Latest / AG Bull / AG Squawk with Davis Michaelsen | Election Day News Update
Transcript
- 0:10SPEAKER_00: It's election day in the USA.
- 0:13SPEAKER_00: I'm sure you've probably heard.
- 0:15SPEAKER_00: I would urge you right from the jump here get out and vote today, America, wherever you may be.
- 0:22SPEAKER_00: The cattle complex, under some pressure today, as were the grains, will veer away from specific election coverage.
- 0:29SPEAKER_00: Instead, I've compiled some stories I think you'll find very interesting.
- 1:08SPEAKER_00: The big blue bodacious microphone still in full effect.
- 1:12SPEAKER_00: Appreciate you being here, everybody.
- 1:13SPEAKER_00: It's Tuesday, November 3rd, election day.
- 1:17SPEAKER_00: Just me today.
- 1:18SPEAKER_00: I've got some interesting news stories to share with you, as I mentioned before.
- 1:23SPEAKER_00: Some things that I don't know that you'll hear talked about many other places, so I'm more than happy to bring them to you.
- 1:30SPEAKER_00: First, let me urge you to visit agbull.com.
- 1:34SPEAKER_00: Agbol.com is where you can take your marketing by the hoods with AgBull Intel.
- 1:39SPEAKER_00: Agbull.com or call 855-737 Farm.
- 1:44SPEAKER_00: Weismeyer is there.
- 1:46SPEAKER_00: And by the way, before we get into the Wiesmeyer stuff, Tommy's video with the cow guy from I think it was from yesterday, super blowing up.
- 1:54SPEAKER_00: It's crazy.
- 1:55SPEAKER_00: People are loving this video.
- 1:56SPEAKER_00: If you haven't checked out uh Tommy's discussion with the cow guy, get to YouTube right away and check that out.
- 2:01SPEAKER_00: I think it's up on the uh the Twitter maker as well.
- 2:03SPEAKER_00: Tommy with the cow guy yesterday.
- 2:05SPEAKER_00: People are are loving it.
- 2:07SPEAKER_00: And speaking of loving it, Wiesmeyer has flipped to the premium side.
- 2:11SPEAKER_00: And Tommy wanted me to mention a couple of shout-outs here.
- 2:14SPEAKER_00: I've got them in my notes.
- 2:15SPEAKER_00: Come on.
- 2:17SPEAKER_00: Shout out to USA Rice and also to the Western Peanut Growers Association.
- 2:23SPEAKER_00: Shout out! Come on! He wanted me to mention that because he's devised a way to offer group discounts.
- 2:33SPEAKER_00: So if you work for a company and you got six, seven, eight people who are interested in receiving Wees Meyer's perspectives from the premium side now, uh, we can make that happen.
- 2:43SPEAKER_00: Go to AgBull.com.
- 2:44SPEAKER_00: You may want to just go ahead and call 855-737 Farm, or you could go to Agbull.com, hit the uh contact us page, and just write out what you what you got in mind there and uh how many how many you were thinking of, and Tommy or someone will get back with you right away and work out the details and talk to you about that for a special quote.
- 3:06SPEAKER_00: Being election day, you subscribers to Wees Meyer's perspectives, definitely keep an eye on it.
- 3:11SPEAKER_00: It's it's gonna heat up tonight, pretty sure.
- 3:14SPEAKER_00: And I'm leaving most of the election coverage.
- 3:16SPEAKER_00: I've got a couple of little things that sort of refer to the elections today and the uh what the results may potentially mean in some key areas of agriculture, but as far as specific results, races, uh, policy, I got nothing.
- 3:31SPEAKER_00: That's what we've got Jim Wiesmeyer for.
- 3:33SPEAKER_00: So go to Agbull.com.
- 3:35SPEAKER_00: At the very top in the center, it says Wiesmeyer's Perspectives.
- 3:39SPEAKER_00: Click on that.
- 3:39SPEAKER_00: That's where you want to be for uh for Weissmeyer's stuff.
- 3:43SPEAKER_00: We've got some uh daily sales to report today for uh for our beginning.
- 3:47SPEAKER_00: 315,000 metric tons of corn for delivery to Mexico, 136,000 metric tons of corn for delivery to South Korea, and 134,000 metric tons of soybeans to unknown destinations all for the 26-27 marketing year.
- 4:05SPEAKER_00: Some updated crop estimates from SP Global today.
