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
• Rapeseed – More generous turn in, some, supply signals • Soybeans – Brazil’s planting window opens, cautiously • Vegetable oil and meal – Soyoil turns down invitation to rally • Crop Watch – Australia’s ‘hot and dry’ forecast 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
EU rapeseed imports set to improve. • Rapeseed – Market declines invitations for volatility • Soybeans – After-tour rally runs into demand resistance • Vegetable oil and meal – EU crushers turn to rapeseed, soy • Crop Watch – 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
That rapeseed prices are resisting seasonal pressure from the northern hemisphere harvest reflects in part external factors, such as the recovery in crude oil markets 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
Argentina’s soybean crush shrank by 23% year on year in the first half of 2023. 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
El Nino-inspired dryness will curtail South East Asia’s palm oil output, has placed extra emphasis on production dynamics. 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
Vegetable oil markets increased notably over the past week, with rapeseed, palm and sunflower oil prices all reaching the highest levels since early March. 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
