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:
27-01/05/26 AGRI
May 04, 2026
Ag markets started the week firmer, supported by higher oil prices, though performance diverged across the complex. Soymeal led with a near 3% gain, while Chicago wheat rose more than 2%, in contrast to slightly weaker nearby MATIF wheat. Saudi Arabia’s GFSA purchased 985k tons of wheat for June–August arrival, exceeding the initial tender volume, with prices ranging from $273.33 to $285.00/t CnF, while Russian 12.5% protein wheat FOB for May held steady at $237/t.
Freight
Freight Recap:
01/05/2026
May 01, 2026
The dry bulk market lost some momentum this week, but it did not reverse. Panamax stayed constructive, Supramax and Ultramax eased from recent highs in some basins, and Handysize became more mixed.
Commodities
Agri- Commodities:
20-24/04/26 AGRI
Apr 27, 2026
Oil prices started the week firmer, offering some support to Chicago wheat, while Kansas wheat diverged and closed lower as weather forecasts turned slightly more favorable in the US Plains. With markets closely tracking both weather updates and US-Iran developments, sentiment remained highly reactive. Trump signaled he is unlikely to extend the ceasefire beyond midweek, though talks are still ongoing and a deal remains possible.
Freight
Freight Recap:
24/04/2026
Apr 24, 2026
The dry bulk market firmed again this week, though the move remained uneven by size and basin. Supramax and Ultramax showed the clearest strength, Panamax stayed constructive, and Handysize continued to improve with a narrower regional spread than last week.
