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:
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.
Freight
Freight Recap:
28/08/25
Aug 28, 2025
The dry bulk freight market maintained a firm tone this week, with Handysize, Supramax, and Panamax indices all showing gains.
Commodities
Agri- Commodities:
18-22/08/25 Agri
Aug 25, 2025
Grain markets opened the week quietly, with price changes in most U.S. futures limited to within half a percent as traders awaited Donald Trump’s meeting with Volodymyr Zelensky in Washington, the weekly U.S. crop conditions report, and the first findings from the U.S. crop tour. MATIF wheat closed slightly higher, led by the front contract on reports of demand for French wheat.
