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A De Molenaar market update says Middle East tensions are pushing up oil and freight prices while physical supply of several commodities stays tight. Grain, protein and by-product prices are described as strong, with soybean meal supply tight through April.
Higher crude and freight costs raise crushing and shipping expenses, and tight physical supply keeps protein meal prices firm. Feed buyers in Europe should expect continued support.
demolenaar.nlRedactie De MolenaarMar 5, 2026After 626 past bullish geopolitics events, Crude Oil (WTI) moved a median +2.1% over 5 sessions (62% higher; middle half -2.3% to +8.5%), and +1.6% over 20.
Not enough comparable past events yet for a historical read.
After 34 past bullish geopolitics events, Soybean Meal moved a median -0.2% over 5 sessions (47% higher; middle half -2.2% to +3.5%), and +1.2% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
