Marc Myllerup Discuss Soybeans, Corn, and Wheat Markets
Jul 02, 2024
Our colleague Marc Cochet Myllerup joined a conversation with Mikkel Rosenvold and Andreas Steno Larsen at Steno Research to discuss soybeans, corn, and wheat markets. His insights highlighted challenges such as reduced wheat yields in France and Russia, and India's increased wheat imports. Marc emphasized the crucial role of weather and geopolitical factors in commodity markets, offering practical insights. He also shared how using CM Navigator, an innovative research tool, enhances market prediction capabilities, providing valuable insights for making informed investment decisions. Watch Full episode : 🎙YouTube (Start 15.30 min): https://youtu.be/YvHrCEOV5v0? si=j_aHqmsz9pX5f7c5 🎙Spotify (Start 14.20 min): https://open.spotify.com/ episode/ 6F5AGVgDGHrTrf8Claru8f?si=U- AmlzAzRaWzzpIi5ha-Yw
Weekly Recaps
Commodities
Agri- Commodities:
21–25/7/25 Agri
Jul 28, 2025
Monday opened with broad losses across CBOT and MATIF markets, spurred by fund selling and forecasts for widespread Midwest rains. Corn and soybeans weakened amid rapid U.S. and Russian harvest activity, while wheat was dragged down by rising export competition and easing weather concerns. Crop reports showed Russia’s Stavropol region nearing harvest completion, with a national forecast of 135 million tons for 2025. Meanwhile, Brazil’s AgRural raised its corn output forecast, and the EU’s MARS projected a 6% year-on-year increase in soft wheat yields, strengthening bearish fundamentals.
Freight
Freight Recap:
24/07/25
Jul 24, 2025
Dry bulk shipping faces mixed regional dynamics this week, as sluggish Atlantic demand and excess tonnage weigh on Panamax and Supramax rates, while tighter vessel availability and steadier fundamentals support smaller sizes in Asia—amid evolving trade policies in India and Ghana promising to boost logistics transparency and efficiency.
Commodities
Agri- Commodities:
14-18/07/25 Agri
Jul 21, 2025
Grain markets found support late last week, led by soybeans and corn on weather concerns, while wheat remained under pressure from ample global supply. Friday’s rally offered hope, but sustained strength will depend on weather and demand developments in the days ahead.
