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Synopsis

With spring planting drawing closer, US farmers will be assessing which crop could offer the best possible return. Mixed weather across South America yields varied outlook for crop progress. Global wheat exports remain elevated as competitive prices led by abundant supply foster greater demand.

What you'll learn

  • How low prices are shaping US spring planting and soy vs corn decisions
  • What Brazil’s soybean harvest signals for production outlook
  • How Argentina weather is affecting corn and soybean conditions
  • Why strong wheat exports are struggling against global oversupply
  • Winter kill risks for Northern Hemisphere wheat: what’s normal vs concerning
  • The key market drivers for the month ahead
  • What’s new in Kpler Grains S&D and Exports API

Meet the speakers

Ishan Bhanu
Lead Agricultural Commodities Analyst

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.

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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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