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 on the 50-Yard Line
In this episode of The Commodity Kitchen Podcast, David Maloni and Gerry Dalton break down the key commodity market drivers for the week ending December 6, with a focus on grains, dairy, proteins, and macroeconomic signals influencing market conditions. While energy markets and the U.S. dollar remain relatively rangebound, several important shifts are emerging beneath the surface—particularly in soybeans and soybean oil, dairy supply fundamentals, chicken production, and U.S. beef imports.
The hosts examine changing supply dynamics across major protein categories, review recent USDA data showing a month-over-month decline in the U.S. milk cow herd, and discuss the Trump administration’s decision to ease beef import tariffs. They also highlight signs of ongoing consumer pressure, including increased discounting and weakening labor data, and explain how recent softness in the U.S. dollar could provide support for commodity prices.
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/