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Crude Awakening: Oil Markets Slide into Tariff Turmoil
Prices in Freefall : Brent crashed below $60 - the lowest in over 4 years - before rebounding to ~$65/bbl. WTI dipped to $55 amid tariff...
Apr 154 min read
Global Agriculture Walks the Tightrope: Supply Gluts, Trade Wars, and the Tariff Theater
TL;DR Wheat: U.S. imports surge to a 7-year high, exports slump, and stocks swell - globally, we’re flush with grain but edging toward...
Apr 145 min read
Cotton Outlook Steady Domestically, While Global Stocks Rise on Weaker Demand
According to the USDA’s April 2024 update, the 2024/25 U.S. cotton outlook saw only minor adjustments this month, with exports trimmed...
Apr 142 min read
2025 Milk Outlook Raised on Higher Herds, But Prices Weaken Across Dairy Products
According to the USDA’s April 2024 update, the 2025 milk production outlook has been revised upward due to an increase in cow numbers and...
Apr 142 min read
U.S. Meat and Poultry Outlook Mixed for 2025 Amid Shifting Production, Tariff Pressures
According to the USDA's April 2024 update, the 2025 outlook for U.S. red meat and poultry presents a nuanced landscape with lower overall...
Apr 142 min read
U.S. Sugar Supplies Grow on Surging Imports Despite Dip in Domestic Output
The USDA’s April 2024 update on the FY 2024/25 U.S. sugar outlook highlights a notable increase in supply, driven by rising high-tier...
Apr 142 min read
Soybean Crush Expands in U.S. While Global Ending Stocks Climb Amid Production Revisions
According to the USDA’s April 2024 update, the 2024/25 soybean outlook reveals stronger domestic crush demand in the U.S., driven by...
Apr 142 min read
India Becomes Top Rice Producer as U.S. Exports Shrink and Domestic Use Hits Record High
According to the USDA's April 2024 update, the 2024/25 U.S. rice outlook reveals modestly reduced supplies and exports alongside a record...
Apr 142 min read
U.S. Corn Exports Surge While Global Ending Stocks Dip Amid Mixed Production Shifts
According to the USDA’s April 2024 update, the 2024/25 corn outlook for the U.S. shows a bullish trend in exports counterbalanced by...
Apr 142 min read
U.S. Wheat Imports Climb While Global Stocks Shrink to Lowest Since 2015
Based on the USDA's April 2024 Wheat Outlook report, the latest forecast for the 2024/25 wheat marketing year highlights shifting...
Apr 142 min read
While Wall Street Watches "The Nvidia", Tariffs Hammer Commodities From Corn to Copper
TL;DR Agriculture: US grain markets saw sharp volatility following new tariffs, spreading uncertainty to other regions like EU, Ukraine...
Apr 63 min read
Cotton Market Outlook: Stable U.S. Balance Sheet, Lower Prices, and Global Stock Decline
The latest USDA report keeps the 2024/25 U.S. cotton balance sheet unchanged, with no adjustments to production, consumption, or trade....
Mar 121 min read
Dairy Market Outlook: Lower Milk Production, Weaker Exports, and Declining Prices
The latest USDA forecast for 2025 projects lower U.S. milk production, as reduced output per cow more than offsets a slight increase in...
Mar 122 min read
Livestock and Poultry Outlook: Higher Beef and Chicken Production, Lower Prices Across Most Sectors
The latest USDA report revises historical supply and use estimates for red meat, poultry, and eggs, reflecting updated slaughter,...
Mar 122 min read
U.S. Sugar Supply Shrinks as Imports Decline, While Mexico Adjusts Export Strategy
The latest USDA report indicates that U.S. sugar supply for 2024/25 is reduced by 75,701 short tons, raw value (STRV) to 14.317 million...
Mar 122 min read
Soybean and Oilseeds Market Outlook: Stable U.S. Supply, Lower Prices, and Reduced Global Ending Stocks
The latest USDA report shows that the U.S. soybean supply and demand outlook for 2024/25 remains unchanged. However, soybean oil exports...
Mar 122 min read
U.S. and Global Rice Outlook: Higher Imports, Increased Exports, and Stable Ending Stocks
The latest USDA report indicates a modest increase in U.S. rice supplies for 2024/25, driven by record-high imports of 48.0 million cwt....
Mar 122 min read
Wheat Market Outlook: Increased Supplies, Lower Exports, and Rising Ending Stocks
The latest U.S. Department of Agriculture (USDA) report indicates that the 2024/25 U.S. wheat outlook includes larger supplies, unchanged...
Mar 122 min read
Global Coarse Grains Outlook: Increased Production, Lower Trade, and Declining Ending Stocks
The latest USDA report indicates that the U.S. corn outlook for 2024/25 remains unchanged from the previous month, with the...
Mar 122 min read
Cotton Market Update: Higher Global Production and U.S. Ending Stocks
The USDA’s 2024/25 U.S. cotton outlook sees minimal changes this month. Domestic mill use is reduced by 100,000 bales, leading to a...
Feb 121 min read
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