Focusing on wheat markets, current drivers and the outlook

Highlights:

• Rapeseed - Importance grows to EU of reaping a strong harvest
• Soybeans - Resilience in soyoil and US exports bolsters prices
• Crop Watch - Ukraine dryness , US soy sowings set record pace

Weekly Grain Report Highlights

• Wheat - Ukraine peace hopes distract market from other threats
• Corn - Rapid US sowings, exports enhance inter-seasonal divide
• Crop condition & weather— Ukraine’s dryness, US corn sowings

Highlights:

• Rapeseed - Changing supply outlook expected for 2025/26
• Soybeans - Futures gain support from bounce in soyoil prices
• Crop Watch - Dryness in Australia, and in the US Plains

Weekly Grain Report Highlights

• Wheat - Extent of funds’ short bets enhances upside price risk
• Corn - Brazil, Ukraine, US offer hope of rebuild in supplies
• Crop condition & weather— Australian conditions, US dryness

Highlights:

• Rapeseed - Food use offers shields against oil market pressure
• Soybeans - China ditches US origin for extra Brazilian beans
• Crop Watch - Dryness in Ukraine, French wheat condition

Weekly Grain Report Highlights

• Wheat - Currency volatility spurs transatlantic price divergence
• Corn - Short-term tightness contrasts with easier supply outlook
• Crop condition & weather— Ukraine dryness, French wheat

Key charts and data:

Includes Macro, wheat, barley, corn, rapeseed, soybeans, vegoils,

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

Key charts and data:

Includes Macro, wheat, barley, corn, rapeseed, soybeans, vegoils,

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

UK Grain Market Report

UK prices
Weaker wheat prices encourage exports
US tariffs put UK malt in the crosshairs
What UK retaliatory tariffs would mean for grains

US Tariff war escalates and the implications for grains and oilseeds.

Key charts and data:

Includes Macro, wheat, barley, corn, rapeseed, soybeans, vegoils,

Fertiliser and gas market outlook .

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

''The overall macro environment is raising concerns for agricultural markets. Trump’s rhetoric around trade is putting US grains and oilseeds markets at jeopardy, boding poorly for the price outlook.''

Tariffs focus

US unveils fresh tariffs
US threatens tariffs on EU 
How could tariffs impact domestic farm prices?

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