What You Need to Know Today:
U.S. naval escorts through the Strait of Hormuz and renewed Iranian attacks on vessels and UAE infrastructure are sustaining geopolitical risk across energy and commodity markets Broad profit taking and weaker crude oil triggered a pullback across grains, signaling a near-term pause in the rally rather than a shift in the underlying bullish trend Fund flows and technicals remain dominant, with corn holding above $5.00 and soyoil continuing to post new highs despite broader market weakness Strong U.S. planting progress is easing immediate supply concerns, adding pressure to corn and soybean futures Brazil’s soybean crop estimates continue to rise toward ~182 MMT, creating a growing headwind for U.S. export...
The House Energy and Commerce Subcommittee on Health held a hearing on legislative proposals concerning food regulation and oversight. The hearing was focused on a wide range of bills, in keeping with the Make America Healthy Again (MAHA) agenda, ranging from anti–plant-based dairy produc...
Mediterranean/Middle East/North Africa/Africa – MEA Region Egypt and Algeria, in addition to Israel, are being monitored by Ukraine as possible destinations for grain taken by Russia from occupied Ukrainian regions. In April, Egypt had said that it would “stop accepting such shipmen...
What You Need to Know Today: U.S. launches naval escort operations in the Strait of Hormuz as Iran attacks UAE oil infrastructure, escalating geopolitical risk and supporting energy and broader commodity markets Biofuel demand entering uncharted territory, with soyoil valuation increasingly di...