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:
18/12/25
Dec 18, 2025
The dry bulk market saw a softer overall tone, with Handysize holding largely flat, Supramax weakening across both basins, and Panamax continuing its decline despite some localized Atlantic support. Activity levels remained muted in many regions, with owners increasingly seeking cover ahead of the holiday period. The Atlantic showed mixed signals across segments, while the Pacific faced longer tonnage lists and weaker demand, keeping pressure on rates.
Commodities
Agri- Commodities:
08-12/12/25 Agri
Dec 15, 2025
CBOT markets finished lower ahead of Tuesday’s WASDE, which was widely expected to lack bullish surprises. MATIF wheat was the exception, posting small gains. Russian 12.5% protein wheat FOB for January delivery edged up by $0.5 w/w to $227.5/t, according to IKAR. Geopolitical headlines remained in focus after Ukrainian President Volodymyr Zelenskiy said US-brokered peace talks remain stalled over security guarantees and control of eastern Ukraine, particularly the Donbas.
Freight
Freight Recap:
11/12/25
Dec 11, 2025
The dry bulk market saw a softer overall tone, with Handysize holding largely flat, Supramax weakening across both basins, and Panamax continuing its decline despite some localized Atlantic support. Activity levels remained muted in many regions, with owners increasingly seeking cover ahead of the holiday period. The Atlantic showed mixed signals across segments, while the Pacific faced longer tonnage lists and weaker demand, keeping pressure on rates.
Commodities
Agri- Commodities:
01-05/12/25 Agri
Dec 08, 2025
USDA announced no new flash sales, disappointing soybean markets. Weekly export sales remain delayed and have not yet reached the period covering the US–China trade deal, leaving the true pace of buying uncertain. CBOT corn and wheat eased, while March MATIF wheat posted small gains after finding support at intraday contract lows. ABARES raised Australia’s 2025/26 wheat, barley, and canola output, though the increases were broadly in line with expectations. Algeria’s OAIC issued a soft wheat tender for February shipment, and Russian wheat prices slipped again, with 12.5% FOB for January at $227/t.
