Explore every episode of the podcast Agri Commodity Insights

Sharp rally in wheat as Black Sea risk escalates, mounting disruption to regional grain logistics, stronger replacement demand for European wheat, and Bloomberg’s report that Russia is preparing to intensify its war in Ukraine.

Corn stays firm on lower US yield expectations, while Black Sea diplomacy and improving Hormuz prospects shape wheat, oil and broader commodity markets.

US corn conditions deteriorate, EU maize forecasts fall, Black Sea wheat remains tight, and the US prepares new tariffs on Chinese goods.

Pro Farmer’s lower U.S. corn yield estimate strengthens crop concerns, while Black Sea risks return and Canada prepares for a prolonged tariff dispute with the U.S.

Corn extended its rally as the Pro Farmer Crop Tour kept pressure on USDA yield expectations, while wheat remained supported by constrained Black Sea exports and tighter global crop forecasts. Bloomberg also reported that the U.S. is preparing tougher economic measures against Iran, with China emerging as the key test of Washington’s strategy.

Wheat rallied as Russian and Ukrainian export flows weakened, while disappointing Pro Farmer Crop Tour results increased concerns over U.S. corn yields. Meanwhile, CNBC reported that President Donald Trump announced a major new economic pressure campaign against Iran as Strait of Hormuz traffic remained well below pre-war levels.

Wheat eased as the Black Sea risk rally lost momentum, while weaker Pro Farmer Crop Tour results kept attention on U.S. corn yields. In Europe, wheat estimates and export data remained in focus, while CNBC reported that President Donald Trump paused planned 50% tariffs on certain Canadian imports following trade talks with Prime Minister Mark Carney.

U.S. corn remains supported by strong export demand and weaker early crop-tour yields, while Black Sea disruption continues to hang over wheat. Meanwhile, U.S.-Iran tensions are rising again as President Donald Trump rejects an extension of the truce agreement.

Wheat volatility intensifies as Russian and Ukrainian Black Sea grain exports face major disruption, while U.S. pressure on Iran increases with new economic measures and a continued Strait of Hormuz blockade.

Escalating Black Sea grain disruptions, pressure on Russian and Ukrainian exports, South American crop developments, and the latest U.S. measures against Iran.

Escalating Black Sea export disruption, a bullish USDA corn update, Russian and Ukrainian grain logistics, and the growing pressure on Ukraine’s alternative export routes.

Pressure on wheat ahead of WASDE, EU and Russian export prospects, expectations for U.S. corn, and renewed Middle East shipping risks.

Continued Black Sea disruption, Ukrainian and Russian export developments, strong U.S. corn demand, crop progress, and the deepening standoff over the Strait of Hormuz.

Renewed Black Sea shipping risks, the outlook for U.S. corn, worsening French crop prospects, and President Donald Trump’s latest approach toward Iran and the Strait of Hormuz.

Renewed pressure on wheat, U.S. and Brazilian exports, Black Sea disruptions, European crop forecasts, and fresh uncertainty surrounding the Strait of Hormuz.

A rebound in wheat, U.S. crop forecasts, export demand, fund positioning, grain tenders, and the latest developments surrounding the Strait of Hormuz.

Weaker grain markets, U.S. soybean demand, European trade, Black Sea export risks, South American crop forecasts, and developments around the Strait of Hormuz.

Stronger grain markets, U.S. export demand, crop conditions, and the latest developments surrounding U.S.-Iran negotiations.

Pressure across grain markets, Black Sea export risks, global crop developments, and renewed optimism surrounding U.S.-Iran negotiations.

Wheat’s recovery on Black Sea disruptions, mixed crop and export developments, and easing oil prices as traffic through the Strait of Hormuz gradually recovers.

Recovering corn and soybean markets, weaker European grain exports, Black Sea shipping restrictions, and the renewed escalation between the United States and Iran.

Recovering grain markets, weaker U.S. crop conditions, Black Sea export developments, and renewed geopolitical tensions driving oil prices higher.

