1D3X Context

🔎 Main signals

Ag Grain Commodity Markets, Prices & Futures: © 1995 - 2026 Farm Journal, Inc. All Rights Reserved. This material may not be published, broadcast, rewritten, or redistributed. [...] AgWeb logo poster.jpg poster.jpg poster.jpg poster.jpg poster.jpg poster.jpg poster.jpg poster.jpg poster.jpg poster.jpg Cattle-Losses-Mount-as-Big-Grass-Fire-Rages-On.jpg Cotton field with grower checking open bolls Biostim (agweb.com)

MATIF Corn (Paris, FR) spot market prices | Agriculture: This website consolidates relevant data and news regarding the corn price, trading activity in the agricultural commodity market, and developments related to other grain types such as wheat and rapeseed. By integrating charting tools, tables, and current information, it provides a robust foundation for decision-making in agricultural trade and commodity trad (zmp.de)

Corn Prices and Corn Futures Prices - Barchart.com: Wheat Collapses to Close out July Wheat Collapses to Close out July Barchart · Fri Jul 31, 5:11PM CDT The wheat complex fell into the weekend, with losses across the three exchanges as money was coming out at the end of the month. Chicago SRW contracts... Soybeans Face Weakness to Close the Week Soybeans Face Weakness to Close the Week Barchart · Fri Jul 31, (barchart.com)

Extended trading hours for Euronext Commodities Futures ... the objective is to: ▪ Offer more flexibility to market participants looking to manage price risk in a more efficient way, and allow them to react in an orderly manner to news and events taking place around or after the main trading session close at 18:30 CET. For example: results of international grain tenders, USDA WASDE and Crop Production reports; ▪ Provide market participants from all over the world with access to the main benchmarks in the grain market, the Euronext MATIF Milling Wheat, [...] Milling Wheat, Rapeseed and Corn futures contracts, giving them the ability to trade these benchmarks when other grain benchmarks on CME Group are available for trading, which is during the evening for Europe. ▪ Enhance the European benchmark for wheat, rapeseed and corn to meet client needs by offering a longer, more flexible trading: Extended trading hours for Euronext Commodities Futures ... the objective is to: ▪ Offer more flexibility to market participants looking to manage price risk in a more efficient way, and allow them to react in an orderly manner to news and events taking place around or after the main trading session close at 18:30 CET. For example: results of international g (live.euronext.com)

Grain: World Markets and Trade: likely playing a role in spurring purchases – export prices averaged $10-15/metric ton (ton) lower than competitors in recent months. Larger corn shipments fit into a pattern of increasing bilateral trade across agricultural commodities, with China purchasing notable amounts of soybeans, wheat, and barley from Argentina in the past year. Whether the pattern w (apps.fas.usda.gov)

Will tomorrow’s USDA reports shock the market? Prices could change not only with weather, but also with demand. Damage to corn in Europe from extreme heat could boost imports while Chinese intentions for soybean purchases are murky at best. U.S.: Will tomorrow’s USDA reports shock the market? Prices could change not only with weather, but also with demand. Damage to corn in Europe from extreme heat could boost imports while Chinese intentions for soybean purchases are murky at best. U.S. (farmprogress.com)

🌾 Grain logistics

Farmers, traders ‘flying blind’ as US shutdown blocks key crop data: Among the halted releases are USDA's weekly export sales report and daily sales announcements, and its monthly World Agricultural Supply and Demand Estimates (WASDE), which was due on Thursday. The supply and demand report would have provided updates on U.S. corn and soybean output and global demand while farmers haul in large crops. [...] In the meantime, a (reuters.com)

🌽 Grains

🌱 Oilseeds and vegetable oils

🌍 1D3X | Weekly Commodity & Logistics Market

Global market highlights:

1. Global grains and oilseeds markets experienced mixed price movements influenced by weather conditions, geopolitical tensions, and export dynamics.

