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CRM Agri in the press

06/02/26

Wasde preview - market expectations ahead of the February USDA report

USDA forecasts for wheat stocks in the US and worldwide, will be under the market microscope in Tuesday’s benchmark report. This preview also looks at expectations for corn, soybeans and rapeseed.

Preview of market expectation ahead of the February USDA WASDE report, covering wheat, corn, soybeans & rapeseed.

09/01/26

USDA data preview - wheat sowings for 2026 forecast at one of lowest on record

Monday is one of the biggest days of the year for USDA reports, including the monthly Wasde and US winter wheat area data

09/12/25

Wheat - Prices withstand crop upgrades—but Wasde looms

A turn sideways in the wheat price trend has come despite some notable increases to supply expectations

02/12/25

Wheat - Currency and Argentina stoke EU price underperformance

Currency is key to a divergence between US and European prices. The dollar has shed nearly 1.0% over the past week against both the euro and sterling

25/11/25

Wheat - Prices weighed by expanding Argentine crop estimates

Wheat prices have eased, sliding in London below the much-watched £175/t mark, basis May-26, and in Paris below €190/t for December-25. Hopes for Ukraine peace are adding to supply pressures

21/11/25

Wheat - Prices hold above lows, despite extensive crop upgrades

Our underlying price forecast suggests scope for continued seasonal support, although production ideas have improved, limiting scope for more significant upside, while geopolitical risks are ever-present

12/11/25

Wheat - Rally runs into headwinds from China, Argentina and farm sale

The wheat market factor which headlines have blamed most for the market sell-off is the news that China apparently bought only 120Kt of US wheat following the meeting between presidents Trump and Xi

04/11/25

Wheat - Price recovery, spurred by China, faces Russian resistance

Wheat prices have on both sides of the Atlantic held on to recent gains, making October 2025’s strongest month in Chicago, London and Paris. Will Chinese imports rise to add support?

28/10/25

Wheat - Geopolitics revives markets from 5-year lows

Wheat prices have rebounded across Chicago, London, and Paris as premium returns. Supporting factors include improved US–China trade sentiment, renewed Russia-Ukraine tensions, and higher oil prices from US sanctions on Russian firms are lifting global values.

21/10/25

Wheat - Looming southern hemisphere harvest weighs on prices

Argentina and Australia are set for strong harvests, expected near 22Mt and 35Mt respectively, likely adding short-term supply pressure.

Argentina and Australia are set for strong harvests, expected near 22Mt and 35Mt respectively, likely adding short-term supply pressure.

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