Possible 20M Tonne YoY Drop in Russian Wheat Exports: Rumours
Insight Focus Grains rose due to lower European yields and short cover...
Corn Rally Supports Market as Wheat Faces Pressure
Insight Focus Corn rallied on supportive November data, boosting price...
Corn Market Diverges Amid EU Production Concerns
Insight Focus Corn prices diverged across exchanges last week. The str...
Chicago Corn Rises While Europe Faces Challenges
Insight Focus Corn prices rose in Chicago on strong demand. European g...
Grain Markets Struggle as Demand, Yields Decline
Insight Focus Grain markets experienced a negative week due to continu...
Corn Declines While Wheat Gains Strength
Insight Focus Corn faces downward pressure, while wheat strengthens....
Eastern Europe Adds Volatility To Grains Markets
Insight Focus Lower US stocks and Russian export cuts boost pric...
Grain Price Rally Expected to Be Short Lived
Insight Focus Grain prices rose last week due to weather concern...
Grains Struggle to Maintain Momentum Amid Ample Supply
Insight Focus Grains failed to sustain last week’s gains d...
Corn Prices to Drop Despite Brief Rally
Insight Focus Chicago corn prices briefly rose on global production co...
Wheat, Corn Markets Experience Boost Amid EU Harvest Woes
Insight Focus Grains have continued to rally due to bad news fro...
European Grains Suffer From Hot Dry Weather
Insight Focus EU MARS report shows grains yields hit in Eastern ...
Record Crop, High Volumes Pressure Corn, Wheat Prices Lower
Insight Focus The Pro Farmer Crop Tour cemented the US corn crop...
Corn, Wheat Markets Remain Weak Despite Lower Stocks
Insight Focus Grains were down again on the back of ample supply...
USDA Projects Wheat Oversupply, Reduces Corn Surplus
Insight Focus All signs are pointing to plentiful wheat supply f...
Grains Stable Despite Dryness in Black Sea
Insight Focus New reports of dry weather in the Black Sea caused a reb...
Higher US Acreage, Strong Russian Progress Drag on Grains
Insight Focus Both corn and wheat were bearish this week after the USD...
Corn, Wheat Markets Bearish as Russian Uncertainty Clears
Insight Focus Both corn and wheat markets sank this week as more clari...
Wheat Remains Weak as Russian Losses Priced In
Insight Focus Despite production losses in Russia, the wheat market is...
Wheat Collapse Fails to Pull Corn Lower
Insight Focus Despite a negative week for wheat due to healthy US harv...
Weather Continues to Determine Corn, Wheat Pricing
Insight Focus Corn lost all the gains of the previous couple of weeks ...
Russia Frosts Spread to Ukraine, Push Up Wheat Price
Insight Focus The frosts reported last week in Russia have now spread ...
Grains Prices Correct as Russia Clarifies Wheat Situation
Insight Focus This week there was more clarity over how frosts in Russ...
Russian State of Emergency Prompts Grains Rally
Insight Focus Russia has declared of a state of emergency due to frost...
Weather Events Create Uncertainty For Wheat, Corn Markets
Insight Focus Market information last week showed several weather-rela...
Wheat Pulls Corn Higher as Potential Production Losses Reported
Insight Focus The wider grains complex was pulled higher by a rally in...
Weather Presents Wheat, Corn Price Wildcard
Insight Focus The global grains market remains comfortably supplied th...
WASDE Latam Corn Projections Diverge from Conab, BAGE
Insight Focus The week was mainly neutral for wheat and corn. The late...
US Corn Plantings Begin
Insight Focus US corn plantings made a good start. Wet weather in the ...
All Eyes on Northern Hemisphere Grains Planting Season
Insight Focus While corn planted area is falling in the US, stocks are...
Black Sea Uncertainty Pushes Up Wheat, Corn Price
Insight Focus There has been another attack in the Black Sea. The EU i...
Market Expects Further Cancellations of US Wheat Sales to China
Insight Focus An unexpected corn rally was driven primarily by short c...
Bottom of Corn Market Reached, Wheat Remains Bearish
Insight Focus The picture has turned less bearish for corn and soybean...
