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Analyst Insights Jolyon Hobby

115 Insights

Jolyon Hobby

Brought up on a mixed arable and dairy farm in Wiltshire I was destined to work in the agriculture and associated industries.
I studied a BSc Hons in Agriculture and Land Management.
I was a farmer for 3 years post degree, before turning my attention to a fascination in markets and began a career in the UK grain trade.
Following 20 years of trading with 13 years running my own trading business, with an associated transport company, I left the physical grain trade.
Over the last 8 years I have pursued interests in the agri-food supply chain, focusing on the impact of commodities and their price volatility together with transport logistics on the food chain.
I currently write about the World wheat markets as well as providing support to businesses from farm to retailer. Assisting in their quest to manage margin impacted by commodity volatility and transport logistics.

Wheat Bulls or Bears for Christmas?

  • The final days of the calendar year may see some interesting market moves
  • Volume and position squaring have potential to impact
  • The prospects for an extraordinary end to an extraordinary year!

Jolyon Hobby

1 year ago

3 min read

The Wheat Market – Ultimate Stability

  • An extraordinary year but wheat markets look more stable for the year end.
  • The Black Sea Grain corridor extended.
  • Harvest 2023 may be reason for optimism.

Jolyon Hobby

1 year ago

3 min read

Optimism For Wheat Buyers

  • Weakening global wheat markets may suggest optimism for buyers.
  • Constructive talks for extending the Black Sea grain corridors.
  • Russia retreating from Kherson and G20 comments add to Putin’s woes.

Jolyon Hobby

1 year ago

3 min read

Reasons Putin Does Not Want To Stop Grain Corridors

  • Sevastopol attacks are cited as Russia suspends participation in grain corridor deal
  • Assessing Russia’s interests suggest suspension may be short lived
  • Turkey’s President Erdogan remains steadfast in his commitment to the agreement

Jolyon Hobby

1 year ago

3 min read

Rising Wheat Prices But Not Clear Cut

  • Putin’s annexations in Ukraine creates further uncertainty.
  • Economic pressures see record currency levels.
  • Supply and logistics remain key unknowns.

Jolyon Hobby

2 years ago

3 min read

WASDE Sees Lower World Wheat Demand Ahead

  • The USDA forecasts lower wheat demand in 2022/23.
  • This is partly due to volatile wheat prices coupled with rising costs
  • Global recession forecasts may well influence demand

Jolyon Hobby

2 years ago

2 min read

Wheat – Global Supply Outlook

  • A year of extremes in 2022, assessing the impacts on supply.
  • The World’s largest wheat exporter is Russia, a country embroiled in war.
  • Record heat and lack of rainfall has beset many producing regions.

Jolyon Hobby

2 years ago

4 min read

Sorting the Wheat from the Chaff in 2022

  • Northern Hemisphere wheat harvests are in their latter stages.
  • War, weather, COVID and the global economy have thrown estimates into disarray.
  • The challenge is deciphering what is relevant and what is not.

Jolyon Hobby

2 years ago

4 min read

Wheat Market Uncertainty Prevails in Unique Year

  • Diminishing world stocks, war, heatwaves and global economic turmoil make 2022 unique. 
  • Supply uncertainty remains despite Ukrainian ports restarting exports. 
  • Drought in Europe causes inconsistent wheat production forecasts.  

Jolyon Hobby

2 years ago

3 min read

How to Stay Calm in A Crazy Wheat Market

  • Wheat market volatility has been off the scale for months 
  •  Maintaining a calm perspective is not always easy 
  •  Managing the effects on your business can be critical  

Jolyon Hobby

2 years ago

5 min read