The Commodity Kitchen with David Maloni
Twice a month, David Maloni serves up a fast, focused look at the world of commodities—covering everything from major food ingredients to energy and beyond. With over 30 years of experience advising some of the world’s largest commodity buyers, he brings unmatched insight and practical perspective to the table.
Each episode delivers a market update, the key news and trends he is watching, and insights from occasional guest experts in the food supply chain—all in under 15 minutes.
The Commodity Kitchen with David Maloni
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 our 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/