1D3X Weekly Commodity & Logistics Market Report: 2026-08-30 to 2026-09-05
3224 items18 topics128 sources🔎 Main signals
Corn / Mais | | Euronext exchange Live quotes: Euronext Logo Euronext Profile Athens Stock Exchange Together for a unified, stronger European capital market. Euronext - ESG Trends Report 2025 A data-driven snapshot of how Euronext-listed companies are advancing their Environmental, Social and Governance (ESG) practices. Euronext Indices - publication white paper strategic autonomy The first edition of th (live.euronext.com)
Euronext Wheat Price EBM: quote history by expiry: Build your 2026-27 marketing plan. Tranche by tranche, based on real Euronext expiry dates. Simulate my plan Your 2026-27 marketing plan · Simulate → EBMEuronext · daily # Euronext Wheat Price Soft wheat (EBM) price on Euronext, updated daily. Active contract, expiry table and historical chart. (graindecision.com)
Corn - Price - Chart - Historical Data - News - Trading Economics: | | Actual | Chg | %Chg | --- --- | | Crude Oil | 90.705 | 0.48 | 0.54% | | Brent | 95.533 | 0.88 | 0.93% | | Natural gas | 2.9493 | 0.05 | 1.56% | | Gasoline | 3.1412 | 0.01 | 0.19% | | Heating Oil | 4.7041 | 0.03 | 0.57% | | Gold | 4328.39 | 0.33 | -0.01% | | Silver | 63.992 | 0.07 | -0.12% | | Copper | 6.4587 | 0.05 | -0.73% | | Soybeans | 1292.28 | 14.47 (tradingeconomics.com)
Corn Market Update June 2026: Stable Futures, Weather Support, EU Supply Risks — CMB News: Editorial Desk Concise June 2026 corn market analysis: Euronext and CBOT futures, EU supply risks, Midwest weather, Black Sea competition, and short-term trading outlook. [...] ### 3‑Day Directional View (in EUR terms) Euronext corn (Jun & Aug 2026): Range‑bound around EUR 212–222/t; bias slightly lower if U.S. crop ratings are good and wheat remains weak. E (commodity-board.com)
MATIF Corn (Paris, FR) spot market prices | Agriculture: EN DE ZMP Live Cereals + News + Wheat (FR)") + Wheat (US)") + Corn (FR)") + Corn (US)") Oilseeds + News + Rapeseed (FR)") + Rapeseed Meal (FR)") + Rapeseed Oil (FR)") + Soybeans (US)") + CBOT Soy Flour (US)") + Soy Oil (US)") Pigs + News Milk + News + Butter (DE)") + Milk Powder (DE)") + Whey Powder (DE)") + Liquid Milk (DE)") Potatoes + News + Processing Po (zmp.de)
RFD-TV - Weather continues to be the biggest driver of the... All reactions: 159 22 comments 8 shares Like Comment Most relevant Author RFD-TV Get the full story on how crop conditions and geopolitical risks are influencing market sentiment: Corn Markets Balance Weather and Global Uncertainty RFDTV.COM Corn Markets Balance Weather and Global Uncertainty ### Corn Markets Balance Weather and Global Uncertainty 5w 1 [...] ## RFD-TV's post ### RFD-TV 24 July · Weather continues to be the biggest driver of the grain markets as traders reassess the outlook for this year's U.S. corn crop. 🌽 [...] What once appeared to be a near-ideal growing season has become more uncertain, with heat and developing crop stress affecting parts of the northern and western Corn Belt during a critical stage of crop development.: RFD-TV - Weather continues to be the biggest driver of the... All reactions: 159 22 comments 8 shares Like Comment Most relevant Author RFD-TV Get the full story on how crop conditions and geopolitical risks are influencing market sentiment: Corn Markets Balance Weather and Global Uncertainty RFDTV.COM Corn Markets Balance Weather and Global Uncertainty ### (facebook.com)
🌾 Grain logistics
Will tomorrow’s USDA reports shock grain markets? 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 grain markets? 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)
Weather in USDA reported regions for wheat corn soybean: Weather in USDA reported regions for wheat corn soybean (weatherapi.com)
September WASDE Puts Corn Yields and Grain Markets Under the Microscope: September WASDE Puts Corn Yields and Grain Markets Under the Microscope (agrolatam.com)
🌽 Grains
🌱 Oilseeds and vegetable oils
Wheat, corn and soybeans rise in Chicago on Tuesday: Futures for major grains and oilseeds ... on Tuesday, September 1. December wheat futures gained 1.1% to $287.51/t, corn rose 1.54% to $214.96/t, while November soybean futures increased 1.24% to $484.18/t . Wheat continued to strengthen ... (ukragroconsult.com)
🌍 1D3X | Weekly Commodity & Logistics Market
Global market highlights:
1. Global grains and oilseeds markets showed mixed price trends influenced by weather variability, geopolitical tensions, and shifting export dynamics.
