Author: Peter Collier

Graintab > 2021 > February

Vivergo: What it spells for New Crop S&D

Over the last couple months, we have been highlighting the fine balance between supply and demand for next season and how yields this spring are going to be more critical than ever before. 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

Response to UK Balance Sheet Revisions: Wheat & Barley

While we broadly agree with the new production figure and the domestic consumption figures, Defra and AHDB seem to still be underestimating imports. 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

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Oilseeds – Weekly

Soy markets have continued to stagnate, having drifted over the last 4 weeks. Similarly to corn, soybeans are in limbo, caught between the diminished US stocks forecast and the imminent record Brazilian harvest. 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

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Corn – Weekly

Corn markets have been consolidating sideways recently, with the upcoming South American harvest balanced by the continued strong demand for US corn by China and the associated reduction in US ending stocks. 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

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Wheat – Weekly

Global markets have been volatile over the last week, following a 30-year record cold snap in the US, Chicago markets have been reacting to the chances of Winter Kill and global markets have followed. 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

2021/22 Wheat Supply and Demand

With the recent years of smaller wheat crops, the standard assumption that domestic wheat will need to be export competitive has been…

Grain Market Update – February 2021

In this short video update, we cover the short, and long-term market factors for wheat, corn, and oilseeds. 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

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Oilseeds – Weekly

The dilemma in soybean markets is that to curtail exports, US prices need only price above South American origins and don’t need to continually climb to ration demand, contrary to the vocal market bulls. 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

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Corn – Weekly

The bull run of corn would appear to be plateauing as supply concern eases and demand is very much priced in. 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

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Wheat – Weekly

Wheat has been in retreat from the pre-Russian export tax highs in mid-January as fears of Russian wheat exports halting have now all but evaporated. 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

2021/22 OSR Outlook

While there is still a while to go in the current 2020/21 season, and the oilseed rape complex is continuing to receive support from an elevated soybean market, the 2021/22 season outlook is less certain. 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

Uninspiring WASDE Has Bulls Wanting More

Uninspiring WASDE Has Bulls Wanting More Overall, the February WASDE had a slightly bearish tone for markets. On the…