Key Takeaways:
Wheat markets are supported by U.S. weather risk, though EU fundamentals remain bearish on strong supply, weak demand, and currency pressure. Upside is limited, with global strength unlikely to drive sustained EU gains. Maize markets are firming on Brazil weather risk and tighter old crop availability, with feed demand beginning to recover. Near-term support is likely, though large supplies should cap rallies. Malting barley markets remain inactive with limited demand and burdensome carryover stocks. Prices are expected to remain flat. Feed barley markets are strengthening as wheat gains improve feed competitiveness and old crop stocks tighten. Downside risk is limited into the marketing year-end. Oilseed markets are consoli...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
