After a Tough June, Grain Markets Face Three Big Tests

After a Tough June, Grain Markets Face Three Big Tests

Arlan Suderman, Chief Commodities Economist at StoneX, looks back on a difficult month for commodity markets and explains the three key factors that will determine where grain and oilseed prices go next. In this June 26 update, Arlan covers: * Why 23 of 27 major commodities declined during June * How changing market sentiment has shifted money out of commodities * Why the Strait of Hormuz remains a wildcard despite ceasefire headlines * What to expect from USDA's upcoming Quarterly Stocks and Acreage reports * How July weather and corn pollination could shape the market * Why China’s soybean purchases remain one of the biggest unknowns * What additional demand from China or Iran could mean for U.S. balance sheets * Why strong biofuel demand continues supporting soybean crush * The long-term outlook for corn, soybeans, and global agricultural demand Stay ahead of the markets with Arlan’s Market Intelligence Plan: US Ag Analyst Insights - Market Reports Subscription [https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821] Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #USDA #ChinaTrade #Agriculture #MarketOutlook #RiskManagement #Weather

China Soybean Rumors Return as Markets Rebound | Is Demand Finally Showing Up?

Arlan Suderman, Chief Commodities Economist at StoneX, explains why grain and oilseed markets found support this week and what recent soybean sales may reveal about global demand. In this June 17 update, Arlan covers: Why grain and oilseed markets rebounded after heavy selling pressure The latest rumors surrounding potential Chinese soybean purchases What USDA's flash soybean sale announcement could mean Why StoneX believes recent soybean purchases may be heading elsewhere How lower prices are attracting end-user demand The growing weather concerns impacting wheat production in Europe Why traders are becoming more reluctant to sell market breaks What is really happening with the Strait of Hormuz reopening Why energy, LNG, and fertilizer supply risks remain elevated What to watch from today's Federal Reserve meeting and policy statement Stay ahead of the markets with Arlan’s Market Intelligence Plan: US Ag Analyst Insights - Market Reports Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Soybeans #ChinaTrade #GrainMarkets #CommodityMarkets #Agriculture #WheatMarkets #EnergyMarkets #FederalReserve #MarketUpdate #RiskManagement

Iran Peace Deal Sends Commodities Lower. Is the Market Missing the Real Risk?

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the newly announced Iran agreement and explains why commodity markets may be underestimating the long-term risks facing energy, fertilizer, and agricultural markets. In this June 15 update, Arlan covers: What the Iran agreement actually does — and does not — accomplish Why equity markets are rallying while commodities sell off The challenges of reopening the Strait of Hormuz Why energy and fertilizer flows won't return to normal overnight How damage to oil, natural gas, and fertilizer infrastructure could impact markets for years The implications for global fertilizer availability and production Why end users should be evaluating coverage opportunities What the breakdown below key support levels means for corn prices How favorable Midwest weather is influencing grain market sentiment Why China's soybean purchasing commitments remain a key wildcard for markets Stay ahead of the markets with Arlan’s Market Intelligence Plan: US Ag Analyst Insights - Market Reports Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #Iran #CommodityMarkets #GrainMarkets #CornMarkets #Soybeans #EnergyMarkets #Fertilizer #RiskManagement #StraitOfHormuz #Agriculture

WASDE Aftermath & Iran Talks: What Markets Are Watching

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the key takeaways from USDA's June WASDE report and explains why a potential Iran ceasefire may not eliminate commodity market risk anytime soon. In this June 12 update, Arlan covers: What mattered most in USDA's June WASDE report Why soybean crush demand continues to exceed expectations The outlook for corn exports and ethanol demand How rising corn production in India is changing the global balance sheet Why fertilizer availability could become a major concern heading into 2027 The significance of December corn holding support near $4.40 What a potential Iran memorandum of understanding could mean for markets Why Arlan remains skeptical of a lasting Middle East peace agreement The critical role of the Strait of Hormuz in global energy and fertilizer supplies Why commodity risk may remain elevated even if a ceasefire is announced Stay ahead of the markets with Arlan’s Market Intelligence Plan: US Ag Analyst Insights - Market Reports Subscription Subscribe for more market insight from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #WASDE #Iran #CommodityMarkets #CornMarkets #Soybeans #Fertilizer #EnergyMarkets #StraitOfHormuz #RiskManagement #Agriculture

Ideal Weather, Weak Prices, and a Key WASDE Report Ahead

Arlan Suderman, Chief Commodities Economist at StoneX, previews the June WASDE report and explains why grain and oilseed markets may be at a critical turning point after weeks of heavy fund liquidation. In this June 10 update, Arlan covers: What to expect from USDA's June WASDE report Why significant changes to corn and soybean yields are unlikely The surprising deterioration in winter wheat crop ratings How South American corn and soybean production estimates could be adjusted Why speculative funds paused their selling ahead of the report Evidence that end users are stepping in to buy the recent market break What stronger soybean and corn basis levels in Brazil are signaling China's continued demand for Brazilian soybeans How ethanol demand is supporting Brazil's corn market Why weather remains the biggest variable for U.S. crop prospects Join Arlan live for our upcoming WASDE Webinar: Summary - Arlan Suderman's Market Outlook Subscribe for more market insights from Arlan Suderman and StoneX. #ArlanSuderman #StoneX #WASDE #CornMarkets #Soybeans #WheatMarkets #CommodityMarkets #GrainMarkets #USDA #Agriculture #MarketUpdate #CropConditions