Market Analysis
Cotton outlook soft
Cotton prices hit extreme highs of AUD 490¢/kg in May before collapsing sharply back to 319¢/kg currently. What happened? And what is the outlook? The
Adrian Ladaniwskyj
August 4, 2022
Cotton prices hit extreme highs of AUD 490¢/kg in May before collapsing sharply back to 319¢/kg currently. What happened? And what is the outlook? The
The situation on the ground in Ukraine is fluid, and information is in short supply. In such an environment, taking everything that is reported at
It is hard to believe that it has only been one week since the Black Sea ‘grain corridor’ was effectively signed into existence, so much
Summer cropping is a long way off for Australia at this stage, but it is worth considering the most recent global supply demand balance outlook.
With all the volatility in grain markets at the moment it’s hard to get a handle on today’s pricing, let alone new crop. You would
The market is holding its breath on news of a potential grain corridor for the resumption of food products from Ukraine. Information leaking from Turkey
The ebb and flow of managed money’s interest in agricultural commodities has the ability to strongly influence the market. Speculators have steadily wound back their
Ever wondered what keeps grain analysts awake at night? Irrational markets. We have seen at least two examples this week, where the market reacted to
The USDA released a new WASDE report this week, and it surprised the wheat market somewhat, but the market’s focus remains on both weather developments,
Two months is a long time in grain markets, especially when volatility is rampant. Local new crop wheat prices remain very strong, yet at the
The ag commodity complex has gone through a remarkable correction. The value of most commodities in that basket are now at, or lower than, pre-war
Oilseed markets have been battered in recent times by Indonesian palm oil export tax cuts, recessionary concerns and 8 EU countries seeking to reduce their
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