Recent Soy & Oilseeds Analysis
Summary of Futures
Jul 26 Corn closed at $4.175/bushel, down $0.035 from yesterday's close. Sep 26 Wheat closed at $6.14/bushel, down $0.0725 from yesterday's close. Nov 26 Soybeans closed at $11.4275/bushel, down $0.065 from yesterday's close. Jul 26 Soymeal closed at $301.3/short ton, down $3...
Market Commentary: Selling Across Most Commodities After Hawkish Fed
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...
Summary of Futures
Jul 26 Corn closed at $4.21/bushel, up $0.0725 from yesterday's close. Jul 26 Wheat closed at $6.1275/bushel, up $0.1675 from yesterday's close. Jul 26 Soybeans closed at $11.32/bushel, up $0.02 from yesterday's close. Jul 26 Soymeal closed at $304.8/short ton, up $0 from yest...
Market Commentary: Markets on Pins & Needles
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...
Naturally Resilient Crops Are Key to Drought Mitigation
Key Takeaways: Drought remains a major threat to global agricultural production, particularly in regions with limited rainfall and growing water scarcity. Commercially available drought-tolerant traits in corn, soybeans, and wheat have generally delivered modest yield improvements, limiting th...
Black Sea Regional Analysis
Russian Grain Markets: 8-12 June 2026 The Russian grain market was highly volatile during the week. The export market, the primary driver of domestic prices, remained stagnant, and bearish sentiment persisted. Weaker demand and expectations for a strong upcoming harvest encouraged exporters to...
Summary of Futures
Jul 26 Corn closed at $4.1375/bushel, down $0.0175 from yesterday's close. Jul 26 Wheat closed at $5.96/bushel, up $0.0625 from yesterday's close. Jul 26 Soybeans closed at $11.3/bushel, up $0.1075 from yesterday's close. Jul 26 Soymeal closed at $304.8/short ton, up $2.8 from...
Market Commentary: China Buying Rumors Lift Soybeans; Cattle Rise on Beef Demand Hopes
What You Need to Know Today: American and Mexican officials met Tuesday and will meet again Wednesday for another round of trade talks, where ag and energy will be a key topic. Another round is scheduled for 20 July. Ag groups are urging President Trump to renew USMCA for another 16 years, but...
Port of Chancay's Success Hinges on Inland Infrastructure
Key Takeaways: China has invested heavily in the Port of Chancay to strengthen trade links between South America and Asia. The port could reduce shipping times to China by up to two weeks and improve export competitiveness. Inland transportation infrastructure remains the primary obstacle to r...
Middle East, Mediterranean, and Africa Regional Analysis
Mediterranean/Middle East/North Africa/Africa – MEA Region Egypt Grain Situation Recap: Wheat stocks in Egypt are at good levels, with only limited import interest. However, there is some concern over the supply of wheat from the Black Sea later in the year due to current weather problem...
Summary of Futures
Jul 26 Corn closed at $4.155/bushel, up $0.0275 from yesterday's close. Jul 26 Wheat closed at $5.8975/bushel, up $0.0525 from yesterday's close. Jul 26 Soybeans closed at $11.1925/bushel, up $0.0575 from yesterday's close. Jul 26 Soymeal closed at $302/short ton, up $0.7 from...
Market Commentary: CBOT Bounces on Iran Peace Deal Despite Bearish Long-Run Outlook
What You Need to Know Today: The U.S. and Iran agreed to a peace deal on Monday with the deal expected to be signed Friday in Switzerland. The memorandum signed is explicit that Iran will allow 60 days of toll-free transit for all traffic through the Strait of Hormuz, and President Trump annou...
Summary of Futures
Jul 26 Corn closed at $4.175/bushel, down $0.035 from yesterday's close. Sep 26 Wheat closed at $6.14/bushel, down $0.0725 from yesterday's close. Nov 26 Soybeans closed at $11.4275/bushel, down $0.065 from yesterday's close. Jul 26 Soymeal closed at $301.3/short ton, down $3...
Market Commentary: Selling Across Most Commodities After Hawkish Fed
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...
Summary of Futures
Jul 26 Corn closed at $4.21/bushel, up $0.0725 from yesterday's close. Jul 26 Wheat closed at $6.1275/bushel, up $0.1675 from yesterday's close. Jul 26 Soybeans closed at $11.32/bushel, up $0.02 from yesterday's close. Jul 26 Soymeal closed at $304.8/short ton, up $0 from yest...
Market Commentary: Markets on Pins & Needles
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...
Naturally Resilient Crops Are Key to Drought Mitigation
Key Takeaways: Drought remains a major threat to global agricultural production, particularly in regions with limited rainfall and growing water scarcity. Commercially available drought-tolerant traits in corn, soybeans, and wheat have generally delivered modest yield improvements, limiting th...
Black Sea Regional Analysis
Russian Grain Markets: 8-12 June 2026 The Russian grain market was highly volatile during the week. The export market, the primary driver of domestic prices, remained stagnant, and bearish sentiment persisted. Weaker demand and expectations for a strong upcoming harvest encouraged exporters to...
Summary of Futures
Jul 26 Corn closed at $4.1375/bushel, down $0.0175 from yesterday's close. Jul 26 Wheat closed at $5.96/bushel, up $0.0625 from yesterday's close. Jul 26 Soybeans closed at $11.3/bushel, up $0.1075 from yesterday's close. Jul 26 Soymeal closed at $304.8/short ton, up $2.8 from...
Market Commentary: China Buying Rumors Lift Soybeans; Cattle Rise on Beef Demand Hopes
What You Need to Know Today: American and Mexican officials met Tuesday and will meet again Wednesday for another round of trade talks, where ag and energy will be a key topic. Another round is scheduled for 20 July. Ag groups are urging President Trump to renew USMCA for another 16 years, but...
Port of Chancay's Success Hinges on Inland Infrastructure
Key Takeaways: China has invested heavily in the Port of Chancay to strengthen trade links between South America and Asia. The port could reduce shipping times to China by up to two weeks and improve export competitiveness. Inland transportation infrastructure remains the primary obstacle to r...
Middle East, Mediterranean, and Africa Regional Analysis
Mediterranean/Middle East/North Africa/Africa – MEA Region Egypt Grain Situation Recap: Wheat stocks in Egypt are at good levels, with only limited import interest. However, there is some concern over the supply of wheat from the Black Sea later in the year due to current weather problem...
Summary of Futures
Jul 26 Corn closed at $4.155/bushel, up $0.0275 from yesterday's close. Jul 26 Wheat closed at $5.8975/bushel, up $0.0525 from yesterday's close. Jul 26 Soybeans closed at $11.1925/bushel, up $0.0575 from yesterday's close. Jul 26 Soymeal closed at $302/short ton, up $0.7 from...
Market Commentary: CBOT Bounces on Iran Peace Deal Despite Bearish Long-Run Outlook
What You Need to Know Today: The U.S. and Iran agreed to a peace deal on Monday with the deal expected to be signed Friday in Switzerland. The memorandum signed is explicit that Iran will allow 60 days of toll-free transit for all traffic through the Strait of Hormuz, and President Trump annou...