Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>Supply is increasing in the agricultural markets due to farmers responding to prices, but demand is outstripping this increase in supply</li><li>Despite weak prices in the futures and options markets, global demand for renewable fuels is driving growth in the agricultural sector</li><li>Changes in biofuel blending mandates in countries like Brazil and India are expected to impact the sugar market and drive demand for agricultural products</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Supply is increasing in the agricultural markets due to farmers responding to prices, but demand is outstripping this increase in supplyDespite weak prices in the futures and options markets, global demand for renewable fuels is driving growth in the agricultural sectorChanges in biofuel blending mandates in countries like Brazil and India are expected to impact the sugar market and drive demand for agricultural productsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Big crops are unlikely to build world stocks, agri outlook into 2H25

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Corn crop looks good but slightly worse than 2024</li><li>Spring Wheat is looking okayish, but conditions are worse than during the three previous years</li><li>Soybean conditions aren’t that visible yet, but analysts expect solid to good conditions at the moment</li></ul>

Corn crop looks good but slightly worse than 2024Spring Wheat is looking okayish, but conditions are worse than during the three previous yearsSoybean conditions aren’t that visible yet, but analysts expect solid to good conditions at the moment

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Corn rose 37% from its multi-year low in August until mid-Feb. Strong export demand for U.S. corn and adverse weather in South America supported a longer-term recovery.</li>
<li>US Corn exports for the current MY have exceeded both the 5-year average &amp; previous year. Export momentum has continued even as the dollar has strengthened sharply since October.</li>
<li>2024 drought in Brazil was the worst since 1950. No direct impact on crops but transportation was significantly disrupted. Key waterways/ports used for shipping were affected causing delays.</li>
</ul>


Corn rose 37% from its multi-year low in August until mid-Feb. Strong export demand for U.S. corn and adverse weather in South America supported a longer-term recovery.
US Corn exports for the current MY have exceeded both the 5-year average &amp; previous year. Export momentum has continued even as the dollar has strengthened sharply since October.
2024 drought in Brazil was the worst since 1950. No direct impact on crops but transportation was significantly disrupted. Key waterways/ports used for shipping were affected causing delays.


Corn at Cross Roads: Tariff, Weather Shocks, and the Battle for Global Corn Supply

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

<ul><li>India's ethanol policy is driving increasing corn demand both locally and for imports</li><li>India's corn production is estimated to be around 38 million for the next year</li><li>India primarily imports non-GMO corn from Myanmar and Ukraine for their ethanol industry, facing challenges in meeting the demand due to feedstock tightness and high import duties</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

India's ethanol policy is driving increasing corn demand both locally and for importsIndia's corn production is estimated to be around 38 million for the next yearIndia primarily imports non-GMO corn from Myanmar and Ukraine for their ethanol industry, facing challenges in meeting the demand due to feedstock tightness and high import dutiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How India's ethanol boom is transforming the country's corn trade flow

<ul><li>China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.</li><li>Still, as it seems this might not be enough to even lift prices up a little bit. Local prices have ticked higher since the end of September, but they’re still close to four-year lows.</li><li>Stockpiles of corn are plentiful, and demand is currently sluggish as the second-largest economy of the world battles its own economy demons at the moment.</li></ul>

China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.Still, as it seems this might not be enough to even lift prices up a little bit. Local prices have ticked higher since the end of September, but they’re still close to four-year lows.Stockpiles of corn are plentiful, and demand is currently sluggish as the second-largest economy of the world battles its own economy demons at the moment.

China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production

United States

Corn No. 2 Yellow at par and substitutions at differentials established by the exchange.

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Corn Active Contract (C A COMDTY)

Global Commodities: Big crops are unlikely to build world stocks, agri outlook into 2H25

Supply is increasing in agricultural markets as farmers respond to prices, but demand growth is outstripping supply due to low carry in stock...

At Any Rate

Drought & Planting Update

Corn crop looks good but slightly worse than 2024. Spring Wheat is looking okayish, but conditions are worse than during the three previous years

The Commodity Report

Corn at Cross Roads: Tariff, Weather Shocks, and the Battle for Global Corn Supply

US corn prices surged due to strong export demand and adverse weather in South America, with exports exceeding averages despite a strengthening...

Mint Finance

How India's ethanol boom is transforming the country's corn trade flow

The podcast discusses India's growing corn trend, its impact on global trade flows, and the country's increasing demand for corn for ethanol...

Commodities Focus

China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production

China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.

The Commodity Report

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Global Commodities: Big crops are unlikely to build world stocks, agri outlook into 2H25

Supply is increasing in agricultural markets as farmers respond to prices, but demand growth is outstripping supply due to low carry in stock...

At Any Rate

Drought & Planting Update

Corn crop looks good but slightly worse than 2024. Spring Wheat is looking okayish, but conditions are worse than during the three previous years

The Commodity Report

Corn at Cross Roads: Tariff, Weather Shocks, and the Battle for Global Corn Supply

​US corn prices surged due to strong export demand and adverse weather in South America, with exports exceeding averages despite a strengthening...

Mint Finance

How India's ethanol boom is transforming the country's corn trade flow

The podcast discusses India's growing corn trend, its impact on global trade flows, and the country's increasing demand for corn for ethanol...

Commodities Focus

China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production

China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.

The Commodity Report

US corn prices surged due to strong export demand and adverse weather in South America, with exports exceeding averages despite a strengthening...