The real question here pilgrim is: Can you rope and ride?

I'll admit, I definitely was focused on board prices in this segment versus cash basis. I'll try to do a better job of leaning into cash on today's analysis video later this afternoon.

That's a good question. I'll have to ask that before the end of the week. -Jesse

@@mikelembke5121 I’m genuinely curious what angle are you wishing I explore more here? Are we talking union wages across the board? Ag union wages? Dockworkers strikes (which we have covered)? Ag labor like H-2A issues? Overall wage increases in our country? There are a thousands ways I can go here so help me drill down what’s important to you so I can cover it better! -Jesse

@markettalkag dockworkers got a 40 percent wage increases,pilots got 70 percent, Boeing workers 40 percent,John Deere workers received 35 percent,it goes on all across the board just this year

Happy Thanksgiving! -Jesse

I thought I saw that deforestation rule postponement like a week ago. Was there new/additional info on it today? I’ll take a look

Indeed you were correct. I guess what I had seen a week earlier was news that they were debating about delaying. * European Union ambassadors agreed on Wednesday to delay the implementation of the bloc's landmark deforestation law by a year till the end of December 2025. * The law, known as EUDR, will require companies importing products, including rubber, to prove their supply chains did not contribute to the destruction of the world's forests. * Companies that have paid to source agricultural produce complying with the law will lose out from the delay, industry groups and traders said. * As the EU parliament still needs to sign off on the law, the market is wondering if its final iteration would involve a 12-month delay or longer, said Farah Miller, founder of independent rubber-focused data firm Helixtap Technologies. * EUDR spot premiums will be lower, while traders will try to understand how to price cargoes loading in 2025, Miller said. * "These are all uncertainties which would make negotiation of spot and long-term contracts tricky for both buyers and sellers in the coming months," Miller said. Reuters from Wed 16 Oct

@@kevinlaffey9310 those were all provided by the guest, Mike Zuzolo. I don’t know how he puts his charts together. -Jesse

@@markettalkag I think it’s Eikon

@@MorrisL-sq6ho will have to get some comments from Mike and others on this! The way our production schedule is set, we have to record the show after commodities close but before equities.

Sounds good, thank you! Crazy afternoon to say the least.

Absolutely. I just drove through much of northeastern MO earlier this week and the windshield view looked pretty solid. I'll see part of SW Wisconsin today and tomorrow. At the end of the day, I more or less just like to hear of any hidden issues in the fields from the tour that are covered. I'm still having a hard time seeing record yields that USDA put out there but again it's all pretty subjective in my opinion. Sadly, the markets trade perception is reality quite often it seems like. -Jesse