Wheat Price Tumbles as Russian Discounts Force Reductions
Insight Focus Both the corn and wheat markets remain well supplied. Ru...
Corn Market Nears Bottom
Insight Focus At current prices corn will lose acres to soybeans in ma...
Russia to Add More Wheat to Oversupplied Market
Insight Focus The grains markets are all still very well-supplied, mea...
Grains Pushed Lower by Higher February WASDE Numbers
Insight Focus February’s WASDE report confirmed ample global gra...
Mild Weather Creates Downside Risk in Grains Market
Insight Focus All grains markets globally are well supplied. Mild weat...
Corn, Wheat Markets Remain Well Supplied
Insight Focus A small grains rally last week was short lived as produc...
High French Wheat, Corn Stocks Create Bearish Sentiment
Insight Focus Corn prices continue to trend downward due to high suppl...
High WASDE Production Figures Depress Corn, Wheat Prices
Insight Focus The latest WASDE report projected all-time high US produ...
Argentina Devalues Peso; Increases Grains Export Taxes
Insight Focus Argentina’s new president has devalued the Peso by...
Chinese Purchases of American Wheat Drive Prices Higher
Insight Focus Wheat rallies following aggressive Chinese buying. China...
Poor European Weather Could Provide Wheat Upside
Insight Focus Wheat rallied this week on the back of short covering an...
US Farmers Hold Corn Stocks to Avoid Downward Price Pressure
Insight Focus The corn market remains in a downtrend. A large US corn ...
Wheat Sinks on Black Sea Supply; Corn in Brief Rally
Insight Focus The week was slightly positive for corn, while wheat fel...
Higher Corn Production Forecast Rattles Market
Insight Focus There was another negative week for grains after N...
Efficient Corn, Wheat Progress Points to Downside Risk
Insight Focus After a poor performance in the US, a rally in soybeans ...
Black Sea Grains Corridor Back In Action
Insight Focus Appetite for US corn is waning as price points remain to...
USDA Reduces US Corn Production Forecast
Insight Focus A positive week for grains futures. Black Sea grains lin...
Chicago Corn Continues its Recent Rally
Insight Focus Russian corn production could reach new highs this seaso...
USDA Quarterly Forecast Reports Low Wheat & Corn Results
Insight Focus Another negative week for Wheat on higher quarterly stoc...
US Corn Harvest Well Underway Despite Hot & Dry Weather
Insight Focus Hot and dry weather in US shouldn’t affect the Corn be...
US Corn Acreage & Global Wheat Create Price Fluctuations
Insight Focus US Corn harvesting has started and is 5% complete same l...
Corn Crop Varies Across US & EU, Wheat Unchanged
Insight Focus No surprises are expected on the Wheat front. US Corn co...
Extreme Weather Impacts Corn And Wheat Harvests
Insight Focus Low Mississippi water levels are putting pressure on Chi...
Static Corn Prices During American Heatwave
Insight Focus Chicago Corn prices remain broadly unchanged on the week...
Ukraine War Continues to Drive Grains Markets
Insight Focus Corn and wheat markets nervous over Black Sea grains flo...
Bearish Tone For Corn After WASDE
Insight Focus US corn ending stocks higher than expected. Volatility a...
Grains Markets Fall Sharply
Insight Focus Favorable weather in the US hits grains markets. Wheat h...
Black Sea Grains Exports Continue to Attract Attention
Insight Focus Russia has pulled out of the Black Sea Grains Corridor. ...
Grains Markets Prepare for This Week’s WASDE Report
Insight Focus US corn now only 51% good/excellent vs 64% last year. US...
USDA Surprises Grains Market
Insight Focus USDA estimate corn plantings grew 2m acres this year. Co...
Weather Still the Big Story for The Corn Market
Insight Focus The US corn yield should be lower than the USDA forecast...
Dry Weather Concerns for Corn Crops
Insight Focus Dry weather in the US leads to deterioration of corn cro...
American Corn Planting All But Complete
Insight Focus US corn plantings at 96% vs 93% a year ago. 85% has emer...
Dry Weather Raises US Corn Drought Risk
Insight Focus USDA believes 34% corn area is experiencing drought. Was...
