Agri- Commodities 25-29/08/25
Sep 01, 2025
Monday 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.
Tuesday Grains lacked clear direction, closing mixed within a 1% range. Reports that China’s top negotiator will visit the U.S. lifted soybeans early, but optimism faded as doubts remained about any breakthrough. A surprise increase in U.S. soybean condition ratings pointed to potential for a strong crop, limiting gains. Wheat prices were mixed, with Chicago slightly higher, M-A-T-I-F steady, and Kansas December futures dropping to new contract lows.
Wednesday Prices fell across the board. Wheat stayed under the most pressure, with Kansas December wheat setting fresh contract lows and M-A-T-I-F wheat hovering just 1 euro above the same level. A generally solid wheat crop allowed buyers to stick to hand-to-mouth purchasing strategies. Corn’s rally from the U.S. crop tour also lost momentum, with prices posting a second consecutive daily decline.
Thursday U.S. wheat and corn futures overcame early weakness to close higher on short covering, aided by a weaker dollar. The last trading day of the month brought position adjustments ahead of the U.S. long weekend and the first notice day for C-B-O-T September contracts. In Europe, M-A-T-I-F wheat continued its decline, with December prices moving toward the 190 level.
Friday Corn surged about 2.5% in the most liquid contract, ending the month strongly as skepticism grew over the USDA’s optimistic yield outlook. Fund data confirmed active buying through last Tuesday, with momentum likely persisting into the weekend. Wheat followed corn higher but still ended the month lower overall. Seasonally, September tends to offer firmer ground for wheat prices.
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.
