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James Bolesworth

January WASDE Key Numbers

Our full opinions and analysis of the WASDE will be published in next week’s weekly reports, get in touch for subscriptions.  Following the January WASDE, markets have had a mixed reaction, initially falling after the release before recovering. On the whole, a slightly bearish WASDE for corn and wheat with…

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CONAB Trims Production Estimates

Ahead of tomorrow’s USDA WASDE, Brazilian organisation CONAB have released their updated provisional production estimates. Amid what has been an ongoing drought in southern Brazil, downgrades to production have been no great surprise, but it waits to be seen if the USDA also reflects drought impacted production estimates. Soybean production…

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Weekly Market Highlights

While global grain markets have been in a bullish mood for a number of months, but partly due to the US Thanksgiving holiday, this week has seen a shift in sentiment with the wheat momentum pausing and oilseed rape back to trading within a relatively tight range. Adding to the pressure has…

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What’s behind surging canola and rapeseed prices?

Surging canola prices, or rapeseed as it’s known in Europe, have been long overdue following four consecutive years of stock depletion amongst key producing and exporting regions, most notably Canada where canola stocks have fallen from 4.4MT in 2018/19 to a forecast 691KT by the end of 2021/22. However, this…

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