ICYMI: Important data releases for the week.
For more such updates, prices and macro market news, head on to this week's Platts Agriculture Intelligence newsletter - linkedin.com/pulse/brazils-p…
The Monday agricultural markets newsletter by @SPGlobalAgri is out now!
The most agri-news per metric ton! Check it out here - linkedin.com/pulse/us-harves…
Commodities other than the basic staples will be affected by the El Niño, including the largest palm oil suppliers Indonesia and Malaysia.
Read the latest research from the S&P Global Institute: okt.to/REwtPM
Indonesia's palm oil exports rise in September on stronger India, China demand
Full story ($): core.spglobal.com/#platts/in…
Aditya K retweeted
This podcast explores how El Niño is triggering uncertainty around production, quality, and export potential of wheat in Australia, India and Argentina, and how Black Sea constraints are changing supply and price dynamics.
🎧Full podcast (22:11) okt.to/g1lHvA
This Week US harvest selling, biofuel uncertainty, Black Sea shipping risks. Also India's UCO industry bottlenecks, Brazil's powerhouse agricultural year, and Ecuador's shrimp sector troubles.
For the most agri market news per metric ton, click here: linkedin.com/pulse/us-harves…
Monday's weekly newsletter is out now! Check below for the most agricultural news per metric ton 🗞️🗞️🗞️
linkedin.com/pulse/us-corn-b…
Indonesia's palm oil exports to fall in 2026-2027 on biodiesel demand, stagnant output
- El Niño threatens 2027 production levels
- Palm oil prices likely to remain elevated in 2026
- Domestic use may rise by 2 mil mt in 2027
Full story ($): core.spglobal.com/#platts/in…
Black Sea sunflower oil exports to lag in MY 2026-27, say Ukraine, Russian execs
Now a free read - spglobal.com/energy/en/news-…
Heard: Malaysia Sept 1-30 vs Aug 1-31 palm oil exports
Amspec: 950,957 vs 1,335,281 (-28.7%)
ITS: 1,131,592 vs 1,364,494 (-17.1%)
Aditya K retweeted
European soybean meal prices surge despite ASF-driven demand concerns in Spain
▪️Spanish, Dutch soymeal prices rise €43-51/mt
▪️Weaker euro and CBOT rally lift replacement costs
▪️Feed demand drops 5-10% amid ASF outbreak impact
okt.to/pI1eVu
The Platts Agri markets newsletter is now out. Important trends, prices and dates to know before starting the week.
Check it out here: linkedin.com/pulse/us-china-…
India cuts edible oil import duties to curb inflation
- Effective duty drops to 5.5%-11% on crude veg oils
- New rates effective from Sept. 24
Full story ($): core.spglobal.com/#platts/in…
This week's @SPGEnergyAg Intelligence Report is out now! Check it out here for prices, podcasts and data calendar for the week - linkedin.com/pulse/trade-rel…
The @SPGEnergyAg news team got together to discuss how a succession of "black swan" events and structural challenges have transformed food inflation from a cyclical phenomenon into a persistent feature of the global economy. Do give it a listen! #grains #biofuels #Commodities
Energy policy and geopolitics are driving the next phase of food inflation as much as crop yields. Listen to this podcast as we examine the structural forces reshaping agricultural markets, from biofuel demand to global trade dynamics.
🎙️Full episode: okt.to/eBWR8G
The Platts #Agriculture Intelligence newsletter is out. Whether its market clues, data calendar or macro market signals, this is the quickest way to get ahead of the week: linkedin.com/pulse/grain-mar…
Mid-week data planner check!
For weekly Ags news, macros and prices, click here: linkedin.com/pulse/after-ral…
