Uploaded July 2026 | Updated September 2026, 2 weeks ago

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Ben Klieve, Benchmark Senior Research Analyst, explains how higher oil prices are reshaping agriculture beyond fuel costs and fertilizer. As geopolitical tensions push energy prices higher, he discusses the impact on diesel, transportation, biofuel demand, crop profitability, food inflation and why weather remains the biggest driver of grain markets despite rising energy costs.

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Specialty Crops Face the First Energy Price Squeeze: stonex.com/en-us/insights/specialty-crops-face-the-first-energy-price-squeeze

0:00 Oil Spike Jolts Ag Markets
0:46 Diesel Hits Farmers First
2:21 Biofuel Demand Lifts Soy Oil
3:08 Rising Costs Outrun Demand
4:30 Transport Drives Food Costs
6:35 All Eyes Stay on the Weather

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