Contents tagged with Analyst Insight

Analyst insight: Opportunity to market 2023 wheat?

3 February 2022

Analyst insight: Opportunity to market 2023 wheat?

So far this marketing year (2021-22) nearby UK wheat futures values peaked at £235.10/t on 24 November 2021.

Analyst Insight: Limited scope to export wheat as UK S&D remains tight

31 January 2022

Analyst Insight: Limited scope to export wheat as UK S&D remains tight

AHDB released its latest 2021/22 UK cereal supply and demand estimates this morning.

Why Black Sea tensions matter for wheat: Analyst’s Insight

1 March 2022

Why Black Sea tensions matter for wheat: Analyst’s Insight

Political tensions in the Black Sea are a big part of why wheat prices have bounced in the past few days. The tensions matter as both Russia and Ukraine are major exporters of wheat.

Dairy profitability: input costs still rising

30 January 2024

Dairy profitability: input costs still rising

The theme of 2021 has been rising farm input costs and it is looking unlikely to change in the new year.
Analyst Insight: WASDE washup

13 January 2022

Analyst Insight: WASDE washup

Yesterday, the USDA released (among other reports) their January update to their World Supply and Demand Estimates (WASDE). Markets reacted in various ways, with maize and soy numbers most anticipated.

Analyst Insight: South American weather supporting markets

6 January 2022

Analyst Insight: South American weather supporting markets

In December we mentioned that dry weather in parts of Brazil and Argentina, caused by the La Niña event, was having an impact on soil moisture. These concerns are growing due to recent weather in Brazil and Argentina, which has in turn been supporting markets.
UK/Australia Free Trade Agreement is signed

29 April 2024

UK/Australia Free Trade Agreement is signed

What you need to know right now about the UK-Australia FTA
Defra funding for improving farm productivity

17 December 2021

Defra funding for improving farm productivity

Defra have announced that farmers in England will be able to access new funding in January. As part of the Farming Investment Fund they will be awarding grants to pay for capital investments to improve farm productivity.
Analyst Insight: when will soyabeans drive rapeseed prices again?

16 December 2021

Analyst Insight: when will soyabeans drive rapeseed prices again?

Current rapeseed (OSR) prices are well supported and their pricing relationship to soyabeans has increased quite significantly.

Low yields push down milk production forecast

30 January 2024

Low yields push down milk production forecast

GB milk production is now predicted to total 12.4bn litres for the 2021/22 season, down 1.2% on 2020/21
Analyst Insight: Are bread prices set to rise?

9 December 2021

Analyst Insight: Are bread prices set to rise?

Bread wheat prices have reach unprecedented levels. But what does this mean for the humble loaf of bread?
Horizon blog: Shedding new light on grain assurance

7 December 2021

Horizon blog: Shedding new light on grain assurance

David Eudall discusses new research demystifying how trade assurance schemes operate and the costs involved

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