MarketSense Eye on the Prairies

In this episode of MarketSense Radio, Heather and Gerhard examine the recent wheat-market rally and how Black Sea tensions, export bottlenecks, freight costs, and war-risk insurance are influencing prices. They also explain why the rally is being driven largely by geopolitical uncertainty—and what could cause the market premium to rise further or disappear just as quickly. 

Ed and Heather discuss some of the exciting details of the new U.S. biofuel policy, what it means for the future of oilseeds and what things to watch out for.

Ed and Heather discuss how recent geopolitical volatility changes the balance of risks and how the marketing strategy is evolving.

Ed and Gerhard check in on the latest headlines in the China U.S. trade war and then focus on Canadian crop yields as numbers roll in with harvest nearly complete.

Ed and Gerhard discuss early yield results from pulse crops and durum.  Preharvest expectations for canola, wheat and soybeans ahead of the Statistics Canada production report coming next week on August 28th.