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Alberto Carmona

  • May 8, 2024

Weather Events Create Uncertainty For Wheat, Corn Markets

Insight Focus Market information last week showed several weather-rela...

  • May 8, 2024

Weather Events Create Uncertainty For Wheat, Corn Markets

Insight Focus Market information last week showed several weather-rela...

  • April 30, 2024

Wheat Pulls Corn Higher as Potential Production Losses Reported

Insight Focus The wider grains complex was pulled higher by a rally in...

  • April 23, 2024

Weather Presents Wheat, Corn Price Wildcard

Insight Focus The global grains market remains comfortably supplied th...

  • April 16, 2024

WASDE Latam Corn Projections Diverge from Conab, BAGE

Insight Focus The week was mainly neutral for wheat and corn. The late...

  • April 9, 2024

US Corn Plantings Begin

Insight Focus US corn plantings made a good start. Wet weather in the ...

  • April 4, 2024

All Eyes on Northern Hemisphere Grains Planting Season

Insight Focus While corn planted area is falling in the US, stocks are...

  • March 26, 2024

Black Sea Uncertainty Pushes Up Wheat, Corn Price

Insight Focus There has been another attack in the Black Sea. The EU i...

  • March 19, 2024

Market Expects Further Cancellations of US Wheat Sales to China

Insight Focus An unexpected corn rally was driven primarily by short c...

  • March 14, 2024

Bottom of Corn Market Reached, Wheat Remains Bearish

Insight Focus The picture has turned less bearish for corn and soybean...

  • March 5, 2024

Wheat Price Tumbles as Russian Discounts Force Reductions

Insight Focus Both the corn and wheat markets remain well supplied. Ru...

  • February 28, 2024

Corn Market Nears Bottom

Insight Focus At current prices corn will lose acres to soybeans in ma...

  • February 20, 2024

Russia to Add More Wheat to Oversupplied Market

Insight Focus The grains markets are all still very well-supplied, mea...

  • February 13, 2024

Grains Pushed Lower by Higher February WASDE Numbers

Insight Focus February’s WASDE report confirmed ample global gra...

  • February 6, 2024

Mild Weather Creates Downside Risk in Grains Market

Insight Focus All grains markets globally are well supplied. Mild weat...

  • January 30, 2024

Corn, Wheat Markets Remain Well Supplied

Insight Focus A small grains rally last week was short lived as produc...

  • January 23, 2024

High French Wheat, Corn Stocks Create Bearish Sentiment

Insight Focus Corn prices continue to trend downward due to high suppl...

  • January 16, 2024

High WASDE Production Figures Depress Corn, Wheat Prices

Insight Focus The latest WASDE report projected all-time high US produ...

  • December 19, 2023

Argentina Devalues Peso; Increases Grains Export Taxes

Insight Focus Argentina’s new president has devalued the Peso by...

  • December 13, 2023

Chinese Purchases of American Wheat Drive Prices Higher

Insight Focus Wheat rallies following aggressive Chinese buying. China...

  • December 5, 2023

Poor European Weather Could Provide Wheat Upside

Insight Focus Wheat rallied this week on the back of short covering an...

  • November 30, 2023

US Farmers Hold Corn Stocks to Avoid Downward Price Pressure

Insight Focus The corn market remains in a downtrend. A large US corn ...

  • November 21, 2023

Wheat Sinks on Black Sea Supply; Corn in Brief Rally

Insight Focus The week was slightly positive for corn, while wheat fel...

  • November 14, 2023

Higher Corn Production Forecast Rattles Market

Insight Focus  There was another negative week for grains after N...

  • November 7, 2023

Efficient Corn, Wheat Progress Points to Downside Risk

Insight Focus After a poor performance in the US, a rally in soybeans ...

  • October 31, 2023

Black Sea Grains Corridor Back In Action

Insight Focus Appetite for US corn is waning as price points remain to...

  • October 17, 2023

USDA Reduces US Corn Production Forecast

Insight Focus A positive week for grains futures. Black Sea grains lin...

  • October 10, 2023

Chicago Corn Continues its Recent Rally

Insight Focus Russian corn production could reach new highs this seaso...

  • October 3, 2023

USDA Quarterly Forecast Reports Low Wheat & Corn Results

Insight Focus Another negative week for Wheat on higher quarterly stoc...

