1D3X Context

🔎 Main signals

Grain market review: Oilseeds | World Grain: “Meanwhile, international sunflower and rapeseed oil prices dropped slightly, reflecting subdued import demand and expectations of ample supplies of both oils in the 2026-27 season,” the FAO added. In its Oil Crops Outlook of Sept. 15, the Economic Research Service (ERS) of the USDA noted that global rapeseed production in 2026-27 is forecast at nearly 100 m (world-grain.com)

Canola Oil Suppliers, Export Data & Price Trends | Global Market Overview 2026 | Tridge: Supplying Products: Canola Oil, Canola Meal, Soybean Oil +5 ... Value Chain Roles: Distribution / WholesaleFarming / Production / Processing / PackingFood Manufacturing · Exporting Countries: Japan, Indonesia, Sri Lanka, Colombia, Bangladesh, Ecuador, Pakistan, Mexico, South Korea, United States · Supplying Products: Canola Oil, Rapeseed, Wheat Grain +5 (tridge.com)

Україна з початку сезону експортувала 4,66 млн тонн зернових і зернобобових: Поставки пшениці з початку сезону становили 2,337 млн тонн проти 4,168 млн тонн на відповідну дату минулого року . Provider: brave_search (ukragroconsult.com)

Атаки РФ збільшили строки експорту агропродукції з України на 40–50% – Мінагрополітики — Forbes.ua: Український експорт зернових через морські порти суттєво скоротився після посилення російських атак на портову інфраструктуру та цивільні судна у другій половині липня 2026 року ... Provider: brave_search (forbes.ua)

Dollar and Agriculture: Can Latin America Reshape U.S. Farm Competitiveness? The competitive effect can vary considerably by commodity because soybeans, corn, meat, fruits and other products have different competitors and destination markets. Brazil represents one of the clearest competitive cases.: Dollar and Agriculture: Can Latin America Reshape U.S. Farm Competitiveness? The competitive effect can vary considerably by commodity because soybeans, corn, meat, fruits and other products have different competitors and destination markets. Brazil represents one of the clearest competitive cases. (agrolatam.com)

The Other Hormuz: Black Sea Blockade Threatens a Food Supply Shock: Arguably, Ukraine has even a bigger problem. The ports around Odesa, which is under a regular barrage of Russian missiles and drones, usually handled about 90% of its grain exports . Provider: brave_search (gcaptain.com)

Russia adapts fertilizer, coal terminals in Baltic, Arctic ports ... Find latest business news from every corner of the globe at Reuters.com, your online source for breaking international news coverage. Provider: brave_search: Russia adapts fertilizer, coal terminals in Baltic, Arctic ports ... Find latest business news from every corner of the globe at Reuters.com, your online source for breaking international news coverage. Provider: brave_search (reuters.com)

TFM Daily Market Summary 09-25-2026 - Total Farm Marketing by Stewart-Peterson: Wheat futures recovered substantially from overnight lows during the day session Friday but still ended lower on the day and the week. December CBOT wheat futures closed 3-3/4 cents lower to close at 703-1/4 . December Kansas City wheat ended 5 lower on the day to close at 762, while December ... Provider: brave_search (totalfarmmarketing.com)

Chicago SRW Wheat Futures Quotes - CME Group: Find information for Chicago SRW Wheat Futures Quotes provided by CME Group. View Quotes (cmegroup.com)

Top Tips: Are grain prices at a new crossroads? Early harvest pace is likely falling back to average with the wetter weather especially in the western belt, and specifically for soybeans, we see impressive processor basis action as the ready beans have been delayed. Energy prices have dominated conversations as well, with ethanol production sliding a bit as we see fall maintenance cycles underway, and speculation about diesel export bans fueling significant swings in the market. Early fall export shipping is off to a great start for corn and is slowly improving for beans, but more supply will be needed, while wheat continues to lag with reduced production this year.: Top Tips: Are grain prices at a new crossroads? Early harvest pace is likely falling back to average with the wetter weather especially in the western belt, and specifically for soybeans, we see impressive processor basis action as the ready beans have been delayed. Energy prices have dominated conversations as well, with ethanol production sliding a bit as (farmprogress.com)

🌾 Grain logistics

🌽 Grains

🌱 Oilseeds and vegetable oils

Soybeans, corn end session mixed, both up on the week - Brownfield Ag News: The Buenos Aires Grain Exchange says 17.1% of Argentina’s corn crop is planted, ahead of average. The USDA’s next round of supply, demand, and production numbers is out October 9th and CONAB’s updated look at Brazil is set for October 15th. The wheat complex was lower on fund and technical selling, but well above the session lows while still seeing an overal (brownfieldagnews.com)

USDA - National Agricultural Statistics Service Homepage: 08/12/26 Producers Are Being Called to Help Build Their County Crop Estimates · 07/24/26 United States Cattle Inventory Up Slightly · 06/30/26 Corn planted acreage down 3% from 2025, soybean acreage up 5% from last year (nass.usda.gov)

Commodity Prices: Commodity futures prices and option prices for agricultural commodities at key exchanges. Find corn, soybean, wheat, cotton, oats, cattle, pork, and dairy prices. Provider: brave_search (agriculture.com)

Brazil grain harvest expected at 361.7 million tons, Conab, led by soybeans, corn and cotton — MercoPress: Soybean exports are also expected to reach a record, with shipments projected at 116.2 million metric tons . Regarding the corn crop it has been estimate at 144 million metric tons, up 2% from the previous season. Provider: brave_search (en.mercopress.com)