Moving Iron Podcast Moving Iron: From weather forecasts to geopolitical conflicts, everything impacting your costs
Mar 5, 2026
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Buy Recent Used Machines To Capture Scarce Inventory Value
- Consider buying one- to three-year used machines now because low incoming inventory supports retained values for recent used equipment.
- Casey Seymour noted the downstream scarcity of one- to two-year machines creates opportunities to retain value.
Watch Brazil And El Nino For Fall Supply Risk
- Monitor Brazil, China, and India weather and El Nino impacts because southern-hemisphere droughts will affect global supply into fall.
- Hackett warned El Nino likely brings hot, dry conditions to central-northern Brazil, hurting soy and corn late-year supplies.
Amazon Rainfall Decline Could Reshape Global Crop Supply
- Continued Amazon rainfall declines are a tipping-point risk; another drop could shift the global supplier balance back toward the U.S.
- Hackett said rainfall has fallen ~50% and the next El Nino will test whether the trend continues.