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:
11-15/05/26 AGRI
May 18, 2026
Grain markets started the week sharply higher as tensions in the US-Iran conflict intensified ahead of the USDA WASDE report and the Trump-Xi meeting. US winter wheat ratings fell to the second lowest level for this week in 30 years, while wheat futures moved higher again overnight following the weaker-than-expected crop conditions report. Russian wheat export values also remained firm as markets focused on tightening global supply expectations.
Freight
Freight Recap:
15/05/2026
May 15, 2026
The dry bulk market stayed firm this week, but leadership shifted again. Panamax strengthened further and became the clearest bullish segment, while Capesize remained elevated. Supramax firmed selectively, led by South America and parts of the Pacific, while Handysize split more sharply between a weaker Atlantic and a firmer Pacific.
Commodities
Agri- Commodities:
04-08/05/26 AGRI
May 11, 2026
Ag markets started the week firmer as rising oil prices supported grains, with soymeal and Chicago wheat leading gains. Iran struck the UAE as the US escorted ships through the Strait of Hormuz, adding fresh geopolitical risk to commodity markets. Saudi Arabia bought 985k tons of wheat for June–August shipment, while Russian 12.5% protein wheat FOB values for early June rose to $238.5/t.
Freight
Freight Recap:
08/05/2026
May 08, 2026
The dry bulk market remained firm this week, but the move was uneven by size and basin. Capesize and Kamsarmax strengthened most clearly, Ultramax stayed firm but became more selective, and Handysize improved in East Coast South America while parts of the US Gulf and Europe lost momentum.