- 4:09SPEAKER_00: The firm raised its corn yield estimate to 181 bushels per acre, and its soybean yield estimate is uh now at 53.5 bushels per acre.
- 4:20SPEAKER_00: Let's get into the markets with the tail of the ticker.
- 4:23SPEAKER_00: Corn, soybeans, and wheat were under pressure in early session trade to the tune of a nickel in winter wheat and corn.
- 4:31SPEAKER_00: Livestock futures were under light to moderate pressure to start the day.
- 4:35SPEAKER_00: Rounding into the lunch hour, corn futures were holding steady, a nickel lower still.
- 4:40SPEAKER_00: Soybeans were down around seven cents, and winter wheat futures six to nine cents lower.
- 4:45SPEAKER_00: Feeder cattle futures skidded sharply lower, down around four bucks.
- 4:50SPEAKER_00: Fed cattle were more than a dollar lower, and lean hogs around fifty cents lower at lunchtime.
- 4:56SPEAKER_00: Let's get over to the settlements there because I think the uh the feeder cattle did come off session lows.
- 5:01SPEAKER_00: But let's let's begin with the corns.
- 5:03SPEAKER_00: Here's the December five and three quarters lower at 442 and a half.
- 5:06SPEAKER_00: The March five and three quarters lower as well.
- 5:09SPEAKER_00: And your corn, March corn 456 and one quarter at the close.
- 5:15SPEAKER_00: Over to the soybeans, as as we got from Chris Robinson yesterday, the November contract, you know, sort of whatevs right now.
- 5:22SPEAKER_00: I'll give it to you, but we're gonna talk about the Jan as well.
- 5:25SPEAKER_00: 12.03, down uh one and three quarters was the November soybeans contract.
- 5:30SPEAKER_00: And what's significant about that is we held barely, we held uh$12, which I like.
- 5:37SPEAKER_00: We also held it in the Jan.
- 5:39SPEAKER_00: That one's down two and three quarters cents,$12.14 even.
- 5:43SPEAKER_00: Off session lows, well off session lows, in fact, in the soybeans today.
- 5:47SPEAKER_00: Your soybean meal was oh, I I guess I would call it moderately lower.
- 5:51SPEAKER_00: The soybean oil was slightly higher on the day.
- 5:55SPEAKER_00: Let's get over to the winter weeds.
- 5:57SPEAKER_00: SAS close in the December winter weets.
- 6:00SPEAKER_00: The uh Chicago came in at 599 and three quarters for the SAS close, six and three quarters lower.
- 6:07SPEAKER_00: The March at 610 was down eight and three quarters.
- 6:11SPEAKER_00: And over to the KC, down nine and three quarters on the day, settled at six thirty-six and one quarter.
- 6:17SPEAKER_00: There we go.
- 6:17SPEAKER_00: And the march down ten and a half cents today, six forty-four and one half.
- 6:23SPEAKER_00: Now let's do look in on those livestocks.
- 6:26SPEAKER_00: Yes, it looks like, yeah, off session lows, still uh moderately lower in the feeder cattles, the Jan down$4.30 at$328.37.5.
- 6:37SPEAKER_00: Over to the fat cattle, the feb was down$2.10 on the day.
- 6:42SPEAKER_00: Just barely off session lows were the fat cattle.
- 6:45SPEAKER_00: The February contract settled at$221.42 and a half.
- 6:49SPEAKER_00: And over to the lean hogs, feb hogs 35 cents lower, 63.52 and 1 half.
- 6:57SPEAKER_00: So uh a mostly down day today.
- 7:00SPEAKER_00: In fact, yeah, all those markets down across the board.
- 7:03SPEAKER_00: Let's see, what about the equities?
- 7:05SPEAKER_00: Yeah, still, oh, see, we dipped below 52.
- 7:09SPEAKER_00: That's uh certainly not today's it's not a today development, was it?
- 7:13SPEAKER_00: Oh, yes, it was.
- 7:14SPEAKER_00: We opened at 52,156 on the E Mini Dow, down at 51 and 8 right now.
- 7:21SPEAKER_00: Currently, what are we at?
- 7:22SPEAKER_00: Uh right at at 2 o'clock.
- 7:23SPEAKER_00: And let's check in with crude oil as well.
- 7:26SPEAKER_00: Big move yesterday, just small moves today.
