Momentum

On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23 harvests, the latest WASDE report, funds bouncing back, and overarching demand-side concerns. From a supply standpoint, heavy heat across the US and Europe poses a significant risk to feed grain and oilseed production. For wheat, recent production improvements among exporters are slightly bearish ; the USDA 's estimate of an 88m mt Russia n crop (+6.5m mt MOM) in particular implies a low-cost producer can deliver near-term relief to the market, though questions remain about the longevity of this surplus. Please read our disclaimer here:

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Momentum is an episode from RaboResearch Agri Commodities by RaboResearch Agri Commodities.

This episode is 14:51 long.

This episode was published on Aug 16, 2022.

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