Key Topics: • Corn – Ethanol, export demand underpin price revival • Wheat – Argentine, Australian rains vs Russian dryness • Crop Condition & Weather – Low river levels curb Brazil’s exports Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Key Topics: • Corn – Corn prices defy harvest pressure, and fund positioning • Wheat – Winter wheat recovers ground, but spring wheat lags • Crop Condition & Weather – Argentina’s wheat rating declines Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Key Topics: • Corn – Futures outperform by holding firm • Wheat – US market selldown overplayed • Crop Condition & Weather – South American sowing weather Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Key Topics: Corn – Brazil’s lowball production estimate Wheat – Argentina, Australia drag market focus south Crop Condition & Weather – US drought snags barge transport Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Key Topics: • Corn – Harvest begins in the US • Wheat – A test for Ukraine’s exports • Crop Condition & Weather – El Nino strength remains Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Pressure on wheat prices is stemming primarily from a familiar feature – ideas of strong Black Sea supplies and peak supply in Northern Hemisphere markets. Corn – Are prices reflecting all the risks? Wheat – Russian exports increase Crop Condition & Weather – Australia and El Nino Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Corn futures have, since earlier in August hitting their lowest since 2020, found support once more as weather forecasts deteriorate and conditions appear worse than expected. Corn – US Midwest faces further heat Wheat – Canadian harvest hopes recede Crop Condition & Weather – Australia and El Nino Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Temperatures over the weekend approached 100 Fahrenheit (38 Celsius) in Iowa, the top corn-growing states and second-ranked soybean producer, and topped 100 Fahrenheit (43C) in parts of the southern Plains… Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
The Black Sea tensions are particularly influential on prices of wheat, of which Russia and Ukraine are both big exporters (see below). However, the two countries are a force in corn too, expected by the USDA to originate a combined 24Mt of shipments in 2023/24, 12% of world corn exports. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
This week we are focusing on the UK wheat area and large discrepancy between USDA data and AHDB survey results. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Values for wheat have now rallied nearly 10% as the risks and challenges of exporting Ukrainian grain are further increasing amidst further attacks on grain export facilities in Ukraine. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Harvest reports from around Europe are varied, with French wheat yields said to be mixed, while Italy and eastern Europe suffer quality downgrades. In the UK, barley yields have come in average to above-average so far. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
