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July 24, 2024
Highlights:
· Rapeseed - Futures rally, as heat curtails Canada crop optimism
· Soybeans - Trade fears ease, as US presidential race hots up
· Crop Watch - La Nina’s comeback, Prairies heat and dryness
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July 23, 2024
Key Topics:
Milling Premiums Rise
OSR yields disappoint
More settled conditions forecast
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July 22, 2024
Report Highlights:
• Wheat - Europe and protein lead recovery in prices
• Corn - Strong US yield hopes contrast with EU, Ukraine outlooks
• Crop condition & weather - La Nina prospects, Canada dryness
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July 18, 2024
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
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July 16, 2024
Key Topics:
UK wheat production estimates wide ranging
Ukraine barley exports to shrink, benefitting UK exports
Is UK wheat priced for imports?
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July 16, 2024
• Global economic growth cools down slightly
• Markets price in three US interest rate cuts before year-end
• Chinese import demand raises concerns
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July 10, 2024
Highlights:
• Rapeseed - Crude/Veg oil markets hamper rapeseed price rally
• Soybeans - Weather and funds end rally for soybeans
• Crop Watch—Black Sea weather risks as dryness spreads
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July 10, 2024
Key Topics:
OSR prices rally to one year high
Oats market outlook
Harvest weather outlook
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July 8, 2024
Report Highlights:
• Wheat - Run of forecast-topping yields ends with French figure
• Corn - Export prices gains, despite Brazil harvest upgrades
• Crop condition & weather - Ukraine corn, heat and dryness
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July 3, 2024
Highlights:
• Rapeseed - Fund misstep supports vegoil and rapeseed prices
• Soybeans - Meal undermines soybeans, but La Nina looms
• Crop Watch - Wheat optimism vs growing dryness in Argentina
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