US & Israel strikes Iran - Scenario Analysis

Analysing scenarios for energy and grains after the US and Israel launched coordinated strikes against Iran, who have retaliated by striking US military bases across the Middle East.

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Analysis of May USDA WASDE

Wheat prices soar, after the USDA forecasts this year’s US harvest at the smallest since 1972

Global Analysis

Global Crop Watch - Prairies sowings make slowest start in more than a decade

Global weather alerts impacting production potential for major crops

Bulls vs Bears

Weekly Oilseeds Outlook - USDA's key May Wasde report previewed

Key Analysis & Sentiment Report
Bullish Drivers - Bearish Drivers - Market Outlook

Bulls vs Bears

Weekly Grains Outlook - USDA's key May Wasde report previewed

Key Analysis & Sentiment Report
Preview of the May USDA WASDE report expectations

Latest Analysis & Forecasts

2026/27 major exporters' stocks/use

Analysis of May USDA WASDE

Global Crop Watch - Prairies sowings make slowest start in more than a decade

Weekly Oilseeds Outlook - USDA's key May Wasde report previewed

Daily Market News

A daily summary of key analysis, prices and factors driving markets

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2026/27 major exporters' stocks/use

USDA forecasts for corn, rapeseed, soybean and wheat inventories, and stocks to use

EU+UK markets13/05/26

What's in store for EU grains in 2026-27 - according to the USDA

• Fertiliser and diesel prices fall again. What now?
• Barley prices underperform in the UK, but not in the EU
• First USDA glimpse at 2026/27 EU barley, rapeseed and wheat outlooks

Global Analysis08/05/26

Global Crop Watch - Rapid French corn sowings, US winter wheat prospects

Global weather alerts impacting production potential for major crops

EU+UK markets07/05/26

Export fortunes lift barley premium, input cost inflation wanes

• Is the worst over for Iran war cost price inflation?
• Barley prices post unusually large premium versus wheat
• Europe faces wet and cool fortnight