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:
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.
