Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally

Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally

Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El Niño in Australia are all in focus. At the same time, Black Sea new-crop wheat is competing with Australian origin in Asia, while strong crop prospects in the Middle East and North Africa are reshaping expectations for trade flows and demand.

Join Maham Quadri, associate price reporter, North America, Vivien Tang, senior price reporter covering APAC, and Vivian Iroanya, senior price reporter for Europe, Middle East & Africa, as they talk to Pierre Cera-Huelva, global wheat analyst and head of EU crops research, to discuss how demand and trade flows will adjust in the months ahead.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(649)

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a s...

24 Jul 22min

Asian LNG under pressure: what comes next for prices amid the Middle East conflict?

Asian LNG under pressure: what comes next for prices amid the Middle East conflict?

Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock now absorbed, the foc...

20 Jul 15min

From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade

From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade

The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disru...

14 Jul 17min

India's carbon market: from design to implementation

India's carbon market: from design to implementation

India's emerging compliance carbon market under the Carbon Credit Trading Scheme (CCTS) is moving into its early implementation phase, with an intensity-based design that sets operational-level obliga...

13 Jul 18min

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective c...

17 Jun 16min

India's renewable hydrogen projects face cost, delay risks from global conflicts

India's renewable hydrogen projects face cost, delay risks from global conflicts

India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydr...

27 Mai 29min

Copper markets react to high sulfuric acid prices, Middle East conflict

Copper markets react to high sulfuric acid prices, Middle East conflict

Copper TC/RCs have plunged 89% since January, hitting record lows as concentrate supply tightens and demand stays firm. At the same time, the Middle East war has driven sulfuric acid prices – an impor...

15 Mai 18min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
rss-orjasater
utbytte
lederpodden
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
liberal-halvtime