Market Comment
Wheat bear is coming out of hibernation
The USDA poured cold water on the global wheat market this week as they increased global carryout by 5 mmt to 265 mmt due to
Nick Booth
May 16, 2025
The USDA poured cold water on the global wheat market this week as they increased global carryout by 5 mmt to 265 mmt due to
The new season United States Department of Agriculture (USDA) World Agricultural Supply and Demand Estimates (WASDE) report has dropped overnight. The May report is the
The wheat market is caught in a tug of war between two opposing forces. On one hand, the building supply numbers as good in-crop rains
It has been a little while since we looked at futures curves, with an eye to how plantings might be impacted. The spread between canola
It has been a relatively quiet week on the markets. Possibly a mere coincidence that there has been less antagonistic language coming from the White
Easter and ANZAC Day mean it’s been two weeks since we’ve updated readers on grain markets. The news is bad for wheat, and good, in
The latest United States Department of Agriculture (USDA) World Agricultural Supply and Demand Estimates (WASDE) report was released last week, but being at the end
A lot can happen in a week. A mere 13 hours after collapsing stock and financial markets across the globe, President Trump reversed most of
It was back in October when canola charts started to look like a rollercoaster, and it has not let down the thrill seekers. The latest
This week, commodity markets held its breath as the White House unveiled its reciprocal tariffs. The list of countries impacted by the tariffs was expansive
With such a huge population, there is always talk about the size of the market in India. Recently, we received a query about opportunities for
The wheat market has been caught in something of a downdraft this week. High-level talks between the US, Russia, and Ukraine have been viewed as
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