Grains fundamentals: Geopolitics fuel grain market volatility
Join the webinar
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Synopsis
Ongoing Middle East conflict and renewed US-China trade developments are pushing grain markets into a more volatile phase. Fertiliser costs have eased but remain elevated, weighing on production decisions and the broader supply outlook. Meanwhile, subdued Chinese corn demand could be at an inflection point heading into the next marketing year. Join this webinar for a timely look at the geopolitical, trade and input-cost forces shaping grain markets in the months ahead.
What you'll learn
- Middle East grain and fertiliser trade update
- Considerations for USDA’s new crop outlook
- Implications of US-China agricultural trade agreement
- Corn demand scenarios and their market impact
- Consequences of a stronger fertiliser market
- Sitrep on key crop development across major exporters
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.
Ishan Bhanu
Ishan joined Kpler’s dry bulk and Insights teams in October 2023. Based in Dubai, he has over 12 years of experience with global grains markets research and trading. Ishan is building an understanding of agricultural markets and trade within Kpler, to add to and support its dry bulk data offering. He is also building analytical tools and balance sheets for major ags like wheat, corn, soybeans and barley, with focus on developing all the support required for trade decision-making by Kpler clients. Ishan has worked as Head of Research at Invivo and as Associate Trader at Olam International. He founded Integrated Research Dubai and was a consultant for major trading houses across the globe, before joining Kpler.
