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.
Waiting could risk leaving next year’s crop unprotected.
September 25, 2025 01:55 PM
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China is making strategic moves by purchasing more soybeans from Argentina and may soon follow the EU and reopen its market to Brazilian chicken exports.
September 23, 2025 01:21 PM
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Farmers should watch for soybean export rebounds with harvest, while corn and wheat shipments remain strong and sorghum demand struggles.
September 23, 2025 11:54 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.
September 19, 2025 03:08 PM
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Corn and beef exports showed strong momentum, cotton sales surged, and soybean sales held steady, though China remains absent from the U.S. market.
September 18, 2025 04:43 PM
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Harvested acres are estimated at 90.0 million, making this year’s corn crop one of the largest since the 1930s.
September 12, 2025 12:38 PM
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