Agri Commodity Insights
78 episodes Last Updated: May 15, 25
Get daily insights into grain markets including key price movements, export sales, and market trends. Our in-depth analysis and exclusive interviews empower traders, analysts, and agriculture commodity professionals to navigate market volatility and policy shifts with confidence.
Episodes
Wheat markets rally on U.S. crop concerns, as French export forecasts rise and speculative pressure in matiff deepens amid a weakening dollar.
Adjustments in French wheat sowing estimates, U.S. inflation data supporting currency movements, and new supply chain insights highlighting global market pressures
The impact of the U.S.-China tariff truce, surprising USDA crop estimates, and key developments in global wheat markets.
May 12, 2025
CMN Daily: Trump signaled on Friday that he is willing to reduce tariffs on China to 80%.
Continued pressure on wheat markets, gains in corn and soybeans driven by trade optimism and strong demand, and fresh updates on Ukrainian spring planting progress.
Latest positioning in grain markets ahead of the U.S.D.A. report, the shifting dynamics in U.S.-U.K. trade relations, and renewed Chinese soybean demand from Brazil.
Pullback in U.S.-China trade optimism, record shortpositions in Euronext milling wheat, shifting rapeseed sentiment, and an evolving global tariff landscape following fresh developments from Washington and London.
May 07, 2025
CMN Daily: Concerns over China’s crop outlook
A rebound in wheat markets following concerns over China’scrop outlook, a notable uptick in European wheat exports, and China’s sweeping new economic stimulus measures aimed at shoring up growth amid ongoing trade tensions with the United States.
Latest downturn in global grain prices, planting progress in the U.S., export trends, and Russia’s revised wheat outlook—all unfolding against the backdrop of mounting deflationary pressure in China as it redirects exports from the U.S. to domestic markets.
May 05, 2025
CMN Daily: China is “currently evaluating” the potential for renewed trade talks with the U.S
Reound in wheat and soybean prices, shifts in speculative fund positions, and renewed hopes for U.S.–China tradetalks following comments from President Donald Trump.
Early gains in C-B-O-T grains on renewed optimism over U.S.–China trade talks, new forecasts for the Canadian wheat crop, and the latest U.S. export and currency updates