Soybean Surge: Is the Momentum Ripe for More Gains?
Bean prices have surged to a 9-month high, supported by favorable macro conditions & reduced demand for downside risk. Technicals signal potential...
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Southeast Asia Plantations: U.S. Midwest Drought, the El Niño Bull Run Appetizer?
The USDA surprised with a 5% lower planted soybean area in 2023, while risk to yields from drought remains elevated. Supply risk to edible oils is...
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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
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Agricultural Flows Monitor: May 2025 Issue
Wheat: Futures at $4.90/bushel (lowest since mid-2020), reflecting ample global supply and subdued demand. U.S. production is projected to rise by...
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How We Traded Wheat Short & CTA Positioning Update
How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...
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