PiQ - Grain Market Blast

Grain Blast 11th December : Corn Coils, China Shocks: Grain Markets at a Crossroads

14 min · 11. dec. 2025
episode Grain Blast 11th December : Corn Coils, China Shocks: Grain Markets at a Crossroads cover

Beskrivelse

Angie Setzer and the host run through a rapid roundup of grain markets, focusing on corn's volatile price action, tightening global supplies, and rising biofuel demand. They discuss export dynamics, Brazil's planting challenges, and China's restrictions on soybean imports that are tightening domestic markets. The episode also covers seasonal liquidity slowdowns around the holidays and how traders and farmers are adjusting positions before year-end.

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episode Grain Blast - 2nd December: Black Sea Shock - Tanker Attacks, Sunflower Oil & Grain Market Risk cover

Grain Blast - 2nd December: Black Sea Shock - Tanker Attacks, Sunflower Oil & Grain Market Risk

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.

2. dec. 202514 min