CRMAgriCommodities

#USDA analysis - #Wheat - EU, Russia help lift exporter supplies to eight-year high crmagri.com/daily-markets/…

Congratulations Mike Verdin on winning the @FocusEconomics economics corn forecaster award for most accurate forecasts over 22-months! @CRMagri also finished runner-up for overall forecaster out of 1200 analysts and economists crmagri.com/news/crm-agric…

USDA Highlights: #Wheat prices gain after #USDA forecasts US sowings at lowest on record crmagri.com/latest/wheat-p…

• Iran’s rejection of peace talks with US stokes war jitters • Brent #crude makes late headway. Shares fall • US dryness, decent export sales enhance support for #wheat • London Nov-26 wheat aims at highest close since September crmagri.com/latest/prices-…

Commodities are on the move Tanker rates from the Middle East to Asia have surged +238% month-to-date, European #gas (TTF) is up sharply, and #crude oil has rallied more than 50%. #Grains and oilseeds are also firming — with US wheat, Paris #wheat and #rapeseed all pushing higher — signalling that macro risk is now feeding directly into agricultural markets. In our latest article we break down: • What is driving these extreme moves • Whether grain markets will follow energy higher • The key risk management signals growers and buyers should be watching now crmagri.com/latest/energy-…

Soybeans hit limit down on US/ China trade doubts • Grain markets spooked by fears for Trump visit to China  • Soybeans aim at biggest dip since 2021 as funds wrongfooted   • Rapeseed dragged below €500/t • Wheat prices fall too, although London loss limited to 0.5% crmagri.com/latest/soybean…

Daily briefing: • Attacks on cargo ships in Strait of #Hormuz lift #oil prices • Brent #crude returns above $91/Bbl.  • Shares, bonds fall. #Grain prices gain • Funds net long in Paris #wheat, first time since June 2024 • Net long in Paris #rapeseed at one-year high crmagri.com/news/paris-lea…

Daily Market Briefing • Brent #crude holds near $100/Bbl on fresh tanker strikes in the Gulf
• Iran’s new supreme leader calls for the Strait of #Hormuz to stay closed
• Wheat prices gain on talk of speculative interest
• London wheat posts biggest gain since October
• #Rapeseed, supported by energy exposure, sets one-year closing high crmagri.com/latest/wheat-p…

As the war continues, comparisons are being made to Israel’s strikes on #Iran last June during the so called ’12-Day #War’, which prompted peaks 4-5 days later, an 11% rise in #oil prices, and a 12% gain in Chicago #wheat futures Read more: crmagri.com/latest/weekly-…

Analysis of previous conflicts, #energy markets and the long term relationship with #grains #oil #wheat #Iran The narrative for financial markets, grains included, has changed dramatically with Saturday’s launch by Israel and the US of air strikes on Iran. The primary impact has been on energy markets, given the importance of the Strait of Hormuz, which Iran has essentially closed, to shipping of both crude and liquefied natural gas. Brent crude soared 13.6% in early deals on Monday to $82.37/Bbl, its highest since January last year, before easing back to about $78/Bbl. Europe’s benchmark Dutch gas futures soared 19% for May-26 crmagri.com/latest/weekly-…

Strait of Hormuz traffic drops sharply amid regional escalation Vessel activity in the Strait of Hormuz has shifted materially following recent US strikes on Iran and the subsequent regional escalation. According to real-time traffic analysis, transits through the chokepoint fell by approximately 70% after 16:00 UTC on 28 February, compared with levels 12 hours earlier. #MarineTraffic playback shows visible behavioural changes across the region over the past three days, including U-turns, idling, reduced speeds, and last-minute diversions, particularly after maritime security warnings were issued. Watch the playback of vessel activity in the Strait of Hormuz over the past three days.

US & Israel Strikes Iran Impact scenario assessment on #energy and #grain markets following #US and #Israel military strikes in #Iran crmagri.com/latest/us--isr… #oil #wheat #corn #ags

Newsflash: #Wheat awakens with strongest Euronext rally in over 8-months crmagri.com/latest/newsfla…

This week markets grappled wit #USDA numbers, failed talks between #Russia and #Ukraine and elevated discussions around #weather and crop prospects. crmagri.com/news/mixed-sig…

#USDA forecasts US #wheat sowings at the second smallest in more than a century crmagri.com/latest/wheat-f…

Failure of #Russia #Ukraine talks lead to #wheat price rise crmagri.com/latest/failure…

#Wasde highlights - Export revisions favour Argentine #wheat, US #corn crmagri.com/latest/wasde-h…