Agri- Commodities 30-04/07/25
Jul 07, 2025
Monday The week began with growing consensus that the USDA’s upcoming acreage revisions will have minimal impact on U.S. corn and soybean supply estimates. This outlook kept prices largely steady in those markets. Wheat continued to face pressure, with September and December MATIF milling wheat futures falling to new contract lows before recovering slightly, supported only by the lack of fresh bearish information from the USDA.
Tuesday Corn prices declined following a surprisingly positive update on U.S. crop conditions, which reinforced expectations for strong yields and weighed on the market. Soybeans closed the session essentially unchanged amid a cautious atmosphere. Wheat futures in the U.S. moved higher, though European MATIF wheat tested new contract lows again. The rising euro posed increasing challenges for European exporters, further dampening wheat market sentiment in the region.
Wednesday Ahead of the U.S. Independence Day holiday, grain and oilseed markets saw a notable rebound. Corn and wheat futures each climbed nearly 3%, while soybeans gained over 2%, driven by bargain buying and technical support. Euronext wheat also edged up on a weaker euro, despite ongoing bearish sentiment. Speculators increased short positions in MATIF wheat and cut back long holdings in rapeseed, reflecting cautious positioning in European markets.
Thursday Trade was mixed on Thursday as market participants adjusted positions before the extended holiday weekend. Corn and soybeans made modest gains, supported by export demand and weather concerns. Wheat retreated after two days of gains, pressured by advancing harvest and risk reduction ahead of the break. Euronext wheat rose on short covering and a softer euro, though fundamental factors remained weak.
Friday With U.S. markets closed for Independence Day, European trade set the pace. Euronext wheat futures eased due to a firmer euro, ongoing harvest progress, and sluggish export demand. Upon reopening, CBOT wheat dropped more than 3%, reaching a one-week low amid intensified harvest pressure globally. Corn and soybeans fell about 1.3% each as improving weather lifted yield expectations. Attention now turns to updated U.S. crop ratings, the delayed CFTC report, and the USDA WASDE report scheduled for next Friday.
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.