2. Dry bulk freight rates remained stable with minor fluctuations, supported by steady demand in key maritime corridors.
3. Ukrainian 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 exhibited volatility driven by weather conditions in major producing regions and export demand uncertainties, while wheat markets remained comparatively stable.
5. Regional logistics bottlenecks, especially in Europe and the Black Sea, increased shipping costs and delayed agricultural commodity deliveries.
Part I. Logistics & Freight:
1. The Baltic Dry Index (BDI) averaged near 1,200 points, reflecting steady demand for dry bulk carriers transporting grains and other commodities.
2. Major 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. Moldovan railway authorities blocked Ukraine’s only remaining large-scale grain rail export corridor at Kuchurgan-Novosavitska, further constraining Ukraine's export options.
5. Damage to Russia’s EFKO sunflower oil export facility further limited 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. Brazil’s corn output forecast for marketing year 2026-27 was revised slightly downward due to higher fertilizer costs and potential El Niño impacts delaying soybean harvest and subsequent corn planting.
4. Brazil’s July corn exports declined 21.2% year-over-year, reflecting logistical challenges and delayed planting.
5. Wheat futures remained relatively stable with limited price movement, supported by balanced supply-demand fundamentals and record yields in Russia offsetting reductions in spring crop area.
6. Russian wheat production for MY 2026/27 is estimated at 88.5 million metric tons, slightly up from last month but down 2% from last year, with record winter wheat yields balancing spring crop area reductions.
7. European soft wheat exports as of August 30th were down 3.7% year-over-year, indicating some export pressure in the region.
Part III. Oilseeds & Vegetable Oils:
1. Soybean futures declined modestly amid profit-taking and technical selling despite firm underlying demand signals.
2. U.S. soybean futures reached near three-year highs early in the week but retreated slightly by week’s end.
3. Sunflower seed bids ranged between $3,000 and $6,000 CIF Marmara for September shipments, reflecting steady demand amid constrained Black Sea logistics.
4. Damage to Russian sunflower oil export facilities has tightened supply, impacting global sunflower oil availability.
5. Palm oil prices remained stable, supported by steady demand and supply-side considerations in Southeast Asia.
6. Rapeseed futures on Euronext showed moderate price stability, with market participants monitoring weather and planting conditions.
Part IV. Regional Focus:
1. Ukraine’s grain export capacity remains severely impacted by Russian military actions in the Black Sea, with port operations at Odesa and Chornomorsk significantly disrupted.
2. Moldova’s railway blockade at Kuchurgan-Novosavitska has cut off Ukraine’s only remaining large-scale grain rail export corridor, compounding export challenges.
3. The European Union is actively exploring alternative export routes and financial support mechanisms to mitigate the impact of extreme weather and geopolitical risks on farmers and grain exports.
4. Brazil’s agricultural sector faces delayed corn planting due to weather variability and elevated fertilizer costs, influencing global feed grain competition.
5. Russia has expanded alternative grain export routes via the Rostov and Krasnodar regions to bypass Black Sea disruptions, including increased use of rail and river transport corridors.
6. European inland logistics face challenges from rail and road disruptions, affecting timely movement of grains and oilseeds to export terminals.
7. Panama Canal container traffic growth reflects broader global trade resilience despite regional agricultural logistics bottlenecks.
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