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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 15, 2024
Wheat futures renewed their decline as the USDA in its monthly Wasde crop report lifted its forecast for world stocks of the grain at the close of 2024/25 by 5.0Mt.
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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