PiQ - Grain Market Blast
Live grain market roundup covering recent Black Sea tanker attacks (including a sunflower oil cargo), escalations in the Russia–Ukraine conflict, and the growing war-risk premium affecting physical grain flows. Discussion of abundant but cheap Russian wheat hitting offers amid delivery and logistical risk, record crops in Argentina and Australia with potential quality questions, and tight U.S. cash/basis and freight issues as harvest finishes. Update on China’s soybean buying and export controls, improving Brazilian weather with safrinha concerns, and the market outlook: range-bound but supported, reliant on Russia–Ukraine developments, China purchases, and December weather and logistics.
57 episoder
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