Commodities
UK to be 'net wheat importer, again', after disappointing yields
... says grain merchant Gleadell, flagging domestic demand needs, and strength in sterling too. But will feed mills turn to corn instead?
Will China prevent a cotton price rout?
Hedge funds' large net long position in cotton looks ominous for price prospects. But market support may come from an unexpected source
World Bank backs calls for Ukraine land reform, as key date nears
World Bank country director Satu Kahkonen follows agribusiness tycoon Yuiry Kosiuk in urging the lifting of a ban on farmland sales
Farmland Partners buys $110m of nut orchards from Olam
Farmland Partners, fresh from a fund raise, expands its holdings of specialty crop land, as Olam opts for an "asset-light" approach
AM markets: dollar rally founders, to relief of ag bulls
... not that grain futures race away, despite the risk easing of dollar assets losing export competitiveness. In cotton, should prices start with a 5?
Weekly grain and oilseeds market view from Europe
La Nina on its way?... UK to be net wheat importer again... Gasc wheat tender results... rapeseed prices as sowings progress...
US farmland prices fall again, but decline slows in machinery market
A long-standing land price index kept shows a further drop, contrasting with an Iowa survey. But is the ag equipment market slowdown fading?
Brazil cuts coffee harvest estimate, citing pest damage
A downgrade to the country's arabica coffee harvest more than offsets an increase to the estimate of robusta bean production
Coceral upgrades 2017 EU rapeseed harvest, as hope rise for 2018
Coceral lifts the bar on estimates for the newly-finished EU rapeseed crop, as focus turns to prospects for the next one
Brazil sugar output to hit three-year low, as ethanol hits back
Kingsman sees a drop in 2018-19 Centre South sugar output, for cane and financial reasons, trimming ideas of this year's world surplus too
Butter, whole milk futures rise, as EU gains ground in world market battle
How will Europe's large dairy price premiums over New Zealand and the US values resolve themselves? The EU wins the latest clash
Canada's cattle herd to hit 28-year low, as it fails to lure young ranchers
The retirement of ranchers without successors is delaying long-held forecasts of herd recovery. But the pork sector is set for fresh records
USDA clashes with investors over cattle price prospects
US officials see values dipping for the rest of 2018, maybe to a 7-year low for fed cattle. But are they overlooking an upbeat beef signal?
Corn
Drought-hit Australia cuts hopes for wheat, canola, coarse grains
Abares cuts its forecast for Australia's much-watched wheat exports by 2.7m tonnes, with coarse grains shipments to hit a 7-year low
Wheat
UK to be 'net wheat importer, again', after disappointing yields
... says grain merchant Gleadell, flagging domestic demand needs, and strength in sterling too. But will feed mills turn to corn instead?
Soybeans
Coceral upgrades 2017 EU rapeseed harvest, as hope rise for 2018
Coceral lifts the bar on estimates for the newly-finished EU rapeseed crop, as focus turns to prospects for the next one
Sugar
Brazil sugar output to hit three-year low, as ethanol hits back
Kingsman sees a drop in 2018-19 Centre South sugar output, for cane and financial reasons, trimming ideas of this year's world surplus too
Cocoa
Sell-off in ags has gone far enough, according to broker forecasts
Commentators, while cutting price forecasts for many ags, leave estimates ahead of the futures curve across grains and soft commodities
Coffee
Brazil cuts coffee harvest estimate, citing pest damage
A downgrade to the country's arabica coffee harvest more than offsets an increase to the estimate of robusta bean production
Cotton
Will China prevent a cotton price rout?
Hedge funds' large net long position in cotton looks ominous for price prospects. But market support may come from an unexpected source
Farmland
World Bank backs calls for Ukraine land reform, as key date nears
World Bank country director Satu Kahkonen follows agribusiness tycoon Yuiry Kosiuk in urging the lifting of a ban on farmland sales
Livestock
USDA clashes with investors over cattle price prospects
US officials see values dipping for the rest of 2018, maybe to a 7-year low for fed cattle. But are they overlooking an upbeat beef signal?
Dairy
Shares in Murray Goulburn trust soar, as talks with bidders begin
Australia's largest dairy processor reveals it is "engaging with a number of" suitors over takeover proposals for all or part of the group
Fertilizer
Watchdogs urge stake sales as price of Agrium-PotashCorp merger
PotashCorp, which owns shares in the likes of SQM and ICL, is to sell "certain" minority stakes. But SQM and ICL share prices diverge. Why?