Four days into the U.S.-Iran conflict, it is becoming apparent that the conflict will last longer than a few days, and impacts could be more widespread tha...
Articles
China Market Analysis
War and China The U.S. and Israeli attacks on Iran also involve China, tangentially if not directly. Iran has been supplying about 13.4 percent of China&rs...
Schumer Planning a Bill to Force Divestiture in Meat Industry
Senate Minority Leader Chuck Schumer (D-N.Y.) is currently seeking co-sponsors for a bill he will introduce as early as Thursday of this week, the Family G...
Summary of Futures
May 26 Corn closed at $4.465/bushel, up $0.0075 from yesterday's close. May 26 Wheat closed at $5.74/bushel, down $0.0325 from yesterday's close.&nbs...
Middle East, Mediterranean, and Africa Regional Analysis
Mediterranean/Middle East/North Africa/Africa – MEA Region Turkey’s flour exports in 2025, at 2.36 MMT, were back up close to 2019 levels but w...
European Market Analysis
Regional News The latest crop update from the EU Commission’s MARS crop monitoring division reported “broadly satisfactory” conditi...
Livestock Industry Margins
Beef packer margins improved sharply last week but remained deeply negative, with estimated net losses narrowing to -$206/head from the prior week’s...
Market Commentary: Gulf Conflict Creates Volatility but Little Support for Grains
The primary drivers of Monday’s grain trade were, of course, the U.S. and Israel’s weekend attacks on Iran that killed the latter country&rsquo...
Conflict in the Gulf: Impacts on Shipping and Energy
For weeks now, global energy and geopolitical markets have been speculating about a possible conflict in the Middle East between Iran and the U.S., but the...
Transatlantic Sensitivities; Political Calculations
Transatlantic Sensitivities The frustration between the U.S. and Europe runs both ways, but the calculation is still one of mutual need, as articulated by...
Summary of Futures
May 26 Corn closed at $4.4575/bushel, down $0.0275 from yesterday's close. May 26 Wheat closed at $5.7725/bushel, down $0.1425 from yesterday's close...
RVO Math Still Missing Some Key Factors, Affecting Planting Decisions?
The market is still waiting for the 2026-2027 required volume obligation (RVO) to be announced. The expectation is that it will come by the end of this mon...