Karen Braun
Global Agriculture Markets Columnist at Thomson Reuters
Global Agriculture Columnist at Thomson Reuters. Meteorologist by training, gymnast for life. Views expressed are my own.
Articles
-
1 day ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, Illinois - The global wheat market narrative has recently shifted, though it's easy to have missed it. Exportable world wheat supplies in 2024-25 are no longer expected to fall to multiyear lows, a perhaps predictable outcome based on recent patterns. But the relief could be temporary.
-
1 week ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, Illinois - U.S. corn farmers this year are set to plant one of their biggest areas in history as the crop’s profitability potential is unusually strong versus alternative crops. Both high-yielding and low-yielding states are set to boost corn acres this year, leading some market participants to wonder if the lower-yielding states could weigh down national yield.
-
1 week ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, Illinois - After building immensely bullish bets, speculators in late February rode out Chicago corn’s worst downturn in over a year as the United States prepared to upend global trade. Most of those long positions were dumped during March as economic uncertainties intensified, and corn futures sank to three-month lows by the end of March. But those who stayed the course were rewarded last week.
-
2 weeks ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, Illinois - U.S.-China Trade War 2.0 is heating up and soybeans, China’s top U.S. import, are in the crosshairs once again. But the soybean battle may be lackluster right now because of how little trade is done at this time of year and how few U.S. cargoes are left to ship to China this season.
-
2 weeks ago |
zawya.com | Karen Braun
(The opinions expressed here are those of the author, a market analyst for Reuters.) NAPERVILLE, Illinois - Speculators held on to their bullish Chicago corn bets in the days leading up to last Wednesday's U.S. tariff reveal. However, they still notched their sixth consecutive week as net sellers of the yellow grain as geopolitical uncertainties outweigh friendly fundamentals.
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →Coverage map
X (formerly Twitter)
- Followers
- 81K
- Tweets
- 19K
- DMs Open
- No
🇺🇸🌽Small nugget of interest: U.S. #corn ending stocks for 2024/25 are now pegged at 1.465 billion bushels, down from 2.1 billion forecast last May. The 2024/25 corn crop, however, is identical to last May's projection: 14.867 billion bushels vs 14.860 billion predicted in May.
🇨🇳China's combined imports of #corn & #wheat in 2024/25 are seen plunging nearly 70% on the year, hitting six-year lows. Very sharp pullback from the previous four years, when China accounted for as much as 11% of global corn+wheat imports. Closer to its previous normal, though. https://t.co/ImRKMZcC2t
Immediate report reaction: Not much to see here, no significant movements. US corn exports up 100 mln bu is surely fair, that's prob more than the trade expected. No change on SAM crops in 2 months now, pretty quiet there. USDA confirming China's retreat as a grain importer.