It remains unsettled in the grain market. Russia and Ukraine are stepping up attacks on each other's grain infrastructure and that does not go unnoticed in the export figures. The US Department of Agriculture came with the Wasde report. For wheat, the tone was cautiously bullish, but in maize there is quite a bit going on. The cooperative association DRV has calculated what the warm and dry weather has cost German arable farmers.
Analysis|Published: Aug 11, 2026
Wheat on the Matif did not react to it yesterday but concerns about the availability of grain from the Black Sea region are increasing. The Ukrainian ministry has sharply lowered the export outlook. Russia's attacks on the ports, including those near Odessa, play an important role in this. In the US, the winter wheat harvest is well advanced, as the new Crop Progress report shows.
Analysis|Published: Aug 11, 2026
It remains unsettled in the energy markets. On the one hand, we naturally have the geopolitical tensions that are not easing. All in all, due to the various acts of war, a considerable amount of capacity for fuel production has been lost. This is becoming increasingly noticeable, especially for diesel. Meanwhile, the weather is not cooperating for us in Europe either. The drought is affecting electricity producers.
Analysis|Published: Aug 7, 2026
When the border of Senegal officially opens is not entirely clear yet. That does not stop exporters from already sending the necessary onions there. For the mood among sorters, it is in any case good. What processors are more worried about is the quality of the onions.
Analysis|Published: Aug 7, 2026
The dry weather in the EU is having only a limited effect on the grain market. Something is really going on. Expana has lowered its forecast for the European wheat harvest. In corn, the drought is really taking hold according to the market bureau. The supply of grain from the Black Sea region remains another uncertain factor that the market is paying a little less attention to. Prices in the physical market are however on the rise, as the results of a tender from Algeria show.
Analysis|Published: Aug 4, 2026
The Black Sea region has a major influence on sentiment in the wheat market. Russia carried out targeted attacks last weekend to paralyze grain exports from Ukraine. In Russia, Ukraine's attacks also have major consequences for the economy. In addition to the war, drought is causing a more or less firm undertone in the market. That is playing out not only in parts of Europe but also in the US, as this week's Crop Progress report shows.
