Agri- Commodities 25-27/07/25
Jul 28, 2025
Monday
opened with broad losses across CBOT and MATIF markets, spurred by fund selling and forecasts for widespread Midwest rains. Corn and soybeans weakened amid rapid U.S. and Russian harvest activity, while wheat was dragged down by rising export competition and easing weather concerns. Crop reports showed Russia’s Stavropol region nearing harvest completion, with a national forecast of 135 million tons for 2025. Meanwhile, Brazil’s AgRural raised its corn output forecast, and the EU’s MARS projected a 6% year-on-year increase in soft wheat yields, strengthening bearish fundamentals.
Tuesday
saw wheat rebound sharply on both sides of the Atlantic after Russia trimmed crop and export estimates, boosting September futures. Additional support came from active wheat tenders from Tunisia and South Korea. In contrast, corn and soybeans extended losses as U.S. growing conditions remained highly favorable. Crop ratings reflected this optimism, with corn conditions hitting a nine-year high. Meanwhile, EU customs data confirmed weak export volumes, and Brazil’s July corn exports slipped from the prior week, signaling broader global softness.
Wednesday
brought renewed selling pressure, with corn falling for a third consecutive session and soybeans slipping further following China's plans to cut hog production. Wheat retreated alongside the euro’s strength and lingering Russian competition. Despite earlier optimism, traders booked profits amid ongoing supply abundance. Futures data showed non-commercial participants increasing their net short on MATIF wheat, signaling a more defensive positioning.
Thursday
delivered a temporary lift in CBOT corn and wheat, helped by strong U.S. export sales and active trade from South Korean buyers. Soybeans also edged higher, aided by technical buying. However, MATIF grains extended losses, maintaining export-friendly levels despite limited upward momentum. USDA export data revealed over 2 million tons in weekly grain sales, with additional private sales of U.S. corn to South Korea reinforcing short-term demand support.
Friday
ended the week on a weak note, with all major grains easing. Favorable U.S. weather and trade uncertainty weighed on soybeans, while corn and wheat lost ground amid bearish sentiment and strong global supply. MATIF wheat closed the week down over 3%, undermined by a firm euro and Germany’s harvest concerns. The week concluded with updated USDA sales to Mexico and South Korea, though these were insufficient to reverse the downward momentum.
Weekly Recaps
Commodities
Agri- Commodities:
11-15/08/25 Agri
Aug 18, 2025
Grain markets experienced another volatile week as political developments, trade disputes, and bearish USDA data drove sentiment. Early in the week, soybeans surged on speculation that Chinese buying might resume following Donald Trump’s extension of tariff pauses, but corn and wheat failed to follow. Export inspections painted a mixed picture, with corn and soybeans performing well while wheat lagged. The USDA’s August WASDE loomed large over the market, with traders bracing for higher yield estimates.
Freight
Freight Recap:
14/08/25
Aug 14, 2025
The dry bulk market presented a mixed performance this week, with the Supramax segment edging higher, Handysize holding steady with minor gains, and Panamax showing a regional split — weaker in the Atlantic, firmer in the Pacific.
Commodities
Agri- Commodities:
04–08/08/25 Agri
Aug 11, 2025
Grain markets swung sharply this week, rebounding midweek before easing, driven by yield outlooks, export data, and geopolitical headlines.
Freight
Freight Recap:
7/08/25
Aug 07, 2025
Port of Callao halted operations after an Evergreen ship lost 50 containers during rough weather. Meanwhile, July's freight data shows the market stuck in a supply-heavy “holding pattern,” with capacity expanding but pricing rising faster — suggesting a slow, uneven recovery in logistics and transportation