Wheat correction following last week’s rally, the latest Black Sea developments, crop updates from Europe and Russia, fund activity, and easing tensions in the Middle East.

Wheat correction following last week’s rally, the latest Black Sea developments, crop updates from Europe and Russia, fund activity, and easing tensions in the Middle East.

Wheat prices ease as crude oil jumps above USD 100, while Black Sea disruption, crop updates and new US tariffs drive market uncertainty.

Wheat gained on Black Sea export concerns, while oil climbed after a tanker strike near Saudi Arabia and renewed U.S.-Iran threats.

US spring wheat gains on hot, dry weather, while Russia trims its crop forecast and hardens its position on occupied Ukrainian territory.

Corn and soybeans gained, wheat markets diverged, US crop data surprised, and Hormuz shipping risks intensified as crew bonuses surged.

Wheat led grain markets higher as Black Sea tensions persisted, French corn conditions worsened, and Europe’s diesel supply squeeze deepened.

Black Sea grain disruptions, European wheat production and exports, US crop conditions, and the growing risks facing Russian and Ukrainian wheat shipments.

Escalating Black Sea shipping disruptions, wheat market volatility, fund positioning, and the expanding US blockade of Iranian shipping.

Black Sea disruptions and wheat markets, Brazil’s larger corn crop, US inflation and currency movements, and China’s economic slowdown.

Wheat markets and the disruption in the Sea of Azov, renewed pressure around the Strait of Hormuz, and improving US crop conditions.

Black Sea grain disruptions, the latest USDA WASDE report, fund positioning in C-B-O-T markets, escalating tensions in the Middle East, and Russia’s plans for a new commercial logistics hub in Syria.

Expectations ahead of the USDA WASDE report, US export sales, crop conditions, Argentine planting progress, and the latest developments in US-Iran negotiations.

The grain market correction, renewed US-Iran tensions, China’s soybean purchases, global economic forecasts, and shipping through the Strait of Hormuz.

Continued strength in grain markets, Chinese buying rumors, European export data, renewed tensions in the Middle East, and the impact on soybean oil prices.

Renewed buying across grain markets, Chinese soybean purchases, US crop conditions, Saudi Arabia’s latest wheat tender, and renewed tensions in the Strait of Hormuz.

French crop conditions, Saudi Arabia’s wheat tender, oil markets following the latest OPEC+ decision, and President Donald Trump’s upcoming NATO summit.

Developments in US-China trade talks, Saudi Arabia’s latest wheat tender, export sales and weather conditions, the French wheat crop outlook, and the ongoing impact of the Strait of Hormuz disruption on global shipping.

The latest USDA acreage and stocks report, Canadian planting updates, EU export performance, and developments in the US-Iran negotiations.

The latest USDA acreage and stocks report, Canadian planting updates, EU export performance, and developments in the US-Iran negotiations.

The latest US crop conditions ahead of the USDA reports, Russian wheat prices, export inspections, and renewed negotiations over the Strait of Hormuz.

The latest crop conditions in France, this week’s key USDA reports, fund positioning, and the outlook for the euro.

Global crop production estimates, the latest revisions to the EU harvest, US export sales, and Europe’s record-breaking heat wave.

The continuing heat across Europe, Egypt’s interest in Polish wheat, fund positioning in matiff, and renewed uncertainty surrounding shipping through the Strait of Hormuz.

Ongoing heat stress across Europe, lower Russian wheat production estimates, EU export performance, and new questions surrounding the US-Iran agreement.

The ongoing EU heat wave and its impact on wheat markets, developments in Russian wheat pricing and Black Sea shipping, US crop conditions and fund positioning, and the latest US-Iran oil agreement.

Weather developments across Europe and the US, French crop conditions, progress in the US-Iran negotiations, and President Donald Trump’s latest tariff plans.

Chinese soybean purchases, US export demand, developments in the Strait of Hormuz, and the next phase of negotiations between the United States and Iran.