ODA Connect - Weekly Editorials

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All editorials (51)

HAVE PRICES PEAKED?

DON’T HESITATE TO FIX PRICES IN A RISING MARKET!

FUNDAMENTALS REMAIN SUPPORTIVE FOR OLD CROP GRAIN PRICES, BUT WHAT ARE THE DOWNSIDE RISKS FOR NEW CROP?

WILL INPUT COST INFLATION IMPACT UK & WORLD CROP PRODUCTION?

DESPITE HIGHER US PRODUCTION FORECAST, PRICES REBOUND AMID TIGHT FUNDAMENTALS, STRONG INTERNATIONAL DEMAND AND ONGOING DRY CONDITIONS IN BRAZIL & ARGENTINA.

MARKETS CONSOLIDATE AS US HARVEST AND SOUTH AMERICAN DRILLINGS ARE LOOMING.

LA NINA: ANOTHER THREAT FOR 2021/22 SUPPLIES?

WHEAT MARKETS: A SUDDEN CHANGE OF FORTUNE.

IT WILL TAKE AT LEAST ONE MORE CROP CYCLE TO CURTAIL PRICE INFLATION.

A VERY BULLISH AND GEOPOLITICAL USDA REPORT.

A (BULLISH) WHEAT STORY IS DEVELOPING…!

WEATHER RISKS ARE STILL “ON”. STAND BY OR STARTING BLOCK?

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