Chicago Corn Rallies From Short Covering
Insight Focus Dry weather in US pulls Chicago corn higher. US corn pla...
Sub-$6/bu Corn Here To Stay
Insight Focus Big progress in US corn planting. China cancels corn pur...
USDA Expects Large American Corn Crop
Insight Focus May WASDE forecasts large US corn crop. Grains markets f...
Doubts Over Black Sea Grain Corridor
Insight Focus Russia hardens negotiating position. Russia will need to...
China Cancels American Corn Purchases
Insight Focus Brazilian corn cheaper than American. Brazilian cash val...
Some EU Countries Ban Ukrainian Grain Exports
Insight Focus Several EU member states act to protect local farmers. B...
April WASDE Neutral for Grains Markets
Insight Focus USDA sees global corn stocks down just 1m tonnes this se...
April WASDE To Confirm Ample Grains Supply
Insight Focus US corn plantings have begun. Brazilian corn and soy har...
USDA Prospective Planting Report Pulls Grains Higher
Insight Focus US soybean planting seen flat year on year. Corn plantin...
Black Sea Grains Corridor Extended for At Least 60 Days
Insight Focus Russia claims the Black Sea Corridor has been extended f...
USA Makes Large Corn Sales to China
Insight Focus 600k tonnes sales reported for 4 consecutive days. Black...
American Corn Exports Lose Competitiveness vs Brazil and Ukraine
Insight Focus American corn exports look set to disappoint this year. ...
2023 Crop Prospects Weigh On Grains Prices
Insight Focus Larger grains crops expected in 2023. Corn sell off afte...
USDA Corn Forecast Drives Corn Market Lower
Insight Focus The USDA forecast a 3% increase in American corn plantin...
Grains Markets Watch South American Weather
Insight Focus Brazilian soybean harvest slow at 15.4% done vs 25% last...
Brazilian Corn Production At Risk From Delayed Planting
Insight Focus Corn planting in Brazil delayed by rain. Higher US corn ...
Rains Delay Brazil Soybean Harvest
Insight Focus Brazil soybean harvest 5.2% complete vs 11.6% last year....
Russia Slows Grains Exports from Black Sea
Insight Focus Delays to Ukrainian grains exports due to slow vessel in...
Grains Markets Adapt To Heavier Supply
Insight Focus Russia has suggested they could limit corn exports to av...
American Corn Production Forecasts Fall
Insight Focus US Dept of Agriculture reduces corn production forecast....
Black Sea Grains Exports Fall 16% in a Week
Insight Focus Inspections are slowing vessel traffic from Ukrainian po...
First Ever Shipment of Brazilian Corn to China Loaded
Insight Focus The first-ever shipment of corn from Brazil to China is ...
Weak Soybean Futures Drag Corn Lower
Insight Focus Weak soybean futures also dragged US corn and wheat lowe...
Grains Supply Risks Rise Again
Insight Focus American wheat is suffering from low soil moisture. High...
Ukraine Grains Export Corridor Extended
Insight Focus Ukraine grains export corridor extended by 120 days. Thi...
No News From Grains Black Sea Corridor Negotiations
Insight Focus There’s been no news from Russia about whether the gra...
Russia Rejoins Black Sea Grains Corridor
Insight Focus The current Black Sea grains deal expires on 19th Novemb...
Russia Pulls Out Of Ukrainian Grain Corridor
Opinions Focus Grains may rally as Russia exits grain corridor deal. T...
Grain Markets Lower On Better US Harvest
Opinions Focus A negative week for all grains as US harvest better tha...
Grains Unsteady as Ukrainian Export Negotiations Continue
Opinions Focus Officials met last week to discuss extending the Ukrain...
Corn Markets Flat to Lower
Opinions Focus Low water in the Mississippi didn’t result in higher ...
Ukranian Shipments Gather Pace
Opinions Focus Ukrainian exports in the final week of Sep were the lar...
European Corn Yields Continue to Fall
Opinions Focus European MARS bulletin cuts corn yield forecast by 4%. ...
September WASDE Confirms Smaller US Corn Crop
Opinions Focus USDA adjustments to US corn crop already expected by tr...
Hot Weather Advances EU Harvest
Opinions Focus Corn harvesting begins early in France and Ukr...
