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USDA Corn Acreage Estimates Undershoot Expectations
  The annual Prospective Plantings report released by the US Department of Agriculture (USDA) last week was slightly bullish for corn, neutral for soybeans, and slightly bearish for wheat. It forecasts a 5% drop in corn acreage, a…
Daily Insights
No Inflationary Pressures From Grain Prices
  Prices of agricultural commodities have come under intensified downward pressure this year. Corn, soybean, and wheat prices have fallen by 8.6%, 8.3%, and 4.9% respectively so far this year. Multiple factors are behind the…
Daily Insights
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Maritime Chokepoints And Commodity Volatility
Special Report Commodity volatility will continue its rising trend since 2014. The US is on the brink of a major election, the outcome of which could reduce its willingness to engage with the outside world. So, states seeking to carve out their own…
Geopolitical Strategy, Commodity & Energy Strategy by Matt Gertken
Lower Food Prices Support The Disinflation Process
  Wheat, corn, and soybean all traded lower at the Chicago Board of Trade on Wednesday following the US Department of Agriculture’s latest release of its monthly World Agricultural Supply and Demand Estimates (WASDE) –…
Daily Insights
High Food Prices Drive EM Inflation
Executive Summary   The surge in food prices following Russia's invasion of Ukraine will drive EM headline inflation higher, given more of individuals' incomes in these economies are spent on food. Economies in the…
Commodity & Energy Strategy by Ashwin Shyam
Global Grain, Bean Markets Balanced; USD Expected To Drive '21/22 Prices
Highlights Going into the new crop year, we expect the course of the broad trade-weighted USD to dictate the path taken by grain and bean prices (Chart of the Week). Higher corn stocks in the coming crop year, flat wheat stocks and…
Commodity & Energy Strategy by Ashwin Shyam
Oil, Metals Vol Creates Buying Opportunities
Highlights Entering 2H21, oil and metals' price volatility will rise as inventories are drawn down to cover physical supply deficits brought about by the re-opening of major economies ex-China. As demand increases and oil and…
Commodity & Energy Strategy by Ashwin Shyam
Supply Security In The Time Of COVID
Special Report Highlights Global shortages of medical equipment – including medicines – are frontloaded until emergency production kicks in. As the crisis abates, political recriminations between the US and China will surge. The US will…
Commodity & Energy Strategy, Geopolitical Strategy by Roukaya Ibrahim, Matt Gertken
Climate Change Special Series: Agriculture In The Age Of Climate Change
Special Report Highlights Given that rising crop yields have been the main vehicle through which global supply of agricultural commodities grew to meet expanding demand, the risks posed to yields due to climate change are non-trivial. The impact of…
BCA Special Reports by Roukaya Ibrahim, Jeremie Peloso
Agriculture In The Age Of Climate Change
Special Report The steady expansion of global population and rising per-capita calorie consumption has directly translated to growing demand for agricultural products of all types. However, these demand-side pressures increasingly will be met with…
Commodity & Energy Strategy by Roukaya Ibrahim, Jeremie Peloso

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Corn Rice Soybeans