Agri- Commodities 07-11/07/25
Jul 14, 2025
Monday: 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.
Tuesday: Grains continued lower on strong harvest progress and improved crop outlook. Corn neared 2025 lows with best crop ratings since 2018. Soybeans and wheat weakened amid non-threatening weather and negative fund sentiment. Slight recovery started in overnight trading.
Wednesday: Markets were mixed. Corn bounced slightly from lows on short covering, soybeans dropped for the third day. CBOT wheat was nearly flat, while Euronext wheat firmed on euro weakness and light farmer selling. Funds cut rapeseed longs and added wheat shorts. Focus turned to U.S. export data and Friday’s WASDE report.
Thursday: Wheat led gains on tight Russian exports and pre-WASDE positioning. MATIF wheat jumped over 2%; CBOT wheat followed. Corn was steady to higher on good U.S. sales and Brazil’s revised harvest. Soybeans rose from multi-month lows thanks to short covering and pre-report positioning.
Friday: Grains slipped to end the week, erasing some or all of Thursday’s gains. The USDA WASDE report initially offered support for corn, but markets remained cautious as expectations for strong U.S. yields continue to build, with more clarity expected in upcoming reports. Soybeans and wheat also eased amid light profit-taking and broader market uncertainty. Additionally, renewed trade tensions weighed on sentiment, with President Trump threatening new tariffs over the weekend, adding another layer of pressure to an already cautious market environment.
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.
