They also discuss the difficult decisions producers are facing right now: whether to make additional sales, hold unpriced bushels, or look for ways to protect downside risk without giving up potential weather-driven rallies. Plus, they examine why rising input costs continue to squeeze profitability, what higher oil prices could mean for agriculture, and why cattle markets may be showing early signs of a changing trend.

If you've been looking at the markets lately and thinking none of it makes sense, you're not alone. This episode tackles one of the toughest grain marketing environments in recent memory and explores what producers should be watching next.

For the last two seasons, the corn market followed a familiar script: strong planting pace, ideal weather, and a steady grind lower into summer. Jon Prischmann and Ryan Tungseth explain why 2026 may be setting up very differently—and why treating this year like the last two could be a costly mistake.

They break down the key differences already showing up across the western Corn Belt, including expanding dryness, elevated oil prices, and a market that feels far more sensitive to outside forces than it did during the record-yield years. The conversation digs into why a 179 yield would still be historically excellent, why the trade may be underestimating weather risk, and how Middle East tensions and inflation pressures could reshape commodity markets fast.

The guys also discuss the growing confusion across grains, why corn still feels like it has untapped upside potential, what's changing in cattle, and why wheat may be more important than most traders realize right now.

This is one of those years where flexibility may matter more than conviction.