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Dec’26 #wheat↓15.25 USc/bu on optimism over Russia–Ukraine peace talks & the prospect of increased Black Sea grain shipments. #AUD ↓0.48c, breaking below support at 68.5c and falling to its lowest level since Jan, as Fed officials flagged a possible 50 bp rate hike in December.

Dec’26 #wheat ↑6.75 USc/bu and EU wheat ↑€5.75/MT after the latest #BlackSea #peace talks in #AbuDhabi ended without a major breakthrough. The #AUD ↓0.09c towards support at 68.6c as higher US #inflation and Fed rate expectations supported the USD.

Nov #WASDE bearish for #wheat. Aussie and Arggie wheat f’cast larger at 32.5 and 23 MMT. Lower US corn output and tighter soy stocks outweighed the bearish wheat outlook. Black Sea talks continue without a breakthrough. What’s next for your grain marketing? Contact us to discuss.

Dec’26 #wheat ↑4.75 USc/bu, lifted by stronger corn futures after the #USDA revised #US #corn production lower. #AUD ↓0.59c as stronger US inflation and higher bond yields lifted the #USD, with hawkish Fed rate expectations posing further downside risk.

#Rain Slows #Aussie Harvest, Mixed Forecast Ahead Harvest activity is expected to gather pace across much of SA over the next fortnight. However, the forecast remains mixed for WA and the eastern states, with further rainfall potentially disrupting progress.

Dec’26 #wheat ↓ 3.25 USc/bu as funds added another 14k contracts to their net short position, taking it to a historically large 88k contracts amid trilateral talks between Russia, Ukraine and the US. The #AUD ↑ 0.58c as falling oil prices improved global market sentiment.

EU #wheat futures ↓ €3/MT following confirmation of trilateral #peace talks between #Ukraine, #Russia &the US scheduled for 10–11 No . #AUD ↓0.34c amid softer #RBA guidance despite interest rates rising to 4.85%, while stronger #US #employment_data strengthened the USD.

Dec’26 #wheat ↑ 3.0 USc/bu near the midpoint of a narrow 8.5 USc/bu trading range. #Prices remain in a medium-term downtrend and appear to be consolidating around 600 USc/bu. The #AUD ↓ 0.29c amid weaker Chinese data and firmer #US yields.

🌾 #Aussie wheat prices slump as markets price in a best-case outcome for #Black Sea exports. But will logistics improve that quickly? 🌧️ #Rain is delaying harvest, yet local prices keep falling. What’s next? Contact us to discuss your grain marketing strategy.

Dec ’26 #wheat closed up 4.75 USc/bu amid reports that China’s COFCO could be enquiring about purchasing US SRW wheat. The #AUD fell 0.27 USc as stronger-than-expected US economic growth and persistent inflation supported the USD.

Dec’26 #wheat ↓ 11.25 USc/bu amid reports that #Russia allowed some grain vessels to pass through the Kerch Strait for the first time since July. The #AUD ↑ 0.29c as stronger-than-expected Australian inflation increased expectations of an #RBA rate hike.

Dec’26 #heat fell 5.75 USc/bu on bearish production forecasts for #Australia & #Argentina. The #AUD rose 0.09 USc on #RBA rate hike expectations, with markets awaiting Australian #inflation data and the #US Fed’s rate decision.

Dec 26 #wheat ↓9.0 USc/bu amid rumours that #Ukraine, #Russia and the #US may meet, potentially restoring Black Sea vessel movements and access to cheap wheat. The #AUD ↓0.19c as markets remained cautious ahead of Australian #CPI and the Fed’s rate decision.

Dec’26 #wheat closed down 0.25 USc/bu as hopes for #PeaceTalks between #Russia and #Ukraine calmed the wheat market despite ongoing attacks. The #AUD rose 0.19c, supported by expectations of further #RBA tightening.

On 21 Oct, #EU milling #wheat fell €8.75/MT (~A$14/MT) as Russia agreed in principle to resume US-mediated peace talks. #Chicago wheat hit its lowest level since early July. However, Black Sea attacks continue, severely restricting wheat exports. Is the market too optimistic?

EU #wheat futures rose €1.50/MT as Europe’s summer heatwave reduced corn production, boosting demand for wheat. The #AUD fell 0.08c as higher US bond yields and softer risk sentiment weighed on the currency.

#Euro wheat futures fell €8.75/MT as Russia agreed to resume peace talks with Ukraine and the US, potentially easing restrictions on Black Sea grain shipments. The #AUD rose 0.19c, underpinned by hawkish RBA commentary and softer US Treasury yields.

Dec’26 #wheat ↓12.00 USc/bu as Hungary’s Prime Minister suggested the country could allow #Ukrainian grain transit following President #Zelensky’s request. The AUD ↑0.26c, supported by a weaker #USD, lower US Treasury yields and stronger US equities.

Dec ’26 #wheat ↓ 5.25 USc/bu (A$2.50/t), nearing support at 655 USc/bu as funds increased their net short position to 17.6k contracts. The #AUD ↑ 0.49 #US cents, lifted by strong #Chinese #economic data.

Dec’26 #wheat ↓9.50 USc/bu as US wheat ##export sales fell 29% w/w and 47% below the same week last year. The #AUD ↑0.49 US cents, while weaker #Australian #employment data reduced expectations of an #RBA rate hike.