Cereals and oilseeds market analysis

Keeping up to date with all of the latest market information is crucial to developing a marketing strategy for grains and oilseeds. Here we have all of our latest analysis and insight to help guide you through market movements and provide a clear, impartial view on what it all means.

Grain Market Daily

26 February 2020

European wheat markets took a hit on Monday which sustained into yesterday, amidst global market concern of the scale of the coronavirus. News of large production estimates for the Russian and Ukrainian wheat crop, further added to market pressure in a bleak week so far for wheat markets.

25 February 2020

Recently released Early Bird Survey (EBS) figures do not look promising for oilseed rape in the UK. At the end of last week Alex analysed a scenario outlook from the EBS data.

21 February 2020

This year is already one of the most challenging for growers in recent times and will be a memorable season for many number of years in the future.

20 February 2020

The latest Defra basics payments data was released this morning showing the total area of land eligible for direct payments in the 2019/20 cropping year for England. The data highlights some important and significant changes in crop areas relative to the Defra June Survey. Both surveys have their own statistical challenges, some of which were highlighted in David’s Grain Market Daily on Tuesday.

Weekly Market Report

24 February 2020

Global wheat prices ended the week slightly up, with news of lower-than-anticipated Australian production figures. However, news of large wheat production figures across Black Sea regions look set to weigh on domestic markets in the longer term.

17 February 2020

In the short term the market is falling on stronger export competition, the longer term picture is still uncertain and dependent on weather in the Black Sea, US and EU.

10 February 2020

Weakness of both sterling and the euro against the dollar has provided recent support to UK and European wheat futures.

3 February 2020

Amid a global downturn in commodities, a surge in US export sales potentially offers longer term price support.

Analyst Insight

20 February 2020

The latest Defra basics payments data was released this morning showing the total area of land eligible for direct payments in the 2019/20 cropping year for England. The data highlights some important and significant changes in crop areas relative to the Defra June Survey. Both surveys have their own statistical challenges, some of which were highlighted in David’s Grain Market Daily on Tuesday.

13 February 2020

Now that we have passed the halfway point for this current marketing year, it is worth taking a look at how exports have fared this season so far, and theoretically examining what the degree of carryover could be.

6 February 2020

A lot of attention has been placed on the impact of coronavirus on markets in the past fortnight, and while this is very relevant at the moment, the impact can belie the long-term direction of markets

3 February 2020

In the midst of a global commodity downturn, US managed money speculative funds have increased the number of long contracts.