Grains fundamentals: Unseasonal trade flows and unseasonal weather stir markets
Synopsis
Security risks see minimal Russian and Ukrainian wheat exports out of the Black Sea while Northern alternatives emerge. We will look at how much is being transported through the Baltic route, and how importers are adapting to the supply shock.Corn and soybean markets have been following geopolitical deals, Northern Hemisphere production and agency reports. Spring crop planting in South America, under the presence of a super El Niño, will dominate market activity over the next two months. Explore timelines to watch for key developments.
What you'll learn
- Black Sea disruption, alternative routes, capacities and price dynamics
- South American crop weather and production prospects
- China’s continued relevance in soybean and corn markets
- Fertiliser trade update, downstream effects and key insights
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.
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