  • September 26, 2023

US Corn Harvest Well Underway Despite Hot & Dry Weather

Insight Focus Hot and dry weather in US shouldn’t affect the Corn be...

  • September 19, 2023

US Corn Acreage & Global Wheat Create Price Fluctuations

Insight Focus US Corn harvesting has started and is 5% complete same l...

  • September 12, 2023

Corn Crop Varies Across US & EU, Wheat Unchanged

Insight Focus No surprises are expected on the Wheat front. US Corn co...

  • September 5, 2023

Extreme Weather Impacts Corn And Wheat Harvests

Insight Focus Low Mississippi water levels are putting pressure on Chi...

  • August 30, 2023

Static Corn Prices During American Heatwave

Insight Focus Chicago Corn prices remain broadly unchanged on the week...

  • August 22, 2023

Ukraine War Continues to Drive Grains Markets

Insight Focus Corn and wheat markets nervous over Black Sea grains flo...

  • August 15, 2023

Bearish Tone For Corn After WASDE

Insight Focus US corn ending stocks higher than expected. Volatility a...

  • August 8, 2023

Grains Markets Fall Sharply

Insight Focus Favorable weather in the US hits grains markets. Wheat h...

  • August 1, 2023

Black Sea Grains Exports Continue to Attract Attention

Insight Focus Russia has pulled out of the Black Sea Grains Corridor. ...

  • July 11, 2023

Grains Markets Prepare for This Week’s WASDE Report

Insight Focus US corn now only 51% good/excellent vs 64% last year. US...

  • July 4, 2023

USDA Surprises Grains Market

Insight Focus USDA estimate corn plantings grew 2m acres this year. Co...

  • June 27, 2023

Weather Still the Big Story for The Corn Market

Insight Focus The US corn yield should be lower than the USDA forecast...

  • June 20, 2023

Dry Weather Concerns for Corn Crops

Insight Focus Dry weather in the US leads to deterioration of corn cro...

  • June 13, 2023

American Corn Planting All But Complete

Insight Focus US corn plantings at 96% vs 93% a year ago. 85% has emer...

  • June 6, 2023

Dry Weather Raises US Corn Drought Risk

Insight Focus USDA believes 34% corn area is experiencing drought. Was...

  • May 31, 2023

Chicago Corn Rallies From Short Covering

Insight Focus Dry weather in US pulls Chicago corn higher. US corn pla...

  • May 23, 2023

Sub-$6/bu Corn Here To Stay

Insight Focus Big progress in US corn planting. China cancels corn pur...

  • May 16, 2023

USDA Expects Large American Corn Crop

Insight Focus May WASDE forecasts large US corn crop. Grains markets f...

  • May 10, 2023

Doubts Over Black Sea Grain Corridor

Insight Focus Russia hardens negotiating position. Russia will need to...

  • May 3, 2023

China Cancels American Corn Purchases

Insight Focus Brazilian corn cheaper than American. Brazilian cash val...

  • April 25, 2023

Some EU Countries Ban Ukrainian Grain Exports

Insight Focus Several EU member states act to protect local farmers. B...

  • April 18, 2023

April WASDE Neutral for Grains Markets

Insight Focus USDA sees global corn stocks down just 1m tonnes this se...

  • April 11, 2023

April WASDE To Confirm Ample Grains Supply

Insight Focus US corn plantings have begun. Brazilian corn and soy har...

  • April 4, 2023

USDA Prospective Planting Report Pulls Grains Higher

Insight Focus US soybean planting seen flat year on year. Corn plantin...

  • March 28, 2023

Black Sea Grains Corridor Extended for At Least 60 Days

Insight Focus Russia claims the Black Sea Corridor has been extended f...

  • March 21, 2023

USA Makes Large Corn Sales to China

Insight Focus 600k tonnes sales reported for 4 consecutive days. Black...

  • March 14, 2023

American Corn Exports Lose Competitiveness vs Brazil and Ukraine

Insight Focus American corn exports look set to disappoint this year. ...

  • March 7, 2023

2023 Crop Prospects Weigh On Grains Prices

Insight Focus Larger grains crops expected in 2023. Corn sell off afte...

  • February 28, 2023

USDA Corn Forecast Drives Corn Market Lower

Insight Focus The USDA forecast a 3% increase in American corn plantin...

  • February 21, 2023

Grains Markets Watch South American Weather

Insight Focus Brazilian soybean harvest slow at 15.4% done vs 25% last...