- 7:30SPEAKER_00: The Jan up 43 cents.
- 7:32SPEAKER_00: This is the double DTI, February up 46, and March up 32 on your West Texas intermediate crude oil futures.
- 7:41SPEAKER_00: Before I get into some of these interesting stories for you, let me thank Plus 500.
- 7:45SPEAKER_00: Plus 500 T4 software gives us real-time quotes, and my entire squad uses them for a host of dandy features, including futures, options, and all kinds of cool stuff.
- 7:56SPEAKER_00: Plus 500, we trust plus 500, trust plus 500.
- 8:01SPEAKER_00: Thanks, plus 500.
- 8:03SPEAKER_00: All right, we're gonna start right here.
- 8:05SPEAKER_00: For you farm bill fans out there, and I have a hard time talking about the farm bill.
- 8:10SPEAKER_00: It's almost like ethanol.
- 8:12SPEAKER_00: You know, like you feel like you're gonna make progress and then you don't.
- 8:15SPEAKER_00: And then you think you do, and then you don't, and then you still don't.
- 8:20SPEAKER_00: For you Farm Bill fans out there, a policy expert from Texas AM holds out hope.
- 8:25SPEAKER_00: Farm Bill 2.0 may become a reality perhaps even before Christmas.
- 8:31SPEAKER_00: Dr.
- 8:31SPEAKER_00: Bart Fisher, co-director of the Ag and Food Policy Center at Texas AM Universita, says House and Senate staffers are hammering out details right now.
- 8:44SPEAKER_00: Fisher hearkened back to passage of the 2018 Farm Bill, saying, quote, the election was very consequential in that midterm was 2018, but by December 20th, then President Trump was signing that farm bill in in spite of the House flipping.
- 9:01SPEAKER_00: And so he says, I think, in spite of the outcome of the election, that it's absolutely possible to get it done between then and the end of this year.
- 9:11SPEAKER_00: While mandatory spending was covered in the one big, beautiful bill, outstanding items include Prop 12 E15 legislation and others.
- 9:21SPEAKER_00: Fisher notes, quote, all four corners are meeting and connecting and working those things out.
- 9:26SPEAKER_00: And so to me, he says, it's very promising that they're doing that.
- 9:32SPEAKER_00: So uh here we've got uh co-director at the Ag and Food Policy Center at Texas AM holding out hope for a farm bill before Christmas.
- 9:43SPEAKER_00: We'll have to wait and see.
- 9:44SPEAKER_00: Congressional Ag Committees are facing significant turnover after the November elections, with several experienced lawmakers leaving Congress and new leadership positions opening up.
- 9:55SPEAKER_00: At least nine House Ag Committee members and five Senate Ag Committee members are departing at the end of the hundred nineteenth Congress, according to several reports.
- 10:05SPEAKER_00: And that may put a little bit of urgency on getting Farm Bill 2.0 pushed across the finish line before we flip into the new Congress.
- 10:12SPEAKER_00: Among those leaving are House Ag Committee Democrat Angie Craig of Minnesota, who lost her Senate primary, and Republican Don Bacon of Nebraska, who will retire.
- 10:23SPEAKER_00: Several others are seeking different offices, including Iowa Republican Randy Feenstra and South Dakota Republican Dusty Johnson on the Senate Ag Committee.
- 10:32SPEAKER_00: Republicans Joni Ernst of Iowa and Mitch McConnell of Kentucky, along with Democrats Dick Durbin of Illinois and Tina Smith of Minnesota, will retire.
- 10:41SPEAKER_00: Tommy Toberville of Alabama and Amy Klobuchar of Minnesota are running for governor in their respective states.
- 10:49SPEAKER_00: Those are those are some significant figures in in the various ag committees.
- 10:56SPEAKER_00: And so it'll be interesting to see how they're replaced, who fills those roles, and what those ag committees look like on the other side of this the end of uh of this Congressional Congress.
- 11:08SPEAKER_00: This one is interesting.
- 11:10SPEAKER_00: I don't know how I just found it fascinating here.
- 11:12SPEAKER_00: We'll s I don't know what you're gonna think about this.
- 11:14SPEAKER_00: A new real clear investigations report, and this is abbreviated RCI, that's real clear investigations.
