grain marketing

  1. Bartholomews

    Monday Market Briefing - 30th May 2022

    Markets found support after trying to continue the push lower early in the week – we ended Friday at about the same level we were at three weeks ago. After months of upward trend there is a sense we may have found a level of equilibrium for the time being. Deteriorating crop reports...
  2. Bartholomews

    Monday Market Briefing - 9th May 2022

    With the events in Ukraine curbing grain availability, more than ever the spring planting window in the US continues to be a vital area for cereal production for the coming season. Economics favour corn planting over soybeans, but heavy rainfall across the Midwest (including snow) coupled with...
  3. Bartholomews

    Tuesday Market Briefing - 3rd May 2022

    Markets remain well supported and reached new highs again last week. The war in Ukraine has entered its third month and Russia now appears determined to take control of the country’s entire Black Sea coastline – from west to east. If achieved, this would have severe implications for Ukraine’s...
  4. Bartholomews

    Monday Market Briefing - 25th April 2022

    A quieter tone last week with less tender activity to drive buying, but markets generally held onto the gains of the previous week on old and new crops. We start the new week with sharply lower Currency which will help maintain support for UK prices. Anecdotally we hear that some French and...
  5. Bartholomews

    Tuesday Market Briefing - 19th April 2022

    Old crop markets found their way to new highs last week as tender activity ran into a general lack of fresh selling to meet the demand. The absence of Ukraine from the market was keenly felt. Egypt, requiring multiple cargoes for May arrival, bought the single Russian shipment on offer before...
  6. Bartholomews

    Monday Market Briefing - 11th April 2022

    Old crop was busily traded last week and has now spent six weeks trading more or less sideways at the highs set in early March. The only danger now is in getting stuck at the end with a round peg when only square holes are available. Judging the gap between different markets has become quite...
  7. Bartholomews

    Monday Market Briefing - 14th March 2022

    Old and New crop markets posted £12 gains last week, not as spectacular as the previous week, but still one way traffic. The situation on the ground in Ukraine continues to worsen, but occasional hints at the possibility of a negotiated settlement showed themselves capable of knocking the market...
  8. Bartholomews

    Monday Market Briefing - 7th March 2022

    We learn more each week about Russian Military tactics. Veteran correspondents describe the encircling and subsequent prolonged artillery bombardment of key cities as consistent with other actions most recently in Chechnya and Syria. With western Governments scrambling to re-arm Ukrainian...
  9. Bartholomews

    Monday Market Briefing - 28th February 2022

    Grain markets reacted wildly to the emerging crisis in Ukraine and will continue to do so. Futures price swings are being driven by stop-losses, enormous margin calls and forced position closures rather than any meaningful interpretation of events on the ground. Most traders limited activity to...
  10. Bartholomews

    Monday Market Briefing - 21st February 2022

    Wheat markets looked to go lower, particularly on old crop last week, only to be boosted again by renewed Ukrainian tensions. US markets dipped into their close on Friday after we had gone home and are closed for Presidents Day this Monday. With this in mind, European closes from Friday now look...
  11. Bartholomews

    Monday Market Briefing - 14th February 2022

    Markets held the positive tone of the previous Friday , gaining £4 on the week to settle just above the multi-week support level of £220 on May LIFFE. Several Countries followed the US lead in advising citizens to exit Ukraine if possible, although it’s not clear what this is based on as yet...
  12. Bartholomews

    Monday Market Briefing - 7th February 2022

    Another Late Friday rally on wheat put a gloss on things after we looked to be lower for most of the week. The Ukraine story isn’t developing fast enough to suit the 24 hour news channels who went back to talking about the UK Government’s problems, which explains the softer tone of the market...
  13. Bartholomews

    Monday Market Briefing - 31st January 2022

    Another choppy but ultimately sideways week ended with a slightly firmer tone. Egypt bought 400,000 mt of wheat in their latest tender late Friday. Nothing unusual in that but the detail is interesting - it's for March shipment and will load in Romania, Russia and Ukraine - all of course Black...
  14. Bartholomews

    Monday Market Briefing - 17th January 2022

    Last week’s USDA report offered no new excitement for the bulls, and with Southern Hemisphere crops now arriving on the market, International tenders are more unpredictable. Hence, we saw renewed pressure late in the week in all markets. That said the new crop noticeably held its ground and made...
  15. Bartholomews

    Monday Market Briefing - 10th January 2022

    New Year markets continued a drifty tone last week, but were rescued by a Friday rally as more worries emerged about the South American harvest. There are lots of macro-news stories around Covid, how the world economy emerges from the pandemic, interest rates etc which makes the overall picture...
  16. Bartholomews

    Monday Market Briefing - 13th December 2021

    Markets had a fair bit of news to absorb last week. There was a USDA report which improved ending wheat stocks very slightly, updates on the important Australian harvest pointed to heavy rains which will impact quality, but possibly not yield. International buyers, especially China, were very...
  17. Bartholomews

    Monday Market Briefing - 29th November 2021

    Markets finished slightly higher last week – a softer feel on Thursday/ Friday not quite removing the gains from earlier on. Did we see the top of this season’s market on Wednesday? Time will tell. The US was closed for Thanksgiving which held us back, but the emergence of a new Covid strain...
  18. Bartholomews

    Monday Market Briefing - 22nd November 2021

    Markets jumped strongly out of the traps again this morning, continuing the sentiment of last week. The Australian harvest has become a stop/start affair due to wet weather and there is enough International tender activity to keep things interesting for now. UK feed wheat remains a hefty...
  19. Bartholomews

    Monday Market Briefing - 15th November 2021

    Markets returned to the highs last week after a ten-day wobble. Russia announced a possible wheat export quota for Jan-June 2022. Tariffs make wheat more expensive, quotas make it unavailable - more than enough to spook the European market back into action. Elsewhere, there were some signs of...
  20. CRM AgriCommodities

    Graintab Daily Markets - Crude falls, grains under pressure

    Daily market grain market highlight from the research team at CRM AgriCommodities, read in under 4 minutes... Global markets have been in the red today as crude oil has come under pressure. Brent Crude lost near 3% today, falling below $82.5/bbl in a break lower...
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