Argentina Corn Intermittent rains of varying intensity continue to disrupt Argentina’s corn harvest across key agricultural regions. Dry windows have not been sufficient to improve field conditions or reduce grain moisture, keeping progress slow and prompting many producers to prioritize soybean collection.
Harvest progress has reached 26.5 percent of planted area, slightly behind last season but still within the 10-year average. Market conditions remain largely unchanged. An estimated 2.5 MMT remains lined up across the main export hubs—Up River, Necochea, and Bahía Blanca—while truck arrivals continue to fall short of required levels. A transport workers’ strike that had disrupted southern ports was lifted...
What You Need to Know Today: Corn, wheat, and the soy complex all formed new contract or at least rally highs to close what has become one of the most uniformly bullish weeks in CBOT history. Escalations in the fighting between Russia and Ukraine and attacks on civilian merchant vessels show n...
Macro: Trade Flows Set the Tone Persian Gulf crude flows appear to be improving, with anecdotal estimates suggesting as much as 7–8 million barrels per day may now be leaving the region — nearly double the mid-July pace. That helps explain why crude has not maintained the full geopo...
