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Synopsis

As the Northern Hemisphere winter wheat crop emerges from dormancy, attention is turning to new crop supply. US spring planting is underway with soybean area expected to gain at the cost of corn, South American supply is weighing on US export competitiveness, and grain and fertiliser trade via the Strait of Hormuz remains disrupted.

What you'll learn

  • 2026 US spring crop planting outlook and impact on 2026/27 US ending stocks
  • Upcoming monthly performance of Brazilian soybean exports
  • Harvest progress and export potential for Argentine corn and soybean crops
  • Export competitiveness of South American crops
  • Condition of the Northern Hemisphere winter wheat crop
  • Recent grain and fertiliser trade via the Strait of Hormuz
  • Key market drivers for the upcoming month

Meet the speakers

Matthew Darragh
Grains & Oilseeds Analyst

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.

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Julia Santos
Sr. Market Data Analyst - Dry Bulk

Julia leads the Americas efforts for the Agricultural & Dry Bulk Commodities unit of Kpler. She holds a B.S. in Physical Oceanography from University of California, Santa Barbara and previously worked as a Senior Maritime Analyst focusing on driving sustainability and efficiency in the maritime industry through voyage optimization. As a Market Data Analyst, she closely monitors Kpler’s granular data on vessel movements, trade activity, and macro flows in Grains and Oilseeds, Fertilizers, Forest Products, and other Dry Minor Bulks.

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Rebecca Gerdes
Product Analyst

Rebecca Gerdes is a Product Manager and Analyst at Kpler, focusing on the company’s container shipping data offering. She was trained at Hapag-Lloyd and worked in the Trade Management department, where she was involved in shaping and operating services to serve the needs of global trade. She holds a Master’s degree in Digital Logistics and now works on improving visibility in container logistics by developing data tools that serve a broad range of stakeholders with independent, accessible insights.

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