In this report, we focus on the extremely large short position money managers have amassed in grain and oilseed markets. We look to understand whether the net short position built up since mid-2023 by non-commercial traders is sustainable or if a reversal is coming, 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
Highlights: • Rapeseed – Futures recover on signs of tightening supplies • Soybeans – Price buoyancy capped by squeezed crush margins • Crop Watch – Drought expands in major US soy-growing state 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
Key Topics: UK versus Paris wheat prices Shrinking prospects for this year’s UK wheat harvest Outlook for UK spring sowings Ukraine vs UK as origin for EU barley 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
Report Highlights: • Wheat – Ukraine exports to tail-off, after monster month • Corn – Weather woes start grabbing more market attention • Crop Condition & Weather – Drought in top US corn state 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
In the EU, barley prices have found, some, support after a poor 2023 harvest, which at 47.3Mt was the smallest in 12 years. 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
Highlights: • Rapeseed – Vegoil resilience helps OSR build premium to soy • Soybeans – Market buckles under meal pressure • Crop Watch – French plantings lag 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
In the EU, barley prices have found, some, support after a poor 2023 harvest, which at 47.3Mt was the smallest in 12 years. 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
Key Topics: Prices remain suppressed UK wheat prices recovers from February lows Bread premiums remain strong Barley remains competitive to feed rations Meal imports stay strong 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
Report Highlights: • Wheat – prices stabilise, as risks take greater prominence • Corn – prices fall in the Americas, but rise in key importer China • Crop Condition & Weather – French spring barley sowings 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
Highlights: • Rapeseed – CRM Agri sees EU rapeseed production falling to 3 year low in 2024 • Soybeans – Hopes for record US crop push prices to 3-year low • Crop Watch – Drought in Canada’s Prairies 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
Key Topics: Feed Barley recovers to wheat New crop carry widens further 2024 Harvest Outlook Sluggish wheat and barley exports 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
Report Highlights: • Wheat – prices extend decline as funds sell, and end-users wait • Corn – US harvest forecast reassures market – for now • Crop Condition & Weather – French wheat’s mediocre start 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
