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Analyst Insights

USA Makes Large Corn Sales to China

  • 600k tonnes sales reported for 4 consecutive days.
  • Black Sea grains corridor extended.
  • Worst Argentine corn crop in 22 years.

Alberto Carmona

1 week ago

1 min read

Sugar Futures and Market Data: 21st March 2023

  • No.11 raw sugar futures closed last week at 20.7c/Ib.
  • K/K sugar white premiums stand at 128USD/mt.
  • We continue to think that producers are well hedged.

Tabasoom Watak

1 week ago

1 min read

Brisk American Sugar Sales For 2023/24

  • Sugar sales have rocketed this month in America.
  • Some beet processors are approaching 75% sold for 2023/24.
  • They are considering stopping sales earlier than usual to guard against any shortfalls in supply.

Sosland

1 week ago

2 min read

TechCom Core Commodity Review Monday 20th March 2023

Featuring 8 key futures markets that combined add up to more than 50% of the entire weighting of the Bloomberg Commodity Index (23 markets total) and augmented by analysis of the Bloomberg Index and the US Dollar Index, this report offers the preeminent heavyweight commodity sector portfolio.

Michael Ellis

1 week ago

4 min read

Argentine Soy Production Collapses; What Now?

  • Argentina looks set to grow 25m tonnes soybeans this year.
  • That’s half the level forecast for this crop 11 months ago.
  • The market will need Brazil’s huge soy crop to compensate.

Walter Cronin

1 week ago

4 min read

Upcoming EU Carbon Pricing Scheme Risks Higher Food Prices

  • Fertilizer imports to the EU will soon include carbon dioxide emission costs.
  • The cost of fertilizers for EU farmers (and therefore food prices) could rise.
  • Particularly since the EU imports plenty of fertilizers from high CO2-emitting origins.
Adeoti Ogunsola

Jay Kindred

1 week ago

3 min read

Fallout From The India Urea Tender Continues

  • Lower urea prices across the board bar NOLA/US.
  • Processed phosphate prices are not finding a floor due to lack of demand.
  • Ammonia netbacks in the middle east the lowest seen since March of 2019.

Stein Chingen Haugan

1 week ago

2 min read