Key Takeaways:
Argentina is on pace for a record corn crop and record exports in the current marketing year, with abundant supplies likely to keep the country highly competitive in global export markets. Argentina’s record exportable surplus is allowing it to offer highly competitive prices and gain market share in destinations such as Vietnam, North Africa and the Middle East. Argentina’s reliance on both corn and sugarcane/molasses as ethanol feedstocks limits domestic corn demand, allowing a greater share of its record crop to remain available for export. Growing corn ethanol capacity and the potential for a higher blending mandate (from 12 percent to 15 percent) could increase domestic corn demand and gradually reduce the a...
Inflation is back in the driver’s seat, and agriculture is getting pulled in two directions. A stronger dollar is pressuring grains despite fresh Chinese buying, while renewed Middle East attacks lift crude oil. Higher energy prices can support commodities, but they also raise expenses an...
Regional News European grocery stores have been targeted by cybersecurity attacks this week, with major retailers in France and the Netherlands affected. In France, major grocers, including Carrefour, Intermarché, and Coopérative U, all suffered attacks in which freezer and...
Key Takeaways: The EPA has proposed reallocating 770 million RINs associated with Small Refinery Exemptions (SREs), either splitting the volume equally between 2026 and 2027 or assigning the full amount to 2027. The agency granted exemptions covering 1.76 billion RINs for 2025, substantially e...