Arlan Suderman: Commodity Outlook

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

China Holds the Key to Soybean Prices | Will 25 Million Tons Materialize?

Arlan Suderman, Chief Commodities Economist at StoneX, takes a deep dive into the U.S. soybean balance sheet and explains why China's purchasing decisions may have a bigger impact on soybean prices than weather this summer. In this June 3 update, Arlan covers: * Why soybean futures have come under pressure despite strong crush demand * What current crop ratings are signaling about the 2026 soybean crop * How additional soybean acreage could impact production estimates * Why soybean crush remains a major source of demand growth * The role of soybean oil and biofuel demand in supporting the market * Whether USDA's export projections are realistic * Why U.S. soybeans remain significantly more expensive than Brazilian supplies * What China's commitment to purchase 25 million metric tons could mean for the balance sheet * How Chinese soybean buying would reshape global trade flows * The potential impact on U.S. ending stocks and soybean prices Stay ahead of the markets with Arlan’s Market Intelligence Plan: 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 [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 #Soybeans #ChinaTrade #CommodityMarkets #AgMarkets #GrainMarkets #SoybeanPrices #Biofuels #Exports #MarketUpdate #Agriculture

Trump Lays Out Iran Peace Terms. Commodity Markets Brace for Impact

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest developments in the Middle East after President Trump released what appears to be a final set of demands for Iran — and explains why commodity markets reacted immediately. In this May 29 update, Arlan covers: * Whether Trump's latest statement represents a peace agreement or an ultimatum * Why crude oil, grain, and oilseed markets moved sharply on the headlines * The key risks that remain even if a deal is reached * Why reopening the Strait of Hormuz may not immediately restore global commodity flows * How oil and LNG supply disruptions could continue for months * The ongoing implications for global fertilizer production and availability * What strong U.S. corn export sales are signaling to the market * Why China remains a key wildcard for corn and soybean demand * How biofuel demand continues to support soybean oil prices * What traders should watch heading into the weekend Stay ahead of the markets with Arlan’s Market Intelligence Plan: 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 [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 #Iran #OilMarkets #GrainMarkets #Soybeans #CornMarkets #CommodityMarkets #Biofuels #EnergyMarkets #StraitOfHormuz #MarketUpdate

Iran Negotiations Pressure Oil, Grain & Soybean Markets

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down why commodity markets sold off sharply on optimism surrounding Iran negotiations, and why significant risks may still remain ahead. In this May 26 update, Arlan covers: * Why markets reacted to reports that the U.S. and Iran are “95%” toward a deal * The critical final issues still preventing a true agreement * Why the Strait of Hormuz remains a major global risk factor * How crude oil weakness is pressuring grain and oilseed markets * Why fertilizer and fuel supplies could still tighten in the months ahead * How algorithmic trading continues driving market volatility * Weather concerns impacting China’s wheat crop * What China’s grain needs could mean for U.S. corn and wheat demand * Why soybean purchases from China remain a key focus heading into summer * What to watch in upcoming U.S. crop condition reports and weather patterns Stay ahead of the markets with Arlan’s Market Intelligence Plan: 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 [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 #Iran #OilMarkets #GrainMarkets #Soybeans #CornMarkets #CommodityMarkets #Fertilizer #ChinaMarkets #WheatMarkets #EnergyMarkets