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:
6/11/25
Nov 06, 2025
The dry bulk market experienced a generally softer tone this week, with most segments facing mild corrections. The Handysize and Supramax sectors saw limited fresh activity, while the Panamax market showed brief midweek stability before continuing its downward trajectory. Weak demand across basins and growing vessel availability placed pressure on rates, though select regional improvements offered some support.
Commodities
Agri- Commodities:
27-31/10/25 Agri
Nov 03, 2025
Grain markets opened the week firmer after upbeat headlines on a potential U.S.–China trade deal lifted risk appetite across commodities. The optimism came despite limited clarity on agricultural commitments and lingering pressure from weaker export data.
Russian wheat prices were slightly lower, while EU maize yields were trimmed further. In Argentina, the peso strengthened after President Javier Milei’s party secured a midterm victory. U.S. harvest progress advanced, though export inspections remained subdued.
Freight
Freight Recap:
30/10/25
Oct 30, 2025
Freight markets continued to ease across the board this week, with Panamax, Supramax, and Handysize segments all facing renewed pressure. Sentiment turned cautious as limited fresh demand and increasing tonnage lists in both basins weighed on rates, suggesting that the short-lived rally in mid-October may have topped out.
Commodities
Agri- Commodities:
20-24/10/25 Agri
Oct 27, 2025
Grain markets experienced a volatile but directionally mixed week, driven by optimism surrounding renewed US–China trade talks, fluctuating macro sentiment, and shifting global production estimates. Soybeans led early in the week, supported by trade optimism and strong export inspections, while wheat and corn were more restrained, pressured by abundant supply outlooks and mixed demand signals.
Monday began on a firm note, particularly for soybeans, which rallied sharply on upbeat remarks from President Trump about a potential trade deal with China. The oilseed market gained double digits amid rising hopes of resumed Chinese purchases. Wheat and corn, by contrast, traded mixed, with bearish pressure from improved Russian and Australian wheat crop outlooks limiting upside. IKAR raised Russia’s 2025 wheat forecast to 88.0 mmt and Australia’s harvest was seen near 36 mmt—its third largest on record. Still, lower prices encouraged demand, with Algeria issuing a December wheat tender.
