Featured Insights

The January USDA reports are known for their surprises, as they contain more data than any other report during the year. Furthermore, the price implications from any potential surprises would be expected to be much larger this year, due to lower corn and wheat stocks and due to very tight projected soybean stocks. The January reports will provide a better picture of the impact of adverse weather on this year’s production expectations. It will also include USDA’s final 2020 production estimates, quarterly grain stocks, updated domestic and global supply and demand balance sheets, along with USDA’s first look at 2021 winter wheat acreage. Fasten your seat belts for a potential wild ride following the release of these reports, as they’ll set the tone for the months that follow.

StoneX’s Brazilian Market Intelligence analyzes the main factors that influenced major agricultural commodities in recent months and provides insight on what to expect from July to September 2020.

Climate change is having a dramatic impact on coffee production with some estimating a 50% decrease in the global area suitable for growing coffee. Combined with demand estimates topping out at 300 million bags by 2050, the coffee industry has opted to be proactive in working to meet this demand. This paper details the work being done to mitigate the impact of climate change on the industry's ability to meet demand.