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.
With the latest detection just across the border, animal health officials on both sides are intensifying efforts to contain the outbreak before it spreads further north.
September 22, 2025 09:51 AM
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While symbolic, the WTO’s youth hackathon reflects growing calls for creative approaches to food trade and security, with potential implications for reducing losses, expanding biofuel markets, and stabilizing grain flows.
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All eyes will be on today’s Cattle on Feed Report, which analysts say could give a clearer picture of where the market goes next.
September 19, 2025 01:01 PM
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September 18, 2025 01:10 PM
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U.S. aquaculture may gain competitive ground as harmful subsidies are phased out abroad, but producers should monitor shifts in import supply chains and trade enforcement closely.
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Farmers await concrete trade commitments from China. Until then, export prospects for soybeans, corn, and sorghum remain uncertain against strong South American competition.
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