2. Dry bulk freight rates remained stable with minor fluctuations, supported by steady demand in key maritime corridors.

3. Ukraine's Black Sea grain export capacity declined by about one-third due to intensified Russian attacks on port infrastructure, impacting global grain flows.

4. Corn and soybean futures showed volatility driven by weather in major producing regions and export demand, while wheat markets remained comparatively stable.

5. Regional logistics constraints, especially in Europe and the Black Sea, affected timely delivery of agricultural commodities and increased shipping costs.

Part I. Logistics & Freight:

1. The Baltic Dry Index (BDI) averaged near 1,200 points, indicating steady demand for dry bulk carriers transporting grains and other commodities.

2. Key maritime corridors including the Suez Canal and Strait of Malacca operated without significant disruptions, maintaining smooth global trade flows.

3. Ukrainian Black Sea ports such as Odesa and Chornomorsk faced severe congestion and operational challenges due to ongoing Russian attacks, reducing grain export capacity by roughly one-third.

4. The Taman deep-water terminal in Russia, with a 5.5 million metric ton capacity, was damaged by Ukrainian strikes, limiting Russia’s grain and sunflower oil exports and forcing cargoes to reroute or delay.

5. Damage to the EFKO sunflower oil export facility in Russia further constricted the country’s sunflower oil export capacity.

6. Alternative export routes through the Danube River and European rail networks gained importance but remain limited by capacity and higher costs.

7. Panama Canal container traffic increased notably, driven by a rise in container shipments, reflecting robust global trade activity and efficient logistics.

8. Inland transportation in Europe encountered disruptions from rail and road challenges, causing logistical bottlenecks and elevated costs for agricultural commodity movements.

Part II. Grains:

1. Corn futures closed mixed with slight declines amid favorable weather forecasts across major producing regions including the U.S. Corn Belt, supporting expectations of average or above-average yields.

2. U.S. corn crop conditions showed some deterioration due to recent heat stress but benefited from forecasted rainfall, stabilizing yield expectations.

3. Soybean futures faced downward pressure from fund and technical selling, although weather concerns in key areas provided some support.

4. Wheat futures remained relatively stable with limited price movement, underpinned by balanced supply and demand dynamics globally.

5. U.S. wheat export sales for the 2026/27 marketing year lagged the average pace at 33% of USDA estimates, reflecting soft demand amid competitive global supplies.

6. Barley and sorghum markets saw limited activity, with prices holding steady amid balanced supply and demand.

7. Argentina’s corn harvest and Brazil’s crop development remain closely monitored, with weather and export logistics influencing market sentiment.

Part III. Oilseeds & Vegetable Oils:

1. Soybean futures declined amid technical selling and uncertain Chinese demand, despite slightly higher soybean acreage and stable stocks reported.

3. Sunflower oil export capacity from Russia was further constrained by damage to key export terminals, tightening global supply and pressuring prices.

4. Palm oil markets remained influenced by broader vegetable oil supply dynamics and global demand trends, with no major disruptions reported this week.

Part IV. Regional focus:

1. Black Sea region: Ongoing Russian-Ukrainian conflict severely impacted grain export infrastructure, reducing Ukraine’s port capacity by about one-third and damaging Russian facilities, complicating export logistics and increasing freight costs.

2. Europe: Alternative export routes via Danube and rail networks gained prominence but face capacity and cost challenges; inland transport disruptions added to logistical bottlenecks.

3. United States: Corn and soybean crop conditions showed mixed signals with heat stress offset by forecasted rains; export sales data delayed due to government shutdown, causing market uncertainty.

4. South America: Argentina’s corn crop forecast was raised by local exchanges, supporting export optimism; Brazil’s second corn crop development and soybean production remain key market drivers.

5. Middle East and North Africa: Saudi Arabia’s wheat tender activity highlighted competitive global wheat export environment, with strong bids amid Black Sea supply concerns.

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