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Falling Wheat Markets…Why and What Next?
- Wheat markets have fallen sharply in recent weeks
- The lack of significant Black Sea exports remains a major hurdle
- A look at what might lie ahead
2 years ago
3 min read
Wheat Stocks and the Hit to Russia’s Reputation as a Supplier
- Russia’s war in Ukraine continues to disrupt world wheat trade.
- High prices should drive Nothern Hemisphere wheat plantings higher
- Russia could lose out to other origins if it is seen as an unreliable supplier.
2 years ago
3 min read
Could Russia, China Solve the Wheat Crisis?
- Production concerns and the weather add to concerns over wheat supply
- War in the Ukraine drags on preventing the much-needed Black Sea exports
- Options needed to solve the crisis as India bans wheat exports
2 years ago
3 min read
War, Weather and History – Putting The Wheat Market in Perspective
- Russia’s invasion of Ukraine aided the surge in prices
- Shrinking supply continues to cause concern for 2022/23
- Looking at history for a steer on the future
2 years ago
3 min read
Wheat’s War-Driven Rally May Be Nearing the End
- Russia’s invasion of Ukraine has pushed wheat prices to unprecedented highs.
- With Northern Hemisphere harvests only weeks away, prices may be moved by production forecasts.
- Ukraine’s first grain cargo leaving from Constanța in Romania is cause for optimism.
2 years ago
3 min read
Ukraine Crisis Could Erode Wheat Demand
- Black Sea ports remain closed for wheat exports as war continues to rage in Ukraine.
- USDA puts global wheat stocks at five-year low for 2022.
- Record high wheat prices could hit demand.
2 years ago
3 min read
Russia’s Strategic Shift Boosts Prospects for Black Sea Wheat Exports
- Russia’s move to the east of Ukraine could mean some wheat exports resume.
- War or no war, there’s a need for Black Sea wheat exports once the summer harvest begins.
- Russia needs the money and space, while North Africa demands the cheapest wheat imports.
2 years ago
3 min read
War in Ukraine Drives Wheat Market’s Mood
- Wheat market volatility is tracking geopolitics.
- Supply problems grow as Russian conflict lingers.
- North Africa hit hardest due to reliance on Black Sea wheat.
2 years ago
3 min read
Making Sense of a War-Torn Wheat Market
- Wheat production looks a mountainous task in Ukraine this year.
- Shipping in the Black Sea will remain difficult at best, impossible at worst.
- Oil, gas, and fertiliser will be expensive and for many wheat producers.
2 years ago
3 min read
Russian Invasion Sends Wheat Prices into Overdrive
- Russia’s invasion of Ukraine has sent the wheat market into overdrive.
- Here, we look at these price rises and assess whether they can continue.
- We also consider the longer-term prospects for the value of wheat in 2022.
2 years ago
4 min read
What the Conflict Between Russia & Ukraine Means for Wheat
- Russia and Ukraine are significant players in the world wheat market.
- Here, we consider how a Russian invasion could impact the world of wheat.
- Increased tension should encourage buying, while any de-escalation would likely be bearish.
2 years ago
4 min read
The Basics of Wheat
- This Explainer will help you understand the key fundamentals and market drivers in wheat.
- A lot of this information has been covered in previous, longer articles, which are linked throughout.
- If there’s anything wheat-related you’d like to learn about in 2022, please contact will@czapp.com.
2 years ago
5 min read