Weekly Oilseeds Analysis: 

Rapeseed
Soybeans
Oils & Meals

Weekly Grain Report Highlights

• Wheat
• Corn
• Crop conditions & weather

Weekly Oilseeds Analysis: 

Rapeseed
Soybeans
Oils & Meals

Weekly Grain Report Highlights

• Wheat
• Corn
• Crop conditions & weather

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

Funds in focus. What do funds tell us about current market sentiment and the outlook?

Weekly Oilseeds Analysis: 

Rapeseed
Soybeans
Oils & Meals

Weekly Grain Report Highlights

• Wheat
• Corn
• Crop conditions & weather

Weekly Oilseeds Analysis: 

Rapeseed
Soybeans
Oils & Meals

Funds in focus. What do funds tell us about current market sentiment and the outlook?

Funds in focus. What do funds tell us about current market sentiment and the outlook?

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