Arlan Suderman, Chief Commodities Economist at StoneX, outlines why this is a pivotal week for commodities — with the Iran conflict, U.S.–China trade negotiations, and the USDA WASDE report all converging to drive market direction.

In this May 11 update, Arlan covers:

• Why the ongoing Iran conflict continues to tighten global energy and fertilizer supplies

• How disruptions in the Strait of Hormuz are impacting oil, inflation, and global growth

• What to expect from President Trump’s trip to Beijing and potential U.S.–China trade agreements

• Which ag commodities could be included in a deal — and why soybeans may not be a major factor

• Key expectations heading into the USDA WASDE report and new crop balance sheets

• Why corn, soybean, and wheat ending stocks may come in tighter than trade estimates

• How markets could react to trade surprises, weather risks, or geopolitical developments

• What to watch as volatility increases heading into summer

Stay ahead of the markets with Arlan’s Market Intelligence Plan:

https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001…

Subscribe for more market insight from Arlan Suderman and StoneX.

#ArlanSuderman #StoneX #Commodities #AgMarkets #WASDE #EnergyMarkets #OilMarkets #ChinaTrade #Iran #GrainMarkets