Highlights:

• Rapeseed - Demand downgrade weakens case for price support
• Soybeans - Brazil’s harvest and Donald Trump weigh on prices
• Crop Watch - Argentine and Brazilian crop condition

GGO provides a longer term, opinion based outlook for grains and oilseeds markets, complementing our regular insights, S&D and price forecasts

-Grain Price Forecasts (US, EU, UK)
-Grain and Oilseeds Analysis
-Global Balance Sheets
-Prices

Fertiliser and gas market outlook as 2025 approaches.

Key charts and data:

Includes Macro, wheat, corn, rapeseed, soybeans, vegoils,

Highlights:

• Rapeseed - Prices rebound, as Australia forecasts export dip
• Soybeans - Argentine soybean selldown adds to price pressure
• Crop Watch - Rains return to improve US wheat condition

Weekly Grain Report Highlights

• Wheat - Russia quota sets scene for early-2025 export tightness
• Corn - Rapid US corn export pace offers price support—for now
• Crop condition & weather - French wheat ratings, Black Sea dryness

Highlights:

• Rapeseed - Trump threat adds to pressure from vegoils
• Soybeans - Tariff talk stokes fears of US export slowdown
• Crop Watch - Rains return to improve US wheat condition

First look at prospects for the 2025 harvest and our opinions
- Physical prices
- 2025 outlook
- Weather outlook

Weekly Grain Report Highlights

• Wheat & Barley - Black Sea tensions attract return of risk premium
• Corn - New crop prices denied same support as spot futures
• Crop condition & weather - US winter wheat improvement

GGO provides a longer term, opinion based outlook for grains and oilseeds markets, complementing our regular insights, S&D and price forecasts

-Grain Price Forecasts (US, EU, UK)
-Grain and Oilseeds Analysis
-Global Balance Sheets
-Prices

Fertiliser and gas market outlook as 2025 approaches.

Key charts and data:

Includes Macro, wheat, corn, rapeseed, soybeans, vegoils,

• Trump victory initially weighs on grain markets
• US dollar continues to surge
• Oil price risk premium provides support

GGO provides a longer term, opinion based outlook for grains and oilseeds markets, complementing our regular insights, S&D and price forecasts

-Grain Price Forecasts (US, EU, UK)
-Grain and Oilseeds Analysis
-Global Balance Sheets
-Prices

Analysis of European oil and diesel markets

• Oil markets undergoing turbulence
• US dollar unexpectedly surges
• Managed Money holds buying/selling power

GGO provides a longer term, opinion based outlook for grains and oilseeds markets, complementing our regular insights, S&D and price forecasts

-Grain Price Forecasts (US, EU, UK)
-Grain and Oilseeds Analysis
-Global Balance Sheets
-Prices

Key charts and data:

Includes Macro, wheat, corn, rapeseed, soybeans, vegoils, sunflower

• Commodity markets receive a boost from US interest rate cuts
• Managed Money net short positions decline
• US dollar weakness lies ahead