Grains fundamentals: New crop fundamentals shape export outlook
Synopsis
The breakdown of peace deal negotiations between the US and Iran has renewed concerns over trade through the Strait of Hormuz. Additionally, heightened conflict between Ukraine and Russia has led to uncertainty over Black Sea exports at a time when export volumes seasonally peak. As US spring crops reach key development stages, current conditions are shaping the production outlook. US corn exports remain dominant and look to remain competitive against South American supply.
What you'll learn
- Grain and fertiliser trade activity via the Strait of Hormuz
- Black Sea wheat export potential
- US vs South American corn export competitiveness
- US-China trade update
- US corn and soybean crop development and 2026/27 trade expectations
Meet the speakers
Matthew Darragh
Matt joined Kpler’s Insight Team in January 2025 as a Grains & Oilseeds Analyst, based in London. Prior to Kpler, Matt was a Cereals & Oilseeds Analyst at the Agriculture and Horticulture Development Board (AHDB), conducting both domestic (UK) and global analysis of the respective grains and oilseeds markets. Before becoming an analyst at AHDB, Matt acquired a Masters of Science in Agricultural Economics at the University of Reading. At Kpler, Matt contributes to the Insight reports and conducts supply and demand analysis to support on the grain balance sheets.
Join the webinar
%201.svg)