  • February 14, 2023

Brazilian Corn Production At Risk From Delayed Planting

Insight Focus Corn planting in Brazil delayed by rain. Higher US corn ...

  • February 7, 2023

Rains Delay Brazil Soybean Harvest

Insight Focus Brazil soybean harvest 5.2% complete vs 11.6% last year....

  • January 31, 2023

Russia Slows Grains Exports from Black Sea

Insight Focus Delays to Ukrainian grains exports due to slow vessel in...

  • January 24, 2023

Grains Markets Adapt To Heavier Supply

Insight Focus Russia has suggested they could limit corn exports to av...

  • January 17, 2023

American Corn Production Forecasts Fall

Insight Focus US Dept of Agriculture reduces corn production forecast....

  • December 20, 2022

Black Sea Grains Exports Fall 16% in a Week

Insight Focus Inspections are slowing vessel traffic from Ukrainian po...

  • December 13, 2022

First Ever Shipment of Brazilian Corn to China Loaded

Insight Focus The first-ever shipment of corn from Brazil to China is ...

  • December 6, 2022

Weak Soybean Futures Drag Corn Lower

Insight Focus Weak soybean futures also dragged US corn and wheat lowe...

  • November 29, 2022

Grains Supply Risks Rise Again

Insight Focus American wheat is suffering from low soil moisture. High...

  • November 22, 2022

Ukraine Grains Export Corridor Extended

Insight Focus Ukraine grains export corridor extended by 120 days. Thi...

  • November 15, 2022

No News From Grains Black Sea Corridor Negotiations

Insight Focus There’s been no news from Russia about whether the gra...

  • November 8, 2022

Russia Rejoins Black Sea Grains Corridor

Insight Focus The current Black Sea grains deal expires on 19th Novemb...

  • November 1, 2022

Russia Pulls Out Of Ukrainian Grain Corridor

Opinions Focus Grains may rally as Russia exits grain corridor deal. T...

  • October 25, 2022

Grain Markets Lower On Better US Harvest

Opinions Focus A negative week for all grains as US harvest better tha...

  • October 18, 2022

Grains Unsteady as Ukrainian Export Negotiations Continue

Opinions Focus Officials met last week to discuss extending the Ukrain...

  • October 11, 2022

Corn Markets Flat to Lower

Opinions Focus Low water in the Mississippi didn’t result in higher ...

  • October 5, 2022

Ukranian Shipments Gather Pace

Opinions Focus Ukrainian exports in the final week of Sep were the lar...

  • September 27, 2022

European Corn Yields Continue to Fall

Opinions Focus European MARS bulletin cuts corn yield forecast by 4%. ...

  • September 20, 2022

September WASDE Confirms Smaller US Corn Crop

Opinions Focus USDA adjustments to US corn crop already expected by tr...

  • September 6, 2022

Hot Weather Advances EU Harvest

Opinions Focus   Corn harvesting begins early in France and Ukr...

  • August 31, 2022

European Heatwave Hit Corn Yields

Opinions Focus EU lowers corn yield forecast to 16% below 5-year avera...

  • August 8, 2022

Grains Fall As Vessels Leave Ukraine

Forecast No changes to our price forecast for 21/22 (Sep/Oct) Chicago ...

  • August 2, 2022

Corn Market Focusses on Dry Weather, Ukrainian Export Flows

Insight Focus All eyes on grain flows from Ukrainian Black Sea ports D...

  • July 26, 2022

Ukrainian Grain Export Resumption Under Threat

Insight Focus Attack on Port of Odessa lowers hopes of Ukrainian grain...

  • July 19, 2022

Corn Falls As Exports Allowed From Ukrainian Ports

Insight Focus Ukraine, Turkey, Russia and the UN reached an agreement ...

  • July 12, 2022

Grains Higher as Hot Dry Weather Hits Europe

Insight Focus Solid weekly gains for grains despite USD rally. Fears o...

  • July 5, 2022

Corn and Wheat Supply Pressure Eases

Insight Focus Corn and wheat prices traded lower this week. Favourable...

  • June 28, 2022

High Wheat Prices Here To Stay

Insight Focus Talks of a potential safe corridor to export Ukrainian g...

  • June 21, 2022

Corn Rallies on Dry Weather in US and Europe

Insight Focus Corn crops at risk from hot and dry weather in Europe an...

