Episode Details
Back to EpisodesWASDE Aftermath & Iran Talks: What Markets Are Watching
Description
Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the key takeaways from USDA's June WASDE report and explains why a potential Iran ceasefire may not eliminate commodity market risk anytime soon.
In this June 12 update, Arlan covers:
What mattered most in USDA's June WASDE report
Why soybean crush demand continues to exceed expectations
The outlook for corn exports and ethanol demand
How rising corn production in India is changing the global balance sheet
Why fertilizer availability could become a major concern heading into 2027
The significance of December corn holding support near $4.40
What a potential Iran memorandum of understanding could mean for markets
Why Arlan remains skeptical of a lasting Middle East peace agreement
The critical role of the Strait of Hormuz in global energy and fertilizer supplies
Why commodity risk may remain elevated even if a ceasefire is announced
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