Market Analysis
What to put in the wheat budget
There is plenty going on in world commodity markets at the moment. The possible tariffs the US is imposing on close neighbours and China are
Angus Brown
February 4, 2025
There is plenty going on in world commodity markets at the moment. The possible tariffs the US is imposing on close neighbours and China are
Another interesting week in global markets and politics. After making oddly specific threats of tariffs against China, Canada and Mexico in Trump’s first few hours
We’ve had a couple of queries on the canola market structure, and why GM canola, in particular, is positioned where it is. As always, it’s
The news this week has been dominated by the incoming 47th US President. For those waiting for a sign of things to come, didn’t have
When the new-season World Agricultural Supply and Demand Estimates (WASDE) report was released back in May, the corn supply forecast was looking good, with a
A few weeks ago, we wrote that the world’s corn stocks were getting worryingly tight. Earlier this week, the USDA tightened them even further by
Now that harvest is nearly complete and traders are back from holidays, markets should be starting to fire up again Producers who went to the
It’s the last grain analysis article for the year, so we’ll provide a short harvest update, and take a look at the crystal ball to
Week on week, the wheat market has managed to stay pretty much exactly where it was – unchanged despite a raft of big data being
Canola pricing has continued its rollercoaster price trend in recent weeks, as international values fluctuate on political announcements. Wheat has been much more benign, although
Another week of roughly sideways trading in the wheat market. There have been some minor adjustments to crop size, but the weight of selling as
Harvest has stalled somewhat on the east coast, with rain pulling up headers across much of southern NSW and into Victoria. The WA crop was
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