Fastmarkets Agriculture’s Post

We are excited to share that Vincent Lemaître, DPhil and Serena Piazzo, representing IFCHOR GALBRAITHS's Research and Advisory team, participated in GrainCom Events 2024, held on 14th – 16th May in Geneva. Following on IG’s particular expertise in Soft Commodities, they shared on 15th May a presentation titled "𝗗𝗿𝘆 𝗙𝗿𝗲𝗶𝗴𝗵𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸" which some audience members commented as very insightful. Vincent and Serena highlighted key trends and forecasts in the dry bulk market, discussing the significant impact of agricultural exports and other commodities on global shipping dynamics: • The projected growth in agricultural exports for 2024, driven by strong output recovery from Argentina. • The influence of strategic Iron ore restocking by China and the steady demand for coal from Asian markets. • The trade disruptions and how China’s economic shift towards a more export-driven economy is influencing global shipping trends. We would like to thank GrainCom Events organizers for inviting IG to contribute to such an insightful event for the grains industry. #IfchorGalbraiths #AgriBusiness #CommodityMarkets #Freight #Grains #ShippingIndustry #SteelIndustry 

Viterra was pleased to attend Global Grain Geneva 2024, an #event that gathered over 800 industry peers from more than 55 countries. This year's edition included sessions on pulses, offering valuable insights into market trends, trade opportunities, and emerging challenges in the pulses industry. As part of these sessions, Viterra Global Head of Pulses Will Watchorn participated in a panel discussion covering global demand, particularly within Asian, Middle Eastern and African markets, and the role that key export regions such as Canada, Asia Pacific and the Black Sea play in meeting supply needs. The discussion also included global supply chain dynamics and trade flows for 2024/2025, the increasing use of #pulses around the world and their role in helping to combat climate change. #theagriculturenetwork

The Grain Importers’ Market Prospects session is underway at Global Grain Geneva, with top industry experts discussing strategies and projections for dealing with the dynamic global grain market. Moderated by Svitlana Synkovska of Fastmarkets, the panel features Nouran Ezzeldin, Founder and CEO of Granos Oros; Mehdi Zerzeri, Board Member of Les Grands Moulins de Tunis; Pelin Ozer Yagar, Managing Partner of MPM GIDA; and Mohammed Bayejid of MV Tayyabia Trading BD. The discussion covers how importers are managing price volatility, whether grain prices are likely to fall further, and key challenges facing millers, as well as private and government buyers. Panelists are also sharing their outlook on anticipated shifts and trends for 2025. Stay tuned for Miller Magazine's in-depth coverage! #GlobalGrainGeneva #GrainExports #AgriTrade #GrainMarket

Black Seed Oil Market Size Anticipated to Reach at a USD 36.11 Billion by 2032 with CAGR of 7.80% by 2024 2032, Due to Growing awareness about personal healthcare

❇ Global pulses consumption is increasing over time and is quite inelastic (growing consumer demand for meat-alternatives, pulses benefits for soil health, increasing population…). ❇However, supply is not keeping pace with consumption growth. In the last 10 years the market faced several shortages. Global stocks are contracting and prices are increasing with huge volatility. Consumption growth is therefore slowing down. In the last 5 years the average growth rate has even been negative (-0.1%). ❇The imbalance between supply and demand has been exacerbated in recent years due to several endogenous and exogenous factors like extreme weather events, supply chain disruptions, trade policies, currency markets dynamics, energy crisis and spillover effects. ❇These complexities are becoming more frequent and could continue to negatively impact the growth in global demand for pulses. ❇Actions are therefore needed to reduce the impact of increasingly probable shocks on pulses supply. Thanks International Grains Council and Diana Sarungbam for the invitation and for giving Areté - The Agri-Food Intelligence Company the opportunity to share the stage with outstanding agro-food market players. I extend a thank you to the other rice panellists Romain Joly, Chandra Shekhar and Janelle Carlin for their great presentations.

Watch this week's Grain markets Update with Mark Meierotto.

