The Commodity Kitchen with David Maloni & Jerry Dalton
Twice a month, David and Jerry serve up a fast, focused look at the world of commodities—covering everything from major food ingredients to energy and beyond. With over 50 years of combined experience advising some of the world’s largest commodity buyers, they bring unmatched insight and practical perspective to the table. Each episode delivers a market update, the key news and trends they’re watching, and occasional guest perspectives—all in under 15 minutes.
The Commodity Kitchen with David Maloni & Jerry Dalton
Markets Under Pressure: Dairy Down, Tariffs Rising
In this episode, we take you through the latest movements across food, energy, and agricultural markets. The Datum FS Commodity Index is down 6% month over month, driven largely by steep declines in dairy and poultry. We unpack what’s behind the sharp drop in chicken breast, wing, and tender prices, the continued weakness in butter, and the broader trends putting pressure on nearly every major commodity. You’ll also hear our thoughts on how these shifts compare to past market lows and what might signal a turnaround.
We also zoom out to the bigger picture—how government shutdowns, renewed tariff discussions with China, and record corn harvest expectations could reshape the landscape for U.S. producers and global trade. From rare earth mineral tensions to multi-year lows in grains and oilseeds, we explore the forces at play and what they could mean for feed costs, pricing stability, and market confidence heading into the end of the year.
Connect with out hosts:
David Maloni’s LinkedIn: https://www.linkedin.com/in/davidmaloni/
Jerry Dalton's LinkedIn: https://www.linkedin.com/in/jerry-dalton-0324a821/
Click here to find out more:
https://datumfs.com/