Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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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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Harvest Headwinds: Extreme Weather and Wheat's Price Surge
Global wheat prices are surging due to extreme weather and supply-demand imbalances, with potential for further volatility and price spikes as La...
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Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Ukrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 season
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Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple
The ascending El Niño along with diminished global inventories brings a strong risk of shortages in the global wheat market alongside sharp price...
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