World Perspectives

Recent Black Sea Analysis

FOB Prices and Freight Rate App (Updated 1 June)

Ocean Freight Comments - 1 June 2023 By Jay O'Neil Commodity Consulting It was yet another disappointing and unexpected week for dry bulk vessel owners and shipping news magazines. Most every industry ocean freight article and freight blog has been touting the reasons why ocean freight markets...

Interactive Ocean Freight Rates (Updated 1 June)

Ocean Freight Comments - 1 June 2023 By Jay O'Neil Commodity Consulting It was yet another disappointing and unexpected week for dry bulk vessel owners and shipping news magazines. Most every industry ocean freight article and freight blog has been touting the reasons why ocean freight markets...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 22 – 26 May 2023  Russian farmers continue their spring planting campaign. The Minister of Agriculture reports that around 33.2 Mha have been planted out of the 57 Mha scheduled. Also, 93 percent of winter crops are in good condition but in certain areas winter...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 15 – 19 May 2023  Russia’s grain markets remained bearish. Russia’s position during negotiations of the UN grain corridor extension was not particularly strong and all sentiments were in favor of an extension, even if only for sixty days. Export dut...

wheat feed-grains soy-oilseeds

European Market Analysis

Regional News  The European weather is shifting more favorably for crop development over the next week with cooler-than-normal temperatures predicted and rains for the southern portion of the continent. The rains will notably include southern Spain, Italy, the Balkans, and parts of Bulgari...

feed-grains soy-oilseeds wheat

Market Commentary: Black Sea Export Deal Renewed; Fund Selling Hammers CBOT

The CBOT feature one-direction trade at mid-week – lower – with funds continuing to rapidly exit long positions in the grain markets and/or pile into newly profitable short positions. While technical/fund selling drove most of the day’s price action, bearish fundamental factor...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 8 – 12 May 2023  Russia’s grain markets remained bearish with the volume of trade miniscule because of traditional May holidays in Russia. A parade in Moscow was held irrespective of the weather or geopolitical situation giving the Russian people another...

feed-grains soy-oilseeds wheat

Market Commentary: Soybeans Plunge Lower; Corn Tests $5 Again; Wheat Mixed on Varied Outlook

Weak macroeconomic markets and good planting progress in Monday’s Crop Progress report sent the CBOT sharply lower on Tuesday. Corn and soybeans led the way lower with oilseed breaking technical support in early trade and subsequently falling 25-36 cents by the closing bell. Weakness in s...

feed-grains soy-oilseeds wheat

Market Commentary: A Story of Mixed Proportions

It might be called pre-positioning ahead of tomorrow’s USDA May WASDE report, but it looked like more of the same. Corn and wheat took their dings, but soybeans and meal were immune. The trend is down, and this week of trading has reinforced that dynamic. But it isn’t an exuberant a...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain and Oilseed Markets: 1–5 May 2023  Russia’s grain markets remain bearish. Russia is struggling with low prices for grains for domestic farmers and is not receiving sufficient revenue through export duties. Moreover, 1–9 May was a holiday season in Russia mak...

feed-grains soy-oilseeds wheat

Market Commentary: HRW Wheat Rally Continues While Corn, Soybeans Await WASDE

The CBOT was mixed to start the week with traders increasingly focused on positioning for the May WASDE report that USDA will release on Friday. That meant relatively quiet trade in corn and the soy complex where early rallies met selling pressure that knocked contracts off their highs for the...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  The EU Commission has places restrictions on the import of Ukrainian wheat, maize, rapeseed, and sunflower seed into five member states (Bulgaria, Hungary, Poland, Romania, and Slovakia) through 5 June 2023 to ease supply issues and local price depressions. The ruling allows...

FOB Prices and Freight Rate App (Updated 1 June)

Ocean Freight Comments - 1 June 2023 By Jay O'Neil Commodity Consulting It was yet another disappointing and unexpected week for dry bulk vessel owners and shipping news magazines. Most every industry ocean freight article and freight blog has been touting the reasons why ocean freight markets...

Interactive Ocean Freight Rates (Updated 1 June)

Ocean Freight Comments - 1 June 2023 By Jay O'Neil Commodity Consulting It was yet another disappointing and unexpected week for dry bulk vessel owners and shipping news magazines. Most every industry ocean freight article and freight blog has been touting the reasons why ocean freight markets...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 22 – 26 May 2023  Russian farmers continue their spring planting campaign. The Minister of Agriculture reports that around 33.2 Mha have been planted out of the 57 Mha scheduled. Also, 93 percent of winter crops are in good condition but in certain areas winter...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 15 – 19 May 2023  Russia’s grain markets remained bearish. Russia’s position during negotiations of the UN grain corridor extension was not particularly strong and all sentiments were in favor of an extension, even if only for sixty days. Export dut...

wheat feed-grains soy-oilseeds

European Market Analysis

Regional News  The European weather is shifting more favorably for crop development over the next week with cooler-than-normal temperatures predicted and rains for the southern portion of the continent. The rains will notably include southern Spain, Italy, the Balkans, and parts of Bulgari...

feed-grains soy-oilseeds wheat

Market Commentary: Black Sea Export Deal Renewed; Fund Selling Hammers CBOT

The CBOT feature one-direction trade at mid-week – lower – with funds continuing to rapidly exit long positions in the grain markets and/or pile into newly profitable short positions. While technical/fund selling drove most of the day’s price action, bearish fundamental factor...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain Markets: 8 – 12 May 2023  Russia’s grain markets remained bearish with the volume of trade miniscule because of traditional May holidays in Russia. A parade in Moscow was held irrespective of the weather or geopolitical situation giving the Russian people another...

feed-grains soy-oilseeds wheat

Market Commentary: Soybeans Plunge Lower; Corn Tests $5 Again; Wheat Mixed on Varied Outlook

Weak macroeconomic markets and good planting progress in Monday’s Crop Progress report sent the CBOT sharply lower on Tuesday. Corn and soybeans led the way lower with oilseed breaking technical support in early trade and subsequently falling 25-36 cents by the closing bell. Weakness in s...

feed-grains soy-oilseeds wheat

Market Commentary: A Story of Mixed Proportions

It might be called pre-positioning ahead of tomorrow’s USDA May WASDE report, but it looked like more of the same. Corn and wheat took their dings, but soybeans and meal were immune. The trend is down, and this week of trading has reinforced that dynamic. But it isn’t an exuberant a...

feed-grains soy-oilseeds wheat

Black Sea Regional Analysis

Russian Grain and Oilseed Markets: 1–5 May 2023  Russia’s grain markets remain bearish. Russia is struggling with low prices for grains for domestic farmers and is not receiving sufficient revenue through export duties. Moreover, 1–9 May was a holiday season in Russia mak...

feed-grains soy-oilseeds wheat

Market Commentary: HRW Wheat Rally Continues While Corn, Soybeans Await WASDE

The CBOT was mixed to start the week with traders increasingly focused on positioning for the May WASDE report that USDA will release on Friday. That meant relatively quiet trade in corn and the soy complex where early rallies met selling pressure that knocked contracts off their highs for the...

feed-grains soy-oilseeds wheat

European Market Analysis

Regional News  The EU Commission has places restrictions on the import of Ukrainian wheat, maize, rapeseed, and sunflower seed into five member states (Bulgaria, Hungary, Poland, Romania, and Slovakia) through 5 June 2023 to ease supply issues and local price depressions. The ruling allows...

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