May 31, 2019

Join Stefan Vogel, head of ACMR and global G&O strategist, as he comments on the excessive rainfall across the US, which caused an impressive price rally of over 20% in CBOT Corn and Wheat. While rains delays US corn plantings and will likely result in an unprecedented record number of unplanted acres, US wheat quality...

May 17, 2019

On 1 January 2020, the International Maritime Organisation (IMO) will implement a 0.5% global sulphur cap for marine fuels. With less than a year to go, there are still uncertainties about the global availability of low sulphur marine fuels needed to fulfil this regulation. This regulation is implemented for the...

May 9, 2019

Brazil has rapidly risen to become one of the world’s largest cotton production and export regions. Victor Ikeda joins Charlie Clack from São Paulo to chat about the rise of the cotton industry there... and what this could mean for Australia going forward.

This episode appeared earlier on our Australia/New Zealand...

May 7, 2019

From early November until last week, CBOT markets enjoyed a US-China trade war hiatus as China initiated goodwill purchases of US agricultural goods, the US withheld tariff hikes, and both sides sought a negotiated settlement. ACMR analyst Michael Magdovitz and G&O analyst Lief Chiang discuss how that calm was shattered...