latest Insights

USDA April WASDE & Conab Analysis

The latest April USDA WASDE was broadly supportive for wheat and corn, with a marginal easing of global soybean supply and demand. However, while the soybean picture is for marginally eased global supplies, this is against a backdrop of minimal US stocks.

March USDA Prospective Plantings

Overview of the March US Prospective Plantings report from the USDA

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Weekly highlights – Are investors losing confidence in their bearish grain bet?

In the EU, barley prices have found, some, support after a poor 2023 harvest, which at 47.3Mt was the smallest in 12 years.

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Europe’s barley supplies remain heavy on low demand and increased plantings

In the EU, barley prices have found, some, support after a poor 2023 harvest, which at 47.3Mt was the smallest in 12 years.

February USDA Wasde Highlights – Global Stocks Cut For Wheat and Corn

Initial thoughts and highlights from the February USDA Wasde report

Weekly highlights – What the Red Sea shipping disruptions mean for grain prices

Red Sea shipping disruptions are affecting grain markets more than is often perceived…

Cold snap hits drenched EU grain fields while rains hamper sowing – Reuters

“Winter crop condition continues to suffer from the wetness which has been plaguing the UK since the autumn,” CRM Agri said…

USDA January WASDE Analysis

This afternoon saw a slew of data from the USDA in their key January WASDE report.

US winter wheat sowings for the 2024/25 harvest shrank by more than traders had expected, the USDA said…

Looking back at 2023 grain markets and what lies ahead in 2024

What drove prices in 2023 and what is on the horizon for 2024?

Weekly highlights – Grain markets swayed by oil price, dollar declines

It isn’t just basic supply and demand factors, such as crop size and mill consumption, which determine grain prices.

September WASDE tightens exporter wheat stocks once again

September WASDE tightens exporter wheat stocks once again

August Wasde Review & Weekly Market Highlights

A brief review of the August USDA Wasde report and the latest highlights from this weeks grain markets.

USDA July WASDE Analysis

There will be more grains around in the US at the close of 2023/24 than the market had expected, despite the drought-hit start to the Midwest spring crop growing season, the USDA said in July’s Wasde report.

Weekly Highlights – Grain prices dampened by rain prospects – 30.06.23

The May Wasde report is significant as it provides the first glimpse of new crop prospects globally.

Weekly Highlights – May WASDE tightens global wheat stocks

The May Wasde report is significant as it provides the first glimpse of new crop prospects globally.