- 11:22SPEAKER_00: A new RCI report links a forty million dollar campaign against a congressional fix to California's Proposition 12 to Silicon Valley wealth, animal rights activists, and a network of philanthropic organizations operating behind groups that present themselves as voices for American farmers.
- 11:45SPEAKER_00: In The Bacon Wars, Pig Farmers Battle Tech Barons over Animal Welfare, author James Varney examines the money, leadership, and advertising behind the Farm Bill attack campaign.
- 11:59SPEAKER_00: North Dakota State University research, referenced by RCI, found that pork prices in California increased an average of 20% following Prop 12's implementation, costing consumers an estimated$353 million, while pork consumption fell 16%.
- 12:17SPEAKER_00: In comments to RCI, the National Pork Producers Council said, quote, a$30 million advertising campaign built on character attacks and misleading claims says far more about the people funding it than it does about the American farmers and members of Congress it is targeting.
- 12:35SPEAKER_00: If you want to read more on that, get on your Google Maker, search the Bacon Wars.
- 12:40SPEAKER_00: The Bacon Wars from Real Clear Investigations.
- 12:44SPEAKER_00: The Bacon Wars from Real Clear Investigations.
- 12:46SPEAKER_00: One of the one of the major sticking points that has raised eyebrows is can one state tell other states how to produce pork?
- 12:56SPEAKER_00: And how far out does that ripple go?
- 12:59SPEAKER_00: Because certainly if it's taken as precedent, well then we're going to move it out of the hog barn and into other areas.
- 13:07SPEAKER_00: So can one state tell tell farmers, pork producers, ranchers, sheep producers, anybody how to produce their crops, how to produce their livestock?
- 13:17SPEAKER_00: It's a it's a tricky question and vital to the future of agriculture as we know it.
- 13:24SPEAKER_00: Here's a good one too.
- 13:25SPEAKER_00: Yesterday, the U.S.
- 13:27SPEAKER_00: Environmental Protection Agency, or EPA, announced it will not develop emissions estimates as part of the 2005 Animal Feeding Operations Consent Agreement and final order.
- 13:38SPEAKER_00: That's a mouthful there.
- 13:40SPEAKER_00: I don't know if you if you know about this.
- 13:42SPEAKER_00: By way of explanation, here we go.
- 13:44SPEAKER_00: In 2005, following a National Academy of Sciences report, which called for better ways to estimate air emissions from animal feeding operations or AFOs, livestock and poultry farms that raise animals in confinement, EPA offered these farms the chance to sign a voluntary agreement and take part in the National Air Emissions Monitoring Study.
- 14:11SPEAKER_00: So they reached out to these farmers and were like, hey, we need to figure out how we can estimate air emissions from animal feeding operations, mostly confinement style operations.
- 14:23SPEAKER_00: Now, while the study's goal was to develop methodologies farms could use to estimate their emissions, many stakeholders raised concerns that the practicality of the study would have been more harmful than beneficial to Americans' farmers by forcing burdensome regulatory requirements, and that red tape would have hindered critical food production and impacted rural economies with overhead costs.
- 14:51SPEAKER_00: Flash forward to the present day.
- 14:53SPEAKER_00: Deputy Secretary of Ag Steven Vaden said, quote, for years America's farmers have been under threat of an activist EPA's implementing a burdensome and unnecessary framework which would subject their operations to potentially massive fines and legal costs today, under the leadership of President Trump and EPA administrator Lee Zeldon, that uncertainty comes to an end.
- 15:18SPEAKER_00: EPA says it will work to notify the approximately 2,600 operations subject to the 2005 Air Compliance Agreement of this action, pursuant to the agreement to the extent possible and then terminate the agreement.
- 15:31SPEAKER_00: EPA will continue to work with the U.S.
- 15:33SPEAKER_00: Department of Ag, land grant universities, and producers on practical, science-based ways to understand and reduce air emissions from farms, and will continue to put farmers first in recognition of the vital role they play in feeding the nation.
- 15:48SPEAKER_00: You can get more on that, because that's there's a whole thing here.
- 15:52SPEAKER_00: I don't know how many farmers were were were involved.
- 15:56SPEAKER_00: Well, it does say 2,600.
- 15:57SPEAKER_00: Uh 2,600 operations, but the implications, once again, with the ripple effects could have led to fines and more regulations and the government having a tighter hold on how things are done in these operations here.
- 16:15SPEAKER_00: And the administration under Lee Zeldon has said nope, not not gonna do it.
