Title: Risks & Opportunities Post-Iran War

Description: The Iran war significantly impacted global markets, driving sharp increases in fuel and fertilizer prices while also providing support for grain and oilseed markets. This session will explore what these shifts mean moving forward, including the potential implications for 2027. Key discussion points will include how evolving trade dynamics—particularly the U.S.–China trade relationship—may influence market direction, as well as whether revenue opportunities can outweigh ongoing input cost risks. Attendees will gain insight into how current geopolitical and macroeconomic conditions are shaping agricultural markets and what producers and agribusinesses should be considering as they plan for the year ahead.

Speaker Bio: Arlan Suderman is the Chief Commodities Economist for StoneX Group Inc. – FCM Division, where he leads the company’s commodity market intelligence efforts. He provides in-depth analysis on global macroeconomic trends and their impact on commodity markets, with particular expertise in the interaction between broader financial markets and agriculture.

A graduate of Kansas State University with a degree in Animal Science & Industry, Arlan brings a strong agricultural background that enhances his perspective on global economic and geopolitical developments. He is a widely recognized commentator in the ag commodity sector, sharing daily market insights on X (formerly Twitter) with over 53,000 followers and contributing regularly to StoneX’s Market Intelligence platform. He can also be heard on radio stations across the Midwest via the American Ag Network and Sirius XM Rural Radio, and appears weekly on RFD-TV’s Market Day Report, in addition to frequent features on AgDay, Market to Market, and U.S. Farm Report, along with citations in the Wall Street Journal, Reuters, and Bloomberg.