Arlan Suderman, Chief Commodities Economist at StoneX, breaks down why commodity markets sold off sharply on optimism surrounding Iran negotiations, and why significant risks may still remain ahead.

In this May 26 update, Arlan covers:

• Why markets reacted to reports that the U.S. and Iran are “95%” toward a deal

• The critical final issues still preventing a true agreement

• Why the Strait of Hormuz remains a major global risk factor

• How crude oil weakness is pressuring grain and oilseed markets

• Why fertilizer and fuel supplies could still tighten in the months ahead

• How algorithmic trading continues driving market volatility

• Weather concerns impacting China’s wheat crop

• What China’s grain needs could mean for U.S. corn and wheat demand

• Why soybean purchases from China remain a key focus heading into summer

• What to watch in upcoming U.S. crop condition reports and weather patterns

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