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

Long term supply and demand trends & funds in focus

Long term supply and demand trends - Consumption forecast to outpace production for the remainder of the decade.

Fund positions - Funds buy back corn, supporting prices, whilst remaining bearish on wheat.

Highlights:

Weekly Oilseeds Outlook 

• Rapeseed - Canada’s crops, stocks and diplomatic efforts gather attention
• Soybeans - Market awaits clarity on US harvest, and exports
• Crop condition & weather - Dryness in Russia

Weekly Grain Report Highlights

• Wheat - Prices under pressure as importers stay on sidelines.
• Corn - Strong US export orders counter pressure from bumper crop talk
• Crop condition & weather - Dryness and wetness in Russia

Highlights:

Weekly Oilseeds Outlook 

CRM Agri analysis & opinion covering the global oilseeds markets.

• Rapeseed - Prices weighed by expanding Canadian, Australian crop hopes
• Soybeans - Prices sag as hopes fade for US-China trade deal
• Crop condition & weather - Dryness in Brazil as sowings begin

Weekly Grain Report Highlights

• Wheat - Prices show signs of stabilising, even as crop hopes rise
• Corn - Bumper US export order book helps price recovery
• Crop condition & weather - Brazil prepares for corn, soy sowings

Highlights:

• Rapeseed - Canadian prices underperform in quest for demand
• Soybeans - Prices find support as US harvest hopes decline
• Crop condition & weather - EU’s declining corn, sunflower hopes

Weekly Grain Report Highlights

• Wheat - Patience pays for buyers, but will sowings data tip the needle?
• Corn - Crop tour provokes, some, doubts over hopes for US crop
• Crop condition & weather - EU corn production prospects

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

Long term supply and demand trends & funds in focus

Long term supply and demand trends - Consumption forecast to outpace production for the remainder of the decade.

Fund positions - Funds buy back corn, supporting prices, whilst remaining bearish on wheat.

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

Managed Money reversed course on US wheat, adding to their net short position as of 11th August. Their net short position in soft red wheat reached around 92,000 lots (12.4Mt), the largest short position held since the start of June...

Vivergo is to close this month. Duty-free ethanol imports allowed by May’s UK-US trade deal meant that the site “would inevitably continue to be heavily loss-making”, said owner ABF, after failing to gain government support for the site.
The closure removes about.....

Markets negotiate Middle East tensions, EU gas shortfall
Buoyant fertiliser prices stoke debate on affordability
Factors which could influence prices ahead

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

- Energy - What would an oil price spike do to wheat prices?
- Funds - How much are prices influenced by the current funds position?

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

- Energy - What would an oil price spike do to wheat prices?
- Funds - How much are prices influenced by the current funds position?

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