📉 Hedge funds cut their net short position in #Euronext #wheat to 163,258 contracts (from 171,943). Less bearish sentiment emerging — traders seem to expect more stable or slightly firmer wheat prices ahead.#Corn #soybeans #oatt

The EU #Feed industry warns of major risks to #soybean supply as FEFAC denounces the Commission’s proposed changes to the EUDR. Suppliers are pulling 2026 offers, prices are surging, and legal uncertainty threatens EU livestock competitiveness. #wheat #corn #Agriculture

🌾 RECORD HARVEST IN #SPAIN 2025 📊 26.64 Mt of cereals (+21% vs 2024, +156% vs 2023) ✅ Historic recovery after drought: • Soft #wheat: +23% • #Barley: +22% • #Oats: +50% • #Corn: +20% ⚠️ But... deficit of -10.1 Mt. Spain will still need imports

🌾 RECORD HARVEST IN #SPAIN 2025 📊 26.64 Mt of cereals (+21% vs 2024, +156% vs 2023) ✅ Historic recovery after drought: • Soft #wheat: +23% • #Barley: +22% • #Oats: +50% • #Corn: +20% ⚠️ But... deficit of -10.1 Mt. Spain will still need imports

#WASDE Nov ‘25 🌾📊 Strong #wheat & #corn supplies keep markets cushioned, while #soybeans & #meal tighten on lower output and firmer demand. 🌍 Big picture: #grains steady-to-bearish, oilseeds leaning bullish. 📈 Watch exports, weather & global trade flows

#Euronext wheat 📉 Funds increase short positions in Euronext #wheat: 187,262 contracts (65.8%) 📈 Commercials raise long positions: 194,835 contracts (65.4%) ⚖️ Split outlook: price drop vs hedge 🌾 Global supply weighs on market sentiment #corn #soybeans #AgriMarkets

🚜🌍 Global #grain outlook boosted for 2025/26 📈 The International Grains Council raises its forecasts: • 🌾 #Wheat: global output up +3 Mt  🇦🇷 Argentina up to 23.5Mt • 🌽 #Maize: global production 1,298 Mt (+1 Mt) 📦 For the first time in 4 years, global grain stocks are set to rise🙌

🇺🇦🌽 #Ukraine may export less than 5M tons of #corn by year-end — far below last season’s 7.6M. #Europe leads demand, with #Italy 🇮🇹 stepping up buys for Jan–Mar 🚆📦 Prices stay firm at $210 as spot #markets remain tight. 🌾📈 #wheat #soybean #Italia #agri 🚜💹

#WHEAT (#Euronext) 📉 #Speculators are heavily #short. Non-commercial #traders have significantly increased short positions, adding downward pressure. High short interest often signals price drops ahead. Short-term bearish momentum building. #Commodities #Trading #corn

🚨🌽 US #corn prices didn’t follow the “bearish” November #WASDE - and there’s a clear reason why. ➡️When export pace is strong, the market doesn’t pay much attention to WASDE stocks. ➡️Strong demand absorbs any “extra” supply. ➡️Price moves from fundamentals → to real flows.

🇧🇷🌱 #Brazil’s 2025/26 #soybean outlook gets a slight boost: Pátria AgroNegócios now #forecasts 171.9M tons (+0.2%) and 48.58M ha planted (+0.9%). Still the slowest area growth in decades amid ongoing climate challenges. 🌧️🌡️ Brazil remains the world’s top #soy producer 🌎🌾

#Argentine #wheat is gaining ground in the Maghreb: Competitive prices, consistent quality, and flexible logistics are positioning it as a key supplier against Europe and the #BlackSea. 🌾🇦🇷🌍 #Agribusiness #Maghreb #Maroc

The #EU has reached a provisional agreement to revise the #EUDR The rule ensuring that products like #soy, #soymeal and #palmOil enter the EU market #deforestation-free. The deal delays application for all operataors to 30Dec2026 and simplifies. Formal adoption still pending.

🌾 From Dan Basse’s talk (via Miller Magazine): record #wheat yields, rising exporter stocks, and slowing demand as cheaper #corn displaces #feedwheat. Expect lower prices, with competition shifting to protein quality, logistics, and origin flexibility. Key risks:#Ukraine again.

🌾🔥 #WASDE DEC25 #Corn 🚜: US exports 🚀 +125M bu → ending stocks down 📉. #Wheat 🌍: global production +7.5Mt 💪, big crops in 🇨🇦🇦🇷🇪🇺 → stocks up 📈. #Soymeal 🟫: steady worldwide, slight stock build 🔄. Markets watching demand + weather risk 👀 #AgTwitter #Grains 🌽🌾

🌾🔥 #WASDE DEC25 #Corn 🚜: US exports 🚀 +125M bu → ending stocks down 📉. #Wheat 🌍: global production +7.5Mt 💪, big crops in 🇨🇦🇦🇷🇪🇺 → stocks up 📈. #Soymeal 🟫: steady worldwide, slight stock build 🔄. Markets watching demand + weather risk 👀 #AgTwitter #Grains 🌽🌾

European Reaction to the December WASDE 🇪🇺📊 #wheat struggled with record global output 😅🌾 but bounced back late 💪 #CORN stayed mostly flat, reflecting market caution 🌽🤝 A stronger euro and a dovish Fed added extra volatility 💶✨ #WASDE #Grains #EUmarkets 🌾🌽📈

European Reaction to the December WASDE 🇪🇺📊 #wheat struggled with record global output 😅🌾 but bounced back late 💪 #CORN stayed mostly flat, reflecting market caution 🌽🤝 A stronger euro and a dovish Fed added extra volatility 💶✨ #WASDE #Grains #EUmarkets 🌾🌽📈

🌍📉 Global #grain markets closed sharply lower yesterday. 🇪🇺🇺🇸 A strong #euro, falling #oil prices 🛢️⬇️ and rising planted areas pressured prices. #Wheat, #corn & #soy all hit new lows 📉🌾🌽🫘 while funds added selling pressure 💸❄️ Bearish mood dominates markets.

🌾 AG #COMMODITIES - Holiday Wrap 📊 🌽#CORN: Record crop📉BUT exports +68% 📈 🌱#SOYBEANS: New lows, Brazil pressure 📉📉 🌾 #WHEAT $5.15: Global surplus weighing 📉 ⚠️ Jan 12: #USDA #WASDE Report 🎯 Watch: 🇧🇷 weather & 🇨🇳 demand Bears in control