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:
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
Commodities
Agri- Commodities:
27–1/8/25 Agri
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.