- 16:20SPEAKER_00: They're not gonna do it.
- 16:20SPEAKER_00: They're shutting it down.
- 16:22SPEAKER_00: Uh for more, visit the National Air Emissions Monitoring Study at epa.gov, epa.gov, and look for that National Air Emissions Monitoring Study.
- 16:37SPEAKER_00: Let's go over to China.
- 16:38SPEAKER_00: China's purchases of U.S.
- 16:40SPEAKER_00: ag products outside of soybeans are on track for their lowest level in seven years.
- 16:45SPEAKER_00: This despite a trade agreement calling for billions of dollars in annual imports.
- 16:51SPEAKER_00: A Reuters analysis of Chinese customs data shows Beijing purchased just$7.2 billion worth of other U.S.
- 16:59SPEAKER_00: ag goods between January and September.
- 17:01SPEAKER_00: That includes products such as meat and corn with imports at their lowest for that period since 2019.
- 17:10SPEAKER_00: And uh finally, one more here.
- 17:12SPEAKER_00: Canadian Prime Minister Mark Carney.
- 17:14SPEAKER_00: Here we go with the Canada.
- 17:15SPEAKER_00: Mark Carney says he had a good conversation with President Donald Trump about the future of U.S.
- 17:21SPEAKER_00: Canada trade.
- 17:22SPEAKER_00: Carney says the discussion builds on recent talks toward a mutually beneficial agreement that could create jobs, improve affordability, and respect Canada's sovereignty.
- 17:33SPEAKER_00: He says negotiating terms will work over the coming weeks to reach an outcome.
- 17:38SPEAKER_00: Trade negotiations did break down in late August, and tariffs remain a point of tension between the two countries.
- 17:46SPEAKER_00: It'd be nice to be friends with Canada again.
- 17:48SPEAKER_00: You know, we should get we should get Haney back on here and just get an update on uh where we're at with all of that stuff.
- 17:56SPEAKER_00: Yeah, that's about what I got for you today.
- 17:59SPEAKER_00: I hope the weather is treating you well.
- 18:01SPEAKER_00: I know that there are some showers, some storms.
- 18:03SPEAKER_00: Look at that.
- 18:04SPEAKER_00: A lot of purple moving right across the uh the southeast there.
- 18:07SPEAKER_00: Look out, Nashville, I guess I would say.
- 18:10SPEAKER_00: Uh it's starting to clear here in Kansas City.
- 18:12SPEAKER_00: We got some rain, some thunder last night.
- 18:15SPEAKER_00: Um, I'm not sure.
- 18:16SPEAKER_00: We were expecting a almost two inches.
- 18:19SPEAKER_00: I don't know if we even got half that.
- 18:21SPEAKER_00: But it did rain pretty hard there for a little while.
- 18:24SPEAKER_00: The National Weather Service says a cold front approaching the Mississippi Valley will bring heavy rainfall, isolated severe thunderstorms to the region.
- 18:32SPEAKER_00: Thunderstorms will have the potential to produce isolated severe wind gusts and perhaps a brief tornado or two.
- 18:39SPEAKER_00: Scattered to numerous showers and storms, will bring another day of localized flooding to South Florida.
- 18:45SPEAKER_00: Hello to my daughter down there in Florida.
- 18:47SPEAKER_00: She moved to Florida recently.
- 18:48SPEAKER_00: She uh she loves it down there.
- 18:50SPEAKER_00: She's right on the beach and uh doing good.
- 18:53SPEAKER_00: She's doing fine, everybody.
- 18:54SPEAKER_00: She's doing just fine.
- 18:56SPEAKER_00: How about some items of mild interest before I cut you loose?
- 18:59SPEAKER_00: November 3rd in history, history, history.
- 19:04SPEAKER_00: In 1906, the SOS distress signal was adopted and in place as of July 1st, 1908.
- 19:13SPEAKER_00: By the way, in case you ever need to know, SOS is three short, three long, three short.
- 19:21SPEAKER_00: Boop, boop, boop, boop, boop, boop, boop, boop, boop.
- 19:25SPEAKER_00: What happened to my fiddle?
- 19:26SPEAKER_00: Where did it go?
- 19:27SPEAKER_00: There it is again.
- 19:28SPEAKER_00: Fiddle shut off for the SOS.
