Regional News China has ended its policy of distinguishing wheat and barley imported from Russia by region, which means all Russian wheat and barley can be exported to China. Previously, only seven Russian regions were approved to export grains to China. The news is another development in continued efforts to improve bilateral trade terms between the two countries. French President Emmanuel Macron is heading to Moscow for geopolitical discussions with Russia. The meetings aren’t expected to produce a major shift in Russia’s aggression towards Ukraine, but could produce further cooling of tensions, which would lean bearish wheat and grain markets. Ukraine has exported 39.2 MMT of grain in 2021/22, up 32 perce...
Accountability and a comprehensive approach to export programming
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What You Need to Know Today: Commodities were mostly lower across the board today after yesterday’s Federal Reserve meeting hinted at a potential interest rate hike later in 2026. The dollar index reached its highest level in over a year, and a strong dollar makes U.S. agricultural expor...
Key Market Insights Geopolitical Limbo: Geopolitical risk remained a key driver across global commodity markets today. President Trump stated that the Iran memorandum of understanding is not yet final and warned that military action could resume if negotiations fail. Both sides continue w...