Agri- Commodities 27-1/08/25
Aug 04, 2025
Monday
opened with pressure across CBOT markets as favorable U.S. weather and Argentina’s cut to export taxes weighed on soybeans and corn, pushing both further below key psychological thresholds of $10 and $4, respectively. A new EU–U.S. trade agreement failed to lift agricultural prices but contributed to a sharp decline in the EUR/USD, offering direct support to MATIF wheat. U.S. wheat futures remained mostly unchanged.
Tuesday
saw MATIF wheat reverse course, giving back most of Monday’s gains despite a weaker euro. U.S. futures declined across the board amid sustained expectations for strong domestic corn and soybean yields. Market participants remained cautious ahead of ongoing U.S.–China trade talks, which were expected to yield limited progress. The Federal Reserve was also in focus, with rate decisions and commentary anticipated to influence currency and commodity markets.
Wednesday
brought a mixed session as wheat markets diverged; CBOT edged up while MATIF slipped again, reflecting the ongoing drop in the EUR/USD and concerns over slow harvest progress in Europe. Soybeans fell for the eighth straight session, while corn steadied somewhat in quiet trade. Month-end positioning emerged as a potential driver of fund activity.
Thursday
marked a poor end to July for grains, with December contracts in both MATIF and CBOT wheat hitting new lows. Soybeans extended their decline amid frustration over lackluster progress in U.S.–China negotiations. However, nearby corn and Kansas wheat futures posted gains, buoyed by new U.S. export sales.
Friday
opened August on a bearish note, with financial markets reacting to updated U.S. import tariffs and weaker-than-expected jobs data. The broader selloff spilled into agricultural markets, driving further losses in wheat and corn. Soybeans were the only exception, closing unchanged.
Weekly Recaps
Freight
Freight Recap:
2/10/25
Oct 02, 2025
The dry bulk market displayed mixed conditions, with Handysize maintaining its upward momentum, Supramax undergoing further corrections, and Panamax continuing to weaken across both basins. Atlantic activity showed some resilience in smaller segments, while Asia was muted due to regional holidays. Broader sentiment in larger segments remained under pressure, influenced by excess tonnage and soft FFA signals.
Commodities
Agri- Commodities:
22-26/09/25 Agri
Sep 29, 2025
Grain markets opened the week under pressure after Argentina suspended export taxes on soy, corn, wheat, and by-products. The move sparked expectations of aggressive short-term sales, sending Chicago wheat to fresh contract lows and weighing on soybeans and soy products. MATIF wheat held just above recent lows ahead of Algeria’s tender, though sentiment remained weak as U.S. futures fell again and the euro strengthened to 1.18. U.S. inspections showed lighter soybean and corn volumes, while wheat topped expectations. Crop progress confirmed steady harvest advances but slight condition declines, with winter wheat planting just behind forecasts.
Freight
Freight Recap:
25/09/25
Sep 25, 2025
The dry bulk market showed a split tone. Handysize remained constructive on selective strength, Supramax was steady-to-softer with Atlantic support offset by Pacific pressure, and Panamax firmed on the day with more activity in both basins.