May arabica coffee (KCK24) on Friday closed up +5.75 (+2.78%), and May ICE robusta coffee (RMK24) closed down -22 (-0.58%). Coffee prices on Friday settled mixed, with arabica posting a new 5-3/4 month high. Arabica coffee prices are rallying due to the concern that recent heavy rain in Brazil's coffee-growing regions may have damaged coffee crops. Somar Meteorologia reported Monday that Brazil's Minas Gerais region received 75.4 mm of rainfall in the past week, or 335% of the historical average. Minas Gerais accounts for about 30% of Brazil's arabica crop. #grow🌱 #agribusiness #supplychain #trade #usa🇺🇸 #commodities #markets #coffee☕️ #climatechange #arabica #demand #brazil🇧🇷 #futures #stagflation

📈 𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗲𝗻𝗱𝗲𝗿: 𝗬𝗼𝘂𝗿 𝗪𝗲𝗲𝗸𝗹𝘆 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲! 📉 In the latest edition of The Weekender, 𝗦𝘂𝘀𝗮𝗻 𝗦𝘁𝗿𝗼𝘂𝗱 𝗼𝗳 𝗡𝗼 𝗕𝘂𝗹𝗹 dives into the 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗺𝗼𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝗮𝗴 𝗰𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀. 🌽 Soybean oil is on the rise, even as soybean meal faces a continued downturn. 𝗖𝗼𝗿𝗻 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 𝗮𝗿𝗲 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝗿𝗲𝗰𝗼𝗿𝗱 𝗵𝗶𝗴𝗵𝘀—why does this matter for the global market? And funds trading is heating up, promising a volatile week ahead for commodities. Whether you’re a trader, investor, or simply fascinated by the shifting landscape of agriculture markets, 𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗲𝗻𝗱𝗲𝗿 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘀 𝘁𝗵𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗮𝗵𝗲𝗮𝗱. 🔗 Read the full report to understand the forces driving the week’s top commodities stories: https://lnkd.in/dAjm9bti by Susan Stroud #CommodityMarkets #Agriculture #SoybeanOil #CornExports #FundsTrading #NoBullResearch #TheWeekender #MarketUpdate

𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝗣𝗮𝗽𝗲𝗿 | 𝗦𝗽𝗮𝗶𝗻 𝗽𝗼𝗶𝘀𝗲𝗱 𝗳𝗼𝗿 𝗳𝗶𝗿𝗺𝗲𝗿 𝗰𝗿𝗼𝘀𝘀-𝗔𝘁𝗹𝗮𝗻𝘁𝗶𝗰 𝗰𝗼𝗿𝗻 𝗶𝗺𝗽𝗼𝗿𝘁𝘀 Exporters in North and South America could take the opportunity to grow their share in Spain’s feed grain market in 2024-25, capitalising on lower exportable supply from the EU and the Black Sea region. This paper covers: • Cuts to production outlooks in Spain's typical EU/Black Sea feed grain origins (Ukraine, Romania, France) have caused buyers to turn to unusual purchasing of US corn, which has gained competitiveness on the delivered market • Brazil's export pace to Spain has lagged on more competitive domestic crush bids, but above-average supply and less Ukrainian new-crop could support exports later in the season • Higher protein contents in Romanian and Ukrainian wheat could make Black Sea feed wheat less likely to compete as a feed alternative; same case with French barley Read it now: https://okt.to/YJeF5N The content of this paper is drawn from our Argus AgriMarkets service, for which you can request a free trial and access daily price assessments, news and analysis for the grains, oilseeds and vegoils markets: https://okt.to/8MOtw0 #ArgusAgriculture #Agriculture #FeedMarket #FeedCorn #FeedWheat #Spanmed

We examine the current state of European corn futures on the Euronext exchange, focusing on the four stages of the market structure: accumulation, markup, distribution, and decline. Using a weekly line chart for clarity, we explore whether we’re still in a stage 4 decline or possibly transitioning into a new accumulation phase. The chart highlights critical levels, such as the $200 resistance and the significant $170 support, raising the question of what lies ahead for this market. Could these trends be signaling a shift in European corn prices? Learn more at https://www.klarenbach.ca/ #EuropeanCornFutures #MarketAnalysis #CommodityTrading #AgricultureMarkets #EuronextExchange #CornPriceTrends