#Wheat surges on weather & geopolitical risks! 🌾 Chicago SRW +2.71%, KC HRW +3.51%, Mpls Spring Wheat +2.24%. New 3.5-month highs amid drought & war concerns. Corn hit a 3-month peak, but harvest pressure looms. #Barley exports remain strong with Ukraine leading. #GrainMarkets

#Soybeans slip as rain hits Brazil's forecast 🌧️ Soybeans down 0.12%, soymeal -2.04%, while soyoil rebounds +1.7%. European demand shifts on delayed anti-deforestation rules, but US yield outlook narrows amid weather worries. #Agriculture #Commodities

Ocean freight markets soften The Baltic Exchange’s dry bulk sea freight index fell for the 3rd straight session, dipping 2.56% to its lowest since Sept 20. Capesize -3.55%, Panamax -1.59%, Supramax -0.86%. Rates down across all vessel classes. #Freight #Shipping #BalticIndex

#Feedbarley price FOB ( in USD per MT) spot: France: 223 (+3 v lw) Germany: 215 (unch v lw) Black Sea: 199 (unch v lw) Australia: 238 (unch v lw) Argentina: 210 (unch v lw) Feed barley market remains very slow

Interesting findings on per capita beverage consumption for #Germany were recently published. In total, almost 700 liters of drinks were consumed per capita in 2023. #Coffee is by far the most consumed, with 164 liters per person per year. Followed by soft drinks 125 L, water

Danish and German feed wheat supply remains tight with logistics fully booked before the holiday season. Buyers and sellers are still negotiating prices, with minor gaps between them. #GrainMarket #WheatTrade #LogisticsChallenges

Baltic milling wheat premiums hold steady with strong demand for high-protein grades. Market watching Euronext support levels closely as fundamentals could drive shifts soon. #WheatMarket #MillingWheat #Trading

The past three weeks have seen minimal change in non-commercial #hedgefund positioning, reflecting traders' caution about adding significant new #agriculture exposures ahead of U.S. election outcomes. 📊

Ukraine’s grain exports soar, driven by strong corn shipments. Turkish markets seeing active trade discussions, but sellers are holding firm on price expectations. #GrainExports #UkraineAgriculture #CornTrade

Corn holds strong for the 4th day with U.S. export sales surging. Meanwhile, soybeans dip as rains in South America add supply pressure . Wheat edges up amid ongoing Russian export regulation talks. #GrainMarket #Corn #Soybeans #Wheat

The statistics from September 2024 show an decrease of 2.2% in beer output compared to September 2023 for the German #brewing industry. January-September 2024 period remains almost neutral at -0,4 % year-on-year. The environment for #beer consumption therefore appears to remain

#Wheat climbs for a second day, up 2.1% in Chicago amid disappointing U.S. crop conditions. Corn rebounds slightly, gaining 0.73%, while #soybeans ease off on abundant South American supply. Global markets remain volatile with focus on weather and yield reports

USDA reports only 38% of U.S. winter wheat rated good-excellent, the second-lowest on record for this time of year. Poor crop conditions and delayed planting are sparking price climbs, while EU wheat gains on the back of supply concerns. #WheatPrices #AgNews #Farmers

French wheat premiums are firming as exports to Morocco rise, and China commits to Australian wheat. Meanwhile, EU barley exports hold steady, with winter barley plantings at 62%, up from last week but still behind last year. #EUGrain #AgriTrade

US corn steady; soybeans dip $2/mt on Brazil's record crop pressure. Wheat shows slight gains with favorable rain for winter crops. #GrainMarkets #Agriculture

Algerian tender leads to Ukrainian & CVB wins as Russian offers fall short due to price controls. French and Baltic players look to catch up in upcoming bids! Mixed signals from Morocco & Tunisia in the market 🌍. #WheatMarket #AgriTrade

Freight Updates: Bulk grain freight rates see slight drops across key routes: US Gulf to Europe down to $21/mt, while rates for Asia routes remain steady. Global demand pressures continue impacting market dynamics. #Freight #Commodities

Big cut to US #wheat ending stocks coming? SovEcon predicts Russian #wheat exports will slow sharply in the coming months, with 2024/25 exports forecast at 44.1 MMT (-15.8% YoY). USDA's optimistic 48.0 MMT projection likely to be lowered. But with tight global stocks (outside

This week we successfully participated the annual BrauBeviale. A great word of thanks to our business partners for numerous insightful meetings, conversations and feedback which allows us to go back home with new ideas, leads and insights. #barley; #malt; #beer