The GrainCast

Nov. 27, 2025 - Supply high, euro strong, China buying slow

A concise, data-driven breakdown of global grain markets from Vesper’s Gehrman Kosenkov. This episode covers easing wheat and corn prices, record production forecasts, disruptions in Ukrainian logistics, strong barley demand, and the ongoing uncertainty surrounding China’s soybean purchases. Clear, conversational, and focused on what procurement teams, traders, and sellers need to know heading into December. For the full market analysis and real-time grains prices and forecasts, go to vespertool.com. See you in two weeks!

Oct. 29, 2025 - US prices sharply up, filtered into Euronext

U-S grains rallied into the October 30 Trump–Xi meeting, with C-B-O-T strength lifting Euronext. Behind the pop, the I-G-C projects record grain output and higher stocks, keeping the longer-term tone bearish-to-sideways for wheat and corn. Barley stays subdued amid strong global supply, while soybeans lead the risk-on move—up about 7%—as markets weigh potential Chinese purchases and E-U-D-R timelines. Machine learning points to sideways Euronext wheat and corn into early 2026, a modest firming in Canada E-X-W barley still below last year, and a soybean uptrend into May before easing. Short-term technicals skew bullish, but heavy supply and policy outcomes will shape spreads and price levels into winter. For the full market analysis and real-time grains prices and forecasts, go to vespertool.com. See you in two weeks!

Oct. 16, 2025 - Global surplus fuels fierce competition among sellers

In this episode of Vesper’s bi-weekly Global Grains Market Update, Data and Market Analyst Gehrman Kosenkov breaks down how abundant global supply is reshaping the grains landscape. From wheat and corn to barley and soybeans, large harvests across key regions are keeping prices under pressure and giving buyers the upper hand. The discussion covers multi-year lows in European wheat, record corn production weighing on markets, steady barley supplies, and soybean weakness driven by U.S.–China trade uncertainty and record Brazilian output. Tune in for a concise, data-driven overview of current price movements, technical signals, and AI-powered outlooks to guide smarter procurement decisions. For the full market analysis and real-time grains prices and forecasts, go to vespertool.com. See you in two weeks!

Oct. 1, 2025 - Massive production pressures prices

Massive harvests are capping prices across wheat, corn, barley, and soybeans. Join us as Vesper’s Gehrman Kosenkov breaks down key supply trends, market movements, and pricing forecasts. From record wheat production to Argentina’s soy export tax shake-up—buyers are gaining the upper hand. For full insights and live prices, visit vespertool.com [https://vespertool.com].

Sept. 17, 2025 - Prices climbed but oversupply looms large

In this episode of GrainCast we unpack the latest insights from Gehrman Kosenkov, Market Analyst at Vesper. From wheat and corn to barley and soybeans, we explore key price movements, shifting supply dynamics, and what these trends mean for global grain buyers and sellers. For the full market analysis and real-time grains prices and forecasts, visit app.vespertool.com.