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India's Ethanol Demand Upends Corn Trade

Plus: US corn farmers brace for losses, Ukrainian wheat faces drought, and Cargill profits tumble. Grains & Oilseeds | Softs | Biofuel | Agribusiness & Finance Grains & Oilseeds Drought threatens 2025 Ukrainian wheat harvest Ukrainian farmers have begun planting winter grains for the 2025 harvest, but extremely dry conditions across key growing

Raw Sugar Surges on Brazil Fires

Plus: Ukraine limits wheat exports, and Big Ag faces scrutiny Grains & Oilseeds | Softs | Biofuel | Agribusiness & Finance Grains & Oilseeds Ukraine caps wheat exports for 2024-25 Ukraine will limit wheat exports to 16.2 million metric tons for the 2024-25 season, a move aimed at ensuring domestic supply following

Canola, Sugar Targeted in Trade Moves, While Robusta Slides

Grains & Oilseeds | Softs | Biofuel | Agribusiness & Finance Grains & Oilseeds China Launches Anti-Dumping Probe into Canadian Canola Imports Escalating trade tensions, China announced an anti-dumping investigation into canola imports from Canada. The move comes on the heels of Canada imposing 100% tariffs on Chinese electric vehicles. China imported 5.

European Crop Outlook Mixed as Weather Conditions Bring Contrasts

The European crop outlook remains positive overall, with yield forecasts at the EU level still above the five-year average, according to the latest report from the European Commission's Monitoring Agricultural Resources and the Environment (MARS) Bulletin. However, recent weather patterns have brought both favorable and challenging conditions, impacting

Cocoa Frenzy, US Crop Trends, and Sugar's Sweet Outlook

Here's a recap of the top stories in the ag market last week. Managed Money's Big Bet on Bitter Beans Cocoa prices have been skyrocketing due to a "perfect storm" of poor harvests and a record $8.7 billion bet by hedge funds, as
Cocoa Frenzy, US Crop Trends, and Sugar's Sweet Outlook

US Biofuel Heats Up, While Argentina Braces for Weather

Good morning. Below is a roundup of last week's developments in the agriculture sector. Rising Demand for Biofuels The US biofuel industry is revving up, fueled by a surge in feedstock consumption and growing production capacity. According to a recent report by Argus, usage of key feedstocks like
US Biofuel Heats Up, While Argentina Braces for Weather

China, Argentina See Uptick in Corn Production Estimates; Regenerative Agriculture Draws VC Investments

Good morning. Below is a roundup of last week's developments in the agriculture sector.  Rain Boosts Argentina's 2023/24 Soybean and Corn Crop Forecasts Argentina's soybean and corn harvests were upgraded thanks to recent rainfall, improving the outlook for the South American agricultural giant.
China, Argentina See Uptick in Corn Production Estimates; Regenerative Agriculture Draws VC Investments

Asia Sugar Market Faces Supply Constraints and Shifting Import Demand in Early 2024

The Asian sugar market enters 2024 navigating challenges posed by reduced sugarcane output and evolving import demand dynamics, according to a report by S&P Global. The report highlights the impact of El Niño on sugarcane production in key Asian countries. Thailand's cane crush and sugar production
Asia Sugar Market Faces Supply Constraints and Shifting Import Demand in Early 2024

Soft Price Action Heading into the Holiday Break

Author: Doug Christie Fundamental: Limited fundamental news, and the approaching holidays brought a quiet tone to markets.   All the tracked markets moved modestly lower in the five-day reference period. Corn finished 8 cents lower, while soybeans lost 11 cents. Wheat prices dipped by 3 cents.  Cotton values declined by 159

Ag Futures: Key Parameters and Drivers (Part 1)

Author: Doug Christie This is part 1 of a deep dive into the trading parameters and market drivers of different ag commodities, covering the following: * Palm Oil * Sunflower Seed * Canola * Coffee * Cocoa * Orange Juice Palm Oil Palm oil is the most widely produced and widely traded edible oil in the
Ag Futures: Key Parameters and Drivers (Part 1)