The latest Market Talks covering Commodities. Published exclusively on Dow Jones Newswires throughout the day.

1159 ET - Endeavour Silver can now resume its operations at its Terronera project in Mexico after a peaceful blockade led by community members of the Ejido community was lifted. Community members were demanding proper road maintenance, assistance with medical services and communications, as well as control and access to water supply and increased financial assistance. A spokesperson for the company says "the situation was resolved through direct dialogue, without government or military involvement, as communications with the Ejido remained open and cordial throughout." The spokesperson added that "the discussions focused on matters covered under our existing agreements, as well as additional items, all of which have now been negotiated and are being finalized." Shares are up 1.4% to C$14.82. (adriano.marchese@wsj.com)

1116 ET - Live cattle futures resume some of the selling pressure that followed President Trump's announcement Friday that the U.S. would allow imports of 300,000 metric tons of beef with no out of quota tariffs in a bid to bring down consumer prices. The USDA on Friday reported 11.1 million cattle and calves on feed for slaughter as of Aug. 1, up 2% from a year earlier, while placements on feedlots in July were down 11% on the year at 1.42 million head. July marketings of fed cattle fell 7% to 1.62 million head. Live cattle on CME are down 1.4%. Lean hogs edge up 0.1%. (anthony.harrup@wsj.com)

1030 ET - The Pro Farmer crop tour results, bullish for corn futures, aren't helping soybeans. Pro Farmer pegs the 2026 soybean crop at 53.3 bushels per acre versus the USDA's 52.7 bpa. "Recent weather should help back up those predictions as the month of August has been pretty good for soybean production," Cory Bratland of AgMarket.net says in a note. He expects to see support around $12 for November futures. "We still have a very strong demand outlook for U.S. soybeans, and we are still dealing with the Super El Niño that could have an impact on South American crops." CBOT soybeans are off 1.4% at $12.21 3/4 a bushel.(anthony.harrup@wsj.com)

1007 ET - Corn futures are rising as the market digests results of the Pro Farmer crop tour where weather-related problems with crops led to lower yield expectations. The expected national corn yield of 173.2 bushels per acre compares with the USDA's most-recent 180.7 bpa. "It's important to keep these numbers in context," Arlan Suderman of StoneX says in a note. The estimate is almost always below the USDA's August estimate, he says, and while the USDA estimates could continue to move lower, "it's difficult to see them make a cut this aggressive." CBOT corn for December is up 1.2% at $5.14 3/4 a bushel. Wheat is up 0.8% and soybeans are off 0.7%.(anthony.harrup@wsj.com)

0931 ET - U.S. natural gas futures are higher in early trading with at least two weeks more of extremely hot weather, particularly across the southern U.S., expected to drive power-sector demand. "Overall, weather patterns are viewed as bullish the front 10 days, but then closer to seasonal for the 11-15 day period," NatGasWeather.com says in a note. "We expect a volatile week in the natural gas markets and partly due to approaching expiration of Sep'26 options and futures," the forecaster adds. Nymex natural gas is up 1.7% at $2.821/mmBtu.(anthony.harrup@wsj.com)

0902 ET - Crude futures are lower following six straight session of gains with the market looking to Scott Bessent's afternoon press conference where the Treasury Secretary plans to give details of increased U.S. economic sanctions against Iran. The measures "could inflict significant economic pain on Iran, potentially moving the needle toward renewed and more serious talks with the U.S.," Peter Cardillo of Spartan Capital says in a note. WTI is down 1.7% at $85.58 a barrel and Brent is 1.3% lower at $93.14 a barrel. (anthony.harrup@wsj.com)

0659 ET - For Canadian wood products companies, exposure to the new U.S. tariffs should be minimal and manageable, says RBC's Matthew McKellar. In a report, the analyst says that the trade friction primarily hits niche value-added products like engineered wood, paperboard and corrugated boxes. For those, operational flexibilities and shifting where products are produced give Canadian producers a buffer against the worst drag on earnings. Meanwhile, major commodities such as lumber and oriented strand board are completely exempt from the new tariffs, McKellar notes. Still, he says that the tariff environment remains dynamic and there is "significant uncertainty around potential further action by either the U.S. or Canada." (adriano.marchese@wsj.com)

0651 ET - Cryptocurrencies could remain supported if U.S. Treasury yields continue to recover from a recent buyback announcement, Block Scholes analyst Thahbib Rahman says in a note. The Treasury last week announced increased buybacks of long-term bonds but this failed to have a lasting impact in lowering yields, he says. Should the impact of the Treasury's efforts to lower yields continue to fade, cryptocurrencies and gold could rise against a weaker dollar in debasement trades. These are where surging government debt causes investors to turn to other assets, he says. Bitcoin rises 0.2% to $77,571 after reaching a three-month high of $79,455 Friday. Ether gains 0.6% to $2,463 after hitting a six-month high of $2,545 Saturday. (renae.dyer@wsj.com)

0622 ET - Corn contracts rise to their highest levels since July 2023 amid concern around pressures in the Black Sea and lower-than-expected U.S. yields. "U.S. corn estimates pointed to lower corn yields, while continued attacks in the Black Sea disrupted exports," Rabobank analysts write. U.S. agricultural group Pro Farmer estimated Friday the 2026 U.S. corn crop will come in at 15.344 billion bushels amid inconsistent field performance, with yields at their lowest level since 2020. Meanwhile, Ukrainian President Volodymyr Zelensky said Russia refused a truce that would halt attacks against ships carrying grains through the Black Sea. Front-month corn contracts jump 2.65% to $5.22 a bushel, up around 26% from the contract's June lows. (josephmichael.stonor@wsj.com)

0609 ET - Palm oil fell in Asian trade. Nomura expects CPO prices to decline to around 4,600 ringgit a ton this week due to a strengthening ringgit, weaker exports from Malaysia and softer soybean oil prices, its analysts write in a note. However, should exports strengthen due to stronger demand, CPO prices could trade around 4,700 ringgit a ton, they add. The Bursa Malaysia Derivatives contract for November delivery fell 72 ringgit to 4,946 ringgit a ton. (kimberley.kao@wsj.com)

0403 ET - Investors in Indonesia are likely shifting their attention to the Strategic Mineral and Commodity Exchange, which is set to be launched in January, Maybank Sekuritas's Jeffrosenberg Chenlim says in an email. The exchange, which is likely to be operated under sovereign wealth fund Danantara, will facilitate transactions in strategic commodities, he says. It would also serve as a price-discovery mechanism to enhance transparency and help address issues including under-invoicing and transfer pricing. This comes after market sentiment received a further boost from President Prabowo Subianto's recent comments that the sovereign wealth fund's Danantara Sumberdaya Indonesia will remain a facilitator rather than a trading house. "This clarification helps alleviate concerns over potential direct government intervention in commodity trading activities," he says. (amanda.lee@wsj.com)

0356 ET - Copper prices trade above $14,200 a metric ton as a weaker dollar last week boosted investor appetite, while markets keep a close eye on shifts in global inventories. "A surge in deliveries into LME warehouses helped ease the market's most acute tightness," analysts at ANZ say. "Nevertheless, concerns over import tariffs mean the U.S. could still draw additional metal from international markets." In early European trading, three-month futures on the London Metal Exchange rise 0.2% to $14,207.50 a ton, up more than 4% on the month.