
Rabobank's Field Crop Margin Outlook 2027 expects global recovery in crop margins to be delayed and uneven through 2027. Elevated fertiliser, diesel and freight costs are expected to keep Australian margins compressed, while El Niño could weaken prospects in eastern Australia.
Strong yields in southern and western Australia are expected to partly offset the pressure.
Ample world grain and oilseed supplies are expected to limit sustained price gains, while rising input costs squeeze producer margins. Buyers should expect firm input costs to persist alongside soft grain prices.
After 1,006 past bearish report events, WHEAT moved a median +0.0% over 5 sessions (50% higher; middle half -1.6% to +1.8%), and +0.3% 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.