India Sugarcane Early-Season Monitor: Early Production Signals at the Start of the 2025/26 Cycle
Treefera’s production-area signal is built from structural cane maps plus current-season satellite evidence. We combine a multi-year sugarcane...
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The First-Mile View on Commodities Making News - 10 April 2026
Soft commodity markets are navigating a split landscape as of 9 April 2026. A wave of surplus supply has collapsed cocoa and sugar prices to...
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Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now
We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...
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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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