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CBA's 2026 Agri Commodities Outlook says government intervention, trade policy and biofuel regulation will shape agricultural prices in 2026. It expects wheat to gain in the second half as global production normalizes and canola to recover late in the year.
Policy and trade shifts add price volatility to grains, oilseeds and beef, with wheat and canola seen firming later in 2026.
commbank.com.auJan 1, 2026After 182 past bullish policy events, WHEAT moved a median +0.1% over 5 sessions (52% higher; middle half -1.9% to +1.4%), and -0.3% over 20.
Not enough comparable past events yet for a historical read.
After 102 past neutral policy events, LCATTLE moved a median +0.6% over 5 sessions (63% higher; middle half -0.7% to +1.2%), and +1.3% over 20.
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.
