ОБ ЭТОМ ЭПИЗОДЕ
- Renewed peace headlines ease some of the geopolitical risk premium in wheat
- Will it hold heading into the September WASDE next Friday, Sept. 11?
- Fundamentally, global wheat stocks could improve?
- Pay attention to next week if prices continue to ease
- Potential buying opportunity?
Host: Michael Caughlan, President & CEO
Expert: Eric Thornton, Vice President
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ДРУГИЕ ЭПИЗОДЫ В ЭТОМ ПОДКАсте
Making sense of all that’s happening in the world
Potential impact on commodity and ingredient markets in the months to come
What are the fundamentals saying?
What’s happening geopolitically?
How do equity, currency, and treasury markets potentially play into this?
Host: Michael Caughlan,…
Wheat prices continue to rise off concerns in the Black Sea
Russia and Ukraine exchanging new attacks
Possible truce proposal this week?
August flow of grains down ~75% so far for Russia
Real concerns, but for how long? And how impactful?
Host: Michael Caughlan, President & CEO
…
Unforeseen improvement in sugar deliveries, up 2%
Reduced sugar beet acreage, lower projected production
Recalibration of imports, larger quota for Mexico reduces high-tier
Sugar prices for 2027 have bottomed
Did you miss our webinar on Wednesday?
Behind the Packaging Price with Nicole Tho…
Section 301 tariffs are in place
Congress/USTR continue work with USDA on increasing high-tier duties
Beet sugar crop: more optimism than expected
Could the crop end up larger than USDA is reporting?
Cane crop under attack from mealybug
Could this stunt cane growth and sugar content …
Corn & soy complex
Oh boy! More U.S. corn production and less ending stocks (and lower yield?)
Wild Midwest weather and upside market bias
Soybean changes benign, but spillovers from other markets supporting soybeans/soybean products
Wheat
Wheat takes a back seat with only limited …
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