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.
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.
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