Markets
  • Corn$4.74/bu-0.8%
  • Soybeans$12.61/bu-0.2%
  • Soybean meal$356.70/US ton-0.9%
  • Soybean oil$0.6710/lb-0.1%
  • SRW wheat$6.60/bu-1.5%
  • HRW wheat$7.04/bu-1.3%
  • Live cattle$228.45/cwt+0.5%
  • Feeder cattle$342.07/cwt+0.0%
  • Lean hogs$66.88/cwt+0.5%
The archive

Search this publication.

19 articles for “freight risk”Page 2 of 2
Commodity Markets

China Sunflower Market: Structural Surplus Weighs on Oilseed While Quality Premiums Hold Firm

Global sunflower seed output is projected to reach around 62.3 million tonnes in 2026/27, reinforcing an oilseed surplus, while Chinese confection and bakery-grade kernels command firm premiums. Black Sea logistics disruptions and export taxes continue to add volatility to trade flows, with China's role as an alternative supplier seen as a potential source of growing pricing power.

3 min read
Commodity Markets

El Niño Threatens Panama Canal Flows, Handing Brazil a Potential Grains Trade Advantage

A rapidly intensifying El Niño is tightening water levels at the Panama Canal and prompting precautionary draft restrictions, according to an analysis by agribusiness consultant Alê Delara published by CZ App on 17 September 2026. The weather event could raise US Gulf-to-Asia shipping costs, eroding US soybean and corn competitiveness and redirecting Asian demand toward Brazil — but the same climate risks that could lift Brazilian export premiums also threaten its domestic harvest and push up farm input costs.

5 min read
Commodity Markets

USDA Cuts Corn Stocks and Production Forecasts in September WASDE as Energy Disruptions Cloud Feed Cost Outlook

The USDA's September WASDE trimmed 2026/27 US corn ending stocks and slashed production forecasts, while soybean ending stocks edged lower on stronger export demand. Wheat balances were broadly stable. Meanwhile, Saudi Arabia's shutdown of its East-West pipeline and record-high diesel cracks are adding freight and energy cost pressure that feed manufacturers and ingredient traders will need to monitor closely.

4 min read