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Agri Commodity Insights
Get daily insights into grain markets including key price movements, export sales, and market trends. Our in-depth analysis and exclusive interviews empower traders, analysts, and agriculture commodity professionals to navigate market volatility and policy shifts with confidence.
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Episodes
CMN Daily: French Wheat Sales Lift Matiff Sentiment as Dollar Strength Pressures Global Currencies 08.10.2025 3:16
Support for European wheat from French export demand, the delayed US crop report due to the government shutdown, and the continued pressure on global currencies as the dollar strengthens.
CMN Daily: U.S. Shutdown Deepens as Grain Markets Await Policy Clarity 07.10.2025 3:15
The ongoing U.S. government shutdown, its impact on crop data and exports, and the latest developments in wheat and soybean trade.
CMN Daily: Grains Ease as Gold Breaks Records Amid Global Uncertainty 06.10.2025 3:02
The continued slowdown in grain markets, the impact of the U.S. government shutdown on trading activity, and gold’s surge past three thousand nine hundred dollars per ounce on safe-haven demand.
CMN Daily: the strengthening Russian ruble impacting wheat export taxes 03.10.2025 2:52
Higher commodity prices across the board, the continued U.S. government shutdown delaying key data releases, updated crop yield estimates from S-and-P Global, Saudi Arabia’s wheat tender, the strengthening Russian ruble impacting wheat export taxes, and oil markets reacting to a U.S. refinery fire.
CMN Daily: Trump’s Signal on China Trade Talks Lifts Soybeans, Wheat Finds Support at Key Levels 02.10.2025 3:01
U.S. soybeans rebounding on renewed trade talk signals, the latest crop estimates, and shifting positions in European wheat and rapeseed futures.
CMN Daily: US Government Shutdown and Grain Market Pressures 01.10.2025 3:15
U.S. grain stocks, production outlooks in key exporters, and the U.S. government shutdown that could delay major crop reports.
CMN Daily: Wheat Declines, US Soy Exports Under Pressure, and Government Shutdown Risks 30.09.2025 3:28
Ongoing pressure in the wheat market, U.S. export inspections and planting progress, and political risks in the United States as a government shutdown looms.
CMN Daily: Positioning Ahead of USDA Reports and U.S. Budget Standoff 29.09.2025 3:28
Positioning ahead of tomorrow’s USDA reports, developments in Argentina and France, fund activity on the C-B-O-T, and U.S. budget negotiations under President Donald Trump.
CMN Daily: Markets Stabilize as Argentina’s Tax Holiday Ends; Trump Pledges Tariff Relief for Farmers 26.09.2025 3:04
Stabilization in grains and oilseeds as Argentina’s export tax holiday ends, U.S. export sales, shifting wheat forecasts, and President Donald Trump’s announcement that tariff revenues will be directed toward relief for American farmers.
CMN Daily: Argentine Export Taxes, Russian Crop Boost, and U.S.–EU Auto Tariff Deal 25.09.2025 3:16
Argentina’s decision to reinstate export taxes, the latest upgrade to Russian production forecasts, shifts in speculative positions on European wheat and rapeseed, and finally a U.S.–EU trade development on auto tariffs reported by Bloomberg.
CMN Daily: Wheat Bounce, China’s Soybean Buys, and Trump’s NATO Remarks 24.09.2025 3:26
Wheat’s rebound from oversold levels, China’s large soybean purchases from Argentina, a flurry of tender activity, and President Donald Trump’s renewed calls for NATO to act firmly against Russian incursions.
CMN Daily: Argentina’s Tax Pause Rattles Markets, China Floods World with Exports 23.09.2025 4:01
Argentina’s suspension of export taxes, U.S. crop and export updates, and how China’s export surge is reshaping global trade flows.
CMN Daily: Soybeans under pressure, Algeria tender, and China holds rates steady 22.09.2025 3:45
Renewed weakness in soybean prices, Algeria’s tender for wheat, and China’s decision to keep benchmark lending rates unchanged despite the U.S. Federal Reserve’s rate cut.
