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Daily Research
Malaysian Palm Oil Supply &…
7 days ago
The Malaysian Palm Oil Board’s September report showed that Malaysian palm oil production in August totaled 1.82 MMTs, a 1% increase from July, but 2% less than a year ago. This was still 2% above the 10-year average and the 7th largest August production figure in 25 years. Production in…
A New Era of US…
8 days ago
This week, all that matters in ag markets is USDA’s pending September crop report, as details on Northern Hemisphere supply will continue to drive price discovery. However, the core of ARC’s longer-term bullish outlook rests less on global supply loss and more on demand. Record or near-record demand pulls US…
Updated Black Sea Wheat Exports
9 days ago
US diplomatic efforts to end the Russian/Ukraine war failed over the weekend, and logistical issues in Russia & Ukraine have worsened amid an intensification of the war. Russian grain terminals along the Baltic Coast are subject to Ukrainian attacks, which further constrains Russia’s export capabilities. Importer panic is beginning to…
Topics of the week
Monday
N/A Markets Closed
Tuesday
June 1 US Soybean Stocks Estimate
Wednesday
US Corn Yield Scenarios
Thursday
US Ethanol Market Update
Friday
Cattle on Feed
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