  • June 15, 2022

Corn Commentary: Rallies on Lack of Ukraine Export Routes

Insight Focus Rally fuelled by missile strike on Ukrainian grain termi...

  • June 7, 2022

Corn Lower On Hope Of Black Sea Exports

Putin will allow exports of Ukrainian grain. If seaborn exports out of...

  • May 31, 2022

Grains Bearish on Planting Progress

Insight Focus China allows corn imports from Brazil. Spring planting i...

  • May 24, 2022

Indian Export Ban Sets Wheat Market’s Direction

Insight Focus Dry weather hitting wheat condition in US, Europe Weathe...

  • May 17, 2022

Grains Market Volatile on Weather, Supply Fears

Corn falls as US planting continues apace  Wheat prices rise on s...

  • May 10, 2022

Wheat Price Soars on Indian Export Ban talks

Insight Focus Chicago corn falls as US planting makes strong progress ...

  • April 26, 2022

Indonesia’s Palm Oil Export Ban Adds to Grains Volatility

Insight Focus Grains track oilseeds volatility after Indonesian palm o...

  • April 20, 2022

Poor US Weather Heightens Grains Volatility

Insight Focus Cold, wet weather in US adds to grains volatility create...

  • April 13, 2022

Grains Volatility Intensifies with Ukrainian Plantings in Danger

Insight Focus The April WASDE didn’t address Russia’s military pre...

  • April 5, 2022

Volatile Grains Market Eyes Ukraine Conflict and Plantings

Insight Focus Ukraine-related volatility likely to continue with no en...

  • March 29, 2022

EU Ups Grains Production as Ukraine Outlook Worsens

Insight Focus Ukraine won’t sow full grains area this season. EU all...

  • March 22, 2022

Ukrainian Corn Plantings Suffer as War Rages On

Insight Focus Ukrainian corn plantings are down following Russia’s i...

  • March 15, 2022

Ukrainian Grains Production Faces Severe Delays

Insight Focus The USDA overlooked three key issues in the March WASDE....

  • March 10, 2022

Low Fertiliser Supply Drags Down Global Grains Output

Insight Focus Ukrainian grains production should be poor due to the on...

  • March 1, 2022

Grains Exports Suspended as Russia Invades Ukraine

Insight Focus All grains rallied last week as Russia invaded Ukraine. ...

  • February 23, 2022

Grains Volatility Lingers with Fertiliser Panic and Ukraine Conflict

Insight Focus Brazil’s fertiliser supply is not improving. President...

  • February 16, 2022

Grains Production Estimates Slashed as Impact of La Niña Shows

Insight Focus La Niña has prompted widespread reductions to global gr...

  • February 8, 2022

Russia Bans Fertiliser Exports

Insight Focus Russia has banned nitrate-based fertiliser exports. This...

  • February 2, 2022

Conflict Continues Between Key Grains Suppliers

Insight Focus The conflict between Russia and Ukraine, as well as La N...

  • January 26, 2022

The Russia and Ukraine Conflict is Bad News for Grains

Our sights are set on the conflict between Russia and Ukraine. Ukraine...

  • January 18, 2022

La Niña and Fertilizer Crisis Still Concerning for Grains

Late last year, we were keeping a close eye on two risks: La Niña an...

  • December 16, 2021

The Grains Rally Finally Relents

The December WASDE marked the end of grains’ recent rally.  We ...

  • November 30, 2021

La Niña Has Been Confirmed in Brazil

La Niña should bring dry weather to Brazil between December and Febru...

  • November 24, 2021

China’s Corn Imports Up 236% from 2020

Global grains stocks remain tight in 2021. Nevertheless, China has imp...

  • November 17, 2021

Russia Increases its Wheat Export Tax

We don’t think the USDA addressed the fertilizer crisis in its last ...

  • November 11, 2021

Will the Fertilizer Crisis Hit Global Grains Production?

We don’t think fertilizer prices will drop until at least Q2 next ye...

  • November 4, 2021

US Corn Farmers Benefit from Record Ethanol Margins

US ethanol margins hit an all-time high last week. This bodes well for...

  • October 26, 2021

Grains: Risk of a La Niña

A La Niña could cause problems for grains producers. It would bring d...

  • October 21, 2021

Grains: High Fertilizer Prices Hinder Production

Grains production around the world is suffering. High fertilizer price...

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