We Track How Strong El Nino Really Becomes
The Indian Meteorological Department forecast seasonal rainfall at 90% of the long-period average, with an 84% probability of below-normal or...
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Why Sugar Is the Overlooked El Niño Play
While the cocoa market is showing impressive strength already, the next fundamental supply crisis is brewing in the world’s second most important...
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The First-Mile View on Commodities Making News (21 Sept 2026)
Weather and geopolitical risk are compounding across agricultural origins this edition, from West Africa to the Black Sea. Treefera's own stress...
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The First-Mile View on Commodities Making News (4 Sep 2026)
Treefera's first-mile view of the US hard red winter wheat belt reads 925.5 million bushels, 6.5% below USDA's August estimate of 989.9 million,...
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The First-Mile View on Commodities Making News (20 Aug 2026)
This edition centers on two shocks arriving in the same week: USDA's 12 August WASDE delivered a bigger-than-expected corn yield cut alongside a...
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