Market Analysis
India bans wheat exports, or have they?
When the war in Ukraine plunged world food security into doubt by taking a huge chunk of world production & export trade out of the
Adrian Ladaniwskyj
May 17, 2022
When the war in Ukraine plunged world food security into doubt by taking a huge chunk of world production & export trade out of the
The USDA released their world stocks demand estimates last night and quietly put a bomb under the wheat market. Corn and bean stocks came in
The invasion of Ukraine has had far reaching consequences for the world’s food supply, and sanctions upon Russia are set to have the impact of
In Australia, we think of the main agricultural commodities as wheat, barley and canola with a few pulses to round out the mix. Indeed, wheat
The CBOT wheat market caught a bid last night and closed at a new record for Dec ’22 at 1108¢/bu or roughly AU$572/t. (table 1
As well as historical information, shipping data can reveal a forward view as to where grain is expected to be loaded over the coming month.
Rain at harvest is never a good thing. Quality downgrades and the financial impost they pre-sent are a nightmare for farmer and trader alike. This
Ag commodities are like a buoy in the ocean at the moment, rolling up and down with each wave. The major issues remain unresolved in
A few weeks ago, we wrote that the world will need to re-imagine trade flow routes in order to keep the world fed. While Russian
Taking careful note of the price movements and fundamental drivers of other related commodities on the local and global stage can provide insights into the
In the past couple of trading sessions, the wheat market has pulled back after reaching new season highs. The war in Ukraine, dry US HRW
Analysis of shipping data can provide a bit of sneak peek at how Australia’s exports of grains are progressing month by month. While the data
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In this report for LiveCorp and MLA, we analysed the historical trends in the demographics of the Australian sheep flock, examining domestic factors that influence farm-level enterprise decision making.
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