Key Takeaways:
Paraguay typically ranks among the world’s largest soybean exporters, with roughly two-thirds of its production destined for export markets, although most shipments remain within South America. As a landlocked country, Paraguay relies heavily on the Paraguay-Paraná river system to reach export markets, creating logistical vulnerabilities and additional costs that can erase its often-cheap FOB prices in distant markets. Argentina is the primary destination for Paraguayan soybeans, using imports to supplement domestic supplies and support its massive crushing industry, particularly during periods of weaker Argentine production. Paraguay has steadily expanded soybean production through increased acreage, improving...
Energy: Risk Over Rules Fighting between the United States and Iran over control of the Strait of Hormuz escalated overnight. Tehran accused U.S. forces of striking a residential area after U.S. Central Command said its second round of attacks in three days targeted Iranian radar systems and mi...
Russian Grain Markets: 24–28 August 2026 During the fourth week of August, the Russian grain market continued to slide, although the pace of the decline slowed. The immediate market reaction and collapse in export activity have placed significant pressure on farmers. Price declines vary b...