Articles & News

Weekly Recaps

Commodities

Agri- Commodities:
21–25/7/25 Agri

Jul 28, 2025

Monday opened with broad losses across CBOT and MATIF markets, spurred by fund selling and forecasts for widespread Midwest rains. Corn and soybeans weakened amid rapid U.S. and Russian harvest activity, while wheat was dragged down by rising export competition and easing weather concerns. Crop reports showed Russia’s Stavropol region nearing harvest completion, with a national forecast of 135 million tons for 2025. Meanwhile, Brazil’s AgRural raised its corn output forecast, and the EU’s MARS projected a 6% year-on-year increase in soft wheat yields, strengthening bearish fundamentals.

Freight

Freight Recap:
24/07/25

Jul 24, 2025

Dry bulk shipping faces mixed regional dynamics this week, as sluggish Atlantic demand and excess tonnage weigh on Panamax and Supramax rates, while tighter vessel availability and steadier fundamentals support smaller sizes in Asia—amid evolving trade policies in India and Ghana promising to boost logistics transparency and efficiency.

Commodities

Agri- Commodities:
14-18/07/25 Agri

Jul 21, 2025

Grain markets found support late last week, led by soybeans and corn on weather concerns, while wheat remained under pressure from ample global supply. Friday’s rally offered hope, but sustained strength will depend on weather and demand developments in the days ahead.

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.

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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