top of page
U.S. Sugar Supplies Tighten Amid Production Declines and Import Adjustments
The latest USDA World Agricultural Supply and Demand Estimates (WASDE) report highlights a decrease in the U.S. sugar supply for 2023/24...
Oct 13, 20242 min read
World Oilseed Markets Sends Mixed Signals as U.S. Production Dips Slightly
The latest USDA World Agricultural Supply and Demand Estimates (WASDE) report reveals subtle shifts in the U.S. and global oilseed...
Oct 13, 20242 min read
Global Rice Supplies Surge Amid Record Production in India
The latest USDA World Agricultural Supply and Demand Estimates (WASDE) report reveals significant developments in the U.S. and global...
Oct 13, 20243 min read
World Corn Supplies Shrink as Production Slows
The latest USDA World Agricultural Supply and Demand Estimates (WASDE) report highlights significant adjustments in the U.S. and global...
Oct 13, 20242 min read
Global Wheat Supplies Tighten Amid Production Cuts
The latest USDA World Agricultural Supply and Demand Estimates (WASDE) report reveals significant shifts in both U.S. and global wheat...
Oct 13, 20242 min read
The Calm Before the Storm? Oil Markets Resilient Despite Middle East Conflict, but Risks of Price Surge and Violent Short Squeeze Loom
Despite rising tensions in the Middle East, particularly between Israel and Iran, the oil market has reacted with caution. While prices...
Oct 6, 20242 min read
Aluminum Market Faces Supply Constraints While Growth Forecast are Modest
The aluminum market is navigating through a phase of limited supply growth and evolving industrial capacity. As global demand rises,...
Sep 30, 20242 min read
Global Copper Market Sees Supply Challenges Amid Rising Processing Costs and Inventory Surge
The global copper market is witnessing a period of significant fluctuations, with rising costs in processing, increased inventory levels,...
Sep 30, 20242 min read
Brazil's Sugar Crop Fires Drive Global Prices to Multi-Month Highs
Sugar prices have soared 13% this week as severe weather conditions and widespread fires in Brazil, the world's largest sugar producer,...
Sep 18, 20241 min read
Dairy Prices Rise as Milk Production Slows and Demand for Cheese and Butter Strengthens
The USDA's latest WASDE report projects lower U.S. milk production for both 2024 and 2025, driven by smaller cow inventories and slower...
Sep 13, 20242 min read
U.S. Red Meat and Poultry Production Rises as Beef and Broiler Supplies Strengthen
The USDA's latest WASDE report projects an increase in U.S. red meat and poultry production for 2024, driven by higher forecasts for...
Sep 13, 20242 min read
Global and U.S. Cotton Supplies Decline as Production and Trade Face Downward Revisions
The latest USDA WASDE report highlights reductions in both U.S. and global cotton production for 2024/25, accompanied by lower exports...
Sep 13, 20242 min read
U.S. Sugar Supplies Surge, Set to Tighten Amid Lower Imports and Production
The latest USDA WASDE report presents a nuanced outlook for the U.S. sugar market. While the 2023/24 supply is projected to increase,...
Sep 13, 20242 min read
Global Oilseed Production Faces Declines with U.S. Soybean Stocks Tightening
The USDA’s September WASDE report outlines a slightly reduced outlook for U.S. soybean production and stocks in the 2024/25 season....
Sep 13, 20242 min read
Rice Global Production and Consumption See Modest Gains
The USDA’s latest report on the U.S. and global rice markets highlights a mixed outlook for the 2024/25 season. Domestically, the U.S....
Sep 13, 20242 min read
Global Coarse Grain Production Faces Declines as U.S. Corn Stocks Tighten
The USDA’s latest WASDE report outlines a slightly tightened U.S. corn outlook for the 2024/25 season due to reduced supplies and lower...
Sep 13, 20242 min read
Global Wheat Market Sees Growth in Supply and Trade Despite Production Declines in Key Regions
The latest USDA WASDE report highlights a stable outlook for the U.S. wheat market while signaling notable global shifts in supply,...
Sep 13, 20242 min read
Is the Oil Market Glut Overestimated? With Oil under 70$/Barrel, Doubts and Divergence Start to Rise
Ahead of tonight’s much-anticipated debate between Donald Trump and Kamala Harris, oil prices dropped over 3% to hit their lowest level...
Sep 10, 20242 min read
Goldman Sachs Pulls Back on Copper Amid Market Uncertainty and Rising Inventories
Goldman Sachs has adjusted its outlook for copper markets, citing weaker-than-expected economic data from China and an increase in global...
Sep 3, 20242 min read
Aluminum Prices Surge to 2 Months High and Then Plummet on Chinese Inventory Build-Up
The aluminum market has been highly dynamic recently, with significant price fluctuations, changing supply chains, and evolving trade...
Sep 2, 20242 min read
Our Insights
bottom of page