European Heatwave Hit Corn Yields
Opinions Focus EU lowers corn yield forecast to 16% below 5-year avera...
Grains Fall As Vessels Leave Ukraine
Forecast No changes to our price forecast for 21/22 (Sep/Oct) Chicago ...
Corn Market Focusses on Dry Weather, Ukrainian Export Flows
Insight Focus All eyes on grain flows from Ukrainian Black Sea ports D...
Ukrainian Grain Export Resumption Under Threat
Insight Focus Attack on Port of Odessa lowers hopes of Ukrainian grain...
Corn Falls As Exports Allowed From Ukrainian Ports
Insight Focus Ukraine, Turkey, Russia and the UN reached an agreement ...
Grains Higher as Hot Dry Weather Hits Europe
Insight Focus Solid weekly gains for grains despite USD rally. Fears o...
Corn and Wheat Supply Pressure Eases
Insight Focus Corn and wheat prices traded lower this week. Favourable...
High Wheat Prices Here To Stay
Insight Focus Talks of a potential safe corridor to export Ukrainian g...
Corn Rallies on Dry Weather in US and Europe
Insight Focus Corn crops at risk from hot and dry weather in Europe an...
Corn Commentary: Rallies on Lack of Ukraine Export Routes
Insight Focus Rally fuelled by missile strike on Ukrainian grain termi...
Corn Lower On Hope Of Black Sea Exports
Putin will allow exports of Ukrainian grain. If seaborn exports out of...
Grains Bearish on Planting Progress
Insight Focus China allows corn imports from Brazil. Spring planting i...
Indian Export Ban Sets Wheat Market’s Direction
Insight Focus Dry weather hitting wheat condition in US, Europe Weathe...
Grains Market Volatile on Weather, Supply Fears
Corn falls as US planting continues apace Wheat prices rise on s...
Wheat Price Soars on Indian Export Ban talks
Insight Focus Chicago corn falls as US planting makes strong progress ...
Indonesia’s Palm Oil Export Ban Adds to Grains Volatility
Insight Focus Grains track oilseeds volatility after Indonesian palm o...
Poor US Weather Heightens Grains Volatility
Insight Focus Cold, wet weather in US adds to grains volatility create...
Grains Volatility Intensifies with Ukrainian Plantings in Danger
Insight Focus The April WASDE didn’t address Russia’s military pre...
Volatile Grains Market Eyes Ukraine Conflict and Plantings
Insight Focus Ukraine-related volatility likely to continue with no en...
EU Ups Grains Production as Ukraine Outlook Worsens
Insight Focus Ukraine won’t sow full grains area this season. EU all...
Ukrainian Corn Plantings Suffer as War Rages On
Insight Focus Ukrainian corn plantings are down following Russia’s i...
Ukrainian Grains Production Faces Severe Delays
Insight Focus The USDA overlooked three key issues in the March WASDE....
Low Fertiliser Supply Drags Down Global Grains Output
Insight Focus Ukrainian grains production should be poor due to the on...
Grains Exports Suspended as Russia Invades Ukraine
Insight Focus All grains rallied last week as Russia invaded Ukraine. ...
Grains Volatility Lingers with Fertiliser Panic and Ukraine Conflict
Insight Focus Brazil’s fertiliser supply is not improving. President...
Grains Production Estimates Slashed as Impact of La Niña Shows
Insight Focus La Niña has prompted widespread reductions to global gr...
Russia Bans Fertiliser Exports
Insight Focus Russia has banned nitrate-based fertiliser exports. This...
Conflict Continues Between Key Grains Suppliers
Insight Focus The conflict between Russia and Ukraine, as well as La N...
The Russia and Ukraine Conflict is Bad News for Grains
Our sights are set on the conflict between Russia and Ukraine. Ukraine...
La Niña and Fertilizer Crisis Still Concerning for Grains
Late last year, we were keeping a close eye on two risks: La Niña an...
The Grains Rally Finally Relents
The December WASDE marked the end of grains’ recent rally. We ...
La Niña Has Been Confirmed in Brazil
La Niña should bring dry weather to Brazil between December and Febru...
