Market Comment
A new world order?
The US President came out swinging this week with renewed enthusiasm for tariffs. This time, the targets were steel and aluminium imports with Australia right
Nick Booth
February 14, 2025
The US President came out swinging this week with renewed enthusiasm for tariffs. This time, the targets were steel and aluminium imports with Australia right
A question we received this week was in regards to the new US administration, and the liberal use of tariffs, and how it might open
The first few weeks of the new Trump administration have not failed to disappoint. In the commodity space, the blunt force of tariff threats had
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
For quick market recaps and in-depth chats with industry experts on the trends shaping livestock, grain and fibre markets.
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