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>China holding large soybean inventories and US soybean exports to China at zero for the 2025-26 marketing year</li><li>President Trump late in addressing trade issues with China, leaving US farmers and exporters struggling to recapture market share</li><li>US seeing strong exports of corn and wheat due to competitive prices, with potential exemptions for certain agri products from tariff rates in trade deals</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

China holding large soybean inventories and US soybean exports to China at zero for the 2025-26 marketing yearPresident Trump late in addressing trade issues with China, leaving US farmers and exporters struggling to recapture market shareUS seeing strong exports of corn and wheat due to competitive prices, with potential exemptions for certain agri products from tariff rates in trade dealsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Agri trade returns to President Trumps Agenda

<ul><li>Discussion on gold rates above 1700 and potential drivers</li><li>Analysis of US energy and mineral policies under different administrations</li><li>Impact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on gold rates above 1700 and potential driversAnalysis of US energy and mineral policies under different administrationsImpact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

<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

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>Geopolitical risks are resurfacing in grain and oilseed markets</li><li>Weather-related risks are impacting agricultural markets, particularly in the US and South America</li><li>US grain export demand is strong, but dry conditions may lower yield potential and delay planting in South America, causing prices to rise</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Geopolitical risks are resurfacing in grain and oilseed marketsWeather-related risks are impacting agricultural markets, particularly in the US and South AmericaUS grain export demand is strong, but dry conditions may lower yield potential and delay planting in South America, causing prices to riseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Agricultural Markets Update – set for a seasonal recovery ahead

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: Agri trade returns to President Trumps Agenda

China's record soybean inventories and limited imports from the US prompt President Trump to discuss trade with President Xi, while the US benefits...

At Any Rate

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...

At Any Rate

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

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

Global Commodities: Agricultural Markets Update – set for a seasonal recovery ahead

Geopolitical and weather-related risks are impacting agricultural markets, with dry conditions in Brazil affecting sugarcane harvest and delaying...

At Any Rate

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