Articles & News

Weekly Recaps

Freight

Freight Recap:
17/07/25

Jul 17, 2025

Shipping markets confront growing disruption amid unexplained Russian bank freezes and impending US trade tariffs, complicating payments and trade between key regions.

Commodities

Agri- Commodities:
07–11/07/25 Agri

Jul 14, 2025

Grain markets fell on favorable U.S. weather and better crop ratings. Corn dropped to a one-week low; wheat declined as harvest reached 53%. Soybeans were steady, supported by strong export demand and positioning ahead of pollination. USDA data showed higher corn and soybean export inspections, including firm soybean export demand. New corn sales to Mexico and a wheat agreement with Indonesia also added to the day’s developments. Market watched updated crop ratings, fund moves, tariffs, and EU trade data.

Freight

Freight Recap:
10/07/25

Jul 10, 2025

Shipping markets continue to face growing security risks. Two alarming incidents were reported in the Red Sea, where a Greek-operated bulk carrier was seriously damaged by a sea drone attack, resulting in injuries and crew missing.

Commodities

Agri- Commodities:
30–04/07/25 Agri

Jul 07, 2025

The week began with growing consensus that the USDA’s upcoming acreage revisions will have minimal impact on U.S. corn and soybean supply estimates. This outlook kept prices largely steady in those markets. Wheat continued to face pressure, with September and December MATIF milling wheat futures falling to new contract lows before recovering slightly, supported only by the lack of fresh bearish information from the USDA.

Latest Interviews

Interview

Augusto Abati

Jun 06, 2024

Will wheat planting be tough for Brazilian farmers? Listen to how we discuss about the current situation in Brazilian markets, the challenges faced by local farmers, conflicting corn crop estimates, and what all this means for prices.

Interview

Dan Basse - Part II

Apr 17, 2024

How could Russia's consolidation impact prices? In this interview, we discuss the growing influence of the Russian government in grain trading. We also discuss the global grain market and various factors such as demand, weather patterns, and the emergence of AI in trading strategies. We explore these questions further in an interview (part 2 of 2) with Dan Basse.

Interview

Dan Basse - Part I

Apr 15, 2024

Farmers across the world are facing an uphill battle – What is the difference between American and European farmers communities? Dive into the heart of the matter – as European farmers take to the streets in protest, American farmers face a different kind of struggle, with growing concerns about their mental health based on an/with an up tap/increase in farmers suicides across the US. Wondering what lies ahead? Is the bear market finally behind us/over? Gain insights from our exclusive interview with Dan Basse.

Interview

Nikolay Gorbochov - Part II

May 24, 2023

What is the potential impact the EU restrictions imposed on Ukrainian grain imports? We discuss whether these measures are temporary and highlight any reasons for EU farmers to express concerns. How critical it is to maintain a smooth flow of Ukrainian grain and what could be the potential impacts if grain exports were to halt. Additionally, alternative options to ensure the continuous movement of Ukrainian grain are discussed.

Latest Conference

Interview

International Wheat Industry Conference 2024

Nov 06, 2024

Will Latin American countries continue to increase import of Russian wheat? Our colleague Indrek Aigro shared valuable insights at the Abitrigo Conference on shifting import and export trends in Latin America

Podcasts & Blogs

Interview

Marc Cochet Myllerup on Steno Research Podcast

Jul 02, 2024

Our colleague Marc Cochet Myllerup joined a conversation with Mikkel Rosenvold and Andreas Steno Larsen at Steno Research to discuss soybeans, corn, and wheat markets. His insights highlighted challenges such as reduced wheat yields in France and Russia, and India's increased wheat imports. Marc emphasized the crucial role of weather and geopolitical factors in commodity markets, offering practical insights. He also shared how using CM Navigator, an innovative research tool, enhances market prediction capabilities, providing valuable insights for making informed investment decisions.

Interview

Mads Frank Markussen on Sparta Market Outlook Podcast

Feb 12, 2025

Mads and the Sparta team explored the impact of Trump’s tariffs, sanctions, and market inefficiencies on oil and freight trading, as well as how tariffs on Mexico, Canada, and China could reshape trade flows—discussed

Recent Articles

Article

Historical Data in Commodity Markets

Mar 15, 2024

In the complex world of commodity trading, the saying "history repeats itself" serves not merely as a philosophical thinking but as a foundational principle that supports investment and trading strategies. This is particularly relevant in...

Article

Increased Transparency in Dry Bulk Freight Markets

Feb 05, 2024

Shipping markets have traditionally been opaque and closed, controlled by relatively few market participants placed in locations far away from demand for freight services, e.g. Greece, Monaco or Denmark. Given that ship supply in ...

Article

Agricultural Supply and Demand Forecasting

Jan 02, 2024

In the global agricultural commodity markets, the ongoing ability to follow and forecast crop progress with accuracy is not just an advantage; it's a necessity to be able to compete. The interplay of multiple factors makes the ‘supply and demand dynamics’ complex...

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