Geopolitical events could cause a shake-up in wheat. This week, President Trump said he has begun talks to help end the war in Ukraine.
Brian Hoops with Midwest Market Solutions says that news caught the market’s attention.
“Trump is trying to end the war between Russia and Ukraine, and if that happens, does that mean that Russia stops dumping cheap wheat onto the world market to fund their war? No war, no cheap wheat hitting the markets, we may see a little bit more competitive balance for world wheat trade if that does in fact happen.”
Another area traders are watching is South America. Conab recently put out numbers for Brazil’s soybean crop, leaving it largely unchanged from last season, but weather has not been very cooperative.
“It looks like the early yields were a little bit poor but are starting to pick up, improving now. It looks like we’re going to get some drier forecasts going forward and maybe some rain in southern Brazil and Northern Argentina. So, I would say the harvest weather is improving,” said Don Roose.
We should have a better idea where global crops stand next month when the WASDE report comes out March 11th.
China’s crusher losses and Brazil tensions, Gale warns, could reopen critical soybean trade channels for U.S. producers.
November 03, 2025 11:13 AM
·
China’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
November 02, 2025 05:06 AM
·
RealAg Radio host Shaun Haney joined us on Friday’s Market Day Report to discuss what the Carney-Xi meeting could mean for Canadian producers.
October 31, 2025 01:29 PM
·
Texas A&M livestock economist Dr. David Anderson joins Tony St. James to discuss the geopolitical tensions and U.S.-Mexico border closure that are leading to sharp swings in the cattle market.
October 31, 2025 12:50 PM
·
Farm Bureau Economist Faith Parum discusses key outcomes from the U.S.-China trade agreement and the benefits of expanding trade across Southeast Asia.
October 30, 2025 03:25 PM
·
“It does not extinguish right away here — in any sort of sense — the real profitability concerns and people’s ability to pay bills and get to the other side of this in the very short term. This is where the skepticism builds.”
October 30, 2025 02:20 PM
·
