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How we think
Trusted knowledge to drive the future of agriculture.This week in agriculture
The latest market intelligence and news from our insights team
Phil Plourd’s Monday Morning Demand Notes – May 18
The Scoreboard Comment Last week, we learned that… there’s more evidence of GLP-1 users cutting back on burgers and pizza. A survey conducted by William Blair Equity Research found that 72% of GLP-1 users report eating fewer burgers, and 74% report eating...
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Spot Market Summary – May 18, 2026
051826_Spot_SummaryDownload Block Cheese: $1.5550, unchanged, 0 lots tradedBarrel Cheese: $1.5550, unchanged, 0 lots tradedButter:Â $1.6400, unchanged, 26 lots tradedNDM: $2.2700, down $0.0025, 0 lots tradedWhey: $0.6900, up $0.0050, 0 lots traded Implied Class...
Phil Plourd’s Monday Morning Demand Notes – May 18
The Scoreboard Comment Last week, we learned that… there’s more evidence of GLP-1 users cutting back on burgers and pizza. A survey conducted by William Blair Equity Research found that 72% of GLP-1 users report eating fewer burgers, and 74% report eating...
Tech Talk: Corn Resistance, Nonfat Rally & Feeder Cattle Support Levels | May 13, 2026
On this week’s Tech Talk, Cody takes the reins solo to break down some of the biggest chart movements in ag markets right now. From July corn testing key resistance at $4.85, to nonfat dry milk continuing its bullish climb, and feeder cattle fighting to hold critical...
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