Market analysts are closely watching the wheat markets as they have seen a rally in recent days. Some think weather is the main driver, but traders have other ideas.
Brian Hoops with Midwest Market Solutions tells us it all comes down to geopolitical pressure. He believes U.S. wheat could get more competitive globally if the war in Ukraine comes to a close.
“Because Russia has been taking wheat out of the Ukraine And other places and selling it on the world market at a very cheap rate. They’re just undercutting everyone in an effort to finance their war. In theory, if the war ends, there’s no reason to finance that war and no reason to take that wheat and dump it on the world market at cheap prices. Maybe this wheat market can recover off of that news.”
China is another area that traders are closely watching. This month’s WASDE report showed changes on balance sheets that could indicate trouble within the Chinese economy.
Pressure on grain storage capacity and stronger export positioning are pushing more grain onto railroads, highways, and river systems as logistics become a key bottleneck this fall.
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Dalton Henry, with U.S. Wheat Associates, joined RFD-TV to provide insight on what the pending trade frameworks may mean for American wheat growers.
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Lower turkey and wheat prices helped ease Thanksgiving costs, but underlying farm-sector pressures remain significant.
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Lewis Williamson with HTS Commodities shares an update on post-WASDE grain movement, with corn leading export momentum, soybeans steady, and wheat and sorghum continuing to move selectively.
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Strong U.S. yields and steady demand leave most major crops well supplied, keeping price pressure in place unless usage strengthens or weather shifts outlooks.
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