- 19:29SPEAKER_00: No, it's okay, fiddlers.
- 19:31SPEAKER_00: They're very worried.
- 19:32SPEAKER_00: Um, and I put up this this uh hand sign thing here, too.
- 19:36SPEAKER_00: I don't know if you'll find it useful, but if you ever see somebody doing that, just kind of flashing like that, apparently that's the international uh signal for help me.
- 19:48SPEAKER_00: That's SOS in uh in sign language.
- 19:51SPEAKER_00: Or it's well, maybe not sign language, it's the hand sign for SOS.
- 19:56SPEAKER_00: So uh I'm just doing it for demonstration purposes right now.
- 19:59SPEAKER_00: Don't call the authorities, I'm fine.
- 20:02SPEAKER_00: It's uh sandwich day, celebrating John Montague's birthday.
- 20:07SPEAKER_00: He's credited with inventing the sandwich.
- 20:10SPEAKER_00: Where would we be without sandwiches?
- 20:11SPEAKER_00: Although, I mean, isn't this the kind of thing that we would have figured out anyway?
- 20:15SPEAKER_00: I mean, you've got the bread there, it's all sliced up.
- 20:18SPEAKER_00: You got some sliced ham, you got some cheese, you got a little mayo, maybe a little lettuce.
- 20:22SPEAKER_00: We're back eating iceberg lettuce again, which I love.
- 20:24SPEAKER_00: You it's eventually, I mean, just even on the on the basis of gravity, it's bound to come together at at some point.
- 20:32SPEAKER_00: Either way, happy birthday, John Montague.
- 20:35SPEAKER_00: And in 1956, the Wizard of Oz was shown on television for the first time on CBS.
- 20:42SPEAKER_00: It was only a moderate success when released in theaters in 1939, now recognized as the most watched film in television.
- 20:53SPEAKER_00: Wizard of Oz in 1956, first shown on your TV.
- 20:58SPEAKER_00: Well, may I direct you one more time to Agbull.com.
- 21:01SPEAKER_00: As I said, you can dig deeper with AgBull Intel.
- 21:04SPEAKER_00: Take your marketing by the hoods with AgBull.
- 21:07SPEAKER_00: Visit Agbull.com or call 855-737 Farm for the details.
- 21:11SPEAKER_00: You can also subscribe to uh to Wee Smires Premium content there.
- 21:17SPEAKER_00: Right at the top of the uh page, you'll see a drop down that there a little clicky spot.
- 21:22SPEAKER_00: I'm sure there's a better word for it than clicky spot.
- 21:25SPEAKER_00: Click on Wee Smires Perspectives at the top of the page there, and that will direct you to subscription information.
- 21:32SPEAKER_00: You can still subscribe to AgBull as well.
- 21:35SPEAKER_00: We've still got just a couple of the uh Bluetooth speakers left for an annual subscription.
- 21:40SPEAKER_00: Uh$250 for an entire year of AgBull Intel.
- 21:45SPEAKER_00: Check out AgBull.com.
- 21:47SPEAKER_00: Check out how you can get one of those Bluetooth speakers.
- 21:50SPEAKER_00: Uh, thanks to Trade the News for being a part of our news.
- 21:54SPEAKER_00: My squad and I use Trade the News.
- 21:56SPEAKER_00: Trade the news.
- 21:57SPEAKER_00: It's news that you can use.
- 22:00SPEAKER_00: Use Trade the News for useful news.
- 22:02SPEAKER_00: Use TradeThe News.
- 22:05SPEAKER_00: Agbull AM will have the morning calls bright and early tomorrow and this evening.
- 22:10SPEAKER_00: Uh, subscribers, keep an eye on the website.
- 22:13SPEAKER_00: Weissmeyer's gonna be pumping out the content as soon as there's something to be known that we can rely on.
- 22:19SPEAKER_00: Weissmeyer's gonna get it out there to you.
- 22:21SPEAKER_00: That's this is this is his time to shine.
- 22:23SPEAKER_00: He loves it so much, and uh, we love him for it as well.
- 22:27SPEAKER_00: There's nobody better.
- 22:28SPEAKER_00: Tomorrow I'll chat with Steven Davis from Davis Commodities.
- 22:31SPEAKER_00: Come back for more Egg Squawk in the afternoon.
- 22:33SPEAKER_00: Tomorrow, y'all, I'm gonna go to the house.