CMN Daily: Crop Forecast Adjustments and Trump’s Pressure on Russian Oil 19.09.2025 3:40
Fresh global crop forecasts, U.S. export trends, and President Donald Trump’s latest remarks pressing allies to halt purchases of Russian oil.
CMN Daily: French Wheat Outlook, Canada Crop Gains, and Argentina Peso Strain 18.09.2025 3:38
Stronger outlook for French wheat exports, revised crop estimates in North America, shifts in speculative positions on MATIF, and Argentina’s central bank stepping in to defend the peso amid mounting political and economic pressures.
CMN Daily: Wheat Rallies on Weaker Dollar, Trump–Modi Call Eases Tensions 17.09.2025 2:51
Stronger CBOT wheat futures, revised French crop forecasts, EU export figures, and U.S. monetary policy alongside news of President Donald Trump’s call with Indian Prime Minister Narendra Modi on tariffs and Russian oil.
CMN Daily: Tyson Foods’ decision to phase out corn syrup from its U.S. products 16.09.2025 3:28
The sharp plunge in corn prices, strong U.S. export inspections across grains, private corn sales for the new marketing year, soybean crush data from NOPA, crop condition updates, and progress in the U.S. wheat harvest. I will also touch on Tyson Foods’ decision to phase out corn syrup from its U.S. products by the end of twenty twenty-five.
CMN Daily: U.S. and Chinese representatives continued high-level talks 15.09.2025 3:46
The strong rally in corn, the latest USDA WASDE developments, Russia’s sharp increase in wheat export duties, Fitch’s downgrade of France’s credit rating, and how global trade tensions are unfolding as the U.S. and China continue high-level talks.
CMN Daily: Mexico to place 50% tariff on Chinese cars after US lobbying 12.09.2025 3:07
Brazil’s updated corn and soybean production forecast, U.S. weekly export sales, central bank actions in Europe, the U.S., and Russia, as well as new tariff measures announced by Mexico.
CMN Daily: Poland Seeks More Allied Air Defense After Russian Drone Strike 11.09.2025 3:25
Falling U.S. wheat prices amid strong Russian harvest forecasts, shifting positions in matiff wheat, Jordan’s feed barley purchase, Argentina’s higher corn outlook, and the latest geopolitical developments following Poland’s downing of Russian drones.
CMN Daily: Poland Shoots Down Russian Drones After Airspace Violation 10.09.2025 3:03
The turnaround in grain markets, tender activity in the Middle East, new customs and stock data from Europe and Canada, the latest US labor market revision, and developments from Poland regarding Russian drone incursions.
CMN Daily: Wheat Rebound, Russian Forecasts, and French Political Turmoil 09.09.2025 3:43
A rebound in wheat markets, new Russian wheat productionforecasts, U.S. crop progress and exports, China’s soybean imports, and the political crisis in France after Prime Minister François Bayrou lost a confidence vote.
CMN Daily: Canola Dispute Extension and Grain Market Pressure 08.09.2025 3:21
China’s extended anti-dumping probe into Canadian canola, the shifting trade outlook with Australia, and continued weakness in grain markets following disappointing U.S. export sales.
CMN Daily: Wheat Weakness Deepens as Trump Seals Japan Trade Deal with Tariffs 05.09.2025 4:02
Choppy trading in corn and soybeans, the continued slide inwheat markets, updated U.S. yield estimates, and President Donald Trump’s finalized trade deal with Japan.
CMN Daily: Trump has asked the U.S. Supreme Court to uphold his global tariffs. 04.09.2025 3:03
Decline in corn and soybean prices, the pressure on C-B-O-T wheat, key international purchases, shifting oil prices ahead of the OPEC-plus meeting, and the evolving positions of non-commercial participants in matiff wheat and rapeseed. I will also touch on a key development from Washington, where President Donald Trump has asked the U.S. Supreme Court to uphold his global tariffs.
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