Independent Agri Commodity Insights
Highlights of this week by James Bolesworth (Managing Director) Grain and oilseed markets globally remain extremely tight, with stock levels relative to use having fallen to the lowest levels in 10 years, fuelled further by considerable uncertainty about the escalating tensions between Russia and Ukraine, both major exporters of grains and oilseeds.…
Our full opinions and analysis of the WASDE will be published in next week’s weekly reports, get in touch for subscriptions. In the latest February USDA WASDE, on the face of it, not many significant or unsurprising changes were made. Wheat was the more bullish aspect of the February WASDE…
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…
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…
The first trading week of 2022 has done little to dispel concerns that volatility will remain an ongoing feature of grain markets, as was seen last year. The grain and oilseeds reports produced this week, highlighted the views of our analysts and provided some focus on the issues underlying…