Key Market Data - July 2026

This latest Key Market Data chart deck covers the macro, weather and futures signals that matter most — from fragile Strait of Hormuz flows and easing oil/fertiliser prices to drought risk across Europe, Black Sea export competitiveness and shifting fund positions.

 

The report highlights mounting pressure in wheat markets, including EU production cuts, tight major exporter stock outlooks and the lowest US wheat area in more than 130 years. It also tracks corn market developments, with US acreage close to expectations, heat damage to European spring crops and weak import pace deepening the EU shortfall.

 

For oilseeds, the update examines soybean area, rapeseed and vegoil price pressure, EU rapeseed harvest forecasts and improving Canadian canola prospects.

Download the full slide pack for charts, market context and technical signals across wheat, corn and oilseeds.