China’s Corn Imports Up 236% from 2020
Global grains stocks remain tight in 2021. Nevertheless, China has imp...
Russia Increases its Wheat Export Tax
We don’t think the USDA addressed the fertilizer crisis in its last ...
Will the Fertilizer Crisis Hit Global Grains Production?
We don’t think fertilizer prices will drop until at least Q2 next ye...
US Corn Farmers Benefit from Record Ethanol Margins
US ethanol margins hit an all-time high last week. This bodes well for...
Grains: Risk of a La Niña
A La Niña could cause problems for grains producers. It would bring d...
Grains: High Fertilizer Prices Hinder Production
Grains production around the world is suffering. High fertilizer price...
Grains: High Fertilizer Prices Prompt Plant Closures
Europe’s natural gas crisis is turning into a fertilizer crisis. At ...
Grains: Fertilizer Crisis Ahead?
Natural gas is very expensive at present. This could weaken global fer...
Grains: Weather Trouble and Logistical Disruption
Wheat crops in Canada and Europe may underperform following poor weath...
Corn: Volatility Around the September WASDE
The September WASDE is imminent. Everything is pointing towards increa...
Corn: Another Frosty Week in Brazil
It was frosty again in Brazil last week. Corn rallied as a result. Agr...
Corn: Little Room for Weather Trouble
The July WASDE tightened old crop closing stocks for corn and wheat. G...
Corn Rallies with Brazilian Frost and US Heatwave
The Brazilian frost and US heatwave could impact corn production. Corn...
How Much Corn Can Brazil Now Produce?
The USDA reduced corn’s global closing stocks to 289.4m tonnes in Th...
Brazil’s Corn Woes Start to Show
Corn rallied in all geographies last week. This is largely because Bra...
Corn: Brazil Needs Rain, and Fast
Forecast Our average price forecast for 2020/21 remains unchanged in a...
Corn: Farmer Hedges at 25-Year High
Forecast Our 2020/21 (Sep/Oct) average price forecast for Chicago Corn...
Weather in Brazil and the US Worries Corn Market
Forecast Our 2020/21 (Sep/Oct) average price forecast for Chicago Corn...
China Continues Push for Grains Security
Forecast Our 2020/21 (Sept/Oct) average price for Chicago Corn remains...
Corn Prices Vulnerable to Record Spec Long
Forecast There are no changes to our 2020/21 (Sep/Oct) average p...
Corn: Higher Prices Here to Stay?
Forecast Our 2020/21 average price forecast (Sep/Oct) remains in a ran...
Corn Prices Hit Eight-Year High, But Chinese Buying Continues
Forecast Our 2020/21 average price forecast (Sep/Oct) remains unchange...
Grains: The Perfect Bull Story
Forecast We’ve increased our 2020/21 average price forecast (Sep/Oct...
Russia Plans to Tax Wheat Exports in Effort to Control Food Inflation
Price Action Forecast Our 2020/21 average price forecast for Sep/Oct r...
Will La Niña Impact South America’s Grains Crops?
The fundamental picture remains unchanged from two weeks ago. Worries ...
The WASDE Slashes Global Grains Stock Estimates
The November WASDE was bullish for corn and soybeans with a significan...
La Niña Looms Over Corn and Wheat Development
Price Action Forecast Our 2020/21 forecast (Sep/Oct) remains unchanged...
Will Typhoons in China Harm Corn Production?
Price Action Forecast Our 2020/21 forecast (Sep/Oct) remains unchanged...
Corn: China Will Struggle to Fulfill Phase One Trade Agreement
Price Action Forecast There are no changes to our 2020/21 (Sep/Oct) av...
How Much More Corn Will China Buy?
Price Action Forecast Our 2020/21 forecast remains unchanged, with the...
Czarnikow Corn Outlook H2 January 2020
Price Action Market Commentary Chicago Corn was almo...
Czarnikow Corn Outlook H1 January 2020
479 words / 3 minute reading time Price Action Comments: ...
Czarnikow Corn Outlook H2 December 2019
Price Action Comments Corn Chicago Corn was almost u...
Czarnikow Corn Outlook H1 December 2019
530 words / 3 minute reading time Price Action Comments: Chicago Corn ...