Articles & News
Weekly Recaps
Commodities
Agri- Commodities:
27-01/05/26 AGRI
May 04, 2026
Ag markets started the week firmer, supported by higher oil prices, though performance diverged across the complex. Soymeal led with a near 3% gain, while Chicago wheat rose more than 2%, in contrast to slightly weaker nearby MATIF wheat. Saudi Arabia’s GFSA purchased 985k tons of wheat for June–August arrival, exceeding the initial tender volume, with prices ranging from $273.33 to $285.00/t CnF, while Russian 12.5% protein wheat FOB for May held steady at $237/t.
Freight
Freight Recap:
01/05/2026
May 01, 2026
The dry bulk market lost some momentum this week, but it did not reverse. Panamax stayed constructive, Supramax and Ultramax eased from recent highs in some basins, and Handysize became more mixed.
Commodities
Agri- Commodities:
20-24/04/26 AGRI
Apr 27, 2026
Oil prices started the week firmer, offering some support to Chicago wheat, while Kansas wheat diverged and closed lower as weather forecasts turned slightly more favorable in the US Plains. With markets closely tracking both weather updates and US-Iran developments, sentiment remained highly reactive. Trump signaled he is unlikely to extend the ceasefire beyond midweek, though talks are still ongoing and a deal remains possible.
Freight
Freight Recap:
24/04/2026
Apr 24, 2026
The dry bulk market firmed again this week, though the move remained uneven by size and basin. Supramax and Ultramax showed the clearest strength, Panamax stayed constructive, and Handysize continued to improve with a narrower regional spread than last week.
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
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.
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...
