Global financial conditions will be a drag on grain markets until H2 2023. Interest rates will remain high as long as inflation averages above 2.0% and employment levels refrain from deteriorating too much. For the first half of 2023, we will be in a high interest rate low growth environment, and it will not be until the second half of 2023, before we start seeing substantive changes to global financial conditions. 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
GGO compliments our weekly insights, providing monthly longer-term analysis, S&D and price forecasts of global markets and prices covering the grains and oilseeds. 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
Analysis covering what is behind the rise in fertiliser prices, what could cause fertiliser prices to retreat and the impact upon farm margins and historical comparisons. 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
Per acre, soybean fertiliser costs are between 20%-25% those of corn, with the USDA anticipating an average input cost of just $54/acre for soy in 2023, while corn is expected to cost $211/acre. From an input perspective, and as the price of fertiliser has fallen, the incentive for US farmers to favour soybeans has continued to weaken, allowing greater confidence in the outlook for corn. 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
GGO compliments our weekly insights, providing monthly longer-term analysis, S&D and price forecasts of global markets and prices covering the grains and oilseeds. 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
Global financial conditions will be a drag on grain markets until H2 2023. Interest rates will remain high as long as inflation averages above 2.0% and employment levels refrain from deteriorating too much. For the first half of 2023, we will be in a high interest rate low growth environment, and it will not be until the second half of 2023, before we start seeing substantive changes to global financial conditions. 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
GGO compliments our weekly insights, providing monthly longer-term analysis, S&D and price forecasts of global markets and prices covering the grains and oilseeds. 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
Speculative investors reduced their long positions held notably since mid-October, pointing to significantly less bullish sentiment among speculative investors towards agricultural commodities as an investment vehicle 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
Speculative investors reduced their long positions held notably since mid-October, pointing to significantly less bullish sentiment among speculative investors towards agricultural commodities as an investment vehicle 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
Analysis covering what is behind the rise in fertiliser prices, what could cause fertiliser prices to retreat and the impact upon farm margins and historical comparisons. 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
Analysis covering what is behind the rise in fertiliser prices, what could cause fertiliser prices to retreat and the impact upon farm margins and historical comparisons. 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
Analysis covering what is behind the rise in fertiliser prices, what could cause fertiliser prices to retreat and the impact upon farm margins and historical comparisons. 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
