Friday, August 7th, 2026- Scott Varilek and Mike Castle
On Friday's Market Talk, we start the show with Mike Castle, senior commodities economist at StoneX, to break down a rebound in grains to close out the first week of August. Mike explains why the wheat rally tied to Black Sea escalation between Russia and Ukraine has more room to run. He also details a massive week of new-crop soybean flash sales to China and shares a look at the fertilizer complex, where sulfur and ammonia supply disruptions tied to the Strait of Hormuz are already forcing plant closures, including a fresh announcement in Europe this week. In Segment Two, Susan Littlefield…
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