Nov 29, 2023
Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers.
North American 2023 grain harvests are set to outpace...
Oct 16, 2023
The October WASDE was viewed as a bullish report by the market, with corn, soy, and wheat futures all rising following its release. For corn in particular, it was higher old crop feed demand that caught the market by surprise. Meanwhile, for wheat markets, we saw 2023/24 estimations for both global production and...
Jun 30, 2023
Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common...
Apr 13, 2023
With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WASDE, which will provide...