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...
What You Need to Know Today: Crude oil prices dropped sharply with traffic flowing through the Strait of Hormuz. There were reports that Iran was behind an attack on a cargo ship near the coast of Oman, which would be a violation of the memorandum of understanding between the U.S. and Iran. Pr...
On Wednesday, the White House submitted a national security supplemental spending request for $87.6 billion. The majority of the request includes funding for the conflict in the Middle East, but there are agricultural provisions as well. The supplemental funding package includes more than $11 b...
Can we really expect a bushel of corn to carry an environmental passport throughout the entire food system? One that reliably documents its carbon footprint, biodiversity impacts, water use, soil carbon, and other environmental attributes all the way from the farm field to the consumer? This is...
