Agri- Commodities 01-04/09/25
Sep 08, 2025
Monday With U.S. markets closed for the holiday, traded volumes in MATIF milling wheat fell below recent averages, but sentiment was clearly negative. Reports of falling Russian export prices added to the pressure, while a stronger euro weighed further on European contracts. U.S. export inspections and crop progress reports were postponed until Tuesday, leaving the market with limited fresh input.
Tuesday U.S. wheat futures declined sharply as they caught up with European markets, which had already moved lower and set fresh contract lows a day earlier. Soybeans followed the same path, pressured by the lack of progress in U.S.–China trade discussions and continued absence of Chinese demand. Corn, however, managed to recover from early losses, buoyed by persistent concerns over U.S. yields and firmer demand compared with other grains.
Wednesday Corn and soybean prices retreated again, despite weaker U.S. crop ratings that might normally have offered some support. Wheat was unable to find direction from corn and slipped for a second straight session on the C-B-O-T. MATIF wheat futures traded narrowly but posted another new contract low in December, briefly dipping under the 190 Eur threshold, underscoring the market’s continued bearish tone.
Thursday Trading was choppy in corn and soybeans, with prices moving lower during the day before staging a late reversal into positive territory. Wheat futures across the board struggled once again, marking new contract lows in December MATIF, Chicago, and Kansas contracts. The question of how much downside remains has become more pressing, with prices already sitting at multi-year lows and fund positioning increasingly in focus.
Friday Grains ended the week under pressure, mirroring broader weakness in financial markets. Corn gave back gains from earlier in the week, retreating from a six-week high as short covering eased ahead of official U.S. yield estimates. Wheat stayed weighed down by ample global supply and disappointing U.S. export sales, while soybeans slipped further on soft export demand and ongoing absence of Chinese buying. Looking ahead, markets are preparing for a busy week with the U.S. inflation report and ECB interest rate decision due Thursday, followed by the USDA WASDE release on Friday.
Weekly Recaps
Commodities
Agri- Commodities:
01-04/09/25 Agri
Sep 08, 2025
Grain markets remained under pressure last week, with wheat leading losses as both C-B-O-T and MATIF contracts hit fresh multi-year lows on ample global supply and weak demand. Corn was more resilient, briefly reaching a six-week high before retreating as short covering faded, while soybeans slid throughout the week on poor export demand and the continued absence of Chinese buying. Broader financial market weakness added to bearish sentiment, and traders now look ahead to key macro events — U.S. inflation data, the ECB rate decision, and Friday’s USDA WASDE report.
Freight
Freight Recap:
04/09/25
Sep 04, 2025
The dry bulk freight market maintained a firm tone this week, with Handysize, Supramax, and Panamax indices all showing gains.
Commodities
Agri- Commodities:
25-29/08/25 Agri
Sep 01, 2025
Soybeans fell, while C-B-O-T wheat and corn closed in the green, though both retreated from intraday highs as the dollar strengthened. A weaker euro supported M-A-T-I-F wheat, which rebounded but remains in back-and-forth trade. U.S. corn and soybean condition ratings came in stronger than expected, though findings from last week’s crop tour continue to cast doubt on the USDA’s corn yield projection.
